Hello!
I have a dashboard for each quarter of the FY that has museum admission, programs, and tour attendance broken out by month for both this FY and last. For example, FY22 Museum Admission in one widget, and FY23 Museum Admission in another next to it. We start a new FY April 1, so I was starting to recreate these dashboards by copying and changing the years on all the date filters. But it occurred to me that there might be a way to set up the date fields so it indicates "June last FY" and "June this FY" so I don't have to recreate the dashboards every FY. I think this is in the offset date function, but I haven't really used it. Has anyone set something like this up before?
Thanks!Anne
We've used this sort of thing for our contributions reporting:
vs
You can break those values up by Perf Month, or Day of Year, or any Row you choose.
I understand the offset part, but I can't figure out how to select a month rather than a date. It isn't recognizing "April" either with or without quotation marks.
If you're looking to build the month into the bucketing, I'd do it like this:
You'd tweak for Performance Date vs Order Date, or whatever you need. You also could bucket for 'offset = 0' as a value, and also filter the widget/group of widgets by 'April' in whatever data point you need.