Baby's first post!
I'm working to create a robust membership dashboard, and one of the first things I made was a widget that tracks how many unique constituent ID's are in each membership level. I'm getting the information I need, but analytics automatically sorts the levels alphabetically, but I want to reorder these by giving level (from lowest to highest). I also tried using the membership level rank, but it orders it as "1, 10, 11, 2, 3, etc." which gets me closer but I want the names of the levels and I'd still need to reorder manually.
Thanks!
Hi Lynette,
I want to clarify what you're looking for- you want a count of Membership IDs, broken out by Membership Level, and then sorted by giving level? Are you using Memberships as Giving Levels?
Each membership level is a giving level in that the level is dependent on the amount the person gives.
Ok, that makes sense. You'd want a count of Membership IDs, broken out my Membership Level, then sorted Highest to Lowest in terms of giving amount.Short answer is I'm not sure!Longer answer is that I'm wondering about using 'Membership Amount' as a lever to pull.
Could you use the average of the 'Amount'? Or the Max?If we don't have a precise lever to pull (some metric that says "this is the order of giving amounts"), then we'll have to get creative with finding another way to create such a lever. I'll keep thinking on this.
I tried using the amount but it makes everything look wacky. In a pivot table I can create a row with the membership rank and sort it by descending and that puts the levels in the order that I want, but when I try to make this any other kind of graph I can't get it to play nice.
Hi Lynnette,
Have you considered putting Membership Level on Categories? With that you could add another Value for the MIN( [Membership Level Rank]) and then sort by that descending. You can also change it to a white line chart behind the columns of your membership levels. The pre-built Membership Sales dashboard has an example of this...
That did it, Chris! Thank you for walking through those steps and referencing the tess memberships sales dashboard. I wouldn't have figured that out by myself!
Follow-up question, How could you set this up to be a year-over-year chart? When I add anything in the break by field with these parameters it automatically turns off the Membership Level Rank value field.
You probably don't want this, but you could add the year in Categories after Membership Level. That's the easy solution, but groups the levels within years rather than the years within levels.
Instead you'll need to turn your value into a formula that's limited to this year, e.g.
( [Total Membership Count] , [MEMBERSHIP EXPIRATION DATE Fiscal Current Year Offset = 0] )
And then duplicate that value for last year,
( [Total Membership Count] , [MEMBERSHIP EXPIRATION DATE Fiscal Current Year Offset = -1] )
If you have one, you might need to disable a dashboard or widget filter that's limiting this widget to the current year, or adjust it to include this year and last year.
You can of course rename those to appear friendly, like simply "This Year" and "Last Year". You can also rename the membership level rank value to "sort" or even just a ".' to hide it from the widget legend.