I am still dealing with issues from our summer discounts from 6 months ago!
Here is the issue:
To make things easy for our Front Desk this year, instead of doing it all as a Promo/Source Code (like the year before which gave inaccurate numbers because the Front Desk forgot to switch the source code between orders) I created a Discount for the in-person sales and then kept the Promo/Source code for online sales.
This worked great in built out and for our front end; however, because pricing rules/sources and discounts are two completely different things, reporting on them has been a nightmare. I have 2 different widgets set up; one has the discounts, the second has pricing rules. The problem is the Total Attendance is the same for both, but the breakout is different and we don't know why. I don't know if I built the widgets wrong, or if its because I'm trying to get Tessitura to do something it simply won't.
What our org needs: Total number of attendance by Ticket Type for ALL discounts (discounts and pricing rules combined); separated by discount.
So basically I want to combine the two widgets into one clean widget.
Attached is the dashboard file (ignore the comp reason widget, that is completely correct and what we need).
CLM71223-CompReason&Discounts.dash
That would work except we run multiple $0 campaigns throughout the summer, so I need to know which attendance is attached to which. Currently we run the following: CT Summer Free (July 1-Sept.5), Blue Star Museum (May 20-Sept.5), and a CT Science Center Member Swap (full month of August).
I need to know how many people came in under each thing, even though they are all $0 tickets.
Ok, so what original filter am I going to have to change the formulas on. And I still need it to list out every single discount and pricing rule we use. Over the course of the summer we run 3 campaigns that will overlap.
How do I tell Analytics that I need it to show that combo for each of the 3 different discounts without it looking ridiculously cluttered?
Sorry Chelsea - as soon as you ask the widget to list the discounts it's going to split the amounts out as they are 2 different things pricing rules & discounts - bucketing them together is the only way I can think of to give you both the combined total of onsite & online without 2 different amounts. 3 campaigns with 3 discounts is 9 columns so maybe not too bad to try?
Hi Chelsea,
Your best bet may be to look into a simple customization to include a field for your organization that would be populated with the Pricing Rule or the Discount Type. Then with this single field, all CT Summer Free would be grouped together in a single result.
Alternatively you could look at creating a value that includes the matching Discount Type for the given Pricing Rule. The issue here is that we're limited to 10 distinct filters on any given field within a formula. So this would only work for up to 10 Pricing Rule + Discount Type combinations. To set it up, with a filter on Discount Type set to include only (none), and with Pricing Rules on Rows, we could use a value that takes the [Total Ticket Count] for the Pricing Rule, plus a CASE statement that has an entry for each pricing rule and adds in the appropriate discount type ticket count. E.g.
[Total Ticket Count] + CASEWHEN MAX ( [Pricing Rule ID] ) = ( MAX ( [Pricing Rule ID] ) , [Pricing Rule = CT_Summer Free] ) THEN ( [Total Ticket Count] , [Discount Type = CT_Summer Free] , [Pricing Rule = (none)] )WHEN MAX ( [Pricing Rule ID] ) = ( MAX ( [Pricing Rule ID] ) , [Pricing Rule = Next Pricing Rule] ) THEN ( [Total Ticket Count] , [Discount Type = Next Discount Type] , [Pricing Rule = (none)] )END
If this were not a Pivot widget, but a Bar or Column, then the bucketing like others have suggested could work (Jo's example), but in a Pivot these will render as columns rather than as rows.
A custom field (just open a support ticket to explore it) seems like your easiest and most flexible way forward.