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RE: Calendar Heatmaps- any way to define start month?

Chris Wallingford — Mon, 15 Apr 2024 14:55:18 GMT

Sorry for the confusion by showing that example formula as a Pivot table. Just flipping it to a Calendar Heatmap widget looks like this:

CSRSales.dash

Calendar Heatmaps- any way to define start month?

Alison Lambert — Tue, 09 Apr 2024 23:07:02 GMT

Hi all,

I'm working on a dashboard that will show us the frequency that our Hosts are working (to help with training/knowing when people haven't worked for months etc). Not the usual use of Analytics, but the data is there, so why not?!

I've made a heatmap widget for each Host (about 40 with a mix of fulltime/parttime/casual) and it works well, essentially looking at what dates they have each made orders.

However, it's a little tricky to compare them all side by side, as they all start on different months, depending on the first month that they made orders (so are new staff might have February as their first month on the heatmap, but others might have June). Obviously, as it's looking at Order dates, it's producing an accurate heatmap; but I'm just wondering if anyone can think of a formula that might force the heatmap to start at June (even if no orders until Feb etc). (It's probably a no, but thought worth asking the geniuses on here!

A snapshot of some below:

Many thanks,
Alison

RE: Calendar Heatmaps- any way to define start month?

Alison Lambert — Mon, 15 Apr 2024 03:29:05 GMT

Thanks for your ideas too Neil!

Unfortunately they still only start at the first month that they took orders (e.g. this Host began working here in February).

RE: Calendar Heatmaps- any way to define start month?

Alison Lambert — Mon, 15 Apr 2024 03:26:29 GMT

Thanks for your idea Chris! Unfortunately with Heatmaps you can't add multiple things there, and I already need the date and count.

RE: Sales Curve 2 weeks prior to event

Chris Wallingford — Fri, 12 Apr 2024 23:26:06 GMT

I had the same misunderstanding as Mark. Apologies for that. We can update the formula with ALL([Days in Order Date]) for the two end points of the curve. This will override the Order Date grouping on the X-Axis for those two points.

RSUM (
  CASE WHEN MAX( [Order Days Prior to Performance] ) = -14 THEN ( [Total Ticket Count] , [Order Days Prior to Performance <= -14] , ALL([Days in Order Date]) )
     WHEN MAX( [Order Days Prior to Performance] ) = 0 THEN ( [Total Ticket Count] , [Order Days Prior to Performance >= 0] , ALL([Days in Order Date]) )
     ELSE [Total Ticket Count] END
)

Sales Curve 2 weeks prior to event

Aaron Rivkin — Mon, 05 Feb 2024 14:07:20 GMT

Hello!

I am a Tessitura analytics newbie. I am trying to create a sales curve graph with the number of tickets sold in the last two weeks leading up to an event. When I filter for 14 days prior to the event, the ticket count starts at 0. Is it possible to have the ticket count begin at the amount of tickets which were previously sold? In the example below, the second graph should start at 178 tickets instead of 0.

Thanks so much!

Here is a graph of all sales:

Here is a graph of the last two weeks leading up to the event.:

ALL Unpaid Orders/Unpaid Invoices in One Dashboard?

Chelsea Marti — Thu, 11 Apr 2024 15:26:30 GMT

My Finance Manager and Director of Business Administration are looking for a way to see every dollar that still needs to be paid in Tessitura all at once. Currently to deal with our open invoices they run the Invoice Detail report, and then for all other orders we have a widget where the Order Category shows "Unpaid/Partial Paid" or "Paid in Full."

The problem with the Category thing is if a staff member forgets to flip it to the right level or just doesn't set it at all, we have no idea if those are accurate. Also, some unpaid orders are simply because an event got cancelled and the Line Items never got deleted out of the order (so unpaid is technically correct, but also not correct because the order simply shouldn't exist anymore).

And with the invoice detail, if Finance doesn't know the payment method was used, they might not run the report.

I was poking around in the Finance cube a little to see if there was a way of doing this. What I would like is Constituent Display Name to be the rows, then Unpaid tickets as one Value and Unpaid Invoices as another; with Column being any Performance Notes (such as when an event is cancelled). Is that even possible to do? I did not see a pre-built formula for "Unpaid" anything, so would I have to build something custom?

What I want in screenshot form:

RE: ALL Unpaid Orders/Unpaid Invoices in One Dashboard?

Chelsea Marti — Fri, 12 Apr 2024 20:29:26 GMT

EDIT:

I got the Unpaid Tickets widget working beautifully!

Now I'm still stuck on the Unpaid Fees widget and Unpaid Invoice widget.

RE: Postal Codes in Analytics

John A. Moskal II — Fri, 12 Apr 2024 16:43:57 GMT

I would be curious as to why your category of "Postal Address Postcode Short" is giving you 9 digit values. I am still not über-fluent in all things Analytics, but that to me would seem like the very definition of the value it is supposed to be providing. Is there something odd with your data causing it to react that way?

I just looked at one of my dashboards where I am using that exact value to return zip code data and it is working just fine. I just looked a performance where we have a number of tickets in a specific zip code, and I confirmed in the database that, while most of those are all 5 digit zip codes, a solid 15% or so have the full 9 digit zip codes saved to the address in our database. But the numbers match exactly as to imply it only pulling on the first 5 digits. And I am definitely not doing anything particularly special in this dashboard. I am pretty sure this was just an ever-so-slightly modified version of a default/standard Tessitura dashboard in fact.

Might be worth asking Tessitura about this one. Best of luck!

John A. Moskal II

Postal Codes in Analytics

Jane Trembley — Fri, 12 Apr 2024 15:25:32 GMT

Hello everyone!

We have a dashboard that shows us top 10 postal codes by ticket count. We always get a huge (none) category. We recently discovered that (none) was 9-digit zip codes. Is there a work around for the (none) zip codes to show up without changing the category?

We switched the dashboard from "Primary address postcode short" to "Primary address postcode." This got rid of the (none) category, but now our data is split up in a way that is not helpful for us. Is there a way to group the postal codes by the first 5 digits?

RE: Postal Codes in Analytics

Phillip Parks — Fri, 12 Apr 2024 16:06:37 GMT

Couldn't you use the LEFT function to ensure all data in that field is normalized to five digits? Something like LEFT([Primary Address Code Short], 5) might get you what you want. Just riffing, here but if you can switch to a pivot table and get the data normalized in there using the LEFT function, you can probably switch back to the chart you were using once the data is normalized.

RE: Postal Codes in Analytics

Chelsea Marti — Fri, 12 Apr 2024 15:38:03 GMT

Could you potentially change it from a Bar Graph to a Pivot Table, then in Row have both "Primary Address Post Code" and "Primary Postcode Short?"

RE: Sales Curve 2 weeks prior to event

Mark Levine — Fri, 12 Apr 2024 15:31:11 GMT

Oh, I see the issue. My report is showing sales per-day and you're looking for sales-as-of. I should have realized you wanted to see a SUM (as that's what I wanted too), I gave up with a sad face because I don't think there is a way to get it to work. Sorry 😞

RE: Sales Curve 2 weeks prior to event

Aaron Rivkin — Thu, 11 Apr 2024 20:59:11 GMT

Mark Levine Is the ticket count starting at 0 for 14 days before? When I do 2 weeks to the performance date, the ticket count starts at 0 instead of including the tickets purchased prior to 2 weeks before the event. Chris Wallingford Thoughts?

RE: Calendar Heatmaps- any way to define start month?

Neil Cole — Thu, 11 Apr 2024 16:47:12 GMT

If you change the filter to Last 6 Months and change the Design to Half-Year View, they would all look the same.

RE: Calendar Heatmaps- any way to define start month?

Neil Cole — Thu, 11 Apr 2024 16:40:22 GMT

Another idea is to add a filter to each widget that filters them to only order dates within the last 12 months (or whatever timeframe you want).

Click Advanced and change the count to 12.

You do get different months. The one on the left started in November, while the right one started in May. They'll just need to look for this month's name (April in this example).

RE: ALL Unpaid Orders/Unpaid Invoices in One Dashboard?

Chelsea Marti — Thu, 11 Apr 2024 16:20:21 GMT

I would, but my performance building teams will forget to switch it to Cancelled. Basically once a performance is built nobody touches them again unless something goes wrong (ie we can't sell into it).

RE: ALL Unpaid Orders/Unpaid Invoices in One Dashboard?

Neil Cole — Thu, 11 Apr 2024 15:42:35 GMT

For the Order Category issue, could you set the Performance Status to Cancelled on those performances and then filter out those performances? The Performance Status is listed as being in the Finance Cube.

RE: Sales Curve 2 weeks prior to event

Mark Levine — Thu, 11 Apr 2024 15:32:12 GMT

Aaron Rivkin, do you have the field [Order Days Prior to Performance]? It looks like I'm doing the same type of dashboard tile that you are and I'm not getting your same issue. But, I'm using a filter field that is slightly different, and maybe you and I are not using the same cube. Here is what I have:

RE: Sales Curve 2 weeks prior to event

Aaron Rivkin — Thu, 11 Apr 2024 14:49:09 GMT

I added this formula in but the X axis is now showing from the first sale leading up to the performance. I am hoping to only show the final 2 weeks leading up to a performance. Order days up to the performance on the X axis also didn't work. Here is what the graph looks like.

RE: A range of contribution amount and the count of contribution

Chris Wallingford — Wed, 10 Apr 2024 19:19:11 GMT

Hi Cherie,

These are configurable: Division Range Setup (tessitura.com)

A range of contribution amount and the count of contribution

Cherie Lai — Tue, 26 Mar 2024 17:14:15 GMT

Hello everyone,

I am quite new to Analytics and it would be very helpful if you can help with my question.

I try to look at how many donations fall into a range of amount, e.g.

>£1,000

£500-1000

£100-500

£10-100

<£10

I couldn't find the button to show that in my widget - is there anyway to do so?

Many thanks!

Cherie

RE: A range of contribution amount and the count of contribution

Cherie Lai — Wed, 10 Apr 2024 16:49:37 GMT

Thank you so much Laurel! I just have time to revisit it now and your answer is very helpful. I wonder if we can change the giving ranges ourselves, or it is a fixed preset feature?

RE: Calendar Heatmaps- any way to define start month?

Chris Wallingford — Wed, 10 Apr 2024 15:08:01 GMT

Hi Alison,

I love it! If you remove the widget filter for the host person and add it into the value formula, we can probably get the missing months to appear...

IF(
   ISNULL( ([# unique Order ID],[Solicitor Display Name = Host1]) )
   ,SUM(0)
   ,([# unique Order ID],[Solicitor Display Name = Host1])
 )

RE: Analytics formula question

Chris Wallingford — Tue, 09 Apr 2024 22:52:50 GMT

Hi Ariel,

Try changing out the Package field for the field, Super Package. Currently, when a package is not part of a super package, the Super Package field will show the same value as the Package field.