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thankQ Help

Compare Events by year and targets

1.Select View_EventAttendeesSummary

2.Select fields

Event Id

Start Date

End Date

Attendee Type

Num Active Attendees

3.Select View_EventPlusEventContact

4.Join the Tables with Event Id

5.Select the fields

Description

Ticket Source

Ticket Campaign Year

Giving Source

Total Booking

Serial Number

First Name

Keyname

6.Select Tbl_SourceCode

7.Join Source Code to Ticket Source

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8.Select the Source Target field

9.Enter Alias Names

10.Tick the appropriate tick boxes for Group by, Count and Sum Values under Aggregate

11.Click OK

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Total Booking will have Sum Aggregate as the system will total these bookings.

Source Target does not have a sum as the source code itself has the total target and does not get totalled

To determine which field needs a Sum Aggregate think of the report as an Excel spreadsheet – if you summed the Target for each booking it would add the target amoung in the source code that many times.

 

12.Click Finish on Query Editor

13.Click Grid on the ribbon under the Home tab

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14.Add the required fields

Event Id

Year

No. Attendees

Total

Target

15.Change Year to Numbers and Dimension

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16.Change Total and Target to Currency

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17.Activate Multiple Master Filter from the Data tab

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18.Select Tree View Filter

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19.Add Year and Event Id to Data Items

20.Change Year to Numbers

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21.Click on the drop down beside Year and select Sort Descending or click the Year button to change to Descending

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