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Challenge #145: SANTALYTICS 2018 - Part 1

Alteryx Partner

My solution 

 

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Capture.PNG

A Precious Child Inc.
Alteryx Certified Partner

Merry alteryxmas!

 

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Solution below, using union keeping common subset to narrow data set down:
ScreenGrab1.PNGWorkflow



















I used the 'Total functional expenses' as it refers to the 'Average of Part IX line 25D' which seems to imply that field rather than just the fundraising expenses - this seems to indicate they are much less efficient than you'd expect.
Capture.PNGResults

 

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Alteryx
Alteryx

Hey all,

 

I gave this some sort and thought I do it the way that I only create the average for the Efficiency for the last available 3 Fiscal Periods. I dont think its fair for an Uptodate report to build the average for longer periods back, why should an orginzation benefit in their Efficiency Rating in the end from an average that includes data from a really long time ago? So I limited the average calculation for the efficiency to max. 3 last available 3 years.

 

Additionally I build in a check to make sure that the criterias that were defined are looked at only for the last available fiscal period, did not check if that even occurs but generally I guess it could happen that an Organization for example grants to individuals in data from 2016 but not in 2017, or maybe even they had 98 employees in 2016 and 102 in 2017. I think its not an issue in this data set, but as I usually build stuff as much general (so to be used with new datasets later) as possible, I built that check in as well.

 

Lastly I have made this all dynamic, so no static, manual downloads at all, all is running dynamically and pulling the data at run time. If I were to design that for a production use case, I would probably design this as an Analytical App where the user could choose if they want to download the files newly or if they want to use the existing dataset that has been downloaded in the past.

 

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So in the end, my result, looks the same I think as for many others, I just built in some extra logics if someone would run it for other states for example.

grafik.png

 

 

 

 

 

 

Alteryx Certified Partner
Alteryx Certified Partner

Here's my selection and workflow:

 

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Santalytics 1.png
Asteroid

Thanks. An oversight from me. This default to string in formulas is annoying!

Alteryx
Alteryx

Using an apps to choose the number of organizations to donate to, equally distributed according to a range of 4 the organization size.

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Workflow.JPG
Alteryx Certified Partner

My solution :) 

Alteryx Certified Partner

My top 3!

 

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Weekly Challenge 145 (2).JPG




Asteroid
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Here is CO's top charity based on the requirements given:Santalytics-Pt 1.PNG
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And here is the result from OH using the same criteria:
Santalytics-Pt 1(OH).PNG
Alteryx Certified Partner

Done :-)