Clients that have opted in to the GLM/SLM Early Adopter group for the Data Visualization tool via Marketo Email Send(s).
We are so glad you're here! We wanted to create a public space for everyone trialing the Data Visualization tool to connect and share lessons learned, thoughts, questions, and resources. What to share here: Tips and tricks you've discovered Creative use cases or applications Questions about features or functionality…
We want to extend a huge thank you to everyone who joined us for today's fundamentals webinar! Your enthusiasm, thoughtful questions, and engagement made the session truly valuable for everyone involved. We're so grateful to have such a dedicated group of early adopters helping us shape this journey. For Those Who Attended…
I read the Data Visualization Support Article, but there are still SO many items that I am unsure how to use, what they do, and what their potential could be. Is it possible to have a client event where each one is explained and demonstrated, @MariusDereskevicius?
Hi all! I am interested in creating a visual and would love to hear your ideas/input. How can I best display all our grantees from a specific fiscal year of grant making and highlight which organizations are first time grantees vs returning grantees?
@MariusDereskevicius @SammieHolzwarth, thanks again for scheduling an opportunity for folks to share their Data Visualization successes last month. During the conversation - and apologies if I am not using the correct phrasing - you mentioned that the engineers were working on ensuring the metadata used in the tool was…
I tried emailing a PDF of a dashboard to myself yesterday and never saw it arrive. I found it today in my junk folder from "Luzmo." Are there plans to make that email feature look more Foundant legit once the tool is live? I ended up downloading the file and emailing it myself because I didn't want my co-workers to be…
We would love to see what you all have been building. Please post your favorite new Dashboard below!
Are there any other early adopters from Florida who will be attending the Florida Philanthropic Network Art of Philanthropy conference in February? I saw there's an early morning Table Talk discussion with Foundant one of the days, so if anyone is also attending I would love to connect!
We’re currently using a Nested List question type to define our Program Areas. Is there a way to create a visual that displays the branches within a specific Program Area, rather than just the main category? For example, if our list is: Health > Health Care, Hospital, Mental Health, Research; we’d like a visual that…
Hi all! I am trying to create an approvals dashboard for our team that includes a bar graph showing the top five grants for the filtered period. In that graph, it would be helpful to see the project name beside the organization name on the y-axis of the bar graph. I see the option to create a derived column at the bottom…
Hello! My org has many, many processes, which in turn has created duplicate installment forms for each process. There are about 10 similar columns that I am looking to combine into one. Is there a simple way to do this? I can't seem to put my finger on it. I know this is an option in the regular reporting function, but the…
In the webinar this morning, @SammieHolzwarth showed me how to link a record in my data table to the live project in the GLM site, but I get an error when I follow the steps I wrote down. Screenshot attached—can someone help me fix it?
