creating few scorecard with 1 control filter date

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1

Hello, I need to create 4 scorecards, namely:

  1. actual enrollment scorecard
  2. actual/target percentage scorecard per month
  3. actual/target percentage scorecard per quarter
  4. actual/target percentage scorecrd per year

I’ve been having trouble creating the scorecard for pounds 3 and 4. I’ve tried various ways but it doesn’t work, the scorecard always appears per month. My goal is to run those 4 scorecards with 1 date filter control.

So for example when the date filter control shows Jan 1, 2025 - Jan 31, 2025, then what will appear in the scorecard is

  1. actual enrollment scorecard
  2. actual/target percentage scorecard for January 2025
  3. scorecard actual percentage/target quarter (January-March 2025
  4. scorecrd actual percentage/target year 2025

Then, for example, when the date filter control shows Dec 1, 2024 - Dec 31, 2024, then what will appear in the scorecard are

  1. actual enrollment scorecard
  2. actual/target percentage scorecard for December 2024
  3. scorecard actual percentage/target quarter (October-December)
  4. actual percentage scorecrd/target for the year 2024

for scorecard points 1 and 2 I can make it. but for scorecard points 3 and 4 I have difficulty. I would be very happy if anyone can help me solve this problem. i also attached the example that i made on google sheets in the form of pictures. thank you and have a nice day

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2

So, here’s the thing. When you create a date filter like Jan 1, 2025 - Jan 31, 2025, that will filter all the data to just those 31 days. That is, there would be no way to get quarterly or yearly data, since it’s already filtered.

What you could do is create two parameters: one for the month and one for the year. A parameter doesn’t filter automatically, it just captures user input. You could then use those two parameters to create custom fields that return the total value for that month/year pair, for the quarter that the month/year pair represents, and finally just the year. So you’d get 2, 3, and 4 from your original list. The downside of this approach is that users wouldn’t be able to select any date range they want, which is what I’m assuming you’re looking for in point 1.