Scorecard with Variable Time Periods

[Lindsey.Wilcox]

In reporting, users may be interested in creating a Scorecard that contains certain metric results over a variety of time periods, such as "April 2019", "Quarter 1", and "Year to Date", etc.  This can be accomplished using the following steps:

1. Use Formula to create a condition that contains a capsule for each time period that you are interested in.  Note that I assigned a property to each capsule; this text will be used as the column header in the scorecard:

 

2. Create a Condition based scorecard and add a metric for each item you are looking to calculate:

3. Finally, use the capsule property as the column headers: