Dashboard mixed with reports and PA widgets

[Jules Edwards]

I have created a PA widget and some report widgets that list Assessment results.   I need to have my Dashboard filter by Assessments complete by calendar year.   I'm unable to get accomplish this for both reports and PA widgets.  Anyone have a way to accomplish this.  I'm even up to making it strickly a PA dashboard if needed. #Assessments #Dashboard @Pratiksha2 @AndersBGS @Mark Manders 

[Mark Manders]

Depending on what it is you are collecting, you can just put the period on a year, but without knowing what it is you are exactly showing and how, it will be difficult to tell you exactly what to do. And PA will then just show you the data per year (in comparison).

For normal reports it will be difficult. You can, of course, create bar charts per year, but if you don't have the year as field on the form, creating a filter per year, will be difficult.

However: start exploring Platform Analytics. With Zurich you will be forced to use it, since the migration is mandatory and everything you do now will need to be evaluated if it still works after the migration. The data filter on PAE dashboards has gotten a huge improvement and enables you to add a lot more filters than you can at this moment. 

Also: how important is the requirement? If it is a P1 from the business to have this, you can also create a new field on the assessment (result) table that you have automatically filled with the year and you can easily use it as filter.