I have a specific use case and would be happy to receive your assistance. I have an event table where each row represents an event (with an event_id field), including date and cost fields. I have already created calculated fields to extract the month, quarter, and year from the date, though currently, my data only spans from last February.
Now, for my question: I would like my dashboard users to enter a free-text value into a control indicating how much money they intend to spend in a year. To facilitate this, I have created a “payment” parameter and a control that allows users to input their yearly payment amount.
Subsequently, I aim to display the percentage of event-related expenses compared to the user’s specified yearly payment, broken down by month, quarter, and year. However, I am encountering difficulties aligning the timeframe of the event costs with the timeframe of the user’s payment.
Could someone kindly demonstrate how to achieve this synchronization?
Thank you for your assistance!