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Advanced: comparisons, controls, and scheduled delivery

Three features that come up often once you've built a few dashboards.

Period-over-period comparisons

To compare values across time periods (this month vs. last, this quarter vs. last year):

  1. On a date field, click the three-dot menu.

  2. Choose Period over period.

  3. Pick the comparison range: previous week, month, quarter, or year.

A "Compare to" column appears automatically.

Date range controls on dashboards

To let viewers change the date range across every tile at once, add a Control (not a Filter):

  1. On the dashboard, click Add β†’ Control.

  2. Search for the date field.

  3. Set Period over period if you want viewers to compare time ranges.

  4. Set the default range.

  5. Under Mapping, confirm the control affects all tiles.

⚠️ Why a Control, not a Filter? Filters don't work with period-over-period comparisons. If you want viewers to change a date range and compare it to another period, you need a Control.

Schedule a report by email

You can have any report or dashboard delivered to your inbox on a schedule (daily, weekly, monthly). Inside the workbook or dashboard, look for the delivery / scheduling option in the menu β€” set the recipients, frequency, and time.


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