How to do it
Click + New report in the top right on the "Reports and Analytics" page
💡 What to expect: This lands you on the main reports page, not directly on a blank workbook. From there, click + New to open the workbook authoring view. (We're working on a more direct path to scratch creation.)
Pick a connection. Choose Production.
Pick a topic. Topics are pre-built data sources — start with the one closest to your question (e.g.,
all_transactionsfor sales).Add fields. Drag fields from the left panel, or use the search bar. Green fields are aggregations (sums, counts, averages). Non-green are dimensions (categories you group by, like channel or product).
Filter the data. On any field, click the three-dot menu → set a filter (e.g., Last 7 days on a date field).
Add a comparison (optional). On a date field, three-dot menu → Period over period → pick Previous week, Previous month, etc. This adds a "Compare to" column automatically.
Switch chart type. In the Chart view, pick from Table, KPI, Line, Bar, and more. Common configuration knobs:
Column / row totals — under Results options
Group dimensions — creates collapsible drill-downs
Labels, colors, banding — under the Style section
KPI charts specifically need column totals enabled, then pick which row drives the KPI (First, Last, or Total) and the comparison metric
Add more visuals. Each chart lives in its own tab. Click + New tab, or Duplicate an existing tab to reuse columns.
⚠️ Common mistake — Filter vs. Control. When you want a date range that affects all tiles on a dashboard and supports period-over-period, use Add → Control, not Add → Filter. Filters don't work with period-over-period comparisons.