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Use dashboard variables to switch the period, customer, location, or other inputs your dashboard shows. One selection can update several cards at once.

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Change what your dashboard shows

Find Dashboard variables above the cards. Open a choice, such as a customer or location, and select a value. The cards that use it update for that selection. You can do this on dashboards you own and dashboards shared with you. For example, select a customer to see their sales total, trend, and orders together. A card that does not use that customer variable keeps its own scope.
GIF placeholder: VAR-01Select one customer in the variable bar. Show the sales total, trend, and order table updating together, with a company-wide card unchanged. Keep the selected customer visible.
A table’s column filter narrows the rows in that table. A dashboard variable changes the input used by every card connected to it.

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Choose a reporting period

Open the date-range variable in Dashboard variables. Use Dynamic for a period that moves over time or Static for fixed dates.
Choose a preset such as Last 30 days. The selection takes effect when you click it.For a custom period, use Customized. To see the last three complete months:
  1. Set Last to 3 and the unit to months.
  2. Select Complete periods only to exclude the current partial month.
  3. Click Apply.
GIF placeholder: VAR-03Open Dynamic and set Last 3 Months with Complete periods only. Click Apply and show the resulting date label and updated cards.

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See which cards use a variable

Click the card count beside a variable’s name, such as 3 cards. The Used by these cards list shows its connected cards. Select a card in that list to jump to it. Cards also show their current variable values beneath their titles. Use these labels to check the scope of a result.
Screenshot placeholder: VAR-04Open a variable’s 3 cards menu beside its name. Show Used by these cards and the matching variable values below a card title.

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Ask Dash to add or change variables

On a dashboard you own, tell Dash what you want to control. For example, on a sales dashboard:

Let me change the reporting period for the sales total, sales trend, and orders table together. Use a date-range variable and default it to the last 30 days.

Review the proposed variable and its connected cards, then click Approve all. You can try the proposed values before approving. Use the same approach to change a variable’s default, connect another card, or remove a variable you no longer need.
Screenshot placeholder: VAR-02Show Dash proposing a Reporting period variable for the named sales cards. Keep the proposed variable, connected cards, and Approve all visible.

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Current selections and saved defaults

Your current view

Changing a variable updates the view you are exploring. It does not replace the saved default for everyone opening the dashboard.

The saved starting view

Ask Dash to change the default when you want the dashboard to start with a different selection. Review and approve that change.
The browser address keeps the values you changed from the saved defaults. When someone opens that address, those choices are applied. Inputs you did not change use the saved defaults in effect when the link is opened. For example, a link with a selected customer can still use a newly saved default reporting period. Dynamic periods move with time, and refreshed results can change as the connected data changes.

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Linked variables and shared views

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Choices that depend on each other

A selection can narrow another variable’s choices. For example, choosing a company can limit the available locations. Follow the linked control to choose the company and then its location. Changing a parent selection resets dependent values to their defaults.
GIF placeholder: VAR-05Use a linked Company and Location control. Select a company and location, then change the company to show how the available locations and dependent selection change.

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Share or report on your selected view

A schedule keeps those selections until you save it again. Dynamic dates move with each send in the schedule’s timezone; static dates stay fixed. See Export and email reports.
For text or number inputs, enter a value and press Enter or click outside the field to apply it. For multiple choices, select the values you want. Where All is available, it includes all choices within that variable’s scope.
Screenshot placeholder: VAR-09Show a multiple-choice variable with two values selected and its search field visible. Keep the affected cards in view.
Ask Dash to make a dashboard name, card title, or column label use a variable value. For example: “Include the reporting period in the sales trend title, and update it when the period changes.”
GIF placeholder: VAR-06Change the reporting period and show a configured sales-trend title updating to match it.
On a dashboard you own, use a variable’s name control to rename it. Move it with its drag handle to change its position in the bar. Linked variables move as a group.
GIF placeholder: VAR-07Move one variable to a new position in the bar. Keep its name and connected-card count visible so it can be followed through the move.