Formulas
The Formulas tab in the builder holds dashboard-wide formulas. Each has a Name, a Formula, and Show as — Number, Money, or Percent. Formulas can use parameters, so a viewer can change an assumption and see every formula update.
For numbers your whole team should agree on, define them once as metrics instead, and use the metric in any dashboard.
Calculated fields
A calculated field adds a new column to one panel's data, computed from other columns. Add one on the panel's Data tab under Calculated fields with Add calculated field.
Comparisons
On a panel's Data tab, the Comparison section sets Compare with to None, Previous period, or Same period last year. KPI cards and charts then show the change against that period.
Combine sources
Combine sources on the Data tab opens the blend builder. Add source brings in another table or dataset, and Shared keys says which columns match between them — for example, a customer ID in both. The panel then shows Blended data, and View data shows which source each column came from.