About controls

Controls let you interact with the data in the following ways:

• Filter the data by specific dimension values.
• Set the time frame of the report.
• Set parameter values that can then be used in calculated fields or passed back to the connector.
• Change the underlying data set used by a data source.

Add a control to the report

How controls work

Controls serve 2 main purposes:

• Controls let you filter or change the data displayed in the report's components.
• Controls provide a way to gather user input and use it in calculated fields and in connectors that support parameters, such as BigQuery and community connectors.

Controls as filters

When a control is based on a dimension (you add a dimension from the Data panel as the Control field), the control acts as a filter on the data.

For example, a list control based on the Country dimension lets you filter the data by country. An advanced filter based on a Product SKU dimension lets you filter by all or partial product identifiers.

More about controls as filters

Controls filter all components on the page based on the same data source as the control itself, or that have matching field IDs. Controls can also filter components if the data sources are different, but are based on the same fixed schema connector, such as Google Ads and Google Analytics, because the internal field IDs are identical between data sources created by those connectors.

Controls can filter other controls. For example, say you have one filter on the Country dimension, and a second filter on the Campaign dimension. Filtering on Country = France causes the Campaign filter to only show campaigns that ran in France. Similarly, filtering on campaign "ABC" restricts the Country filter to only those countries where that campaign ran.

Controls can only filter by a single dimension. To create a control that filters by more than one dimension, you have several options:

• Create multiple filter controls, one for each dimension you want to filter by.
• Concatenate the dimension data you want to filter by in a calculated field in the data source.
• Concatenate the dimension data you want to filter by in the underlying data, if possible.

To filter by metric values, you can add a metric slider to individual charts.

Controls as input

When a control is based on a parameter (you add a parameter from the Data panel as the Control field), the control provides input to that parameter. Parameters are like variables that get their value from the an interaction with the report (say, by typing in a value directly, or picking a value from a predefined list).

You can use parameters to make calculated fields more dynamic. For example, you could create a Sales Target parameter and use it as the control field for an Input box to let people enter different sales goal numbers to visualize projected performance. You could then apply conditional formatting rules that highlight the results in eye-catching ways.

You can also pass parameters back to the underlying SQL query used to create a BigQuery data source, or to data sources created using community connectors.

Learn more about parameters.

Types of controls

The controls menus is divided into two sections.

The controls in the first section can be used to filter data or to set parameter values, and they include the following options:

• Drop-down list
• Fixed-size list
• Input box
• Advanced filter
• Slider
• Checkbox
• Preset filter

The controls in the second section perform specialized functions and can't be used to set parameter values. The second section includes the following options:

• Date range control
• Data control
• Dimension control
• Button

Change the control type

You can switch an existing control on the report from one type to another:

1. Edit your report.
2. Select the control.
3. On the right, at the top of the properties panel, open the control drawer .
4. Select the new control type.

You may need to edit the control's settings to use the new type.

Make a control appear on every page

You can make a control appear in the same location on every page of your report. Filters or parameters set on one page will carry over to all the pages in the report.

1. Edit your report.
2. Select the control.
3. Select the Arrange > Make Report-level menu.

Related resources

• About parameters