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How to pick the period and compare in Hubviz Web
Pick the dates, the frequency and a comparison with another period in Hubviz Web, for the whole dashboard or for a single chart.
Choose when the dashboard numbers are from, how they are grouped and which period they are compared with. It works for the whole dashboard or for a single chart.
Use it when you need another month, want to close the half-year or compare with the previous period.
Change the dashboard period
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On the right of the header, click the Period button, which shows the current dates, such as 01/2026 to 10/2026. The Select Period panel opens.
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In Frequency, choose how to group the data, such as Monthly.
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In the column of tabs, keep Accomplished to see only the chosen period.
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In the calendar, click the start and then the end of the period. With Monthly, the calendar shows months; with Yearly, years; with Daily or Weekly, days.
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Click Apply, in the top right corner of the panel. All the dashboard charts now use the new period.
Closing the panel without clicking Apply discards your choice.
Compare with another period
In Hubviz, the panel has only two tabs: Accomplished and Compare With Accomplished. There is no comparison with a budget and no scenario to choose.
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Open the panel with the Period button.
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Click the Compare With Accomplished tab. The panel shows two calendars: Actual Dates and Comparison Actual Dates.
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In Actual Dates, pick the main period.
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Hubviz Web fills Comparison Actual Dates with a period of the same length, right before the main one. If the column stays empty, or if you want another period, click the start of the comparison period. The end follows on its own, with the same number of months.
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Click Apply.
Charts set up for comparison show both periods side by side. With comparison on, the header button shows both periods, such as Period 07/2026 to 12/2026 vs 01/2026 to 06/2026: the main period comes first and the comparison period comes after vs.
Change the period of a single chart
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In the top right corner of the chart, click the calendar icon, Period.
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Pick the dates and the frequency, the same way as for the dashboard.
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Click Apply. Only that chart changes. A badge with the chosen month appears above it, such as March 2026.
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To go back to the dashboard period, click the x on the badge, Clear period selection.
Filters, pivot tables and data tables don’t have their own period: they follow the dashboard.
Reference: panel options
| Option | What it does |
|---|---|
| Frequency | Groups the data as Daily, Weekly, Monthly, Bimonthly, Quarterly, Semiannual or Yearly. Changes the points on the axis of trend charts. |
| Accomplished | Shows only the chosen period, with no comparison. This is the most common mode. |
| Compare With Accomplished | Compares the chosen period with another period of the same data. |
| Last 7 Days, Last 14 Days, Last 30 Days | Shortcuts that pick the last days up to today and switch the frequency to Daily. |
| This Month | Picks the current month, with Monthly frequency. |
| This Semester | Picks the current half-year (January to June or July to December), with Semiannual frequency. |
| This Year | Picks January to December of the current year, with Yearly frequency. |
| Value formatting | Default, Thousand (values in thousands, with K) or No decimal places. |
| Currency | Changes the currency format of the values, such as Brasil (BRL) or Chile (CLP). It changes the symbol and the number format, without converting the values. |
| Apply | Applies your choices. Without it, nothing changes. |
Example: second half against the first
The Sales Results 2026 project has monthly data for 2026. The panel opens with the default period, 01/2026 to 10/2026.
- Open the Executive view dashboard and click the Period button.
- In Frequency, choose Monthly.
- Click Compare With Accomplished.
- In Actual Dates, click July and then December 2026.
- Check Comparison Actual Dates: the comparison period should be January to June 2026. If the column is empty, click January 2026.
- Click Apply. The charts now use July to December, and the header button shows Period 07/2026 to 12/2026 vs 01/2026 to 06/2026.
To look at a single month in Gross profit trend without touching the rest, use that chart’s own calendar and pick, for example, only March 2026.
Tips and common problems
- The calendar won’t let me pick a date: it only offers dates that exist in the published data. If the latest month is missing, that data hasn’t been published yet.
- Panel without a calendar: if the panel shows No data loaded, the dashboard hasn’t received data yet. Ask whoever builds the dashboards to publish.
- KPIs and trend charts change in different ways: a trend chart shows one point per day, week, month or year, depending on the frequency. A KPI shows a single number. If that number is the last month and not the sum of the period, whoever built the KPI can turn on Calculate accumulated series value on the series, in Hubviz Studio.
- A chart didn’t follow the new period: it has its own period. Click the x on the date badge above it.