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    • Building Custom Metrics
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  • Malartu for Enterprise
      Back to home
      1. Help Center
      2. Become a Pro
      • Getting Started
        • Getting Started Guide
      • Data Sources
        • Introduction to Data Sources
        • ClubReady
        • Facebook Ads
        • FreshBooks
        • Google Analytics
        • Mailchimp
        • QuickBooks Online
        • Salesforce
        • Salesloft
        • Stripe
        • Xero
      • Templates
        • Become an Insights Exchange Contributor
      • Become a Pro
        • Building Custom Metrics
        • Building Boards
        • Building Consolidations
      • Admin & Account Settings
        • Customizing My Profile
        • Billing and Pricing
        • Services and Policies
      • Malartu for Enterprise

      Become a Pro

      Start here if you've mastered basic board-building. Guides to getting the most out of Malartu, from advanced block options to custom metric functions.
      • How to clear the cache for a workspace or organization
      • How to request a data connection from a client
      • How to invite clients to Malartu
      • What is a shared data connection?

      Building Custom Metrics

      • How to use the IFS function

      Building Boards

      • How to update dates for all blocks on a dashboard
      • How to export a table to Excel
      • How to upload budget data
      • How do I add a new metric that's not related to an integration?
      • How to Copy a Block
      • Adding Drop Downs
      • What is VS Prior in table options?
      • What is VS Budget in table options?
      • Keyboard Shortcuts
      • How to work with basic and advanced functions in the custom metric builder
      • [Video] How to create and share a snapshot
      • How to download (or print) any dashboard as a PDF
      • How to share a dashboard with any user
      See more

      Building Consolidations

      • How to create and organize metric groups in a consolidation
      • How to build a consolidation using Malartu
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