Workaround for HubSpot report error “date field already used in compare by section”

using Coefficient excel Add-in (500k+ users)

Fix the HubSpot "date field already used in compare by section" error with this complete workaround using Coefficient for unlimited date field usage.

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This specific HubSpot error appears when you try to use the same date field in both the Compare by functionality and the Filters section, blocking your report creation entirely.

Here’s a complete workaround that eliminates this restriction and gives you unlimited date field usage for period comparisons.

Bypass HubSpot’s reporting engine completely using Coefficient

Coefficient eliminates this limitation by importing raw HubSpot data into spreadsheets where no such restrictions exist. You can use any date field multiple times across different filters and comparison logic without triggering HubSpot errors.

How to make it work

Step 1. Install Coefficient and connect to your HubSpot account.

Set up the connection through Coefficient’s Connected Sources menu. This gives you direct access to your HubSpot data without going through the platform’s restricted reporting engine.

Step 2. Import the same data set multiple times with different date filters.

Create separate imports for different time periods using Coefficient’s dynamic filtering capabilities. For example, import Q1 2024 data in one tab and Q1 2023 data in another, using the same date field for both without any restrictions.

Step 3. Build custom comparison logic using spreadsheet formulas.

Use functions like SUMIFS, COUNTIFS, and AVERAGEIFS to create period-over-period analyses. Calculate differences, percentages, and trends using formulas like =(Current_Period – Previous_Period)/Previous_Period*100 for percentage change.

Step 4. Create visualizations and dashboards with unlimited date field usage.

Build charts, pivot tables, and conditional formatting that would be impossible in HubSpot due to the date field restriction. You can now analyze the same date field across multiple dimensions simultaneously.

Step 5. Set up automated refreshes and alerts.

Schedule these imports to refresh automatically (hourly, daily, or weekly) and configure Slack or email alerts when data updates. Your period comparison reports always reflect current data without manual intervention.

Turn HubSpot’s restriction into advanced analysis capability

This workaround transforms a HubSpot reporting limitation into an opportunity for more sophisticated analysis than the platform could ever provide natively. Get started with unlimited date field usage today.

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