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Domo Knowledge Base

Connecting Cards to a Different DataSet

Intro

You can connect cards powered by a specific DataSet to another DataSet by moving the cards from one DataSet to another, or switching DataSets.

You can switch the DataSet either for all cards that use a given DataSet or for a single card. 

Switching all cards powered by a DataSet

To switch all cards powered by a given DataSet to a different DataSet, you use the Switch cards to a different DataSet option. 

Notes: Using this method, 

  • You cannot select specific cards to connect to another DataSet but must connect all of the cards to another DataSet.

  • For best results, the target DataSet should have the same schema (columns, names, and data types) as the current DataSet.
    You can switch DataSets when the schemas do not match. When switching DataSets, a warning appears if the schemas do not match. You can proceed to switch the DataSet, despite the warning, but doing so may affect cards powered by the DataSet.

  • When cards are moved to the target DataSet, Beast Mode calculations associated with a card are moved with the card and Beast Mode calculations associated with the current DataSet are copied to the target DataSet.

  • Connecting cards to a different DataSet will not switch the DataSets of any drill path cards listed on the card page. Cards with drill paths include a banner to help you differentiate them.

Training Video - Switching Multiple Cards to a Different DataSet

Learn how to switch multiple cards to a different DataSet.

 

 

Note: The product training videos are for Domo customers and clients only.

To switch all cards powered by a DataSet to another DataSet,

  1. Click  > Data Center.
    The Data Center opens, with the DataSets tab opened by default. 

  2. Locate and click the current DataSet containing the cards you want to move.

  3. In the DataSet details view, click the Cards tab.

  4. Click Switch cards to a different DataSet.
    This option appears if you are the owner of the DataSet, depending on the DataSet type.
    A list of DataSets appears.

  5. Select the DataSet you want to move the cards to.
    A confirmation dialog appears.
    If the target DataSet does not have the same columns, names, and data types as the current DataSet, a warning appears indicating that any cards powered by the DataSet may break. However, you can still move the cards to the new DataSet if you want.

  6. Click Yes, Switch to New DataSet to confirm.
    The cards are moved to the target DataSet.

  7. Verify that the cards are properly powered using the switched DataSet.

Switching a single card powered by a DataSet

To switch a single card powered by a given DataSet to a different DataSet, you use the Change DataSet option.

Notes: Using this method,

  • You cannot switch all cards using a DataSet to another DataSet but must switch a single card to another DataSet.

  • For best results, the target DataSet should have the same schema (columns, names, and data types) as the current DataSet.
    You can switch DataSets when the schemas do not match. When switching DataSets, a warning appears if the schemas do not match. You can proceed to switch the DataSet, despite the warning, but doing so may affect cards powered by the DataSet.

  • When cards are moved to the target DataSet, Beast Mode calculations associated with a card are moved with the card and Beast Mode calculations associated with the current DataSet are copied to the target DataSet.

To switch a single card connected to a DataSet to a different DataSet,

  1. Mouse over the card whose DataSet you want to change.

  2. Click , then select Connect / Update Data from the menu.
    A dialog appears.

    Tip: You can also open this dialog in a KPI card's Details view, by clicking the Update Data link near the bottom of the screen.
  3. Select Change DataSet.
    The dialog expands to display DataSet types (existing data, Microsoft Excel, Google Drive, Domo online form).

  4. Depending on the DataSet type you are switching to, do one of the following:

    • (Conditional) If switching to an existing DataSet, do the following:

      1. Click Existing Data, select the DataSet you want to connect to the card, then click Select DataSet.
        A confirmation dialog appears.
        If the target DataSet does not have the same columns, names, and data types as the current DataSet, a warning appears indicating that any cards powered by the DataSet may break. However, you can still move the cards to the new DataSet if you want.

      2. Click Yes, Switch to New DataSet to confirm.
        The cards are moved to the target DataSet.

      3. Verify that the card is properly powered using the switched DataSet.

    • (Conditional) If switching to a Microsoft Excel or CSV spreadsheet, click Excel, select the desired spreadsheet, click Continue, build the chart for your data, then click Update.

    • (Conditional) If switching to a Google Sheet spreadsheet, click Google Drive, sign in to your Google account, select the spreadsheet you want, build the chart for your data, then click Update.

    • (Conditional) If switching to a Domo online form, click Domo online form, edit the data as desired, click Save & Continue, build the chart for your data, then click Update.
      For more information about editing chart data, see KPI Card Building Part 2: The Analyzer.