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Powering a KPI Card with Data

Version 34

 

Intro

Before you can begin specifying the visual characteristics of your KPI card in the Analyzer, you must determine how to power it and which data you want to power it with. You can power a card by doing any of the following:

  • Creating a KPI card and then connecting a DataSet.

  • Choosing your DataSet and then adding a KPI card to it. 

  • Uploading a webform, a Domo-powered spreadsheet you have filled with your own data. This is discussed in detail in Webforms Connector

The Card -> DataSet Method

With this method, you first locate the page in Domo where you want your new KPI card to appear. You then specify the DataSet used to power the card. After you power it with data, you can then determine the chart's visual characteristics as discussed in KPI Card Building Part 2: The Analyzer.

To build a card using the Card -> DataSet method,

  1. In the page where you want to create a KPI card, click Add Card

  2. Click Design.
    A dialog appears with a number of upload options you can choose from.

    Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Card.
  3. (Conditional) Do one of the following:

    • Use a DataSet that has already been uploaded to Domo by doing the following:

      1. Click Existing Data.
        A dialog appears in which you can choose a DataSet.



        This dialog includes many options for locating your desired DataSet. In addition to being able to search by name, you can also apply various filters to your search. If you click the new_dataset_picker_filter_icon.png icon, a dialog appears with a number of selectable filters such as Owned byCreated DateTag, and so on. You can choose any of these filters then specify the criteria for the filter. For example, if you chose Tag, you would then be prompted to select the tag associated with your desired DataSet. You can also customize filters by applying operators. These differ between filters. Most filters include the Not operator so you can indicate that specified criteria are excluded from your filter. For example, you might build a filter in which the status is not disabled. Date-based filters include the OnNot OnBefore, and After operators so you can narrow down when when a DataSet was created or last run. Number-based filters include Equal ToNot Equal ToLess Than, and Greater Than operators. 

        In the filter dialog, you can also choose from several quick filters by clicking Favorite Filters. These include Recently run (which defaults to 7 days), Owned by you, and Needs attention.   

        You can apply multiple filters to narrow down your results; for example, you might apply an Owned by filter specifying user "Kate Nickelby," a Type filter specifying "Adobe Analytics," and a Status filter specifying "Disabled."

        Once you have your results set, you can change the sort by clicking Created Date (oldest to newest) and then choosing the desired sort method and direction.   

        You can add or manage DataSets in the Data Center. For more information, see Connecting to Data with Connectors and Data Center Layout.

      2. Select the desired DataSet.
        You can search for a DataSet by name or filter the DataSets in the list by type or user.

    • Use a Microsoft Excel spreadsheet or CSV file as your DataSet by doing the following:

      1. Click Excel or CSV.

      2. Specify the details of your Microsoft Excel spreadsheet or CSV file upload by following the instructions in File Upload Connector.

    • Use a Google Sheets spreadsheet as your DataSet by doing the following:

      1. Click Google Sheets.

      2. Specify the details of your Google Sheets spreadsheet upload by following the instructions in Google Sheets Connector.

  4. Specify the details of your chart as desired in the Analyzer.
    For more information about the Analyzer, see KPI Card Building Part 2: The Analyzer.

  5. Click Save & Finish.
    Your new card is created and added to the page.

The DataSet -> Card Method

With this method, you go into the Data Center and locate the DataSet you want to build a card from. After you select a DataSet, you can then determine the chart's visual characteristics as discussed in KPI Card Building Part 2: The Analyzer. When you add a card in this way, it appears in your Overview page by default until you move it to another page. 

To build a card using the DataSet -> Card method,

  1. Select  > Data Center

  2. Locate and click the DataSet you want to add the KPI card to.
    For more information about the filtering and navigation options in the Data Center, see Data Center Layout

  3. Click the Cards tab.

  4. Click Add Card.

  5. Specify the details of your chart.
    For more information about the options in the Analyzer, see KPI Card Building Part 2: The Analyzer.

When you save the card, it is added to the Overview page. You can then move it to another page if you want. For more information, see Moving or Copying Cards to Other Pages. For information about adding a DataSet using a connector, see Connecting to Data with Connectors.

Note: If you upload a card with a large amount of data, a message may display reading "WARNING! Not all of the data is shown." This indicates that all of the data is present, but for visualization purposes, the visualization has been truncated.        

Uploading a Webform

This content has been moved into its own topic: Webforms Connector.