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Domo Knowledge Base

Assigning Users to Power Up Template KPI Cards

Version 31

 

Intro

As an executive or manager of your organization, you may want to assign a team member to create and power up a KPI Card. Domo provides a simple way to do this. You can choose the add_pages_icon.png > Assign Card creation option in a Page and assign a user in your Domo to power a Card. Domo then creates a template KPI Card—a "dummy" Card not yet connected to a DataSet—and adds it to the same Page in the assigned user's Domo. The assigned user also receives a notification that he/she is responsible for powering and owning the Card. For more information about notifications, see Notifications and Alerts.

Assigning a user to create a KPI Card

When you assign a Card to a user, Domo sends a message to the user and adds an empty template Card to the Page. 

To assign a user to create a KPI Card,

  1. Navigate to the Page where you want the new KPI Card to appear.

  2. Click add_pages_icon.png.

  3. Click Assign Card creation.
    The Assign Card dialog appears.

  4. Select an owner in the Assignee menu.

  5. Enter a name for the Card.

  6. (Optional) Enter a message for the new owner if desired.

  7. Click Assign.

Powering a template Card

When a user assigns you to create a KPI Card, it is your job to power it with meaningful data. Domo lets you power up charts using DataSets that have already been uploaded to Domo. You can also upload new Microsoft Excel or Google Sheet DataSets on the fly. 

Powering up a template KPI Card with an existing DataSet

If the DataSet you want to use to power up the KPI Card has already been uploaded, you can use the Existing Data option to retrieve the DataSet. All DataSets that you upload to Domo are stored in a database so you can locate them for use in powering up new KPI Cards.

To power up a template KPI Card using an existing DataSet,

  1. Click Power this Card at the bottom of the KPI Card.

  2. Click Existing Data.

    A dialog appears in which you can choose a DataSet.

    new_dataset_picker.png

    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.

  3. Locate and select the desired DataSet. 

    The Analyzer appears. For more information, see KPI Card Building Part 2: The Analyzer.

Powering up a template KPI Card with a Microsoft Excel or CSV spreadsheet

You can power up a KPI Card using a Microsoft Excel spreadsheet or CSV file.

To power up a static KPI Card using a Microsoft Excel spreadsheet or CSV file,

  1. Click Power this Card at the bottom of the KPI Card.

  2. Click Excel (even if you are planning to upload a CSV file).

  3. Upload your file by following the instructions in File Upload Connector.

After you upload your spreadsheet, the Analyzer appears. For more information, see KPI Card Building Part 2: The Analyzer.

Powering up a KPI Card with a Google Sheet spreadsheet

As with a Microsoft Excel spreadsheet, you can power up a KPI Card using a properly formatted Google Sheet spreadsheet.

To power up a static KPI Card using a Google Sheet spreadsheet,

  1. Select Power this Card at the bottom of the KPI Card.

  2. Click Connect Spreadsheet.

  3. (Conditional) If necessary, link your Google account to Domo by entering your Google account information. For more information, see Google Sheets Connector.

  4. Select the desired Google Sheet spreadsheet.

  5. Specify whether the data in your spreadsheet is laid out in a column or row format. For more information about the distinction between column- and row-based spreadsheets, see Understanding Chart Data.

  6. Click Continue.
    The spreadsheet data appears on your screen for you to review.

  7. (Optional) Add a description for the DataSet by doing the following:

    1. Click Add DataSet Description.
      A Description field appears.

    2. Enter the desired description text in the field.

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

  8. (Optional) Specify a range of rows or columns in the spreadsheet to be uploaded by doing the following:

    1. Click Specify where your data is.

    2. In the Label Cells fields, enter the numbers of the header cells in your spreadsheet that constitute your range boundaries. For example, if you entered "A1" and "J1", only the columns in your spreadsheet between columns A1 and J1 would be uploaded.
      This pulls all of the data for the range you specified.

    3. To specify only a single column or row of data in the range you specified in the previous step, check Manually specify data range?, then enter the range for the data cells in the two fields marked Data Cells.

    4. Click Preview to see the cells in the range(s) you specified.

  9. (Conditional) If the desired spreadsheet is found on a specific Page in your document, select the correct Page from the menu under the "Success" message.

  10. Click Continue.
    The Analyzer appears. For more information, see KPI Card Building Part 2: The Analyzer.