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Updating or Refreshing the DataSet for a KPI Card

Intro

You can update or refresh the DataSet for any card you have edit access for. You can do this in the card view or the Details view.

When you update a DataSet from a card,

  • any cards powered up by that DataSet are automatically updated.

  • an entry for the revision is added to the History tab in the card Details view.
    For more information about this view, see Viewing modes in the KPI card Details view

For information about connecting cards to a different DataSet, see Connecting Cards to a Different DataSet.

For information about the Data Center, see Data Center Layout and Connecting to Data with Connectors. For information about uploading DataSets using Workbench, see Workbench 4.

Changing the DataSet for a Card

You can change the DataSet for a card by uploading a DataSet that already exists in Domo or a new Excel or Google spreadsheet. Aside from Excel and CSV files, Google sheets, and online forms, you cannot upload new DataSets from the card/Details view. You must first add DataSets in the Data Center before they can be used to update cards.

To update a card by changing the DataSet,

  1. Mouse over the KPI card you want to update OR click the card to open its Details view.

  2. Click  (or  in the Details view), 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. Click Change DataSet.

  4. Choose one of the following options:

    • To use an existing DataSet...

      1. Click Existing Data.

      2. Browse to the DataSet you want to upload.

      3. Click Select DataSet.
        A dialog appears that informs you whether the fields in the selected DataSet match the old DataSet. It is recommended that you do not upload a DataSet with non-matching fields, as this could cause cards powered by this DataSet to break.

      4. Click Yes, Switch to New DataSet.

    • To use a new Excel or CSV DataSet...

      1. Click Excel (even if you are updating a CSV DataSet).

      2. Browse to and select the desired Microsoft Excel or CSV file.
        For more information, see File Upload Connector.

      3. (Optional) Edit the data if desired. For more information about editing chart data, see KPI Card Building Part 2: The Card Builder.

      4. Click Save and Finish.

    • To  use a new Google Sheets DataSet...

      1. Click Google Sheets.

      2. Upload the new Google Sheet by following the instructions in Google Sheets Connector.

      3. Click Update card with new data when ready.

Refreshing the DataSet for a Card

For KPI cards not powered by Excel spreadsheets, CSV files, or online forms, rather than uploading a new file you can use the Run DataSet option. This refreshes the data and updates the card accordingly.

If the DataSet is an Excel or CSV file that has changed, you can update the data by re-uploading the modified spreadsheet file.

To refresh the data for a non-Excel/CSV card,

  1. Mouse over the KPI card you want to refresh OR click the card to open its Details view.

  2. Click  (or  in the Details view), 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. Click Run DataSet.
Note: The chart data may take up to 60 seconds to refresh.


To refresh data for an Excel or CSV card,

  1. Mouse over the KPI card you want to update OR click the card to open its Details view.

  2. Click  (or in the Details view), 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. Click Update Data.

  4. Browse to and select the desired Microsoft Excel or CSV spreadsheet file.

  5. Click Save.  

Editing Data in a Webform

You can update data that you have entered manually into a webform in Domo. For more information about uploading data using this form, see Powering a KPI Card with Data.

To edit data in a webform from the KPI card,

  1. Mouse over the KPI card containing data you want to edit.

  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. Click Edit Webform.
    The webform with your data appears.

  4. Make any desired changes to the data in the form.

  5. Click Save & Continue.

To edit data in a webform from the DataSet,

  1. Click  > Data Center, then locate the Domo online form you want to edit.

  2. Click the DataSet for the online form.

  3. In the Details view, click , then select Edit Webform.
    The online form with your data appears.

  4. Make any desired changes to the data in the form.

  5. Click Save & Continue.

For information about the webform editor, see Webforms Connector.

Refreshing a Page of Cards

Cards in pages are refreshed when you do any of the following:

  • Refresh your browser.

  • Leave the page then return.

  • Click the Refresh button at the bottom of the page (which only appears when the page includes one or more cards that have been updated since you loaded the page).