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Updating or Refreshing the DataSet for a KPI Card

Version 25

 

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.

        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.

      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 in the toolbar at the top of the screen.

  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).