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Domo Knowledge Base

Card Details View Layout

Version 50

 

Intro

All of the different types of Cards have special views called Details views. In a Details view, you can get a closer look at the data in the Card. You also have access to options not available in pages. 

Some options are the same for the Details views for all Card types. For example, in the Details view for any Card type you can add the Card as a Favorite. Other options may be available depending on the Card type. For example, in the Details view for a KPI Card you can open the Analyzer and make edits to the chart data; in the Details view for a Doc Card you can download documents; and so on. This topic discusses these similarities and differences. 

Opening a Card Details view

In a standard (non-Domo Stories) Page, you can open the Details view for a Card by doing any of the following:

  • Clicking the Card.

  • Opening  and selecting Details.

  • Clicking any of the icons at the bottom of the Card.

With poll Cards, you can also open the Details view by clicking any of the links that allow you to see the poll results. For more information, see Poll Cards

In a Domo Stories Page, you can open the Details view by doing either of the following:

  • Mousing over the Card and clicking domo_stories_details_icon.png.
  • Opening  and selecting Details.

General Details view layout

The following screenshot calls out components and options found in Details views for all Card types:

details_layout_general3.png

You can learn more about these components and options in the following table:

Name

Description

Previous Card button

Opens the Details view for the previous Card on the page. When you mouse over the icon, a thumbnail image of the previous Card appears. 

Card name

The name of this Card. The process for naming a Card depends on the Card type. For example, for a KPI Card, you specify the name of a KPI Card in the Analyzer; for a Doc Card, the original filename is used unless you indicate a custom name; for a notebook Card, you specify a name when you create the Card; and so on.

If you click the name of a Card, you can view its description (if one has been given) along with a list of pages the Card is found in.

For information about changing the name of a KPI Card, see Editing the Name or Description of a KPI Card.

Content

Shows the actual data represented on this Card. You may be able to interact with the content, depending on the Card type.

Invite icon Lets you share this Card with specified team members and invite them to join Domo, all in a single action. If you do not have share access for this Card, the button only allows you to invite users, not share the Card. For more information, see Inviting Others to Join Domo.
Buzz icon Opens the Buzz channel for this Card. For more information, see Chatting in Buzz.
Share icon

Provides access to share options for this Card:

  • Share lets you share access to this Card with other Domo users.
  • Save As lets you create a duplicate version of this Card you can then manipulate independent of the original version.
  • Export lets you export the Card. The specific export options available depend on the Card type. All Card types let you send the Card to email or a printer; certain Card types may also let you export to Excel, CSV, or PowerPoint. 

For more information about sharing access, see Sharing and Removing Access to Content. For more information about duplicating a Card, see Duplicating Cards. For more information about exporting Cards, see Exporting KPI Cards

Problem icon

Opens the Issues Reported tab for this chart. In this tab, you can read about reported issues, report new issues, and mark issues as resolved. For more information, see Reporting Issues with Cards.

Options icon

Displays a menu of options for this Card, such as Share, Follow on Buzz, and so on. For more information about these options, see Details view Options menu.

Next Card button

Opens the Details view for the next Card on the page. When you mouse over the icon, a thumbnail image of the next Card appears.

Link option

Allows you to create a link between this Details view and the Details view for another Card. For more information, see Linking Related Cards.

Edit control

Allows you to restrict editing to the Card owner and users with an "Admin" default security role or a custom role with the "Manage All Cards and Pages" privilege enabled . If you do not meet any of these criteria, the checkbox and accompanying text do not appear. For more information, see Restricting Edit Capability for a Card.

Change owner link

Allows you to change the owner assigned to this Card. If the Card is a template Card that has not yet been assigned an owner, this link reads Assign an owner to this Card. For more information, see Assigning or Changing a Card Owner

Statistics 

Provides statistics for the number of times this Details page has been viewed in the last 30 days, the number of users who have access to this Card, and the number of users who have added the Card to their Favorites.

Access link

Allows you to specify who has access to this Card. For more information, see Sharing and Removing Access to Content.

Report an Issue icon

Allows you to write a description of an issue in this Card and send it to the Card owner and any followers via email/text. The report message is also posted to Buzz. When a Card has reported issues, a warning icon appears on the Card. You can click the warning icon to view the Issues Reported tab of the Details view. For more information, see Reporting Issues with Cards.

Also available in the Details view for all Card types but not shown in the above screenshot:

Name

Description

Map zoom buttons
map_zoom_buttons.png

Allow you to zoom in and out of maps. You can also pan across a map by clicking on the map and dragging. 

Map cities toggle
map_cities_toggle.png

Hides or shows cities in geographical maps. When this is turned on, you can progressively show more cities by zooming in closer and closer on the map.

KPI Card Details view 

In the Details view for a KPI Card, you can take many actions not available in other Card types, including the following:

The following screenshot shows components and options in the KPI Card Details view layout not found in Details views for other Card types. To see training information about these options, see Analyzer Card Basics.)

details_layout_kpi3.png

(For information about the toolbar icons not called out in the preceding screenshot, see General Details view layout.)

You can learn more about these components and options in the following table:

Name

Description

Summary number The single value in a chart that best represents the data in that chart. For more information about configuring summary numbers, see Configuring Your Chart Summary Number.

Date range

The period of time and date grain (that is, the unit of time by which the data is shown) represented by the data in this chart. A date range appears only if the chart is powered by a date column. You can change the date range in the Details view by clicking on the range and selecting the desired Filter from the list. For more information about implementing a date range and/or grain in a chart, see Adding Filters to Your Chart.

Filters icon

Opens the Filters tab for this chart. In this tab, you can add, edit, or remove Filters for the chart. For more information, see Filtering Data in a Card Details View.

Chart/Table view toggle

Switches between the Chart and Table views for this Details view.

Annotate icon

annotation_icon.png

Provides access to annotation options for this Card. These options are as follows:

  • Take a Snapshot lets you save a static version of the Card; add annotations if desired; then download the Card or share with other users. For more information, see Taking Snapshots of Cards

  • Create Date Annotation lets you add explanatory notes to data points in the graph to provide context for your viewers, and Hide Data Annotations turns off data annotations for this Card. For more information, see Adding Date Annotations

Alert icon

Opens the Alerts tab. In this tab, you can set, edit, and delete alerts. For more information, see Notifications and Alerts.

Analyzer icon

Opens the Analyzer view for this KPI Card. In this view you can edit various details of the Card, such as applied columns, chart properties, filters, sorts, Beast Mode calculations, color rules, and more. You can also open the Analyzer view by selecting Edit in Analyzer in the  menu.
Insights/Quick Filters pane

Provides subtabs letting you switch between Insights and Quick Filters for this Card. If the pane is not open, you can open it by clicking quick_filters_pane_icon.png

  • In the Quick Filters subtab of this pane, you can view any Quick Filters that have been added to this KPI Card. Quick Filters are pre-defined filters you can use to create a self-guided experience for others to explore data on a Card and answer questions for themselves. Any user who opens the Details view for this Card can show or hide columns quickly and easily just by checking or unchecking the boxes for those columns in the Quick Filter pane. For more information, see Applying Quick Filters.

  • In the Insights subtab of this pane, you can view an analysis of the elements of the Card, automatically generated by "Mr. Roboto," Domo's native Natural Language Generation tool. You can also view a number of automatically-generated summary graphics for this Card. Alerts may be based on anomaly detection, finding correlations, distribution mapping, and so on. You can tailor your Insights feed to show you the most meaningful analyses by rating each alert using a "thumbs up" or "thumbs down" icon, as shown below:

    smart_alert_rating.png

    Note that Insights analyses are not yet supported in Table Cards, single-value Cards, or very large Cards. Mr. Roboto does respect PDP policies. 

DataSet 

Indicates the name of a DataSet being used to power this Card. If a Card is being powered by multiple DataSets, all of these DataSets appear in the Details view. You can click the name of a DataSet to see the details for that DataSet in the Data Center. For more information, see Card Details View Layout.

Chart

Represents your data as a graph, table, or map. You can click graph elements such as bars, line points, or pie wedges to see the data filtered for those elements or to see any drill path layers. For more information, see Drilling into Data.

Update link

Allows you to update the DataSet for this chart. For more information, see Updating or Refreshing the DataSet for a KPI Card.

Data Lineage link Opens the Data Lineage for this chart. This shows you all of the DataSets being used to power this chart and their relationships to each other. For more information, see Viewing the Lineage of a DataSet in Analyzer.

The following components are not shown in the preceding screenshot but are also important to note:

Name

Description

Chart picker icon 

Lets you change the chart type for the currently displayed chart without having to first open Analyzer. In contrast to the chart type picker in Analyzer, which only shows icons for each chart type, the Details view chart type picker shows you actual thumbnail versions of each available chart type with your chart data applied.

The chart type picker only displays thumbnails for chart types that are compatible with your data. If your chart has a chart type not compatible with any other charts (such as a Calendar chart), the details_chart_picker_icon.png icon is grayed out. The exception to this is Maps, for which this icon does not appear at all (as in the above screenshot).

For more information about the chart type picker, see New Analyzer Tools (Jan. 2017).

Edit in Analyzer option

A  option that opens the Analyzer for this Card. In this view, you can edit various physical characteristics of the chart, such as its name, chart type, applied columns, etc. For more information, see KPI Card Building Part 2: The Analyzer.

History option

A  option that displays the History view for this Card. In this view, you can see the chart's version history and access older versions. 

PDP (Personalized Data Permissions)

If PDP (Personalized Data Permissions) has been set on the DataSet powering this Card, a  label appears next to the Card name. This indicates to the user viewing the page that they may not be seeing all of the data behind this chart, based on their PDP access. For more information about PDP, see Personalized Data Permissions (PDP).

Viewing modes in the KPI Card Details view 

There are various viewing modes in the Details view for a KPI Card—Chart, Table, Edit, and History. Each of these modes provides different functionality for viewing and interacting with the KPI Card data.

You switch between the Chart and Table views by clicking the  and  buttons at the top of the screen. You access the Edit and History views in the  menu.

Chart view

The Chart view, the default view for the KPI Card Details view, shows you the standard graphical depiction for the KPI.

chart_view.png

In most KPI Cards, you can drill down on any chart element (bar, pie wedge, state, etc.) to see the data filtered for that chart element. If a Card has drill path layers, you can click a chart element to drill down to see underlying data for the associated column. For more information about adding a drill path, see Adding Drill Path to Your Chart. For information about drilling down into an existing drill path, see Drilling into Data.

You can also add Filters to the chart data while in this view. For more information, see Filtering Data in a Card Details View.

In the Chart view (and also in the Table view, described in the next section), you can access tabs with different functionality. These include the Filters, Issues Reported, and Alerts tabs. You can open a tab by clicking its link in the top right corner of the screen.

Filters tab

When you click , the Filters tab appears with a New Filter button appears that allows you to add Filters to your chart. For more information, see Filtering Data in a Card Details View.

Issues Reported tab

When you click , the Issues Reported tab appears. In this tab, you can read about reported issues, mark issues as resolved, and report new issues. For more information, see Reporting Issues with Cards. A number next to the name of this tab indicates the number of issues that have been reported on the Card. (If no issues have been reported, this tab does not appear.)

Alerts tab

When you click , the Alerts tab appears. In this tab, you can create an alert on the Card, follow or unfollow an alert, edit an alert, delete an alert, or view the history of all alerts that have been triggered on the Card. A number next to the name of this tab indicates that one or more alerts have been triggered on this Card. For more information, see Managing Custom Alerts.

Table view

The Table view shows a table of the non-graphical underlying data for the KPI Card. This view of the chart provides the raw data in the DataSet; it does not include any HTML formatting. 

table_view.png

The column header labels that appear in this view are the same as those in the DataSet powering the Card. However, you can change the column header labels in the Edit view for the Card. For more information, see Editing the Column Header Labels for Your Chart Table View.

You can change the sorting for any column in the table by clicking the up or down arrow to the right of a column heading. For example, in the table in the preceding screenshot, clicking the arrow to the right of "Widgets Sold" would cause the numerical data to be sorted from high to low.

Analyzer 

In the Analyzer view, you can change elements of the KPI Card, such as its name, description, chart type, applied DataSet columns, Filters, and sorting criteria. For more information about the Analyzer view, see Analyzer Layout.

This view is only accessible by users with "Admin," "Privileged," or "Editor" default security roles OR a custom security role with the "Edit Cards" privilege enabled. For more information about default security roles, see Security Role Reference. For more information about custom security roles, see Managing Roles.

History view

In the History view, you can see all past versions of this KPI Card. When you open this view, a list of versions is shown, with the specific changes for each version. Also, if the updating user added a comment to explain why certain changes were made, the comment is shown as well.

When you click View for a version of the KPI Card in the list, that version displays. While in this mode, you can see the previous or next version in the list by clicking Previous revision or Next revision, respectively. You can return to the version listing by clicking View all history.

Doc Card Details view 

In the Details view for a Doc Card, you have access to many options not available in Details views for other Card types. For example, you can

  • download the document,

  • edit the name and description for the document,

  • see the upload history for the document,

  • view and download old versions of the document,

  • refresh the source file, and

  • open the document in a "reading view" that provides easier readability and navigation.

The following screenshot shows components and options in the Doc Card Details view layout not found in Details views for other Card types:

details_layout_document.png

You can learn more about these components and options in the following table:

Name

Description

Timestamp 

Shows the date and time when this document was last updated. 

Document name

Shows the name of this document. You can rename the document by clicking the name and typing the new name.

New version option

Allows you to upload a new version of this document. All versions of a document appear as thumbnails in the Versions panel. For more information, see Updating a Doc Card.

Document

The uploaded document or image. If the document consists of more than one page, you can navigate between pages using the navigation buttons that appear when you mouse over the document.   

Download icon 

Lets you download this document to your own computer. If you select a non-current version of the document in the Versions panel, this is the version that is downloaded when you click this icon. For more information, see Downloading a Document from Domo.

Preview icon  Opens the preview mode for this document. For more information, see Previewing a Document.

Versions panel 

Displays all versions of this document as thumbnails. When you click any version of the document in this panel, that version replaces the one currently appearing in this page. However, if you leave the Details view, the current version of the document is restored. You can open or close the Versions panel using .  

Notebook Card Details view 

In the Details view for a notebook Card, you can view the full text of the Card as well as edit the text.

The following screenshot shows components and options in the notebook Card Details view layout not found in Details views for other Card types:

You can learn more about these components and options in the following table:

Name

Description

Notebook name 

The name of this notebook. By default the name of a notebook is (Creator)'s Notebook (date), but if you are the Card owner you can change the name by clicking and editing the text. If you are not the Card owner, you cannot edit the name.

Note: You can change the owner of a Card even if you are not the assigned owner, so long as you have sufficient access rights based on your security role.

Notebook content

The text for this notebook. If you are the Card owner, you can edit the text by clicking anywhere within it and making your changes. If you are not the Card owner, you cannot edit the text.

Note: You can change the owner of a Card even if you are not the assigned owner, so long as you have sufficient access rights based on your security role.

Saved indicator

Indicates whether changes to this notebook have been automatically saved. If Domo was unable to save your changes, this symbol turns into a circle with a slash.

Toolbar

Contains tools for formatting the text for this notebook. Available options include bold, italics, bullet lists, and numbered lists.

Poll Card Details view 

In the Details view for a poll Card, you can edit the poll data, such as the question, answer choices, and poll options.

The following screenshot shows components and options in the poll Card Details view layout not found in Details views for other Card types:

You can learn more about these components and options in the following table:

Name

Description

Poll question

The question for this poll, which also functions as the name. You can click the question to see the pages in which the poll Card is found.

Poll content

The content of the poll. The preceding screenshot shows the content for the Chart view, which differs depending on whether you have already voted in the poll. 

Viewing modes in the poll Card Details view

In the Details view for a poll Card, there are Chart and Edit view modes. Each mode provides a different way of seeing or interacting with the poll.

Chart view

The Chart view is the default view in the Details view for a poll. If you have not yet voted in the poll, this view provides the answer choices for the poll, along with a Vote Now button so you can cast your vote. This is the view that is shown in the following screenshot:

If you have already voted, this view shows the results of the poll up to this point. This is the view that is shown in the following screenshot.

Edit view

You can access the Edit view in the  menu in the top right corner of the Details view. In the Edit view, you can change various aspects of the poll, including the question, answer choices, and polling options. This option is only available to users with "Admin," "Privileged," or "Editor" default security roles OR a custom security role with the "Edit Cards" privilege enabled. For more information about default security roles, see Security Role Reference. For more information about custom security roles, see Managing Roles.

To return to the Chart view from the Edit view, click Save or Cancel.

The layout of this view is the same as the page that appears when you create a poll. For more information about creating a poll, see Adding a Poll Card to Domo.

Sumo Card Details view

In the Details view for a Sumo Card, you have access to many options not available in Details views for other Card types. For example, you can

  • see both views of the table—the Column View and Pivot View,

  • edit the Sumo Card name, description, DataSet, and formatting, and

  • enter an "analyze" mode in which you can make formatting changes that apply only to you.

The following screenshot shows components and options in the Sumo Card Details view layout not found in Details views for other Card types. This screenshot shows Pivot View; however, most of these components are found in Column View as well.

You can learn more about these components and options in the following table:

Name

Description

Edit toggle

In either view, hides/shows the columns on the left side of the screen that you can add or remove from your Sumo table.

Card name

Shows the name of this Sumo Card. You can also click the name to see the description for the Card if one has been specified, along with the names of the pages it is found in. (You can also see this information by clicking the "i" icon.) You can change the name and description of a Sumo Card in the Edit view.

View toggle

Let you switch between the Column View and Pivot View. These essentially show you two different views of a Sumo table. Column View shows a standard column-based view, and Pivot View presents the data in a more complex and powerful pivot table, like those created using Microsoft Excel. For more information about what you can do in both views, see Sumo Editor Layout.

Totals toggle

Shows/hides all "Total" rows and columns in the Sumo table.

Table

Shows the Sumo table. The table appears in a standard column-based format in Column View and as a more complex pivot table in Pivot View. Vertical and/or horizontal scroll bars are provided in both views if there is more data than will fit on the screen. In Pivot View, when you scroll vertically, the totals column on the right also scrolls vertically, but the totals row along the bottom remains in place; this lets you always see the sum of all values in a column. Conversely, when you scroll horizontally, the totals row along the bottom scrolls, and the totals column on the right remains in place.

Also in Pivot View, when you apply an aggregation, the totals reflect the aggregation you have applied, not just the sum of a row or column. For example, if you select Average as your aggregation, the total for each row and column is the average of all the averages in that row or column.

Also, if PDP has been enabled for the DataSet powering this Sumo Card, a  label appears next to the Card name. This indicates to the user viewing the page that they may not be seeing all of the data behind this table, based on their PDP access. For more information about PDP, see Personalized Data Permissions (PDP).

For more information about building and editing Sumo Cards, see Adding or Editing a Sumo Card.

Custom App Details view

For information about the Details view for a custom App, see General Details view layout

Image Card Details view

Image Cards are now DEPRECATED. You an upload images to Domo as Doc Cards.

Details view Options menu

The Chart view in the Details view for a Card contains a  menu with many available options. Some options may not be available in your personal view, depending on the Card type and the access rights of your security role. For more information about security roles, see Security Role Reference and Managing Roles.

The options you can select in the Details view are as follows:

Name

Description

Edit in Analyzer (KPI Cards only)

Opens the Edit view for this Card. For more information about this view for a KPI Card, see KPI Card Building Part 2: The Analyzer

History

Opens the History view for this chart.

Full Screen

Opens the full-screen mode for a Card. This viewing mode provides all of the same functionality found in the standard Details view, including drilldown, alert functionality, filtering, access information, and so on. The full-screen mode persists until you leave the Details view, so if you navigate to another Card using a link, that Card will also appear in the full-screen mode. This mode is available for all types of Cards.

You can exit full-screen mode by clicking the  icon or pressing Escape. 

Edit Drill Path (KPI Cards only)

Allows you to add new drill layers or edit the drill path for this chart. For more information, see Adding Drill Path to Your Chart.

Embed Card  Allows you to embed Domo Cards into SSO-enabled websites, portals, or applications. You do this by copying an automatically generated HTML string from Domo and pasting it into the website, portal, or application as an iFrame or via a JavaScript API. Domo Embed is available for all types of Cards. For more information, see Sharing Cards Outside of Domo.

Add to Favorites

Allows you to mark or unmark this KPI Card as a Favorite. When you add a Card as a Favorite, it appears in your Favorites page; when you remove a Card as a Favorite, it is removed from your Favorites page. For more information about Favorites, see Adding Cards as Favorites.

Notify Me on Issues/Do Not Notify Me on Issues

Adds this Card to your "Following" queue, meaning you are notified when anyone reports an issue on this Card. If the Card is already in your "Following" queue, this option reads Do Not Notify Me on Issues. Choosing this option removes the Card from your "Following" queue.

Move / Copy

Allows you to move or copy this Card to a different page. Cards copied in this way are still linked, so changes made to one copy are made to all other copies. For more information, see Moving or Copying Cards to Other Pages

Save As (formerly called Duplicate)

Allows you to create a new instance of this Card. Duplicated Cards are completely separate from the originals; changes made to one are not made to the other. For more information, see Duplicating Cards.

 

Schedule as Report

Lets you set a report schedule for this Card. For more information, see Scheduling Reports.

Edit Scheduled Reports

Opens the manager interface for scheduled reports. For more information, see Managing your scheduled reports.

Send Now

Allows you to send this Card via email to a Domo user. For more information, see Sending a scheduled report immediately.

Feedback to Domo

Allows you to send Domo a request to change the Card.

Connect / Update Data (KPI Cards only)

Opens the Connect to Data dialog for this chart, in which you can upload an existing DataSet or a new Excel or Google spreadsheet. For more information, see Updating or Refreshing the DataSet for a KPI Card.

Delete

Deletes this Card from Domo, including all copied versions. Duplicate versions are not deleted. For more information about copying and duplicating Cards, see Moving or Copying Cards to Other Pages and Duplicating Cards, respectively.

The Delete option is available in Details views.

Note: This option removes the Card from Domo. For information about removing a Card from a page, see Removing Cards from a Page.

For more information about deleting a Card from Domo, see Deleting a Card from Domo.