Sumo Editor Layout
Intro
A Sumo card provides two possible views of a table—a standard column-based view or a more powerful pivot view with functionality similar to that found in Microsoft Excel. The Sumo card builder interface consists of a Column View and a Pivot View. Column View provides an interface for creating standard column-based tables, whereas in Pivot View you can create pivot tables. You can manipulate table data in each view independently. The view that is selected when you save your table is the view that appears in this Sumo card in the page view.
In the build/edit interface for a Sumo card, you can add and remove columns, sort, aggregate, change how date data is represented, and so on. The available options are the same whether you are building a Sumo card, editing an existing card, or applying temporary edits in the Details view. When you make edits in the Details view, your changes are applied only to your own Domo instance and are temporary; when you leave the Details view, your changes disappear. In contrast, any changes you make in the Edit view are applied permanently to the Sumo table unless you or another user changes them again in the Edit view. For more information about filtering data in a card Details view, see Filtering Data in a Card Details View.
This topic discusses the interfaces for Column View and Pivot View. For information about creating a Sumo card using the components in this view, see Adding or Editing a Sumo Card. For general information about Sumo cards, see Sumo cards.
Column View
This view presents the standard columnar table view for the data in the DataSet you have selected. In this view you can add or remove columns from your table; hide or show all columns; sort column data; combine rows with like headings and aggregate their data; break up rows you have combined; change how date data is represented; change how data is aggregated in combined rows; apply filters; format numbers in value columns; and apply conditional formatting to value and string columns.
The following screenshot calls out the most important parts of Column View:
You can learn more about these components in the following table:
Name |
Description |
---|---|
View toggle |
Toggles between Column View and Pivot View. |
Edit icon |
Lets you hide or show the edit controls. |
Table name |
The name of this Sumo table. You can change the name by clicking anywhere within the current name (or default text, if no name has been entered yet) and entering the desired name. |
Fiscal Calendar button |
Toggles the Fiscal Calendar on and off if one has been implemented in your Domo instance. |
DataSet |
The DataSet used to power up this Sumo table. You can add a DataSet or change the selected DataSet by clicking anywhere in the DataSet field and selecting the desired DataSet. Once a DataSet is selected, a preview of the data appears on the screen. Note: The DataSet you select must already exist in Domo. You cannot upload a new DataSet in the Sumo card interface. For more information about uploading DataSets, see Adding a DataSet Using a Data Connector.
|
Table description |
The description that appears when you mouse over this Sumo table in the Card view or click the card name in the Details view. You can change the description by clicking anywhere within the current description (or default text, if no description has been entered yet) and entering the desired description. |
Column header |
The name of this column. Mousing over a column causes two icons to appear— Click Click Update all of the below links using anchors once Sumo creation topic is in place.
|
Save button |
Saves this Sumo card and updates the summary image in the card page accordingly. This image appears as a standard table or a condensed pivot table depending on whether Column View or Pivot View is selected, respectively, when you save. For more information, see Sumo cards. |
Totals toggle |
Hides/shows the "Total" row at the bottom of the table. |
Available columns |
The columns in this DataSet. Green indicates that this column is found in the table; gray indicates that it is not. You can click a column to add it to the table or remove it. You can also drag and drop columns within the list to reorder them in the table. Columns you add to a DataSet using Beast Mode appear in your list of available columns in Sumo. For more information about adding Beast Mode columns to a DataSet, see Transforming Data Using Beast Mode. |
Hide controls |
Let you hide or show columns in Column View. |
Table preview |
A preview of the table in its standard columnar format. |
Also, if your DataSet contains more than 50 rows, you can load more rows into the table preview by clicking Load More Rows, which is found at the bottom of the preview.
Pivot View
In this view, you can create powerful pivot tables by dragging and dropping column names into a template table with regions for rows, columns, and values. As you add column names to the template table, the data in those columns appears in your pivot table. You can also reposition column names in the template table or delete them altogether, and the pivot table is updated accordingly.
The following screenshot calls out the most important parts of Pivot View:
You can learn more about the components in the following table:
Name |
Description |
---|---|
Fiscal Calendar button |
Toggles the Fiscal Calendar on and off if one has been implemented in your Domo instance. |
DataSet |
The DataSet used to power up this Sumo table. You can add a DataSet or change the selected DataSet by clicking anywhere in the DataSet field and selecting the desired DataSet. Once a DataSet is selected, a preview of the data appears on the screen. Note: The DataSet you select must already exist in Domo. You cannot upload a new DataSet in the Sumo card interface. For more information about uploading DataSets, see Adding a DataSet Using a Data Connector.
|
Table name |
The name of this Sumo table. You can change the name by clicking anywhere within the current name (or default text, if no name has been entered yet) and entering the desired name. |
Template table |
A table with regions for rows, columns, and values. When you drag and drop column names from the unused columns pool into any of the regions in the template table, or double-click a column name to add it to the template table, the data from those columns appears in the associated region of the pivot table. For example, if you dragged a column into the rows region of the template table, the values from that column would appear on the left side of the pivot table. You can also reposition column names in the template table or delete them altogether, and the pivot table is updated accordingly. For more information about building a pivot table, see Adding or Editing a Sumo Card. When you click a column name in the template table, a dialog pops up in which you can specify filters for this column. For more information about applying filters, see Adding or Editing a Sumo Card. |
Pivot table |
Your Sumo pivot table. You can add rows, columns, and values to the table by dragging column names from the unused columns pool into the rows, columns, or values regions of the template table. As you move column names from region to region in the template table, the pivot table updates accordingly. If you have not yet added any columns to the template table, no pivot table appears. For more information about building a pivot table, see Adding or Editing a Sumo Card. When you click a column name in the pivot table, a pop-up list appears with many options. These options include the following:
|
Save button |
Saves this Sumo card and updates the summary image in the card page accordingly. This image appears as a standard table or a condensed pivot table depending on whether Column View or Pivot View is selected, respectively, when you save. For more information, see Sumo cards. |
Edit icon |
Hides/shows the unused columns pool and template table. |
Totals toggle |
Hides/shows all "Total" rows and columns in the pivot table. |
View toggle |
Toggles between Column View and Pivot View. |
Unused columns |
The columns in this DataSet you have not added to your pivot table. You can add columns to your pivot table by dragging and dropping them into the desired region of the template table. Normally you drop category columns into the rows and columns regions of the template table and value columns into the values region. However, you are not required to do so. For example, you might want to show sales by zip code. The "Zip Codes" column would be interpreted by Domo as a values column and thus appear in your "Values" unused column listing. But you could drop it into the rows or columns region of your template table, and it would be treated as category data. For more information about building pivot tables, see Adding or Editing a Sumo Card. When you click a column name in the template table, a dialog pops up in which you can specify filters for this column. For more information about filters, see Adding or Editing a Sumo Card. Columns you add to a DataSet using Beast Mode appear in your list of unused columns in Sumo. For more information about adding Beast Mode columns to a DataSet, see Transforming Data Using Beast Mode. |