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DOMO Card Creation Process

Step 4b: Drill Path

It's possible to create DRILL PATHS to tell a more intricate story with our data. Often we'll start with 1 or 2 String Value(s) plotted by Date Range & Segmentation in a Chart, then drill down by a String value to a Text Table displaying various String & Numeric values. We can drill down by however many layers are necessary.

Step 6: Finishing touches

Step 5: Calculations

Step 4a: Aggregation, Filters, & Sorting

Many Visualizations are complete after Step 5, but we still have the option to change a few visual elements such as the COLORS used in our Charts. Once we are happy with the final product, save, RESIZE the card on the dashboard (small, medium, large), and Share!

This part is on me! We often have to make CALCULATIONS within DOMO (using what's called Beast Mode) to create NUMERIC values that are not stored in our database (ex: CPM, Fill Rate, Days since Pub Stopped.)

  • Once the Metrics are established, we need to determine the correct AGGREGATION. Usually all Numeric values are summed up, but sometimes not (broken out by Site per Adv, Floor performance, etc.)
  • What needs to be FILTERed on? (Want to view 1 Pub or all? Want to view just Video or all types?)
  • How does this need to be SORTed? (Newest date to oldest, highest Gross Rev to lowest?) Can sort on more than one metric, in a hierarchical way. (Sort on date first, then Origin, then CPM, etc.)

Step 3: MEtrics!

What metrics do you need displayed? Metrics are classified as either:

  • STRING values : independent, qualitative, categorical information like
  • text, dates
  • NUMERIC values : dependent, quantitative information like
  • revenue, impressions, CPM

Step 2: DATE RANGE

What Dates are we talking about here? Determine the

  • RANGE (Last week, Month-to-Date, All Time, etc.) and the
  • SEGMENTATION (by day, by week, by quarter, etc.)

Step 1: Chart or Text Table?

You need to see some data in DOMO. First things, first: WHERE is the card going to go? (what PAGE/ DASHBOARD/ CONSOLE.) Determine how best to present the data. In

  • CHART (Bar, Line, Pie, etc.) or
  • Text TABLE form?
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