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Assigning Users to Power Up Template KPI Cards

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=templatekpicards

Intro

As an executive or manager of your organization, you may want to assign a team member to create and power up a KPI card. Domo provides a simple way to do this. You can choose the Add Card > Assign option in a page and assign a user in your Domo to power a card. Domo then creates a template KPI card—a "dummy" card not yet connected to a DataSet—and adds it to the same page in the assigned user's Domo. The assigned user also receives a notification that he/she is responsible for powering and owning the card. For more information about notifications, see Notifications and Alerts.

Assigning a user to create a KPI card

When you assign a card to a user, Domo sends a message to the user and adds an empty template card to the page. 

To assign a user to create a KPI card,

  1. Navigate to the page where you want the new KPI card to appear.

  2. Click Add Card.

  3. Click Assign.
    The Assign Card dialog appears.

  4. Select an owner in the Assignee menu.

  5. Enter a name for the card.

  6. (Optional) Enter a message for the new owner if desired.

  7. Click Assign.

Powering a template card

When a user assigns you to create a KPI card, it is your job to power it with meaningful data. Domo lets you power up charts using DataSets that have already been uploaded to Domo. You can also upload new Microsoft Excel or Google Sheet DataSets on the fly. 

Powering up a template KPI card with an existing DataSet

If the DataSet you want to use to power up the KPI card has already been uploaded, you can use the Existing Data option to retrieve the DataSet. All DataSets that you upload to Domo are stored in a database so you can locate them for use in powering up new KPI cards.

To power up a template KPI card using an existing DataSet,

  1. Click Power this Card at the bottom of the KPI card.

  2. Click Existing Data.
    A list of existing DataSets appears.
    You can add or manage DataSets in the Data Center. For more information, see Connecting to Data with Connectors and Data Center Layout.

  3. Select the desired DataSet from the list.
    You can search for a DataSet by name or filter the DataSets in the list by type or user.
    The Analyzer appears. For more information, see KPI Card Building Part 2: The Analyzer.

Powering up a template KPI card with a Microsoft Excel or CSV spreadsheet

You can power up a KPI card using a Microsoft Excel spreadsheet or CSV file.

To power up a static KPI card using a Microsoft Excel spreadsheet or CSV file,

  1. Click Power this Card at the bottom of the KPI card.

  2. Click Excel (even if you are planning to upload a CSV file).

  3. Upload your file by following the instructions in File Upload Connector.

After you upload your spreadsheet, the Analyzer appears. For more information, see KPI Card Building Part 2: The Analyzer.

Powering up a KPI card with a Google Sheet spreadsheet

As with a Microsoft Excel spreadsheet, you can power up a KPI card using a properly formatted Google Sheet spreadsheet.

To power up a static KPI card using a Google Sheet spreadsheet,

  1. Select Power this Card at the bottom of the KPI card.

  2. Click Connect Spreadsheet.

  3. (Conditional) If necessary, link your Google account to Domo by entering your Google account information. For more information, see Google Sheets Connector.

  4. Select the desired Google Sheet spreadsheet.

  5. Specify whether the data in your spreadsheet is laid out in a column or row format. For more information about the distinction between column- and row-based spreadsheets, see Understanding Chart Data.

  6. Click Continue.
    The spreadsheet data appears on your screen for you to review.

  7. (Optional) Add a description for the DataSet by doing the following:

    1. Click Add DataSet Description.
      A Description field appears.

    2. Enter the desired description text in the field.

    3. Click Save.
      You can add or manage DataSets in the Data Center. For more information, see Connecting to Data with Connectors and Data Center Layout.

  8. (Optional) Specify a range of rows or columns in the spreadsheet to be uploaded by doing the following:

    1. Click Specify where your data is.

    2. In the Label Cells fields, enter the numbers of the header cells in your spreadsheet that constitute your range boundaries. For example, if you entered "A1" and "J1", only the columns in your spreadsheet between columns A1 and J1 would be uploaded.
      This pulls all of the data for the range you specified.

    3. To specify only a single column or row of data in the range you specified in the previous step, check Manually specify data range?, then enter the range for the data cells in the two fields marked Data Cells.

    4. Click Preview to see the cells in the range(s) you specified.

  9. (Conditional) If the desired spreadsheet is found on a specific page in your document, select the correct page from the menu under the "Success" message.

  10. Click Continue.
    The Analyzer appears. For more information, see KPI Card Building Part 2: The Analyzer.