Card Details View Layout

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 Visualization 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 the Card Details view

In a standard 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 .
Opening and selecting Details.

General Details view layout

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

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 Visualization Card, you specify the name of the Card in 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 Visualization Card, see Editing the Name or Description of a Visualization 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 Visualization 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	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	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.

Visualization Card Details view

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

create a drill path for the chart so that users can drill down into a graph element and see additional data
explore the drill layers in the Card if a drill path has been added
edit the chart
apply Filters to the chart
add date annotations to the chart
add snapshot annotations to the chart
select a different chart type using chart picker
hide or show elements by clicking on legend items
apply quick sorts to the chart data
zoom in on the chart data
view the underlying data in table format
view past versions of the chart

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

(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	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 Visualization 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 . In the Quick Filters subtab of this pane, you can view any Quick Filters that have been added to this Visualization 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: 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.
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 Visualization 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 with 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 icon is grayed out. The exception to this is Maps, for which this icon does not appear at all (as in the above screenshot).
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.
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. Saving a Card triggers a new version.
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 Visualization Card Details view

There are various viewing modes in the Details view for a Visualization Card—Chart, Table, Edit, and History. Each of these modes provides different functionality for viewing and interacting with the 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 Visualization Card Details view, shows you the standard graphical depiction for the Card.

In most Visualization 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 Visualization Card. This view of the chart provides the raw data in the DataSet; it does not include any HTML formatting.

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 Visualization 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 Default Security Role Reference. For more information about custom security roles, see Managing Custom Roles.

History view

In the History view, you can see all past versions of this Visualization Card. A new version is created every time you save the 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 Visualization 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:

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.

Ben Green

Jun 21, 2017, 11:27 AM

When you open the edit view for a notebook Card, it becomes locked (i.e. no one else can edit it) until you leave the edit view.

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.
Edit button	Allows you to open the edit view for the Notebook. For information about the available edit options, see Adding a Notebook Card.

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.