Powering a Visualization Card with Data

Intro

Before you can begin specifying the visual characteristics of your Visualization Card in the Analyzer, you must determine how to power it and which data you want to power it with. You can power a Card by doing any of the following:

• Creating a Visualization Card and then connecting a DataSet.

• Choosing your DataSet and then adding a Visualization Card to it. 

• Uploading a webform, a Domo-powered spreadsheet you have filled with your own data. This is discussed in detail in Webforms Connector.

Video - Building a Card from an Excel Spreadsheet

The Card -> DataSet method

With this method, you first locate the Page in Domo where you want your new Card to appear. You then specify the DataSet used to power the Card. After you power it with data, you can then determine the chart's visual characteristics as discussed in Analyzer Overview.

To build a Card using the Card -> DataSet method,

1. On the Page where you want to create a Card, click the icon in the upper right corner of the screen. 

2. Click Create new Card.
   A dialog appears with a number of upload options you can choose from.

   Tip: You can also open this dialog from anywhere in Domo by selecting in the app toolbar and selecting Card.
3. Click Visualization.

4. (Conditional) Do one of the following:

   • Use a DataSet that has already been uploaded to Domo by doing the following:

     1. Click Existing Data.
        A dialog appears in which you can choose a DataSet.
        
        
        
        This dialog includes many options for locating your desired DataSet. In addition to being able to search by name, you can also apply various filters to your search. If you click the  icon, a dialog appears with a number of selectable filters such as Owned by, Created Date, Tag, and so on. You can choose any of these filters then specify the criteria for the filter. For example, if you chose Tag, you would then be prompted to select the tag associated with your desired DataSet. You can also customize filters by applying operators. These differ between filters. Most filters include the Not operator so you can indicate that specified criteria are excluded from your filter. For example, you might build a filter in which the status is not disabled. Date-based filters include the On, Not On, Before, and After operators so you can narrow down when when a DataSet was created or last run. Number-based filters include Equal To, Not Equal To, Less Than, and Greater Than operators. 
        
        In the filter dialog, you can also choose from several quick filters by clicking Favorite Filters. These include Recently run (which defaults to 7 days), Owned by you, and Needs attention.   
        
        You can apply multiple filters to narrow down your results; for example, you might apply an Owned by filter specifying user "Kate Nickelby," a Type filter specifying "Adobe Analytics," and a Status filter specifying "Disabled."
        
        Once you have your results set, you can change the sort by clicking Created Date (oldest to newest) and then choosing the desired sort method and direction.   
        
        You can add or manage DataSets in the Data Center. For more information, see Connecting to Data with Connectors and Data Center Layout.

     2. Select the desired DataSet.
        You can search for a DataSet by name or filter the DataSets in the list by type or user.

   • Use a Microsoft Excel spreadsheet or CSV file as your DataSet by doing the following:

     1. Click Spreadsheet upload.

     2. Specify the details of your Microsoft Excel spreadsheet or CSV file upload by following the instructions in File Upload Connector.

   • Connect to live data not yet in Domo by doing the following:

     1. Click Connect live data.

     2. Select the appropriate Connector and follow the steps to Add a DataSet Using a Data Connector.

5. Specify the details of your chart as desired in the Analyzer.

6. Click Save & Finish.
   Your new Card is created and added to the Page.

The DataSet -> Card method

With this method, you go into the Data Center and locate the DataSet you want to build a Card from. After you select a DataSet, you can then determine the chart's visual characteristics as discussed in Analyzer Overview. When you add a Card in this way, it appears on your Overview Page by default until you move it to another Page. 

To build a Card using the DataSet -> Card method,

1. Select Data in the toolbar at the top of the screen.

2. Click  in the left-hand navigation pane to access existing DataSets.

3. Locate and click the DataSet you want to add the Card to.
   For more information about the filtering and navigation options in the Data Center, see Data Center Layout. 

4. Click the Cards tab.
   
   

5. Click Add Card.

6. Specify the details of your chart.

When you save the Card, it is added to the Overview Page. You can then move it to another Page if you want. For more information, see Moving or Copying Cards to Other Pages. For information about adding a DataSet using a connector, see Connecting to Data with Connectors.