Book Image

Data Democratization with Domo

By : Jeff Burtenshaw
Book Image

Data Democratization with Domo

By: Jeff Burtenshaw

Overview of this book

Domo is a power-packed business intelligence (BI) platform that empowers organizations to track, analyze, and activate data in record time at cloud scale and performance. Data Democratization with Domo begins with an overview of the Domo ecosystem. You’ll learn how to get data into the cloud with Domo data connectors and Workbench; profile datasets; use Magic ETL to transform data; work with in-memory data sculpting tools (Data Views and Beast Modes); create, edit, and link card visualizations; and create card drill paths using Domo Analyzer. Next, you’ll discover options to distribute content with real-time updates using Domo Embed and digital wallboards. As you advance, you’ll understand how to use alerts and webhooks to drive automated actions. You’ll also build and deploy a custom app to the Domo Appstore and find out how to code Python apps, use Jupyter Notebooks, and insert R custom models. Furthermore, you’ll learn how to use Auto ML to automatically evaluate dozens of models for the best fit using SageMaker and produce a predictive model as well as use Python and the Domo Command Line Interface tool to extend Domo. Finally, you’ll learn how to govern and secure the entire Domo platform. By the end of this book, you’ll have gained the skills you need to become a successful Domo master.
Table of Contents (26 chapters)
1
Section 1: Data Pipelines
7
Section 2: Presenting the Message
12
Section 3: Communicating to Win
17
Section 4: Extending
21
Section 5: Governing

Presenting the story dashboard

Presenting refers to the parts of Domo that are used to visualize and distribute content. The main presentation artifacts in Domo are cards (tables, charts, and graph visuals) and pages (dashboards/stories). The visuals are linked to the underlying datasets and update in real time as the datasets are updated. Beast Mode allows you to create powerful custom formulas on the fly.

Analyzer

Analyzer is the card creation and editing tool. This is where the visuals are created. It also happens to have solid real-time filtering and is a powerful ad hoc analysis tool—though it is not often thought of in that way. The drag-and-drop user interface will be very familiar to anyone who has created a chart or used a pivot table before.

Figure 1.6 – Analyzer card design UI

Figure 1.6 – Analyzer card design UI

Beast Mode

Beast Mode is a data sculpting tool that enables the user to create new fields from calculations on the fly. It's called Beast Mode because it enables you to overcome many data challenges with custom formulas. If you know about case statements and Excel formulas, this is where you go to do that kind of work. Beast Mode is accessed through the analyzer UI.

Important Note

Currently, Beast Mode is a one-pass calculation engine, which means it cannot perform post operations on aggregations such as SUM() or MAX(). For those of you familiar with SQL coding, this would be like using a HAVING clause and it is not supported in Beast Mode. However, there is a way to get a 2-pass result by using a Data View as the first pass and then doing a beast mode on the view. This is the equivalent of a SQL HAVING clause.

Dashboards and stories

Pages are the standard presentation artifact in Domo. The destination of any card is to a page. Pages typically contain several cards (sometimes more) and the pages can be layered up to three menu levels. Each page is commonly referred to as a dashboard and has built-in layout formatting and card placement capabilities. In order to tell a story as an analyst would typically do in a PowerPoint deck, a page can be converted into a story layout, which provides much more granular control of the presentation commentary, as well as the look and feel.

Pages and the card(s) they contain are updated in real time and typically address data from multiple datasets. Pages and cards on the page, either in standard or story layout, are instantly deployed to the Domo mobile app for iOS, Android, and mobile web.

Important Note

If you are considering developing a custom mobile app, take the time to evaluate the Domo mobile app as it may already have the ability to cover what you are looking to do out of the box. Search for Domo in the mobile app stores for Apple or Android.

Content distribution

Pages enable people to take the initiative and look at information of interest. But what are your options if you want to push content to people?

Scheduled reports

Fortunately, the Domo platform allows for the distribution of content as a scheduled email with links and attachments.

Public or private URLs

Domo has a publish feature that allows any page to become a URL presentation. The URL is visible to anyone with the link but can be password protected. A downside of this feature is the content is no longer interactive. This feature is often used to drive office wallboards that rotate through cards on a timer.

Domo Everywhere – Embed

Domo pages and cards are designed to be embedded or white-labeled in other portals and applications. Many Domo customers use Domo content in their external customer/supplier portals as well as internal employee portals. Some customers enhance their product and reduce their time to market and enhance feature capabilities by embedding Domo best-of-breed visuals in their products. There are both private-embed and public-embed offerings for internal- and external-facing content respectively. Embedded content is interactive.

Figure 1.7 – Domo Everywhere Embed configuration

Figure 1.7 – Domo Everywhere Embed configuration

Important Note

If you can evaluate how content is presented to external stakeholders and your IT organization is considering a bespoke build, you will likely get to market faster, with more features, more securely, on mobile and desktop, with fewer costs, and less risk if the Domo Everywhere Embed feature is adopted rather than a custom build.

Next, let's peruse Domo's integrated communication tools.