Best Of
Re: CourseBuilder Metadata
@NateBI that was true historically, but with GA4 that ability has been lost. At least the last time I spoke with @Ashleigh that was the case.
If you are on consumption you can add instances for some amount of credits per month, reach out to your CSM/AE for details. We like having the separate instance for education so that they can follow along with trainings before we actually change their role in the main/production instance. It also prevents them from doing any damage before they have received sufficient training.
Re: CourseBuilder Metadata
Hi @ColemenWilson thanks, how would adding an education sandbox to another instance look? Why would this be better?
I've just watched @Ashleigh 's presentation here: https://www.youtube.com/watch?v=eWRDkXo1AuU
Seems like you were able to get indivudal email addresses if you used Google Analytics. I'll have a think and speak with the team.
Re: Domo: ๐๐๐๐๐
Have you taken the Domo certifications? The trainings for them are free and there are lots of best practices shared there. The MajorDomo certiciation training path is where I'd start as it has the most best practices around governing an instance and growing.
For prioritizing tasks and keeping things organized, I strongly recommend agile methodologies and running things in sprints. Here is our process:
1. We use a Smartsheet intake form for new requests to our team. They are added to our backlog for safe keeping. We then review the incoming requests daily in our Daily Scrum meeting as well as in our weekly (many teams do 2 week sprint cycles) sprint planning meeting. We prioritize, assign and score the requests.
2. We have automation in Smartsheet that keeps the requester updated as the status of their request changes. We also have a Domo card where at anytime the requester can check the status of their request.
3. Using Epics has been a huge help for our team as well. We create epics (projects) and then subtasks associated with that Epic. This helps us separate the high value larger asks from the rest of the noise.
4. Have an app/dashboard for managing your work for your team. Ours is pictured below.
5. If it is still too much to manage, putting the burden of prioritizing on people above your pay grade is a great way to go. By this step, you'll have things neatly organized and have data and visuals to allow executives/stakeholders to easily get an overview of your work. You can then give them the old, "I have been asked to do these 5 things. I only have the resources to do 4 of them. Which thing should be dropped or delayed? Can you rank the remaining 4 items in order of priority for the business?"
What our BI team App looks like. We review daily:
What our Sprint Board in Smartsheet looks like:
If you can't budget for a tool like Smartsheet, you could use Projects and Tasks in Domo. It is free to all Domo users and has domostats associated with it to build similar visuals above. It is limited in its functionality and my understanding is that Domo does not plan to enhance it in the future.
Re: Domo: ๐๐๐๐๐
Hi @Data_Devon ,
I'm also happy to help. I have courses people can take to learn Domo if they wanted. In addition, I can fly out and do 2-day Domobootcamps where I teach teams live to get everyone on the same playing field and then dedicate the last 2 hours of each day to do office hours where we crank out whatever is needed.
More info here:
Happy to discuss
Re: Calendar View does not display with one day's worth of data
Clark, the default behavior for the calendar card is to adjust the view to the data passed into the chart. If it is only given data for 1 day, it has a different view than if passed multiple days in a month, or in a year. You can set the view for the calendar in the Chart Properties - > General โ View to always show a year or month. Hopefully that will do what you are looking for.
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Re: Help with Date Range/ Period to Date
Anything you create manually will not interact with the Date Range filter, keep that in mind because it could cause issues. It might be helpful to uncheck "Allow Global Date" filtering on your cards.
If you go this route, I would recommend creating a variable and then have a beast mode that uses the variable and then place the beast mode in your filters. Example:
CASE WHEN `Period Variable` = 'WTD' AND `Date` >= DATE_SUB(TODAY(), INTERVAL (DAYOFWEEK(TODAY()) - 1) DAY) AND `Date` โ TODAY()THEN 'Include' WHEN `Period Variable` = 'MTD' AND `Date` >= DATE_SUB(TODAY(), INTERVAL (DAY(TODAY()) - 1) DAY) AND `Date` โ TODAY()THEN 'Include' WHEN `Period Variable` = 'QTD' AND `Date` >= DATE_SUB(DATE_SUB(TODAY(), INTERVAL (DAY(TODAY()) - 1) DAY) , INTERVAL (MOD(MONTH(TODAY()) + 2, 3)) MONTH) AND `Date` โ TODAY()THEN 'Include' WHEN `Period Variable` = 'YTD' AND `Date` >= STR_TO_DATE(CONCAT('01-01',YEAR(TODAY)),'%Y-%m-%d') AND `Date` โ TODAY()THEN 'Include' ELSE 'Exclude' END
Re: How do I get unique values from a column?
If you are in a table card, one way is to drag that same column in again as the 1st column and choose count. Then in the chart properties, General - Hide Columns, enter 1. This will hide the 1st column and the aggregation that you chose will remove the duplicates.
Re: Pivot Table Expansion
Love this. It would be so much more intuitive and space efficient!