Best Of
Re: Summary Number Format in Notebook Card
@MarkSnodgrass thank you! I didn't know this card type existed but I think it's exactly what I was looking for!
mhouston
Re: Summary Number Format in Notebook Card
@mhouston I'm using the dynamic textbox card in my example, not the notebook card. It has color options available.
Re: Has anyone been able access salesforce historical data?
@Canioagain you can get the opportunity history and field history using the domo salesforce connector and using the "Browse objects and field" option and selecting OpportunityHistory and OpportunityFieldHistory. I did a basic writeup when I built this that outlined the main logical steps of processing - let me know if you would like to see that, I'd be happy to share.
mhouston
Re: Seasonality Chart
That's a bummer it doesn't show the next level down. To get this to display in a pivot table, you need to ask your CSM to enable window functions in beast modes, if it isn't already enabled. It is not enabled by default. Then you can create this beast mode with this formula to get the percent of total for each month by region:
COUNT(`caseid`) / SUM(COUNT(`caseid`)) OVER (PARTITION BY `region`)
Re: Seasonality Chart
To your thought about heatmaps, I do like to use those and there are two different heatmap options: Heat Map under Other Charts and Heatmap Table under Tables and Textboxes. With the Heat Map under Other Charts, you can put the Month in Category 1 and the region in Category 2 and the count of case id's in the values section. The "heat" will show you where the highest areas are.
The Heatmap table would require you to create a beast mode for each month of the year and be dragged over as columns. You could select the independent column ranges under the scale properties to have each month be "heated" individually if you want. Your beast mode to get the percent for each month for each region would look like this:
SUM(CASE WHEN MONTH(`date`) = 1 THEN 1 ELSE 0 END) / COUNT(`caseid`)
This would be the beast mode for January. You would need to do one for each month and change the month = value each time.
Hope this helps.
Re: Column Calculation in pivot table
You may want to think about restructuring your data and using a date dimension to calculate the current day, last year, two years ago etc for your data points. Then you can use a beast mode to pull only the offsets to you want. This will then allow you to be able to calculate the current year from a year or two years ago. The downside is that you can't easily have your columns say the year but it'd be something like "Last Year" or "Two Years Ago". I've done a write up previously on this methodology here: A more flexible way to do Period over Period comparisons
Re: Pub Groups not working now
Hey @GrantSmith - thanks for the note. Yes, I can see the NPIDs in the dataset. But, I realized after I posted that I had updated the data schema and data flow. So, I deleted the pub group and reset it up. That took care of the issue. Thanks for taking the time to help out,
Best
Jeff
Re: Need help getting pointed in the right direction for what might be causing inflating counts
Hey,
If I were to be going through this I would first look in the ETL and run a preview to see the output of each ETL tile (depending on the amount of data you have because it only shows a preview). You could spot duplicates or something looking off and know which tile needs to be edited.
I would also go to your data output of this ETL in the data center and look at the data, filter it down to a specific case where you saw an issue in the pivot. For example, the 0x0 locker that is showing 10 instead of the desired 5. This may help you spot the issue.
If you still cannot pinpoint the error, I would also look in the pivot table you have created and make sure in each value aggregation type you are taking a sum where you need or maybe you want to be taking the count instead. It is possible you may want to be filtering by a distinct count of an attribute as well, this is where a beast mode would come into play.
Another note: You did mention a recursive aspect to this ETL and typically, you want some logic in the ETL to make sure you are not counting duplicates. Hopefully this gives you some more ideas to help you troubleshoot and pinpoint the issue.
Best,
Nick
Re: Is there a equivalent Excel WORKDAY function in DOMO? Or is there any workaround way?
@hqu I believe I have come up with a solution for you. It involves creating a MySQL dataflow and creating a function to calculate the next workday and then using the function in your call to your dataset. Here's what to do
Create a MySQL dataflow and add in your dataset and the Domo Calendar dataset.
Click Add a Transform and choose SQL and add the following which will allow you to run it multiple times when building out your dataflow
DROP FUNCTION IF EXISTS NextWorkday;
Add another SQL transform and add the following to create the actual function:
CREATE FUNCTION NextWorkday (startdate DATE, days INTEGER) RETURNS DATE DETERMINISTIC BEGIN DECLARE nextdate DATE; SELECT `dt` INTO nextdate FROM `domo_calendar` WHERE `dt` >= DATE_ADD(startdate, INTERVAL days DAY) AND `isWeekday` = 1 AND `isHoliday` = 0 ORDER BY `dt` ASC LIMIT 1; RETURN nextdate; END
Now add a table transform where you can call this function as another column along with the rest of the columns that you need for your dataset like this:
SELECT NextWorkday(`dt`,`days`) as NextWorkday, `dt` FROM `mytable`
You'll need to change this to match your fields. Hope this helps.

