How do I build a card?
Hello,
I'm new to Domo. Wondering what best practices are for building cards?
Best Answer
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I prefer to draw out my metrics before getting started in Domo. How would I like to represent the data, what questions will different visuals answer. Once I get a good idea of how I want to present the data, I then start thinking about how to build that out in Domo. Is it a single card? Or would it work better as a story?
It would be easier to answer this question if you provided some more context. What data are you working with? What metrics or questions are you wanting to answer with it?
I would also recommend heading over to learndomo.domo.com for some great training resources.
“There is a superhero in all of us, we just need the courage to put on the cape.” -Superman3
Answers
-
I prefer to draw out my metrics before getting started in Domo. How would I like to represent the data, what questions will different visuals answer. Once I get a good idea of how I want to present the data, I then start thinking about how to build that out in Domo. Is it a single card? Or would it work better as a story?
It would be easier to answer this question if you provided some more context. What data are you working with? What metrics or questions are you wanting to answer with it?
I would also recommend heading over to learndomo.domo.com for some great training resources.
“There is a superhero in all of us, we just need the courage to put on the cape.” -Superman3 -
I agree with @ST_-Superman-_ on all of these great points.
I would add that whiteboarding sessions are invaluable tools to creating cards that your team feels more invested in.
As far as best practices, in our organization we have a templated card description that allows anyone looking at any card to understand what they are looking at. I have provided it below feel free to tailor it to your needs!
- Title: Short, Unique, Descriptive Title
- Business Description: Plain, simple description of what the card is.
- Action: What should this card help drive action on?
- Calendar & Timeframe: Fiscal or standard calendar and by which date field?
- Drill Path: What happens when you click it?
- Data refresh rate: How often is the data updated?
- Calculated Fields: Are any Beast Modes in use on this card that could be explained here?
- Filters: Are any Filters on this card that could help a user understand what isn't shown?
- Business Approval: Approver & date
- Publication Reviewer: Reviewer & date
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