MarkSnodgrass Coach

I don't have an ftp job in Workbench to compare, but when looking at a job that pulls in a local Excel file, the Calculated Field Transform does not give me an option to extract data from the filename. I can only look at the columns. If you have different options, post a screenshot and that might help. If it is available,…

Another option is to use the Group By tile and choose Max for the aggregation type on the date field.

Color rules are limited to comparing against specific values and can't compare against other fields unfortunately. You can get around this by creating a beast mode that does the comparison and then build a concat statement that will color the text green or red using html div tags. The downside is that this value becomes a…

This how you would construct it to make the URL dynamic by Opportunity ID CONCAT('<div><a href="https://xyz.lightning.force.com/lightning/r/Opportunity/','`Opportunity ID`','/view', '" "target="_blank">',`Opportunity ID`, '</a></div>')

Since your estimated value is in a different row than your actual value, this isn't as easily done. You would need to be able to have your estimated and actual values in the same row and then create a beast mode to compare the two and then develop the color rule based on that.

You would want to remove CURDATE() from your formula and base it off of your orderstartdate. Something like this: (CASE WHEN WEEK(DATE_SUB(ORDERSTARTDATE_DATE, INTERVAL (DAYOFMONTH(ORDERSTARTDATE_DATE) - 1) DAY)) = WEEK(ORDERSTARTDATE_DATE) THEN (carrier pay)END) / (CASE WHEN WEEK(DATE_SUB(ORDERSTARTDATE_DATE, INTERVAL…

I would dynamically determine the first day of the month by doing this: DATE_SUB(`dt`, INTERVAL (DAYOFMONTH(`dt`) - 1) DAY) and then wrap the week function around this to figure out the week number. This would give you the first week of the month.

When you see the message "live updates are not available" that indicates that the workbench application is open by multiple users in separate logins. The first thing to try is to have each user log into that Windows machine and close the workbench application, then have one person go and try and authorize (make sure to…

Unfortunately, what you want to do is not currently possible in the pivot table. I would suggest adding it to the ideas exchange. You could think about using drill paths to accomplish what you want. Your top level card might have the % change and then you can click into that to see the details.

You should consider using the flex table chart type to produce the change and % change information. Here's the KB article on it. https://domo-support.domo.com/s/article/360043429073?language=en_US While the default setup of the flex table is to show a graph with % change, you can have it show values, so that it looks more…

I would watch this video where Dan Hendriksen walks through some sample workflows. https://www.youtube.com/live/645kghvuqxE?si=onoQ-G_3RIQL3ZqJ

The window function itself SUM(SUM(`qtyOrdered`)) OVER (PARTITION BY `OrderNumber` ORDER BY `CustomerName`) should be producing a running total of the qty ordered. To troubleshoot, try just having this as a beast mode and put it in your table. If it is working correctly, according to most recent result, your first row…

You are going to need to use a window function in beast mode to do this. This feature isn't on by default, so ask your CSM to turn it on if it isn't on already. Once it is on, you would need to do something like this for your calculation for Net On Hand TotalOnHand + QtyShipped - SUM(SUM(`qtyOrdered`)) OVER (PARTITION BY…

Can you provide some sample data or screenshot of how you want it to look? It's difficult to propose a solution without some additional information.

Domo can count them for your in Magic ETL by using the Group by tile. You can use the group by tile to generate the count and then join it back to your main dataset so that the count is repeated next to your user counts. You may need to share more about the columns in your dataset to be able to give you a more specific…

You can use the group by tile and then use batch_id and choose Max for your aggregate. Put date and user_id in your select list.

You would need to do this with a second filter. You could get the total count of response_values in an ETL and then compare that with how many the users have. You could potentially also do it with a fixed function.

If you want to have the values always display, you would need to add %_VALUE and %_TARGET_VALUE. It's not a great look, but you can add text before each macro and put them on separate lines to make it clearer. If you don't use the data label settings, when you hover over the x-axis category names it will show the two…

I have used the LIKE in similar ways that you are, so it is odd, but here are some additional suggestions. Pre-cleaning functions TRIM() SQUASH_WHITESPACE() Alternative function Use STR_CONTAINS instead. It will return a 1 or 0 that you can then act off of. Example STR_CONTAINS(LOWER(name),'aetna')

How about if you reworked it to be a nested case statement like this CASE WHEN LOWER(insurance_company_name) LIKE '%aetna%' THEN CASE WHEN LOWER(insurance_company_name) LIKE '%medcial%' THEN 'Aetna - Medical' ELSE 'Aetna - Dental' END ELSE insurance_company_name END

The case function is case-sensitive. I will often use the LOWER and TRIM functions around my field and then write the string in lowercase to rule out any case issues the data might have. +1 to @MichelleH suggestions as well.

I used the Microsoft Exchange Rest Connector for connecting to calendar information and it is not on-prem. I found the connector not very useful, though, as it was limiting to only my calendar or ones that were shared with me.

Ahh, interesting. Glad they were able to help out. Once you get the patch installed, the steps I outlined should get you authenticated again.

Unless your IT adminstrators have browsers disabled on the machine that Workbench is installed on, it should open a browser. You may want to reach out to Domo support if you are still unsuccessful.

Are you referring to the 3 lines in the top left of your Domo instance which exposes the pages menu? Hovering over the 3 lines will expose the pages you have access to. In the Admin menu, they are called Dashboards and Privileged users have access to this.

Looks like yours say Authorize. Click on Authorize. It will then launch a browser for you to sign and enter a code. Once done, be sure and click the save button in Workbench.

This happens when your password has changed or expired. You will need to click on the key icon on the left of workbench and then click on re-authorize. It should open a browser and have you enter your credentials and a code. After you enter that, be sure and click on the save icon in workbench in the top right where you…

You can use LEFT(fieldname,1) to get the first character and RIGHT(fieldname,1) to get the last character. You can then test for numeric by using TRY_CAST(leftcharacter as integer). If it returns null then it is non-numeric. I would create separate fields in your ETL for each of these functions so it is easier to test as…

I would start by uninstalling the add-in and then re-installing it to make sure you are on the most recent version of the add-in. If that doesn't work, I would reach out to Domo Support as it supposed to be supported.

The easiest way to unsubscribe is to click on the card, then click on the alerts icon, which exposes the alert details. The icons in blue are the ways you are subscribed. Click on it to turn it grey, which will unsubscribe you from that type of notification.