nick_datasift Contributor

For anyone else with questions about scheduling I use the basic scheduling and have it setup like this:

Yes I am using the built in append feature. In this example I am appending the Salesforce opportunites object. You can set it up to append only once a day so you don't run into that issue of multiplying the data. I have had no problems with errors with that and I've been doing this since May. If you needed to refresh it…

For Salesforce data I do a daily append so I can track daily forecast snapshots, it works quite well, my executive team loves this feature for forecasting. See image below: The colors represent Salesforce stages (legend not shown in this image) and shows how the pipeline has evolved over the quarter. It allows the ability…

What are you using as your CRM?

The more likes the better, I assume it will help with priority. But if they are already working on it then yes we can consider it "solved" but not yet implemented

As an FYI everyone, I submitted this idea in July and it was submitted to the Domo engineering team in August https://dojo.domo.com/t5/Ideas-Exchange-suggest-and-vote/Data-Source-Security-Settings/idi-p/3998

You can also reorder stacked columns by using beast mode if the field isn't a series (i.e. text field): Ex: CASE 'field' WHEN 'value 1' THEN 1 WHEN 'value 2' THEN 2 ELSE 3 END By doing this you can reorder any text picklist etc.. however you want them to render by sorting the beast mode field ascending or descending.

From what I understand from talking to our rep is that what was shown at the conference and that you can still find in Demos on the website i.e. the "high density" dashboards are custom apps built out for companies that are non standard which they paid for. 

You would have to create a card for each of the graphs and then align them next to each other on the page, can't do it within one card.

You would have to create a card for each of the graphs and then align them next to each other on the page, just like in Salesforce or other reporting tools.

I had asked this same question to support and was told this isn't available at this time. Would be nice if that was incorrect info but I posted a request for this feature to the idea board: https://dojo.domo.com/t5/Ideas-Please-suggest-ideas-to/Data-Source-Security-Settings/idi-p/3998#M346 Hopefully it gets noticed and…

If the customers are all listed in one column pulling from a field you could use a case when function to create a new field to create groupings. Example: CASE WHEN `field name` = 'Customer 1' THEN 'Important Customers' WHEN `field name` = 'Customer 2' THEN 'Important Customers' WHEN `field name` = 'Customer 3…

I've run into this issue as well and have used a Beast Mode calculation as a workaround by assigning numbers to the text values in the field in the order I want them to sort. In your example: CASE WHEN `field name` = "Month" THEN 1 WHEN `field name` = "Requests" THEN 2 WHEN `field name` = "Leads" THEN 3 WHEN `field name` =…