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Re: Possible to build a "roll up card?"
Regarding the exporting, if your target audience had an easier way to access it via the web, would you still need to export it?1 -
Re: Domo Hierarchy
That is a great question. When you mention automatically updating the hierarchy, which you envision the mapping of manager to employee coming in through an HR data store?2 -
Re: Is it possible to snap shot salesforce data on a daily basis to run point in time reports?
Definitely. Domo has the ability to create append chains across DataSet runs in order to do snapshotting. To set this up, simply change your update settings to 'Append' instead of 'Replace': From the…2 -
Re: Is it possible to snap shot salesforce data on a daily basis to run point in time reports?
Note that by taking the approach outline above, you need to be careful when using that DataSet for non-snapshotted use cases since it will automatically count all historical values instead of just th…2
