Data Democratization with Domo: Bring together every component of your business to make better data-driven decisions using Domo

Data Democratization with Domo 
Contributors
About the author
About the reviewer
Preface
    Who this book is for
    What this book covers
    To get the most out of this book
    Download the example code files
    Download the color images
    Conventions used
    Get in touch
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Section 1: Data Pipelines
Chapter 1: Domo Ecosystem Overview
    Introducing the Domo ecosystem
    Acquiring a data pipeline 
        Intake tools – importing data from various data sources
        Store – automatic schema management and performance optimization
        Data sculpting
        Outtaking data 
    Presenting the story dashboard
        Analyzer
        Beast Mode
        Dashboards and stories
        Content distribution
    Communicating with Domo Buzz
        Domo Buzz 
        Alerts
        Profiles
        Projects and Tasks
    Extending with apps and APIs
        Appstore
        APIs
    Governing, security, and operations
        Tools
        People – organizational role design
    Summary
Chapter 2: Importing Data
    Technical requirements
    Overview of intaking tools
        Data sources
        Tools
    Importing data from Excel and CSV files
        Loading your Excel data into the Domo cloud
        Updating the Excel-based dataset with new data from the spreadsheet
        Creating a card/dashboard from the dataset
    Importing data from Google Sheets
        Loading your Google Sheet data into the Domo cloud
    Importing data from email attachments
    Importing data from cloud apps
    Importing data from databases
    Importing data from on-premises systems
        Downloading the Workbench agent
        Adding a Domo account to Workbench
        Adding a DataSet job to upload an Excel file
        Adding a DataSet job to upload an ODBC query result
    Using federated data connections
    Using Webforms
        Creating a Webform dataset
        Editing a Webform dataset
    Taking data from Domo
        Using ODBC to query Domo datasets
        Using the CLI to query Domo datasets
        Using the Domo Google Sheets add-on to consume Domo datasets
    Summary
    Further reading
Chapter 3: Storing Data
    Technical requirements
    Understanding how data is stored
    Finding datasets
    Working with the properties of a single dataset
        Using the OVERVIEW tab
        Using the DATA tab
        Using the CARDS tab
        Using the SETTINGS tab
        Using the LINEAGE tab
        Using the HISTORY tab
        Using the PDP tab
        Using the ALERTS tab
        Using the dataset OPTIONS actions menu
    Working with properties of multiple datasets
    Summary
    Further reading
Chapter 4: Sculpting Data
    Technical requirements
    Introducing the sculpting tools for persistent datasets
    Using ETL dataflows
        Creating an ETL dataflow
    Using the DataFlows page
        Using the DataFlow Detail page
    Using SQL dataflows
        Creating a SQL dataflow
    Summary
    Further reading
Chapter 5: Sculpting Data In-Memory
    Technical requirements
    Reviewing the in-memory sculpting tools
    Using Views Explorer
        Touring the Views Explorer page
        Creating a Data View
    Using Data Blend
        Creating a Data Blend
    Leveraging Beast Mode
        Touring Beast Mode Manager
        Adding Beast Mode columns to a dataset
        Finding, editing, and archiving dataset Beast Modes
    Adrenaline DataFlows
    Summary
    Further reading
Section 2: Presenting the Message
Chapter 6: Creating Dashboards
    Technical requirements
    Navigating dashboards
        Working with the dashboard panel
        Using the Pages Menu feature
        Using the dashboard page
    Working with Analyzer
    Creating/editing cards
        Creating a monthly sales trend card
        Creating a sales target gauge card
        Creating a sales period over period breakdown card
        Adding a forecast to a card
        Creating a pipeline running total card
        Creating a waterfall card
        Sculpting the data
        Creating the waterfall card
    Summary
    Further reading
Chapter 7: Working with Drill Pathways
    Technical requirements
    Creating card drill paths
        Creating a drill-down to a region from the Sales Attainment card
        Creating drill-downs on sales actuals and targets
    Creating a drill-down to a different dataset
    Linking cards
    Comparing parts to the whole with segments
    Summary
    Further reading
Chapter 8: Interacting with Dashboards
    Technical requirements
    Describing dashboard page interactions
    Working with collections
        Moving cards into collections
    Using page filters
        Using the page date filter
        Using interactive card filtering
        Adding a filter card to a page 
    Summary
    Further reading
Chapter 9: Interacting with Cards
    Technical requirements
    Describing card interactions
    Using card interactions
        Working with card filters
        Using quick filters
        Using the date range selector
        Using range zoom
        Creating chart annotations
        Using the chart legend to filter
    Using pivot tables
    Exporting data to Excel
    Summary
    Further reading
Section 3: Communicating to Win
Chapter 10: Telling Relevant Stories
    Technical requirements
    Using a business model framework to be relevant
        Resources
        Operations
        Value Creation
        Customer Experience
        Risk
    Deciding on a story to tell
    Using a monitoring dashboard to refine story statements
        Creating a quarterly target variance trend card
        Creating a regional target variance card
        Creating a regional quarterly target variance trend card
        Creating a regional actual sales variance card
        Creating an actual sales prior year variance card
        Creating a regional year-over-year quarterly actual sales variance trend card
        Creating a leaders and laggards card
    Learning about storytelling patterns
    Applying a storytelling pattern using Domo Stories
        Implementing a storytelling pattern
        Housekeeping
    Further reading
Chapter 11: Distributing Stories
    Technical requirements
    Understanding the content distribution landscape
    Sharing pages
    Sharing cards
    Distributing via email
        Option 1 – Schedule as Report
        Option 2 – Send Now
        Option 3 – Send / Export
    Embedding in productivity apps with plugins and add-ons
    Using the mobile app and widget
    Publishing via a URL
    Creating digital wallboards
    Embedding in a web page
        Understanding the Domo Everywhere product family
    Summary
    Further reading
Chapter 12: Alerting
    Technical requirements
    Defining an alerting strategy
    Understanding the Alert Center
    Setting alerts on a card
        Sharing alerts
    Setting alerts on a dataset
        Creating a supporting materialized view for the alert
        Creating a project for the tasks
        Creating a dataset alert
        Using alerts to invoke actions
    Discovering management chain alerts
    Summary
    Further reading
Chapter 13: Buzzing
    Technical requirements
    Learning the Buzz menu options
    Using the Universal Compose feature
    Leveraging Social users
    Understanding the Buzz Navigation pane
    Touring the Buzz Conversation pane
    Discovering the Buzz Conversation Detail pane
    Summary
    Further reading
Section 4: Extending
Chapter 14: Extending Domo with Domo Apps
    Technical requirements
    Understanding Domo application development architecture
    Setting up the Domo development environment
    Creating a Domo app in Domo Dev Studio
    Publishing a Domo app
        Publishing an app to a single Domo instance
        Publishing an app to the Domo Appstore
    Summary
    Further reading
Chapter 15: Using Domo APIs in Python
    Technical requirements
    Using the Magic ETL Python scripting tile
    Using the Domo Python SDK
        Setting up Python for Domo
        Coding and running a Python project
    Summary
    Further reading
Chapter 16: Using Domo Machine Learning
    Technical requirements
    Understanding the AutoML process
    Training a Domo AutoML model
    Deploying a Domo AutoML model
    Supporting Jupyter Workspaces
    Summary
    Further reading
Section 5: Governing
Chapter 17: Securing Assets
    Technical requirements
    Considering the dimensions of a security policy
        Data access culture
        Decision power-sharing culture
        Data utility roles
        Organizational structures
    Governing people, groups, and roles
        Using the People page
        Setting trusted attributes
        Using the Groups page
        Using the Roles page
        Using the Activity log page
        Using the Licenses page
    Securing content
        Understanding the Cards page
        Understanding the Pages page
        Understanding the Scheduled Reports page
        Using PDP
    Leveraging the authentication standards
        Reviewing the Authentication page
        Reviewing the OpenID Connect (SSO) page
        Reviewing the SAML (SSO) page
        Reviewing the Access tokens page
    Controlling network security
        Authorized domains
        IP address whitelisting
    Configuring the company settings
    Managing the feature settings
        Configuring Domo Everywhere
        Certifying content
        Administering slideshows
        Administering Buzz
    Using more admin features
        Managing easy links
    Handling PII in Domo
        Understanding the Anonomatic partnership with Domo for PII
    Summary
    Further reading
Chapter 18: Organizing the Team
    Understanding best practices for a Domo organization structure
    Considering the implications of size on an organization's structure
    Reviewing the organization's structure roadmap
    Hiring for Domo team roles
        MajorDomo job description
        Domo Master job description
        Data Specialist job description
        Sample organization chart
    Summary
    Further reading
Chapter 19: Establishing Standard Procedures
    Technical requirements
    Establishing ownership
        Determining page ownership
        Determining card ownership
        Determining beast mode ownership
        Determining Dataset ownership
        Determining DataFlow ownership
    Implementing certification
        Implementing the card certification process
        Implementing the dataset certification process
        Submitting certification requests
    Accepting new content requests
        Handling an issue request
    Managing content backlog
    Migrating artifact changes to production
    Summary
    Further reading
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