Analyzer Overview

Intro

Analyzer is the tool you use to build and configure Visualization Cards in Domo. From a single DataSet, you can pick a chart type, apply DataSet columns, filter and sort the data, add Beast Mode calculations, and style the result. This article explains what Analyzer is, how to access it, and what each task in Analyzer is documented in.

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Required Grants

To open Analyzer and edit a Visualization Card, the following grants must be enabled for your role:

• Edit Cards — Edit any card you own or that has been shared with you for editing. Users with a default security role of Editor or higher have this grant by default.
• Manage All Cards, Pages and Apps (App Studio) — Edit any card in the instance, including cards restricted to the owner and admins. Admins have this grant by default.

Learn more about grants.

What You Can Do in Analyzer

Use Analyzer to take a DataSet from raw rows and columns to a polished card on a dashboard. From a single panel you can:

• Pick a chart type — Choose from bar, line, pie, area, gauge, map, scatter plot, table, and many others. See Best Practices for Choosing Chart Types.
• Apply DataSet columns — Drag columns from your DataSet into the chart to define what is displayed on each axis or category. See Applying DataSet Columns to Your Chart.
• Filter and sort the data — Restrict the rows that power the card and control the order in which categories appear. See Adding Filters to Your Chart and Sorting the Data in Your Chart.
• Add Beast Mode calculations — Define a new metric or transform a column on the fly using SQL-like syntax. See Create a Beast Mode Calculation.
• Use Variables for interactivity — Pair Beast Mode with Variables to build cards that respond to user input on a dashboard. See Variables | Overview.
• Style the chart — Adjust value formatting, column headers, color rules, the Summary Number, and goal lines.
• Drill into the data — Add a Drill Path so users can dig into deeper views from the published card. See Add a Drill Path to Your Chart.

Access Analyzer

You can open Analyzer in three ways, depending on what you are starting from.

1. From a card on a dashboard. Hover over the card, select Edit, and then select Edit in Analyzer.
2. From the card Details view. Open the card in its Details view and select Edit in Analyzer from the icon bar in the top-right corner.
3. From a DataSet. In the Data Center, open the DataSet you want to visualize and select Explore > Analyzer to start a new card from that DataSet.

For a step-by-step walkthrough, see Opening Analyzer.

Build a Visualization Card

Most card-building work follows the same shape: pick a chart type, wire up DataSet columns, filter and sort, then style. The articles below cover each step in order.

• Analyzer Layout — Learn where each panel and control lives in the Analyzer interface.
• Applying DataSet Columns to Your Chart — Drag columns into axis, category, and series wells.
• Adding Filters to Your Chart — Restrict the rows that power the card.
• Sorting the Data in Your Chart — Control category order and tie-breaks.
• Configuring Your Chart Summary Number — Surface a single headline metric above the chart.
• Adding a Goal Line to Your Chart — Overlay a target on a bar or line chart.

Format and Style Cards

Once the data is wired up, use these articles to refine the way the card looks.

• Editing the Name or Description of a Visualization Card — Set the card’s title and description.
• Editing the Column Header Labels for Your Chart Table View — Rename columns in the data table.
• Format Values in Your Chart — Apply number, currency, percent, and date formats.
• Custom Date & Timestamp Formatting in Analyzer — Define custom date and timestamp strings.
• Using a Fiscal Calendar — Align time-based charts to a non-calendar fiscal year.
• Setting Color Rules for a Chart — Apply conditional colors to bars, lines, and table cells.

Work With Data in Analyzer

These articles help you understand and manipulate the underlying data behind a card.

• Create Segments in Analyzer — Define reusable filter sets and apply them on a dashboard.
• Understanding the Data Table in Analyzer — Inspect the rows and columns currently powering the chart.
• Viewing the Lineage of a DataSet in Analyzer — Trace a card back to its source DataSet and any upstream transforms.

Build Map Cards

Map-specific articles for chart types that visualize geographic data.

• Creating a Map with Regions — Build a card that highlights states, provinces, or other regions.
• Creating County and Zip Code Drilldown in a U.S. Map — Add a multi-level drill to a U.S. map card.

Beast Mode and Variables in Analyzer

Beast Mode is Domo’s calculation engine. From inside Analyzer, open the Beast Mode editor to create a calculated column, define a new metric, or apply conditional logic. Beast Mode calculations live on the card and can be reused in filters, sorts, and Summary Numbers.

Variables extend Beast Mode by letting a calculation respond to user input. When you add a Variable to a Beast Mode calculation and surface a control for it on the card or dashboard, viewers can change inputs and see the chart update — without leaving the page.

• Create a Beast Mode Calculation
• Beast Mode Manager
• Beast Mode Functions Reference Guide
• Variables | Overview

Best Practices

• Best Practices for Creating Visualization Cards — Patterns for building cards that read well and load quickly.
• Best Practices for Standardizing Visualization Cards — Conventions for keeping a library of cards consistent across an organization.

FAQ

Who can open Analyzer?

Any user with a default security role of Editor or higher (or a custom role with the Edit Cards grant enabled) can open Analyzer for cards they own or that have been shared with them for editing. If the Only the owner and administrators checkbox is selected in the card’s Details view, only the card owner or a user with the Manage All Cards, Pages and Apps (App Studio) grant can open Analyzer for that card.

Can I build a card without going through Analyzer?

Analyzer is the primary tool for building Visualization Cards. Other card types — Doc Cards, Notebook Cards, Custom Apps, and so on — are created in their own editors. For the chart, table, map, and gauge card types that make up most dashboards, Analyzer is the editor you use.

How do I undo a change in Analyzer?

Each time you save a card in Analyzer, the previous version is stored in the card’s history. To revert to a prior version, open the card’s Details view and use the History tab. To learn more, see Card Details View Layout.

More questions about building cards?

See Card Building FAQs for additional questions about chart configuration, Analyzer behavior, and card layout.