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Domo Tips & Tricks
Jack Bergersen, Director of Data Strategy & Analytics – The Barton Companies
A glimpse ahead• Background• Administration Tips & Tricks• Visualization Tips & Tricks• Data Management Tips & Tricks
BackgroundThe Barton Companies:
Healthcare Staffing & Technology
11 US Offices w/ ~800 Employees
Background
750+ DAU
Today
3,500+ cards 1b rows data
Administration Tips & Tricks
Challenge: User management is time consuming
Solution: Automate via Python + SSO
Python
Python: How (new users)
HRIS
API
Domo Users
Logic
Deprovision Provision
Update
Python: How 2. Get Domo Users1. Connect to API + Set Variables3. Get HRIS Info4. Set Category & Properties 5. Execute
Result: Hands-off user management
Challenge: User management is time consuming
Solution: SSO
SSO
SSO: How
Challenge: Frequent Changes to Permissions Model
Solution: Dynamic Permissioning(without PDP)
Dynamic Permissioning (without PDP)2,618 employee changes in 2018
Dynamic Permissioning (without PDP): How
Dynamic Permissioning (without PDP): How
Vizualization Tips & Tricks
Challenge: Flipping between systems is bad for UX
Solution: Reduce friction with HTML ‘injection’
Reducing friction
Reducing friction
Challenge: Your users love huge tables
Solution: Tell stories with summary numbers to wean
them off tables
Storytelling w/ summary numbers
Storytelling w/ summary numbers
Please note: not html5 friendly
Challenge: How to call attention in large tables
Solution: Use HTML elements
Make a row POP!
Make a row POP!
Data Management Tips & Tricks
Challenge: ‘Current’ & ‘as of’ reporting required simultaneously
Solution: SCDII
Slowly Changing Dimensions (SCD) Type IISCD captures changes slow & unpredictable changes to dimensional data
SCD type II captures all historical changes with a reference to all points in time
For Barton, our challenge was around the ‘employee’ dimension
SCD Type II: Other Use Cases
Retail: When products change categories
Banking: When a customer changes cohorts
SCD Type II: Background
Peabody
Worcester
Hardwick
Keene
East Longmeadow
Windsor
West Palm Beach
Tempe
Austin
Las Vegas 1
Las Vegas 2
SCD Type II: Current
Tempe: $15,000,000
Las Vegas 1$7,500,000
Las Vegas 2$7,500,000
Office Sales Goal
Tempe $30,000,000
Las Vegas 1 $10,000,000
Las Vegas 2 $10,000,000
SCD Type II: As Of
Tempe: $28,000,000
Las Vegas 1$1,000,000
Las Vegas 2$1,000,000
Office Sales Goal
Tempe $30,000,000
Las Vegas 1 $10,000,000
Las Vegas 2 $10,000,000
SCD Type II: How
Challenge: System Architecture Makes Data Governance Challenging
Solution: Automated Governance Audit
Automated Data Governance Audit
Automated Data Governance Audit
QUESTIONS?
THANK YOU
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