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