The Micro Instance is powered by DOMO and has a direct connection to the Treez Data Lake. The Micro Instance offers the tools to build your own pages, visualization cards, dashboards, and much more. To access a Micro Instance demo environment, please reach out to asksupport@treez.io. 

• Dataset Management
• Admin Basics 
• Pages 
• Cards
• Alerts and Scheduled Reports
• DOMO Help Center

Dataset Management

In DOMO, data is brought in through a data connector which allows you to create datasets. A dataset is essentially a table that can be queried to create visualizations. Below is an example of what the Market Flow Federated Dataset looks like. You can find all of your datasets by selecting 'Data' in the dark gray navigation bar. 

NOTE: For Micro Instance users, Treez will create and manage your Treez data connector.

With the tools found in the 'Connect Data' section located in the white navigation bar, you have the ability to create a dataset by uploading a .CSV file or connecting to a unique API. If you’d like to connect to other existing data sources such as your Google Analytics, Hubspot, or Mailchimp accounts, you can do so with DOMO’s Cloud App Tool. 

NOTE: Adding additional connection tools may accrue additional costs. 

Additionally, Domo supports advanced data transformation using Magic Transformations which allows you to join different tables together to create new ones. Magic Transformations do not work on Federated Datasets. 

When you click into a dataset, you’ll be presented with the options of creating visualizations, sharing the dataset with specific employees, and creating notification alerts for major updates to your dataset.

For additional resources on Datasets or the entire Data Center within DOMO, visit:

• Data Center Overview
• Appstore

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Admin Basics

The Admin Settings page allows you to handle administrative functions in DOMO including managing users, groups, data sharing, security, and more. As a DOMO administrator, you can access the Admin Settings page by selecting 'Data' in the dark gray navigation bar, then selecting 'Admin'. To understand common administrative tasks in DOMO we recommend familiarizing yourself with the following sections and tasks.

People 

This section will display all active users. Once a user is selected, a profile will appear to the right with information about the user such as their name, email address, and role. If you scroll down within the user profile, it’ll also display what groups the user belongs to and what pages and cards they have been granted access to.

Inviting a person to your Micro Instance

Step 1:

Have the user create an account at your DOMO domain https://asktreez-YOURORGNAME.domo.com/. Make sure the email they sign up with matches the email you plan on sending the invite to.

Step 2:

In the top navbar of DOMO, navigate to More > Admin > People and select the 'Add New Person' button. Fill out the details.

When assigning a role, we recommend selecting

• Admin for users who will manage invitations and Admin settings
• Privileged for users who will build dashboards and cards
• Participant for users who will primarily view dashboards.

Step 3:

Once completed, the user will be sent an invite via email to join the instance. Right-click on the invite and open it in an Incognito Window. Log in using the credentials used to sign up.

Groups

The Groups section displays all active groups. Groups are a great way to manage multiple users at one time. If you have 5 employees who manage inventory and 5 employees who manage marketing, it's easier to grant them access to specific pages as a group instead of individually each time.

Creating a New Group

Select the ‘New Group’ button in the top right of the card. Next, DOMO will walk you through the steps of setting up the group name, type, adding an avatar, members, etc. Once the group has been created, you’ll be brought to a window displaying all of its members and the pages and cards the group has access to.

The remaining sections in the Admin Settings page have a lot of unique functionality for setting up user roles, security, and much more. To learn more about their specific functions, visit DOMO’s Knowledge Base.

Additional resources for DOMO's Administrative controls can be found here: 

• Admin Settings Layout
• Managing Users and Groups

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Pages 

To find all your pages, start by clicking the 'Dashboards' tab located in the dark gray navigation bar. You can find all the Pages and Subpages you have access to on the left side of the screen in a scrollable list. You can add, rename, reorder, and hide Pages in the pop-up card that appears when you select 'Manage Pages' at the bottom of the scrollable list.

Pages in DOMO serve as a tool to quickly manage your visualization card collection and can also be used to create dashboards around your favorite KPIs. When used to manage your card collection, they will appear in a simple grid pattern.

To create a Dashboard using a Page, select the wrench icon located on the top right side of the white navigation bar. Then select 'Design Dashboard'. Users can personalize pages by rearranging and resizing Cards. The pages can be further customized to have unique borders, headers, and background colors.

By default, a Page is only viewable to the user who created it. You can share access to Pages and Cards by adding additional users and groups, or by embedding or exporting them.

Additional resources for DOMO's Pages can be found here: 

• Creating Dashboards
• Understanding Pages
• Sharing Pages

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Cards

In Domo, your data can be visualized through the use of Cards. These visualizations can be used to answer business questions at a cursory glance. Cards can be created in multiple ways, however, we recommend creating the card from the page you plan on either storing or placing the visualization.

To add a Card to a page, first, navigate to the desired page. Next, click the '+' icon in the top right corner of the white navigation bar.

If you are adding an existing card, choose that option and it will allow you to search for it. If you are creating a new card, click 'Create new Card'.

After selecting the type ‘Visualization’, you’ll be prompted to choose your Data Source. This can either be a third-party Cloud Application Connection, a .CSV file, an Excel document upload, or an already created dataset.

Once your data source has been selected, you’ll arrive at a visualization menu called the ‘Analyzer’ where you can start building your cards. While here, you can edit the name and description of the card and will be shown a variety of card customization tools that can be used to build your reports.

Customization Tools

Here are some of the primary customization tools for Cards:

Data

• Shows the source dataset
• Build your desired card using Columns, Dimensions, and Measures (these can be dragged and dropped).
• Create Beast Modes using Calculated Fields to create customized Dimensions and Measures with SQL.

Filter & Sort 

• Shows the filters being applied to the card. You can drag and drop various Dimensions and Measures for specific filters.
• Enables you to sort the chart by Dimensions or Measures.

Properties  

• Gives you access to dozens of other options for customizing your card such as Font Size, Background Color, Hover text, etc.

Color Rules

• Use color rules to highlight specific data within a Card

Date

• Filter that allows you to quickly customize the date range of your data within the Card

 Additional resources for building Cards in DOMO can be found here:

• Analyzer Overview 
• Analyzer Layout
• Creating Card Visualization

Alerts and Scheduled Reports

Alerts are an easy way to stay up-to-date with your data. You can set alerts to trigger based on certain thresholds or schedule them daily or weekly. These can be set on Dashboards or individual Cards. For a demo, visit here.

DOMO Help Center 

Treez will only support maintaining the Treez data connection. If you need additional assistance navigating the robust DOMO tool, we’d recommend visiting Domo’s Help Center by clicking the '?' icon in the top right corner of the dark gray navigation bar. 

DOMO’s Help Center contains tons of helpful resource pages: 

• Domo University: Domo University is a customer and partner-facing, professional training resource page dedicated to providing the learning experiences necessary to find value with the Micro Instance. They offer free courses such as the New User Training, classes, or 1 on 1 sessions with a DOMO specialist. 
• How To: Domo includes multiple videos and articles that outline how to solve various business problems. Some of these videos are straight from Domo University while others are taken from their forum and shared in an easy-to-digest article format. 
• Community Forum: If you have a unique question, just ask here! With their active community, members of their staff or others who utilize the tool will help answer your question. 

If you experience a bug while in the help center, click the support button in the top right corner. From there you can submit a formal support ticket to investigate any issue you may experience. If you’d rather call someone, you can call 801-805-9505 and speak with a support agent who will gladly troubleshoot the issue with you.