{"id":491,"date":"2026-03-14T16:39:43","date_gmt":"2026-03-14T16:39:43","guid":{"rendered":"https:\/\/usepulseai.com\/blog\/2026\/03\/14\/how-to-build-a-dashboard-in-domo-step-by-step-guide-for-2026\/"},"modified":"2026-03-14T16:41:51","modified_gmt":"2026-03-14T16:41:51","slug":"how-to-build-a-dashboard-in-domo-step-by-step-guide-for-2026","status":"publish","type":"post","link":"https:\/\/usepulseai.com\/blog\/2026\/03\/14\/how-to-build-a-dashboard-in-domo-step-by-step-guide-for-2026\/","title":{"rendered":"How to Build a Dashboard in Domo: Step-by-Step Guide for 2026"},"content":{"rendered":"

What You’ll Learn<\/h2>\n

This guide walks you through creating business dashboards in Domo from scratch. You’ll connect data sources, build cards (visualizations), create interactive dashboards, and share insights with your team.<\/p>\n

Time required:<\/strong> 45-60 minutes
\nSkill level:<\/strong> Beginner to Intermediate
\nWhat you need:<\/strong> Domo account (trial or paid), business data in cloud apps\/databases\/files<\/p>\n

\n

Step 1: Set Up Your Domo Account<\/h2>\n

Domo is a cloud-based BI platform with no desktop version.<\/p>\n

Getting started:<\/strong>
\n1. Sign up for a trial at domo.com<\/a>
\n2. Log in to the Domo web application
\n3. You’ll land on the Domo homepage<\/strong> (your central hub)<\/p>\n

Note:<\/strong> Domo pricing starts around $750-1,000\/user\/year ($60-85\/month per user) with minimum user commitments. It’s designed for mid-to-large enterprises.<\/p>\n

\n

Step 2: Connect Your Data Sources<\/h2>\n

Domo offers 1,000+ pre-built connectors to cloud apps, databases, and files.<\/p>\n

Add a connector:<\/h3>\n
    \n
  1. Click Data<\/strong> in the top navigation<\/li>\n
  2. Click + Connector<\/strong><\/li>\n
  3. Search for your data source:<\/strong><\/li>\n
  4. Cloud apps:<\/strong> Salesforce, Google Analytics, HubSpot, Shopify, Stripe, etc.<\/li>\n
  5. Databases:<\/strong> MySQL, SQL Server, PostgreSQL, Oracle, Snowflake, Redshift<\/li>\n
  6. Files:<\/strong> Excel, CSV, Google Sheets<\/li>\n
  7. Select the connector and click Get the Data<\/strong><\/li>\n<\/ol>\n

    Configure the connector:<\/h3>\n
      \n
    1. Authenticate:<\/strong> Enter credentials or OAuth login<\/li>\n
    2. Select data:<\/strong><\/li>\n
    3. For databases: Choose tables\/views<\/li>\n
    4. For APIs: Select reports or objects (e.g., Salesforce Opportunities)<\/li>\n
    5. Schedule updates:<\/strong><\/li>\n
    6. Set refresh frequency: Hourly, daily, weekly<\/li>\n
    7. Domo fetches new data automatically on this schedule<\/li>\n
    8. Click Save & Run<\/strong><\/li>\n<\/ol>\n

      Data loads into Domo:<\/strong> You can now use this dataset to build cards (visualizations).<\/p>\n

      \n

      Step 3: Create a DataSet (Optional But Recommended)<\/h2>\n

      Domo’s DataSets<\/strong> are your connected data sources. You can transform and combine DataSets before visualizing.<\/p>\n

      Transform a DataSet:<\/h3>\n
        \n
      1. Go to Data<\/strong> \u2192 DataSets<\/strong><\/li>\n
      2. Find your dataset \u2192 click the three dots \u2192 Edit DataSet<\/strong><\/li>\n
      3. Add transformations:<\/strong><\/li>\n
      4. ETL (Magic ETL):<\/strong> Visual drag-and-drop data transformation<\/li>\n
      5. SQL:<\/strong> Write custom SQL queries<\/li>\n
      6. Domo Bricks:<\/strong> JavaScript\/R\/Python transformations (advanced)<\/li>\n<\/ol>\n

        Common transformations:<\/strong>
        \n– Filter rows:<\/strong> Remove test data or old records
        \n– Add calculated fields:<\/strong> Revenue – Cost = Profit
        \n– Join datasets:<\/strong> Combine sales data with customer data
        \n– Aggregate:<\/strong> Group by Month, sum Revenue<\/p>\n

        Pro tip:<\/strong> Start simple \u2014 build your first dashboard with raw data, then add transformations as needed.<\/p>\n

        \n

        Step 4: Create Your First Card (Visualization)<\/h2>\n

        In Domo, visualizations are called cards<\/strong>.<\/p>\n

        Create a KPI card (single number):<\/h3>\n
          \n
        1. Click + Create<\/strong> (top-right) \u2192 Card<\/strong><\/li>\n
        2. Select your DataSet<\/strong><\/li>\n
        3. Choose chart type: Single Value<\/strong> (for a KPI)<\/li>\n
        4. Configure the card:<\/strong><\/li>\n
        5. Value:<\/strong> Drag your metric field (Revenue, Orders, Leads) to the Value section<\/li>\n
        6. Domo aggregates as SUM automatically<\/li>\n
        7. Click Save & Finish<\/strong><\/li>\n
        8. Name your card (e.g., “Total Revenue”)<\/li>\n<\/ol>\n

          Customize the KPI:<\/strong>
          \n– Add a comparison:<\/strong> Properties \u2192 Comparison<\/strong> \u2192 Previous period
          \n– Conditional coloring:<\/strong> Set thresholds (green if > target, red if below)
          \n– Format:<\/strong> Properties \u2192 Number format<\/strong> \u2192 Currency, percent, etc.<\/p>\n

          Create a bar chart:<\/h3>\n
            \n
          1. + Create<\/strong> \u2192 Card<\/strong> \u2192 select DataSet<\/li>\n
          2. Choose chart type: Bar<\/strong><\/li>\n
          3. Configure:<\/strong><\/li>\n
          4. X-axis (Category):<\/strong> Drag dimension field (Product, Region, Sales Rep)<\/li>\n
          5. Y-axis (Value):<\/strong> Drag metric field (Revenue, Quantity)<\/li>\n
          6. Save & Finish<\/strong><\/li>\n<\/ol>\n

            Customization:<\/strong>
            \n– Sort:<\/strong> Properties \u2192 Sorting<\/strong> \u2192 Sort by value descending
            \n– Limit bars:<\/strong> Properties \u2192 Data Settings<\/strong> \u2192 Max bars<\/strong> \u2192 10
            \n– Colors:<\/strong> Properties \u2192 Chart Properties<\/strong> \u2192 Color rules<\/strong> \u2192 custom palette<\/p>\n

            \n

            Step 5: Build a Line Chart (Trend Over Time)<\/h2>\n
              \n
            1. + Create<\/strong> \u2192 Card<\/strong> \u2192 select DataSet<\/li>\n
            2. Chart type: Line<\/strong><\/li>\n
            3. Configure:<\/strong><\/li>\n
            4. X-axis:<\/strong> Drag your date field<\/li>\n
            5. Y-axis:<\/strong> Drag your metric (Revenue, Sessions, etc.)<\/li>\n
            6. Domo auto-groups by date grain (day\/week\/month)<\/li>\n<\/ol>\n

              Enhancements:<\/strong>
              \n– Change date grain:<\/strong> Properties \u2192 Date Grain<\/strong> \u2192 select Month\/Quarter\/Year
              \n– Multiple lines:<\/strong> Drag a second metric to Y-axis
              \n– Forecast:<\/strong> Properties \u2192 Line Settings<\/strong> \u2192 Forecast<\/strong> \u2192 enable (Domo uses ML to predict future values)<\/p>\n

              \n

              Step 6: Create a Table Card<\/h2>\n

              Tables show detailed data rows, not aggregated summaries.<\/p>\n

                \n
              1. + Create<\/strong> \u2192 Card<\/strong> \u2192 select DataSet<\/li>\n
              2. Chart type: Table<\/strong><\/li>\n
              3. Configure:<\/strong><\/li>\n
              4. Columns:<\/strong> Drag all fields you want to display<\/li>\n
              5. Domo shows raw rows (up to display limit)<\/li>\n
              6. Save & Finish<\/strong><\/li>\n<\/ol>\n

                Make it useful:<\/strong>
                \n– Sorting:<\/strong> Click column headers to sort
                \n– Conditional formatting:<\/strong> Highlight high\/low values
                \n – Properties \u2192 Conditional Formatting<\/strong> \u2192 set rules
                \n– Summary row:<\/strong> Properties \u2192 Summary<\/strong> \u2192 enable to show totals<\/p>\n

                \n

                Step 7: Build a Page (Dashboard)<\/h2>\n

                In Domo, dashboards are called pages<\/strong>. Pages contain multiple cards.<\/p>\n

                Create a new page:<\/h3>\n
                  \n
                1. Click + Create<\/strong> (top-right) \u2192 Page<\/strong><\/li>\n
                2. Name your page (e.g., “Sales Dashboard”)<\/li>\n
                3. Choose layout: Grid<\/strong> (recommended) or Document<\/strong><\/li>\n
                4. Click Create<\/strong><\/li>\n<\/ol>\n

                  You’re now in Page Builder<\/strong> \u2014 a drag-and-drop canvas.<\/p>\n

                  \n

                  Step 8: Add Cards to Your Page<\/h2>\n
                    \n
                  1. In Page Builder, click + Add Card<\/strong><\/li>\n
                  2. Select cards from your existing cards OR<\/li>\n
                  3. Click Create New Card<\/strong> to build one on the spot<\/li>\n
                  4. Drag cards to position them on the page<\/li>\n
                  5. Resize cards by dragging corners<\/li>\n<\/ol>\n

                    Layout tips:<\/strong>
                    \n– Hero metrics at top:<\/strong> Place KPIs (single values) in a row at the top
                    \n– Charts below:<\/strong> Bar, line, and table cards fill the middle
                    \n– Filters on the left:<\/strong> Place filter cards in a sidebar<\/p>\n

                    \n

                    Step 9: Add Filters to Your Page<\/h2>\n

                    Page filters let users explore data dynamically.<\/p>\n

                    Add a date filter:<\/h3>\n
                      \n
                    1. In Page Builder \u2192 + Add Card<\/strong> \u2192 Filter Card<\/strong><\/li>\n
                    2. Choose Date Range<\/strong> filter<\/li>\n
                    3. Configure:<\/li>\n
                    4. DataSet:<\/strong> Select the dataset to filter<\/li>\n
                    5. Date field:<\/strong> Select your date column<\/li>\n
                    6. Place at top of page<\/li>\n
                    7. All cards using that dataset now respond to this filter<\/li>\n<\/ol>\n

                      Add a dimension filter:<\/h3>\n
                        \n
                      1. + Add Card<\/strong> \u2192 Filter Card<\/strong><\/li>\n
                      2. Choose Checkbox<\/strong> or Radio Button<\/strong> or Dropdown<\/strong><\/li>\n
                      3. Configure:<\/li>\n
                      4. DataSet:<\/strong> Select dataset<\/li>\n
                      5. Field:<\/strong> Select dimension to filter by (Product, Region, Sales Rep)<\/li>\n
                      6. Place filter on page<\/li>\n<\/ol>\n

                        Users can now filter the entire page by clicking filter values.<\/strong><\/p>\n

                        \n

                        Step 10: Style Your Page<\/h2>\n

                        Make your dashboard visually cohesive.<\/p>\n

                        Apply a theme:<\/h3>\n
                          \n
                        1. In Page Builder \u2192 Page Settings<\/strong> (gear icon)<\/li>\n
                        2. Theme:<\/strong> Choose from Domo’s preset themes OR<\/li>\n
                        3. Custom theme:<\/strong><\/li>\n
                        4. Upload logo<\/li>\n
                        5. Set brand colors<\/li>\n
                        6. Choose fonts<\/li>\n<\/ol>\n

                          Card styling:<\/h3>\n