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Devising a customized calendar with tooltips


Drawback

The problem for our advertising and marketing crew was visibility across the timing of key flagship campaigns and the way every month within the 12 months was trying.

Our customers want the related particulars for campaigns of curiosity in order that they know the most effective contacts for upcoming campaigns and might higher plan for future campaigns. It will even be useful for them to have the ability to share these particulars with others, for reference and dialogue.

The prevailing calendar view supplies a listing of occasions occurring throughout a interval, however doesn’t present particulars round these occasions.

Answer

As a way to get the checklist of particulars for campaigns at a fast look, extra information should be made out there in a chart.

‘Calendar’ doesn’t enable tooltips, however ‘Customized Charts’ does—it’s a matter of making a visually interesting calendar view to add as a customized chart that might show tooltip fields.

Demo

1) Utilizing a graphic designer software, a calendar timeline view is created. The design consists of objects that symbolize a marketing campaign, break up in accordance with launch interval.

2) The timeline view is exported as an SVG file for simple add into Domo— and since we would like the marketing campaign title objects to stay as fastened units of shapes.

3) In Admin -> Firm settings -> Customized Charts, there’s an Add Chart button to add the newly created file, which can then be out there within the checklist of charts in Analyzer.

The preview window of the add will present a listing of names as ‘Areas,’ which can validate the checklist of campaigns being picked up by Domo.

4) In Analyzer, in Chart Sorts, discover the customized chart uploaded. I can then create a Beast Mode to map out the marketing campaign names, from a campaigns dataset, to the item names from the customized chart.

This calculation ought to be dragged to ‘Names.’ There are as much as three completely different tooltip fields to make the most of, however as a substitute of being restricted to a few Measures, I might use CONCAT capabilities to nest extra measures for view and to format the tooltip shows. For instance:

CONCAT(
    CONCAT(`Title`),'n',
          CONCAT(
                 CONCAT('Go-Dwell Date: ',DATE_FORMAT(`Go-    
                 Dwell Date`,'%d/%m/%y')),'n',
                 CONCAT('Standing: ',`Standing`),'n',
          CONCAT(
                CONCAT('Funds: $',CASE WHEN LENGTH(ROUND(    
                SUM(`Funds`), 0)) >= 4 THEN
                CONCAT(ROUND(SUM(`Funds`) / 1000, 2), 'Okay')
                WHEN LENGTH(ROUND(SUM(`Funds`), 0)) = 1  
                THEN '$0'
                END)
     )
   ) 
 )

Drag the concat calculations into ‘Tooltip Fields.’

5) As soon as achieved and tooltip hovers are checked, the cardboard could be saved and closed.

6) This card can now function in a dashboard or seem as a card in a web page, offering customers with particulars of campaigns simply by hovering over every marketing campaign title.




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