I am not married to HOW you document your metrics so much as that you think and define what you need/want in a tangible way that can be converted into a data model.
Explanation of Spreadsheets
Raw Datasources
“Raw Data Sources” would be the absolute minimum we need to push forward (keep in mind that Salesforce is one data source with a thousand objects/reports that we can pull in) each report is a separate dataset in Domo. Make sure to attach URLs of datasets as you create them.
Naming Conventions // How to Structure your Data Center (Domo IDEA Exchange)
Everyone has different ideas about Naming conventions in Domo. Start putting thought to how you want to make your dataset searchable. It takes time and gray hairs but I encourage you to think about what works intuitively for you, maybe go back to your POC and have a think about how you’d make those datasets more searchable and re-useable.
Business Questions
“Business Questions” is the densest and therefore most likely to gloss over 😉 but what makes it so powerful, is my client came to our ETL sessions with this in hand, which meant they had already interviewed the data owners and worked out all the politics of defining “revenue” or “ARR” prior to engaging with me. Because we were building ETLs to that doc’s specifications, when the business said “I don’t like the number” my Data Specialist went to bat for me and was able to confidently say, “well you gave us the metric definition.”
NetSuite
“NetSuite” is similar to “Business Questions” but I appreciated having calculated measures (ratios and derivatives of other metrics) as a separate page. These will tend to be implemented as beast modes and therefore don’t require us to address them during the ETL phase.
