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Intro

This user guide provides instructions for performing common tasks within the Domo add-ins for the Excel, Outlook, PowerPoint, and Word Microsoft 365 apps. When the guide refers to “apps” in general, it is referring to these four apps. The described tasks apply to all apps unless otherwise noted. It’s possible to use the add-ins in many scenarios. See our video about how to use the add-in to create a meeting template in PowerPoint, below. In addition to the tasks described in this guide, the Domo add-ins provide access to Buzz from within the Microsoft 365 apps. Learn how to Use Buzz with Add-ins below. All tasks in this guide require you to have previously installed the Domo add-in for the app you are working in. If you cannot access Microsoft Appsource, see the Domo Add-ins for Microsoft 365 | Manual Installation Guide and the Domo Add-ins for Microsoft 365 | Manual Installation Guide for Enterprise.

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Install Domo Add-ins

We highly recommend downloading the add-ins from Microsoft AppSource at the links below:

• Domo for Office (Excel, PowerPoint, and Word)
• Domo for Outlook The Outlook add-in is supported by both Android and iOS mobile devices.

Updates to the Domo add-ins should automatically apply to your installation. If you don’t see these updates, you may need to clear your Microsoft 365 add-in’s cache. For instructions on how to do this, see Microsoft’s documentation .

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PDP

When you create content in Domo against DataSets with PDP configured, your Personalized Data Permissions, or PDP, are automatically applied. When you export Domo content or take screenshots to include in documents outside of Domo, recipients receive the data as seen by you with your PDP and access levels. The Domo add-ins for Microsoft 365 apps work similarly until the recipient triggers an automatic or manual refresh, at which point the content from Domo is refreshed with the recipient’s individual PDP and access levels. Given this information, you should not use add-ins with the expectation that they are a way to create and share content using PDP.

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Known Limitations

Outlook

• Auto-refresh functionality is not available because an email is a static document.

PowerPoint

• Due to a limitation of the current release of PowerPoint, the auto-refresh options are not currently available. You must manually refresh each imported card or DataSet from the Document tab of the Domo toolbar.

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Access & Connect

• Access the Domo sidebar in Excel, PowerPoint, and Word
• Access the Domo sidebar in Outlook
• Connect to a Domo instance
• Delete a Domo instance
• Disconnect from/Reconnect to a Domo instance
• Switch instances

Add & Refresh Content

• Search Domo content
• Import Domo content to your document (Excel, PowerPoint, and Word)
  • Configure import settings
  • Refresh all Domo content in your document
  • Refresh all Domo content individually
  • Display variable controls
  • Apply filters
  • View filter details
  • Update filters
  • Use Content Swap
• Search for dashboards and content
• Search for and import DataSets
• Alter document settings
  • Alter Domo content settings individually
  • Lock Domo content in your document
• Add data to Domo

App-specific Tasks

• Update DataSets in Excel
• Add data to Domo from an email attachment in Outlook
• Content tracking in PowerPoint
• Create a reusable template with the Microsoft PowerPoint add-in (video)

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Access the Domo Sidebar in Excel, PowerPoint, and Word

1. Open the Microsoft 365 app you want to work in.
2. In the app ribbon, go to the Domo tab.
   
   The Domo toolbar displays.
   
3. In the Domo toolbar, select Search.
   
   The Domo add-in displays in a sidebar to the right of your document. After you connect to a Domo instance in the sidebar, that instance opens when you access the sidebar.
   

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Access the Domo Sidebar in Outlook

1. Open Outlook.
2. In the toolbar, select Domo (or More > Domo) to display the menu.
   
3. Select Search. The Domo add-in displays in a sidebar to the right of your document. After connecting to a Domo instance in the sidebar, that instance opens when you access the sidebar.
   

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Connect to a Domo Instance

1. Select the Domo logo from the toolbar at the top of your Microsoft 365 app.
2. Select + Add Instance. The Domo add-in displays in a sidebar at the right of the app.
3. In the sidebar, enter your organization’s domain in the Your Company field.
4. Select Authenticate or + to sign into your instance. A web page opens where you can sign in with your Domo credentials.
5. Enter your email and password and select Sign In. If your Domo credentials are validated, you are redirected to a web page confirming that you have been granted access. Close the page and return to your Microsoft 365 app to use the Domo add-in.
   

The logo of the instance you are currently connected to displays on all screens of the Domo sidebar to help you verify which instance you are interacting with.

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Delete a Domo Instance

1. Select the Domo logo from the toolbar at the top of your Microsoft 365 app.
2. Select + Add Instance. The Domo add-in displays in a sidebar at the right of the app.
3. In the sidebar, under Instances History, locate the instance you want to delete and select Delete to the right of the instance name.
   
   A dialog displays to confirm the deletion of the instance.
   • If you select Yes, the instance is removed from the add-in.
   • If you select No, you return to the previous screen.

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Disconnect from/Reconnect to a Domo Instance

1. Select the Domo logo from the toolbar at the top of your Microsoft 365 app.
2. Select + Add Instance. The Domo add-in displays in a sidebar at the right of the app.
3. In the sidebar, under Instances History, find the instance you want to disconnect from and select the link icon. A dialog displays to confirm that you want to unlink that instance.

• If you select Yes, you return to the previous screen, and the link icon is replaced by the open link icon for that instance.
• If you select No, you return to the previous screen.

4. From the Instances screen of the add-in, you can add another instance by entering the domain name in the Your Company field and selecting +. Additionally, you can reconnect any disconnected instances by selecting the open link icon for that instance.

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Switch Instances

To switch to an instance, you must be connected to that instance. To switch to an instance that you are not connected to, follow the instructions earlier in this guide to Connect to a Domo Instance.

1. Select the Domo logo from the toolbar at the top of your Microsoft 365 app.
2. Select + Add Instance. The Domo add-in displays in a sidebar at the right of the app.
3. Under Instances History, you can view the list of connected instances.
   
4. Select the logo for the connected instance that you want to switch to.

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Add & Refresh Content

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Search Domo Content

1. Complete this step depending on the app you are working in.
   • For Excel, PowerPoint, and Word:
     1. Select Search in the Domo toolbar at the top of your document. The Search screen of the add-in displays in a sidebar to the right of your document.
   • For Outlook:
     1. Select the Domo logo in the toolbar at the top of the app.
     The menu displays. 2. In the menu, select Search. The Search screen of the add-in displays in a sidebar at the right of the app.
2. Enter keywords in the Search field at the top of the sidebar.
3. You can filter the search results between All Domo, Card, Apps, and More. Selecting More opens a menu with more filtering options.

You can change the format you view results in by toggling between List and Tile at the top of the search results.

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Import Domo Content to Your Document (Excel, PowerPoint, Word)

1. Follow the instructions above to search for the content you want to import into your document.
2. In the search results, select the content.
3. Drag the content into your document. The content import modal displays.
   Supported card types: Importing is currently supported for Notebook Cards, all card types you can edit in Analyzer, and Domo Bricks. Other card types open in a web browser when selected and cannot be imported.If a card of an unsupported type is selected for import, a message displays that the card is not importable. Similarly, if the Import All option is used with a dashboard that contains cards of unsupported type, the message displays.

   
   

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Configure Import Settings

1. Choose whether to import the content as a Card Visualization or a Data Table.
   
2. Make any changes to the Settings, which are described below.
   
   • Data Refresh — This section includes the option to Use Document Level Refresh Settings. Learn how to refresh all content in your document and how to refresh content individually.
   • Data Info — This section includes switches to enable the following:
     • Show DataSet Last Run Time
     • Show Element Last Refreshed Time
     • Display filter settings.
     • Display control values
     • Display viewed by
     • (Cards only) Include Card Title
     • (Cards only) Include Summary Number When you choose to include the Summary Number, you have the option under Visual Details to Hide Card Image. This allows only the Summary Number itself to display in the document.
     • (Cards only) Include Link to Card
     • (Cards only) Add Card Description
   • Visual Details — This section includes the options to change the colors for font color and grid line color and the option to Use transparent background to improve design functionality in your document.
     
   • Advanced Image Settings — Selecting Advanced Image Settings allows you to adjust the width, height, and scale of the image. Select Reset to return to the default settings.
     
     Note: You can also search for and import cards from the Dashboards tile in the Domo toolbar of your document. If you import a card this way, a modal displays with a list of all the Page Filters available for the content under Settings. You can select a Page Filter to apply to the card you are importing. If you enable the switch for Remember my selection for other cards imported from this page, you can continue to import cards from that dashboard without needing to re-configure the Page Filters each time.
   
3. (Optional) Choose filters to apply to your card content inside the import modal. Learn how to apply filters.
4. Select Import Card.
   
5. Verify that the configured card imported correctly to your document.
   
   Note: See Altering Document Settings for more information about modifying imported content.

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Refresh All Domo Content in Your Document (Excel, PowerPoint, Word)

When you refresh your content, the same settings you applied during the initial import are applied to the refresh query.

1. Select Refresh All in the Domo toolbar at the top of your document. All the Domo content in your document refreshes, and the Document screen of the Domo add-in displays in a sidebar to the right of your document.
   
2. Adjust the Settings in the add-in as needed.
   Note: You can make sure the format of your documentation doesn’t change when you refresh your content by selecting Lock Content.

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Refresh All Domo Content Individually (Excel, PowerPoint, Word)

When you refresh your content, the same settings you applied during the initial import are applied to the refresh query.

1. Open the Document screen of the Domo add-in. For detailed instructions on how to do this, see Alter Document Settings.
2. In the Domo Content section of the Document screen of the add-in, find the content that you want to refresh.
3. Select Refresh for each item.
   

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Display Variable Controls

When you import Domo content to a document, you can choose to display the value of variables being used in your card. You can enable this this setting even if there are no variables currently being used on your card, because you can add variables after import. Follow these steps to configure and display these controls.

1. Begin importing Domo content to PowerPoint.
2. While configuring the import settings, switch the toggle labeled Display control values.
   
3. Make any other changes to the import settings and import the card.
4. Go to the Document tab of the Domo sidebar and select Filter Views.
   
5. Select Controls.
   
6. Set the appropriate control values for the variables you want to display on the card. Note: This is particularly important if no variables have been configured previously.
   
7. When finished, select Save Filters.
8. Refresh the content to display the variable values you selected.

Now the card displays controls that are currently in use.

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Apply Filters

In the card import modal shown in the instructions for Importing Domo Content to Your Document, there are additional Filters you can configure when importing content. Follow these instructions to apply them.

1. In the right navigation menu of the card import modal, select Filters. You are redirected to the Setup Filters screen of the modal.
   
2. In Setup Filters, drag the columns you want to filter on from the Available Columns section to the Filters section.
   
3. For each column in the Filters section, select the column and choose any applicable values for the Filter, such as Filter type and condition. Select Apply to apply each Filter.
   
4. When you have created all your Filters, select Finish to return to the main screen of the card import modal.
   
   The applied Filters display in the right navigation menu of the modal.
   
5. Select Save to save your Filters and close the modal.
   Note: Document Filters allow you to apply Filters to all columns with the same name in your document. To use them, highlight the column you want to filter, select the Document tab in the Domo toolbar, and then select Filter Views.

   

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View Filter Details

In the Document tab of the Domo sidebar, you can view the details for each set of Filters for each imported item in your document. This helps you distinguish between different versions of the content.

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Update Filters

After you import content and apply Filters, you can update your Filters by following these steps:

1. Select Document from the Domo toolbar at the top of your Microsoft 365 app. The Document screen of the Domo add-in displays in a sidebar to the right of your document.
2. In the list of Domo Content, find the content for which you want to update the Filters.
3. Select Settings for that content. The card import modal displays.
4. Select Filters. You are redirected to the Setup Filters screen of the modal.
5. Edit, add, or remove any Filters for the content. See Applying Filters for more information.
6. When you have made all the updates to your Filters, select Finish to return to the main screen of the card import modal.
7. Select Save to save your Filters and close the modal.

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Use Content Swap

Content Swap allows you to replace content in your document while preserving existing content settings. Content Filters are not preserved. Follow the steps below to use Content Swap.

1. In the Domo toolbar of your document, select Document to display document information in the Domo sidebar.
2. In the sidebar, locate the content you want to swap and select More > Swap Content.
   
   The Content Swap modal displays.
   
3. Locate and select the content you want to swap in and select Save.
   
4. Adjust any settings and configure any Filters.
5. Select Save to close the modal and keep your changes.
   
   Dynamic Image Rendering: If you resize an image after importing it to your document, you may experience distortion. Fix any distortion by refreshing the card after resizing it and the image will re-render and display in the original quality with the correct aspect ratio. Learn how to refresh your content.

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Search for Dashboards and Content

1. Complete this step depending on the app you are working in.
   • For Excel, PowerPoint, and Word:
     1. Select Dashboards in the Domo toolbar at the top of your document. The Dashboard screen of the Domo add-in displays in a sidebar to the right of your document.
   • For Outlook:
     1. Select the Domo logo in the toolbar at the top of the app.
     The menu displays. 2. In the menu, select Dashboards. The Dashboards screen of the add-in displays in a sidebar at the right of the app.
2. Enter keywords into the Filter by name field at the top of the Dashboard screen or scroll through the list items to find the dashboard you are looking for.
   Note: Some dashboards are nested under other search results. To view these nested dashboards, select the down arrow.
   
3. When you find the dashboard you are looking for, select it to view its contents.

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Search for and Import DataSets

1. Complete this step depending on the app you are working in.
   • For Excel, PowerPoint, and Word:
     1. Select Data in the Domo toolbar at the top of your document. The Data screen of the Domo add-in displays in a sidebar to the right of your document.
   • For Outlook:
     1. Select the Domo logo in the toolbar at the top of the app.
     The menu displays. 2. In the menu, select Data. The Data screen of the add-in displays in a sidebar at the right of the app.
2. Find the data you’re looking for. You can do any of the following:
   • Enter keywords into the Search bar at the top of the Data screen of the add-in or scroll through the list.
   • Select Filters to use one or more filters to narrow your results.
     Note: Filters allow you to filter by various criteria, such as who owns the DataSet, what type of data it is, any tags it may have, and when it was last run.
     
   • After you select a Filter, you are prompted to select criteria for that Filter. In this example, the Type filter allows you to filter to items like DataFlows or file uploads.
     
   • With all search criteria applied, you can view the results in list and tile formats by toggling between List and Tile at the top of the search results.
     
   • You can sort results by Name, Created Date, Number of Cards, Number of Rows, Last run, and Status.
     
3. Select the DataSet that you want to import into your document.
4. Select Import Data.
   
   A preview modal displays where you can choose refresh settings, choose to view/hide data info, apply filters, and edit groupings and aggregations. The preview is limited to 100 rows.
   
5. (Optional) Select Filters to set up filters and select columns.
   
   There are three sections of the filters setup screen: Available Columns, Select Columns, and Filters. You can drag items between the sections. After configuring filters, select Finish.
   
6. (Optional) Select Edit Groupings & Aggregations to change how your data is imported.
   
   • There are two tabs in this interface: Order and Group & Aggregate. After making changes, select Finish.
   • In the Group & Aggregate tab, you can drag available columns to the Groupings section to group your data by specific columns or to the Aggregations section to add one or more aggregations to return a single row of values from your DataSet. You can choose to Add all or Remove all columns from either section.
     
   • In the Order tab, you can order your rows by one or more columns, in ascending or descending order, and add a limit.
     Note: A limit defines a row at which to start returning data and the number of rows to return. You can choose to return all rows.
     
7. When you have finished configuring all settings in the preview modal, select Import DataSet.
   
8. Verify the import and that the data displays correctly in your document.

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Alter Document Settings (Excel, PowerPoint, Word)

1. Select Document in the Domo toolbar at the top of your document. The Document screen of the add-in displays in a sidebar to the right of the document.
2. Under Settings in the add-in, adjust the settings as needed.

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Alter Domo Content Settings Individually (Excel, PowerPoint, Word)

1. Open the Document screen of the Domo add-in. For detailed instructions on how to do this, see Altering Document Settings.
2. In the Domo Content section of the Document sidebar, find the content that you want to alter the settings for and select Settings. A modal displays with a content preview and sections for settings, Filters, and other information about content.
   
3. Select Save or Remove Card.

• If you select Save, any changes you made are saved, and you return to the Document screen of the sidebar.
• If you select Remove Card, a dialog displays asking you to confirm that you want to remove the content from your document. If you select Yes, that content is removed from your document.
  

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Lock Domo Content in Your Document (Excel, PowerPoint, Word)

To avoid sharing data with users who do not have access to the Domo content in your document, you can lock the document before sharing it with other users. Users with access to the content only see the data they have access to via PDP and security settings. The first image below shows how unlocked content displays, while the second image shows how locked content displays. Follow these steps to lock Domo content in your document:

1. Open the Document screen of the Domo add-in. For detailed instructions on how to do this, see Alter Document Settings.
2. Next to Secured Document, select Lock.
   

Lock changes to Unlock, and the following text displays: “This document is currently in secure mode, unlock the document to see the content.” Select Unlock to unlock your document and allow all users to view its contents.

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Add Data to Domo (Excel, Outlook, and Word)

1. Select Data in the Domo toolbar at the top of the app. The Data screen of the Domo sidebar opens at the right of the document.
   
   
2. In the sidebar, select Add Data to Domo. The Add Data to Domo modal displays.
   
3. Check the boxes to select each of the tables that you want to upload to Domo.
4. (Optional) Next to your selected content, hover over Preview to preview it.
5. Select Next to configure the DataSets.
6. Select the radio button to Create New Dataset or Update Existing Dataset. A preview of the selected data displays in the Preview area so you can view and validate the data before importing it to Domo. You can configure your Column Data type in the Preview by selecting the column and choosing the data type from the list.
   
   • If you choose Create New Dataset, you are prompted to add a Name and any Tags.
   1. Select Next to add these items for each sheet.
   2. Complete any remaining fields.
   3. (Optional) Select Open in Domo to open each selected sheet in Domo.
   • If you choose Update Existing Dataset, you are prompted to select any DataSets in Domo that you want to update from the menu.
   1. Select the radio button for how you want to update the DataSet: Replace or Append.
   2. Add any Tags.
   3. Complete any remaining fields.
   4. Select Next to configure each of the selected sheets.
7. Select Finish.
   Note: To upload only part of an existing DataSet to Domo, highlight your desired data, right-click it, and select Domo > Add selected data to Domo.

   

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App-Specific Tasks

The following tasks are specific to a certain MS app.

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Update DataSets in Excel

1. Select Data in the Domo toolbar at the top of the spreadsheet. The Data screen of the Domo add-in displays in a sidebar to the right of the spreadsheet.
   
   
2. Enter keywords in the Search bar to locate the DataSet you want to update.
3. Select the DataSet.
4. Select Update Data. The Update DataSet modal displays, prompting you to select the sheets that you want to upload.
   
5. Select the checkboxes for the sheets you want to upload.
6. Select Next to configure the selected sheets.
   
7. Select the DataSet you want to update in Domo.
8. Select the radio button for how you want to update the DataSet: Replace or Append.
9. Apply any necessary Tags.
10. After you have configured all selected sheets, select Finish
    
11. (Optional) Select Open in Domo to open the updated DataSet in Domo in a new window.
    
12. Select Close to close the modal.

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Add Data to Domo from an Email Attachment in Outlook

1. Open the email that you want to import DataSets from.
2. Select the Domo logo from the toolbar at the top of the app. The Domo menu displays.
   
3. In the Domo menu, select Data. The Data screen of the Domo add-in displays at the right of the app.
   
4. In the Data sidebar, select Add Data to Domo. The Add Data to Domo modal displays.
5. Select the radio button for where your data is coming from: From an Attachment or From Email Body.
   
6. Select Next.
7. Select the checkboxes for the data you want to add.
   
8. Select Next.
9. Select the radio button to Create New Dataset or Update Existing Dataset.
   • If you choose Create New Dataset, you are prompted to add a Name and any Tags.
   1. Select Next to add these items for each of the selected sheets.
   2. Complete any remaining fields.
   3. (Optional) Select Open in Domo to open each selected sheet in Domo.
   • If you choose Update Existing Dataset, you are prompted to select any DataSets in Domo that you want to update from the menu.
   1. Select the radio button for how you want to update the DataSet: Replace or Append.
   2. Add any Tags.
   3. Complete any remaining fields.
   4. Select Next to configure each of the selected sheets.
10. Select Finish.
    
11. (Optional) Select Open in Domo to open the DataSet in Domo in a new window.
12. Select Close to close the modal.

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Content Tracking in PowerPoint

In PowerPoint, when you copy and paste Domo content to duplicate it within the slide deck, the copied and pasted content is untracked. Untracked content cannot be refreshed and updated. The Scan Slide tool allows you to scan your slides for any untracked content and displays it on the Document screen of the Domo add-in sidebar with a “Found Untracked Content” label. After content is found, future document refreshes affect all content. To scan for untracked content in your slides, follow these steps:

1. Open the Document screen of the Domo sidebar in your PowerPoint file. (From the Domo tab in your PowerPoint file, select Document.)
2. In your slide deck, navigate to and select the slide you want to scan for untracked content.
3. In the Domo sidebar, select Scan Slide.
   

Content identified as untracked displays with a label in the sidebar and is now refreshed with all other content during document refreshes.

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Create a Reusable Template with the Microsoft PowerPoint Add-in — Video