Option
Description
Font Size Picker
Lets you change the font size of selected text. Four sizes are available— Header (largest), Title , Subtitle , and Text (smallest).
Styling Options
Lets you change the styling of selected text.
Click
to apply bold style to the selected text. Click
to apply italic style to the selected text. Click
to apply strikethrough style to the selected text. Click
to open the color picker for the selected text.
Bulleted List
Adds a bulleted list to the card. When you add a bulleted list, a new bullet item is added each time you hit Enter. To turn off the list, hit Enter or click the icon a second time.
Numbered List
Adds a numbered list to the card. When you add a numbered list, a new list item is added each time you hit Enter. To turn off the list, hit Enter or click the icon a second time.
Horizontal Alignment
Vertical Alignment
Table
Lets you add a table to the card. When you click this icon, a grid image appears; you can mouse over this image to select the desired number of rows and columns in the table then click the bottom-rightmost square to add the table. In the following example, the user wants a 3x3 table, so he mouses over the grid as shown here:
The user then clicks on the square in the bottom right to add the table.
Tables in Notebook Cards size columns automatically depending on the amount of text entered. You can change column width manually by clicking and dragging on the column borders.
When you click in a table cell, an options icon
Add column left | Adds a column to the left of the selected row. |
Add column right | Adds a column to the right of the selected row. |
Delete column | Deletes the selected column. |
Add row above | Adds a row above the row with the cursor. |
Add row below | Adds a row below the row with the cursor. |
Delete row | Deletes the selected row. |
Delete table | Deletes the entire table. |
Summary Number
Image Uploader
Opens the Image Uploader tool, which lets you select and upload an image from your computer. JPEGs, PNGs, and GIFs are all supported.
You can delete an image by either selecting it or moving the cursor to the right of it then pressing Backspace/Delete.
Hyperlink
Lets you add a hyperlink to the card. When you add a hyperlink, you can define the action that takes place when a user clicks on it. These actions include either opening a specified web page or opening other content in Domo, either in the same browser tab or in a different tab. This is discussed in more detail later in this article.
Smart Text
1. Select the checkboxes for each series you want to pass your filters.
You can select all of the checkboxes by clicking ****All**** or deselect all of the checkboxes by clicking ****None****.
You can filter the series that appear in the list by entering a keyword or a string of characters found in a keyword in the ****Filter by**** field.
2. Specify whether the items you have checked appear or do not appear in your chart by selecting ****In**** or ****Not In**** from the menu in the top right.
3. Click ****Apply****.
* (Conditional) If the selected column contains amount data,
1. Do one of the following:
* If you want to filter amounts based on a range...
1. Leave the dropdown menu in the upper right corner set to ****Range****.
2. Select a condition statement from the menu.
One or more fields may appear, depending on the condition statement.
3. (Conditional) If one or more fields appeared when you selected a condition statement, enter the desired amounts in the fields.
For example, if you wanted your Summary Number to reflect amounts between 200,000 and 300,000, you would select ****is between**** from the menu, enter "200,000" in the first field, and enter "300,000" in the second field.
* If you want to filter amounts based on specific values from your DataSet...
1. Select ****Selection**** in the dropdown menu in the upper right corner.
2. Check the boxes for all of the values you want to filter on.
You can select all of the checkboxes by clicking ****All**** or deselect all of the checkboxes by clicking ****None.**** Or you can filter the values that appear in the list by entering a string of numbers in the ****Filter by**** field. Finally, you can specify whether the items you have checked appear or do not appear in your chart by selecting ****In**** or ****Not In**** from the menu in the top right.
2. Click ****Apply****.
* (Conditional) If the selected column contains date data,
1. Do one of the following:
* If you want to filter dates based on a range...
1. Leave the dropdown menu in the upper right corner set to ****Range****.
2. Select a condition statement from the menu.
One or more fields may appear, depending on the condition statement.
3. Enter the desired dates in the fields as necessary.
For example, if you wanted your Summary Number to reflect dates between 1-31-2014 and 4-30-2015, you would select ****is between**** from the menu, select January 1, 2014 in the first field, and select April 30, 2015 in the second field.
* If you want to filter dates based on specific dates from your DataSet...
1. Select ****Selection**** in the dropdown menu in the upper right corner.
2. Check the boxes for all of the dates you want to filter on.
You can select all of the checkboxes by clicking ****All**** or deselect all of the checkboxes by clicking ****None.**** Or you can filter the dates that appear in the list by entering a filter string in the ****Filter by**** field. (For example, if you wanted to filter down to dates from 2010, you would enter "2010" into this field.) Finally, you can specify whether the dates you have checked appear or do not appear in your chart by selecting ****In**** or ****Not In**** from the menu in the top right.
2. Click ****Apply****.
4. In Section 2, do the following:
1. In the **Display as** field, select the desired number format for the Summary Number.
If you select **Number**, no special format is applied to the number. If you select **Currency**, a currency symbol will be appended to the number. If you select **Percentage**, a percent symbol will be appended.
2. Do one of the following:
* If you selected **Number** or **Percentage** in the previous step, choose the desired number of decimals in the **Decimals** menu.
* If you selected **Currency** in the previous step...
1. Select the desired currency symbol in the first dropdown menu.
2. Select the desired number of decimals in the **Decimals** menu
3. (Optional) If you want to abbreviate the number (e.g. "200,000" becomes "2K"), check the **Abbreviate** box.
4. (Optional) If you want to use commas to separate thousands in the number, check the **Use thousands separator** box.
5. Click **Save**.
## Adding Smart Text
You can add Smart Text to your Notebook Card referencing DataSet info, Filters, Segments, or Date range data. Thereafter, anytime the underlying data changes, the Smart Text will change automatically. Personalized Data Permissions (PDP) are respected when adding Smart Text to Notebook Cards. For more information about PDP, see [Personalized Data Permissions (PDP)](/s/article/360042934614).
**Video - Smart Text Overview**
**To add Smart Text to a Notebook Card,**
1. Create a new Notebook Card or open an existing Notebook Card and go into the editor by clicking **Edit** in the upper right corner.
2. Click
* **DataSet info** - Allows you to display the
**Name**, **Owner**, or **Date last updated** for a specific DataSet.
* **Filters** - Allows you to display the filters applied to a column or
**Display any filter**.
* **Segments used** - Allows you to display the
**Segment name** or **Segment description** of the visible Segments.
* **Date range** - Allows you to display the **Date range** or **Graph by** dates.
1. (Optional) Apply a **Prefix**.
2. (Optional) Apply a **Suffix**.
8. Click **Apply**.
#### DataSet Owner Smart Text
**To configure the DataSet info Owner Smart Text,**
1. Create a new Notebook Card or open an existing Notebook Card and go into the editor by clicking **Edit** in the upper right corner.
2. Click
1. (Optional) Enter the **Default text**. The default is to show the name of the column if only one is selected or to display **Filters(x)** where x is the number of columns you have selected. (This will show when no filters are applied and in search results when searching for this Card.)
2. (Optional) Apply a **Prefix**.
3. (Optional) Apply a **Suffix**.
4. (Optional) Enter the desired amount of **Values shown**. The default is **All**. (Any values selected that exceed the threshold will be shown in a tooltip.)
7. Click **Apply**.
#### Filter (Display Any Filter) Smart Text
**To configure the Filters Display any filter Smart Text,**
1. Create a new Notebook Card or open an existing Notebook Card and go into the editor by clicking **Edit** in the upper right corner.
2. Click
1. (Optional) Enter the **Default text**. The default is to show **Date Range**. (This will show when no filters are applied and in search results when searching for this Card.)
2. (Optional) Apply a **Prefix**.
3. (Optional) Apply a **Suffix**.
6. Click **Apply**.
#### Graph By Smart Text
**To configure the Date range Graph by Smart Text,**
1. Create a new Notebook Card or open an existing Notebook Card and go into the editor by clicking **Edit** in the upper right corner.
2. Click