PURPOSE Video for the introduction and the launch of Mister Intel. VIDEO

PURPOSE This document provides an overview of the data contained in Mister Intel as well as best practices to follow when building a dashboard. PROCESS Core Datasets The Core Datasets Dashboard displays a comprehensive list of available datasets Includes the following: designated usage current status descriptions of the fields included within each dataset. Review the Core Datasets Dashboard to learn about which datasets are available. Personalized Data Permissions (PDP) To keep user information private, personalized data permissions are applied to sensitive datasets limiting the data an employee can access. NOTE: Cards, Downstream datasets and views inherit the permissions from the top level. PDP is currently applied regionally. This means that employees can see data for all stores and/or members who fall into the regions they are assigned to. Employees on the material non-public information (MNPI) list can see data for all regions. Certification of Cards and Datasets The certification of content in Mister Intel is crucial as it enables users to distinguish between draft and certified content. Certified cards and datasets serve as a reliable source of information that users can trust, knowing that it has undergone validation. Reference Certifying Cards and Datasets in Mister Intel to learn how to certify cards and datasets. MISTER INTEL - HOW TO CERTIFY CARDS AND DATASETS BEST PRACTICES Copy the Dashboard Template The Dashboard Template includes a Production Header, space for ten cards, and a footer. You can copy the template and add cards to it instead of building a dashboard from scratch. Enter Field Names Use descriptive names for fields. Use full words instead of abbreviations whenever possible. Follow the Pascal case format: capitalize the first letter of each word and lowercase the rest of the word. DO NOT add spaces or symbols between words. For example, MonthlyActive is correct; monthlyActive, monthly_active, and Monthly Active are all incorrect. Choose Dashboard Header Review the Header Choices Dashboard for branded headers that can be used when you build a dashboard. The color of the dashboard header indicates its status: Purple = Development (DEV) Orange = User Acceptance Testing (UAT) Branded Color (Mister-approved gray, blue) = Production If your dashboard will be visible to the field or multiple departments Recommend pushing the dashboard from Development, then User Acceptance Testing, and finally to Production. Share the dashboard with the following groups: UAT: When a dashboard is being pushed to User Acceptance Testing, it should only be shared with team members who are participating in UAT and providing feedback. Production: When a dashboard is being pushed to Production, you can share it with specific users or with all employees. Build Cards Business data is represented by cards. When building a card, enter a short title in the Card title field. Use the Description field to enter additional information. When viewing dashboards on mobile, the Description field will be hidden. In general, dashboards should contain a minimum of two cards and a maximum of ten cards. This ensures that users who regularly access the dashboard are not overwhelmed by content. Customize Graph Dates We use a standard format for graphs. Abbreviate months and only display the year at the beginning and when the year changes. The example below starts in February 2023 and goes through January 2024. To have your dates display this way: Under the Chart Properties section, select “Category Scale (X)”. Find “Never Use Time Scale” and change the dropdown to “False”. Add Dashboard Footer and FAQ Section Use the standard footer (see below), at the bottom of each dashboard to direct users to share feedback and report bugs. If you believe users will have additional questions about the dashboard, an FAQ section can be added to the footer of the dashboard. Verify Mobile View To optimize the mobile experience for users, follow these best practices: Remove dashboard headers as they take up unnecessary space on mobile. Extend small or difficult to read graphs on cards. Adjust numbers on cards to be larger and easier to read.

PURPOSE Video guide on how to get around dashboards in Mister Intel. VIDEO

PURPOSE Video guide on Mister Intel Dashboard tips and tricks. VIDEO

PURPOSE Video guide on how to filter dashboards in Mister Intel. VIDEO

PURPOSE Video guide on how to use Store Wiki to lookup and find field contact information. VIDEO

PURPOSE Video explaining how to export data from Mister Intel. VIDEO

PURPOSE This document outlines the process for certifying cards and datasets in Mister Intel (Domo). PROCESS Card Certification Complete ALL card fields before you present a card for certification Card Owner: Make DomoSysAdmin the owner or co-owner. Card Title: Enter a short, descriptive title. Don’t include “DEV” or “UAT” in the title. Card Description: Enter additional information about the card or describe any set filters. This field is optional. Axis Labels: Enter axis labels that make sense (if needed for graph type). Sort Order: Verify that the sort order makes sense (by month, amount, etc.) Hover Values: Verify that hover values are enabled. This allows users to see exact numbers when hovering over a graph. Summary Number and Description: Verify that the summary number and description are displayed (e.g., 12M; Sum of Total Active). Drill Downs: Decide if drill downs are necessary for the card. If yes, select which information to display. The default shows the dataset in a table, but it can also display a chart/graph. Data Audit: Verify that this shows when the page was last opened or refreshed. Data Update Schedule: Verify that the dataset is updated at the correct cadence. User Access to the Right Audience: Verify that the card has been shared with the minimum number of people required and that the correct audience has access. Connected Cards: If you have multiple cards that are related, you can add a link to the related card(s). Executive Sign-Off:This field is not visible on the Card. For departmental certification, the Functional Analyst and Department Manager or Director should sign off. For company certification, the VP of the department should sign off. Cards and dashboards proposed for certification must also meet the specific requirements of the Mister Intel Go-Live Checklist. Submit for Approval Click the Wrench icon on the card. Click “Request certification”. Select a process (e.g., “Operations”). A pop-up window will appear with the card you are certifying and its approval chain. The approver will receive your request and approve it to complete the certification process. NOTE: If DomoSysAdmin is the sole owner, then only they can send the request for certification. Dataset Certification Once a dataset is available in Intel, the validator will verify that the data is correct. This process varies depending on the dataset. Click the ellipses icon on the upper right of the dataset to open the menu. Click “Request new certification”. Select a process and choose which department needs to certify the dataset. The approver will receive your request and approve it to complete the certification process. Dashboard Maintenance To maintain the dashboard, do the following once each quarter: Reassign or delete cards without an owner. Delete cards that haven’t been updated in the last 30 to 60 days. Check with the card owner first to make sure there isn’t a reason to keep it. Delete cards that haven’t been viewed in the last 60 to 90 days. Delete cards that don’t have owners and don’t belong to a dashboard. These cards were removed from a dashboard but weren’t deleted.