Klipfolio Course

Welcome,

This course will get you up and running with Klipfolio.

You'll learn about:

After completing this course you'll be armed with the skills you need to quickly create and share powerful dashboards, so you and your team always know how you're doing. 

Course Intro

Welcome

Welcome 

Thanks for taking the time to check out our Klipfolio Intro course.  In this course we will cover the basics of connecting your data, creating exciting visualizations and dashboards, and sharing your work with your colleagues, teammates, and even your boss.  This course will get you kick started in Klipfolio, and ready to get to work.

Know that throughout your journey with Klipfolio, you're not alone.  My team and I are here for you should you need us.  Feel free to contact us at [email protected], visit our Help Centre (where you can live chat with a member of our team) or book a call with one of our success gurus and let them show you the ropes.

Take all the time you need with this course and don't hesitate to bookmark this page and check back in. We are always updating the content as Klipfolio evolves.  

We hope you will find this course helpful and we hope you find it fun as well! 

Happy Dashboarding!

 

 

 

Rupert Bonham-Carter

Useful Resources

Resources

There are tons of great learning resources that you can access outside this course. Our Help Center is a great home base for your learning.  On the Help Center page you'll find our live chat tab at the bottom of the page.  Don't hesitate the ask a question there, and one of our knowledgeable agents will answer it.  For more complex issues, you can submit a support ticket and one of our technical support specialists will get back to you ASAP by email.

We've also got workshops, YouTube playlists and our Klipfolio Expert certification. Below is a list of links and resources you'll want to bookmark.  

Help Center

A great starting point for getting up to speed on Klipfolio, complete with our Knowledge Base of helpful articles and resources, and our online Community Forum where you can ask questions, find answers and contribute to discussions.  We also have a link to our Ninja Services, for more hands-on help with your dashboard building.

Workshops

We run webinars weekly, and we record many of them. Here's where you can watch pre-recorded workshops for all experience levels, from Beginner to Advanced and also sign up to attend a live workshop.

YouTube 

You can find a wealth of tutorials and demos on YouTube. We have specific playlists for Klipfolio Basics, Building a Klip, and Data Visualizations. Many of our YouTube videos are embedded in the modules that follow.


Other Resources

Integrations Page 

A live list of all the integrations Klipfolio supports, with resources for connecting to each service.  A great place to investigate what's possible with Klipfolio. 

Dashboard Examples

Get inspired by seeing some examples of what's possible with Klipfolio.  Explore dashboard examples for a variety of different businesses and use cases. 

SaaS Dashboard Examples

We put this landing page together for SaaStr, its a showcase of how we use dashboards internally to monitor the health and drive the performance of our business. If you're part of a SaaS business, you'll likely to find some dashboard inspiration here!

Getting Started

What is Klipfolio?

If you're brand new to Klipfolio, you may have some basic questions like:

  1. What is Klipfolio?
  2. What's a Klip?
  3. What data sources can I connect to Klipfolio? 
  4. How do I build data visualizations and dashboards? 

What is Klipfolio?

Watch the video on the left for a high level explanation of what Klipfolio is, and how you can leverage it for your needs.  (1:05)

What is a Klip?

A 'Klip' is Klipfolio's term for a data visualization. Here’s a few things to keep in mind:

• Klips are the building blocks of dashboards. A dashboard is made up of multiple Klips.

• Klips can contain visualizations, metrics, and data. Klips are really just containers for content.

• Klips are configured using the Klip Editor (which you'll learn about later in this course)

• Klips can be shared many different ways. Sharing via Slack and via email are convenient choices.

• Each Klip has an information screen. This screen will tell you which data source(s) it uses, who it’s shared with, and when it was last modified.

What data can you connect to Klipfolio?

Virtually any data source you’ve got, on site or in the cloud can be connected to Klipfolio.  Klipfolio’s simple, flexible data architecture enables you to connect to all the data you care about.

Need data from a Cloud Application?

Klipfolio supports direct connections to over 100 cloud applications like Facebook, Twitter, Moz, Pingdom, Salesforce, Marketo, Google Analytics, Google Adwords, Xero, HubSpot and more. 

Browse all the web services we support on our Integrations page.

 

 

Need data from your computer or a file sharing service?

Connect your Klipfolio dashboard with Excel, CSV and XML files from your computer or FTP and SFTP files from your server. You can also connect to data via DropBox, Box, and Google Drive file sharing services.

 

 

Need data from a database?

You can connect your Klipfolio dashboard with MSSQL, MySQL, Oracle Thin, Oracle OCI, Sybase SQL Anywhere, PostgreSQL, Firebird and DB2.

 

 

Don't see your service here? 

We’re aware of over 400 services that our customers have connected to, and that list is growing every day. You can learn more about all the data source integrations we support here.

Starting with Pre-Built Klips, Dashboards, Connectors


How to build data visualizations and dashboards with Klipfolio.

There are two ways to add content to your dashboard: with pre-built content, or from scratch, in our powerful Klip editor. This course focuses primarily on creating custom Klips using the Klip editor, however, starting with pre-built Dashboards, Klips and Connectors is a great way to see quick results and become inspired while still on ther path to becoming a Klipfolio expert.  See below for some fast and easy ways to get started.


Note: Pre-built content is static.  Editing or changing the pre-built content is not supported.


Dashboard Gallery

The dashboard gallery includes turn-key, high value dashboards that you can add to your account in minutes. You can view all the available pre-built dashboards at klipfolio.com/gallery.  A great start is the Google Analytics Daily Overview Dashboard. It will give a sense of how easy it is to get up and running with pre-built content.

Klip Gallery

The Klip Gallery is our library of pre-built Klips for popular web services like Google Analytics, Salesforce, HubSpot, Quickbooks and more. 

Over 400 pre-built data visualizations from over 70 web services are available in the Klip Gallery, and we're constantly adding more. Keep checking back and to keep an eye out for our newsletters and product updates. 

To add a Klip from the Gallery:

  1. Log into Klipfolio.
  2. Open a dashboard.
  3. On the Dashboard panel, select 'Add a Klip.'

Connector Gallery

The Connector Gallery makes it easy to connect to your favourite services. When you select a service, you have a choice between pre-built queries or a user-friendly interface to perform your own custom API request. If you do not have any experience with APIs this is a great starting point for connecting to your specific data sources and building custom Klips. 


If you choose to create a custom data source you will see a sample query URL as a starting point. As you set up the connection you will want to reference our Knowledge Base articles, as well as the API documentation for your desired service.  This documentation will help you understand how to include specific metrics and dimensions within your query.

Core Connectors

Core Connectors are used to upload and connect to all types of data. They are perfect for uploading data from your computer or connecting to a service you don't see in the Connector Gallery. Core Connectors are not associated with any particular service.

Connect

The Connector Gallery

The Connector Gallery

Klipfolio's Connector Gallery is your one-stop-shop for connecting your data.  Whether you're connecting to static, uploaded data, or you're setting up a live connection to one of our many service partners, the Gallery is your ideal starting point.


On the right side you'll find our Core Connectors.  These are the connectors you'd use to upload a file, or connect to a personal database or site.  They are not associated with any service, and require you to input all of the technical information to connect.  They are amazingly flexible, but do require some technical skill to connect them properly.

On the left are you Service Connectors.  These connectors are set up with our service partners to give you easy access to the data you care about in a number of popular services.  Whether it's Facebook, Google, Twitter, Hubspot, or Survey Monkey, Klipfolio has you covered.  The API calls are pre-configured.  All you have to do is enter your login information, and Klipfolio will do the rest.  If you can't find the information you're looking for, there is also the option to enter a custom API call.

Below, our Success Guru Exequiel walks you through the Connector Gallery.

Connecting to a Spreadsheet

Connecting to Spreadsheets

This demo will take you step by step through the process of building data visualizations and dashboards, using a spreadsheet as your primary data source. There are three ways you can get your spreadsheet into Klipfolio: Direct upload, an online service like Google Drive or Box, or sending it to Klipfolio as an email attachment. (4:26)


Connecting Excel Data to Klipfolio

Connecting using APIs

Working with APIs

Being comfortable and confident working with APIs is key to building your very own, custom data visualizations in Klipfolio. Pulling in specific data from end points in RESTful APIs like Google Analytics, will help you create dynamic, continuously updating dashboards. 

Working with APIs is more complex than uploading a spreadsheet or connecting with Google Drive, however check out the APIs 101 video below, and some of your more common questions will be answered. As Nikta testifies, "they're not as scary as you think."  If you're already comfortable with APIs feel free to skip down to the video below, where Rahul will teach you how to connect to them using several different methods. 

Connecting to APIs with Klipfolio

In this recorded Klipfolio workshop Rahul discusses how to integrate data into your Klipfolio dashboard. He shows the differences between our pre-built connectors and using our REST connector to integrate with a plethora of 3rd party web services.

Connecting to SQL database data

Working with SQL databases

Klipfolio enables you to pull in data from a variety of database management systems with SQL including: 

  • MS SQL (Microsoft SQL Server)

  • MySQL

  • Oracle Thin

  • Oracle OCI

  • Sybase SQL Anywhere

  • PostgreSQL

  • Firebird

  • DB2

The three tutorials below will show you how to create database data sources in Klipfolio, and how to reference those data sources, to build data visualizations. 

We've actually uploaded a sample MySQL database that you can access and query if you're not ready to pull in your own data. You can also use the data in this sample database to work along with the tutorials that follow. 

Here's what you'll need to do so:

Host: mysql-06.klip-net

Port: 3306

Username: northwind

Driver: MySQL

Pw: @ed/EXF8BVGW$sAXVz1Y

And here's a link to the ERD diagram referenced in the first tutorial: https://drive.google.com/file/d/0B_sskDoDEq8LQ0Z2Y2FZMHVDeTA/view?usp=sharing

Connecting database data to Klipfolio with SQL

This tutorial will walk you through the process of connecting to and querying a database in Klipfolio. 

No time to write SQL? Check this out

Using Metabase (a free, open source SQL query building tool), you can quickly generate a SQL query that you can paste into Klipfolio, to create database data sources. This tutorial shows you how.

Build

Build a Klip Part 1 - Components and Properties

Now that we've connected data, let's build some Klips.

This following video tutorials will take you through the steps to build a custom Klip (like the one shown below).  To follow along, use the data source named "Example sales targets" which is provided in your Klipfolio trial account. 

In this first video, you will learn the basics of building a custom Klip:

  • Open the Klip Editor and learn about the component tree, component palette, and how to add a data source.
  • Add a label component, connect it to the data source and aggregate values as a sum. 
  • Use the properties tab in order to customize the look and feel of the label. 

Grouping, Sorting, Filtering

Let's dig deeper

As you saw in the last video, it is very simple to remove duplicate values, sum a column of numbers, and filter out unwanted data. In fact, Sorting, Grouping, Filtering and Aggregating will be some of the most common actions you will perform within Klipfolio. Let's take a deeper dive into these concepts to help you work quickly and efficiently in the editor, without having to write formulas.  These basic concepts will come in handy as we go further with our Klip building.

Sort, Group and Filter Actions

This tutorial will show you how to point and click your way to GROUP repeating labels, SORT and FILTER a data series, all without using any formulas.

Filtering using Hidden Data

This tutorial shows you how to apply a Filter on data that you don't want displayed in your data visualization, with the Hidden Data feature.

Note: The current flow within the Klipfolio application no longer asks you to choose a data visualization component, prior to entering the Klip Editor. You can instead select and drag your desired component from the component palette (right side) once inside the Klip Editor. Similarly, you will not be asked to select a data source prior to entering the Klip Editor but can do so from the '+ Add Data Source' button at the bottom of the application.

Build a Klip Part 2 - Layout Grids and Charts

In this next video, you will learn how to further customize your Klip with a layout grid and bar chart. Specifically, we will show you how to: 

  • Add layout grid in order to build and organize a 'multi-component' Klip.
  • Add a bar chart component to visually display sales target data. 
  • Learn to filter your data to remove the header row. 
  • Group repeating labels in order to aggregate sales data by month. 
  • Add a second 'series and y-axis' to bar chart. 

Build a Klip Part 3 - Tables and Indicators

In this third video, you will learn how to further customize your Klip by adding a table and using indicators to provide more context to your data visualizations. We will demonstrate how to:

  • Add indicators to label component. 
  • Add table component and customize each column. 
  • Convert table into a dynamic 'drill-down' table.


Filtering on the Fly - User Input Control

Dynamic Filtering using User Input Control

This tutorial shows you how you can add a user input control component (dropdown) in order to dynamically filter your data without having to go back in and edit your Klip each time. This video will also introduce the concept of 'variables' within Klipfolio, which can be used to influence different components within a Klip, or even different Klips within a dashboard.

Note: The current flow within the Klipfolio application no longer asks you to choose a data visualization component, prior to entering the Klip Editor. You can instead select and drag your desired component from the component palette (right side) once inside the Klip Editor. Similarly, you will not be asked to select a data source prior to entering the Klip Editor but can do so from the '+ Add Data Source' button at the bottom of the application.

Share

Sharing your Klips and dashboards

What's Next?

Once you've connected to your data and built custom dashboards, the next step is to share with your organization. You can share dashboards with different groups that have been added to your account. This allows for data experts to set up dashboards and quickly share them with the people that need to monitor that data. As you share dashboards with other groups, you will need to assign different levels of permissions to those users. The following video will outline exactly how to set this up, as well as other methods of sharing available to you:

How Do I Share?

You can share Klipfolio dashboards and Klips as images, pdfs, by publishing public and private links, by setting up automated emails, and even via Slack!

Check out this demo video or visit our support page to learn more. 

Advancing Your Klip Building Skills With Functions

Functions Overview

Manipulate and mashup your data with Excel-like functions and math operations

Not every data set is ready to be used in a data visualization. Sometimes you'll want to extract additional insights, or slice and dice a data set in a very specific way. 

In the Klip Editor you’ll have familiar functions, logic and formulas at your disposal, so you can manipulate your data any way you want. In this section we'll cover a couple of the most used functions in Klipfolio

Date and Time Functions

Date and Time

There are two main ways to affect the date and time range of the data you are pulling into your Klips. The easiest way is to use the properties tab within the Klip Editor, to change your time zone, change your input/output date format, and to filter dates based on a specific 'range'. The following video is a comprehensive look at these date/time features and will show you how to build a dynamic date range that can be changed using two date-pickers (user input control components). 

You can also manipulate date and time by using a wide range of functions typed directly into the formula bar. Once you start typing a function into the formula bar you will notice that a help window will appear, giving you a description of the function and what to enter for each parameter. Alternatively, the following article from our Knowledge Base is a great reference for determining which date/time function is right for your use case. 

Date and Time Function - Reference Guide

The IF Function

IF Function

The IF function performs a logic equation based on a preset condition and then returns values based on the result of the equation. The function will either return the value specified in the if true parameter or if false parameter, and displays the result in your Klip.

This function is commonly used to fix misaligned data. Aligning data is necessary when one of the component of the Klip (ie. a column in a table or the x-axis on a chart) does not have the same amount of items as another component of the Klip. The following tutorial will walk you through how to use IF to align data.  

You can learn more about IF in our Help Center. 

The SELECT function

Introduction to the SELECT function

The SELECT function is one of the most commonly used functions in Klipfolio, enabling you to select a subset of data based on specific criteria. Here's a quick intro video to the function. You can learn more about SELECT in our help center

Learn how to use the SELECT function with a condition 


Use SELECT with a User Input Control 1 


Note: The use of SLICE() function to remove the header row can also be accomplished by adding a filter (properties tab), selecting the header data, and clicking 'exclude'. 

The LOOKUP function


LOOKUP is used to combine data, typically from two different data sources. Specifically, it uses data from one data source as an index into another and then returns a corresponding value.

LOOKUP(input, keys, results)

  • input: an array of data to be used as indices into another data source (keys).
  • keys: an array of data that intersects with input data.
  • results: an array of corresponding data from data source 2 (may be manipulated by a formula). Must contain the same number of items as keys.

For each item in input, search for a match in keys and return the corresponding item from results. If multiple keys match an item in input, only the result corresponding to the first matching key will be returned. 

Learn more in our knowledge base. 

Note: The use of SLICE() function to remove the header row can also be accomplished by adding a filter (properties tab), and excluding the header row. Similarly, the use of GROUP() function to remove duplicates can now be accomplished by clicking 'Group Repeating Labels' (properties tab).


Additional Functions and Help

...And Many More!

You may also want to check out our documentation to review what other data manipulation functions are available within Klipfolio.

Data Manipulation Functions - Reference Guide

Take advantage of in-app help

Remember, if you are unsure how to use a particular function simply type it into the formula bar and Klipfolio will provide a short description of the function. If you require further explanation, you can click to the left of the formula bar to 'Show Function Help'. 

This will open up a dialog box that further explains how the function works, what is expected for each parameter and a list of examples. 


Working with JSON and XML

Introduction to JSON and XML data sources

About JSON and XML data sources

Sometimes the APIs that you query to pull in data to Klipfolio can return data in JSON or XML data formats (hierarchical data formats), as opposed to tabular data formats (columns and rows).

This tutorial introduce JSON (JavaScript Object Notation) and XML (eXtensible Markup Language) data formats, and the tutorial in the next section will show you how to work with them, to build Klips. Great docs and support material on these topics can be accessed in our help center here. 


Intro to JSON and XML and Xpath

This 404 webinar is an introduction to using JSON and XML data sources in Klipfolio. After watching the video, you'll be able to create basic Klips using JSON and XML data. 

Advanced JSON and XML and Xpath

If you are interested in delving deeper into how to manipulate your JSON and XML data sources, then take this recorded workshop for a spin! It includes topics such as how to use Klipfolio XPath functions, and creating XPath with Klipfolio variables using the DATASOURCE function.

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