Getting Started With Klipfolio (For Digital Marketers) - (OLD)

Hey there digital marketer!

This course will get you up and running with Klipfolio.

You'll learn about:

You and your dashboards will be the talk of your department (and maybe even your company!) in no time ;)

 

Course Intro

Welcome

Welcome digital marketer!

We're a team of five digital marketers here at Klipfolio, and we've all been where you are right now. 

Having dipped a toe or two in the water, you've decided to take some time out of your busy day or night to dive into Klipfolio, with the promise of building some valuable dashboards for yourself, your team, and your company. 

Thank you for taking this time. 

As you've likely seen, the learning curve for Klipfolio is not flat, but neither is it as steep as it might seem at this point in your learning. If something you've seen in your early research or on-boarding seems overly complex (or maybe even intimidating), it won't after taking this course. 

We've built the course specifically for digital marketers, focusing wherever possible on the data sources and examples that are likely to be relevant to you (our own marketing use cases have been our guide). 

Take the course all at once or over multiple days or weeks, as your time permits. You can review the sections sequentially, or jump ahead if you're looking for specific information. 

Going through all the content in the course should take you about 4 hours, allowing for time to build yourself, as you follow along with the tutorials.  

We're confident you'll find this course helpful and we hope you find it fun as well! 

- Jon Taylor, Digital Marketing Manager 

Useful resources

More resources? Hell ya!

There are tons of great learning resources that you can access outside this course. Support.klipfolio.com is a great home base for your learning, and you should feel free to chat with our support team while you're there - they're all stars and will do everything they can to answer your basic to intermediate questions. For more advanced questions, you can submit a ticket and we'll get back to you ASAP.

We've also got webinars and Youtube playlists and dashboard examples galore!  Below is a list of links and resources you may want to check out.  

Support.klipfolio.com

A great starting point for getting up to speed on Klipfolio, complete with a Knowledge Base of helpful articles and resources, an online community where you can write and contribute to posts, API Docs, an online chat for quick and light support, and a place to submit tickets for answers to more complex questions. 

Webinars

We run webinars weekly, and we record many of them. Here's where you can watch pre-recorded webinars for all experience levels, from beginner to advanced. 

YouTube 

You can find a wealth of tutorials, demos and even ads that we've put together for Facebook on YouTube. We also have some playlists for learning Klipfolio that are specific to data sources like Excel and Google Analytics. 

Integrations

You may have visited this page when you were initially checking us out. This is where we publish a running list of the all the web services Klipfolio customers are connecting to. 

Dashboard Examples

Here we've published dashboard examples for a variety of business function and industry verticals. 

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 a SaaS business, you're likely to find some dashboard inspiration here!

Dashboard Gallery

This is our gallery of pre-build dashboards, most of which are designed for digital marketers. They can be added to your account (pulling in your own data) in under three minutes. Go nuts!

Getting started with Klipfolio

You've got questions, we've got answers!

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? 


I'd love to answer these for you before we jump in:

What is Klipfolio?

Start a trial without really knowing what you were getting into? No problemo - and you won't regret it, trust me. Watch this explainer video and you'll learn everything you need to know to move ahead with confidence.  

What is a Klip?

If this is your first time in Klipfolio, you probably haven’t heard a whole lot about Klips. A 'Klip' is our 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. In fact, Klips are really just containers for content.

• Klips can be configured using the Klip Editor. We'll get to that a little later in the course.

• Klips can be shared. You’ve got lots of options. Sharing via Slack and via email are convenient choices.

• Each Klip has an information screen. The screen will tell you what data sources 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 premise or in the cloud. From web services, to files stored on your computer, servers, or in your data warehouse, 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, and 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? No problem!

In fact, we’re aware of over 400 services that our customers have connected to. You can learn more about all the data source integrations we support here.

 

How can you build data visualizations and dashboards with Klipfolio?

Glad you asked. There's are ways to add content to your dashboard, with pre-built content, and from scratch, in a powerful editor. This demo gives you a quick look at how to do both. 

Getting Up & Running With Pre-built Content

Adding pre-built dashboards: Google Analytics Daily Overview Dashboard

Getting up and running quickly with pre-built content

As a Klipfolio customer, you have access to over 400 pre-built data visualizations for over 70 popular web services like Google Analytics, Google AdWords, Moz, SEM Rush, Facebook Ads, Buffer and more. These are turn-key, ready to rock data visualizations that you can add to your dashboard in minutes - just provide your user credentials for a given service and you're off to the races. 


Pre-built Klips and dashboards:

  • Can be added quickly 
    • 2 minutes or less to add Gallery Klips
    • 3 minutes or less to add Gallery Dashboards
  • Follow best practices
    • We've leveraged our own experience and interviews with experts to bring you data visualizations and dashboards that are valuable and highly functional
  • Are adjustable
    • Cosmetic adjustments are usually a breeze, but deeper adjustments can require some fancy maneuvers in the Klip Editor - you'll be be ready for them after this course!


And remember, in addition to pre-built content, you can build custom Klips and dashboards in a powerful Editor, with virtually any data source you've got. We'll get into custom Klips and the Klip Editor later in this course. 

In this section we'll start with pre-built dashboards, focusing on the Google Analytics Daily Overview Dashboard as an example. 

Pre-built dashboards 

We're working hard to bring you 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.  One of the first pre-built dashboards we recommend you add is the Google Analytics Daily Overview Dashboard, covered in this workshop.  

The Google Analytics Daily Overview Dashboard

A lot of experience and consideration has gone into the making of The GA Daily Overview Dashboard, a pre-built dashboard that can be yours (pulling in your own GA data) in under three minutes. Hover over the dashboard image below to learn more about the data visualizations that are included, and if you're hungry for more advice on how to use it, check out the dashboard Owner's Manual. Then watch the video below to learn how to add the dashboard to your account. 

Making adjustments to your pre-built dashboard

You've added the GA Daily Overview Dashboard, now let's adjust it. 

In this demo I'll walk you through how to adjust the dashboard layout, add a logo, change colours and indicators and resize text.

Intro to the Klip Gallery

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

Over 400 pre-built data visualizations from over 70 web services are available to you in the Klip Gallery, and we're constantly adding more so it's important to 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.

Don't see the service or data visualization you're looking for here? 

The Klip Gallery is just the tip of the iceberg when it comes to the data you can connect to Klipfolio. In fact, Klipfolio customers are currently connecting to over 300 data sources, many of which we've yet to document ourselves. Learn more about the types of integrations we support on our Integrations page: https://www.klipfolio.com/integrations


Tell us what you'd like to see in the Klip Gallery! 

We're continuously adding Klips to the Gallery from a variety of services, and your feedback is important to help us prioritize the creation of this turn-key content. Drop us a line in the Community

Sharing your Klips and dashboards

Now that you've added pre-built content, let's share it. 

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. 

Let's make sure you're catching what we're throwing down ;)

  • Klipfolio enables you to connect to virtually any data source you've got, but some data is easier to connect to Klipfolio than others.
  • Klipfolio's a tool for conducting advanced BI.
  • There are currently over 400 pre-built data visualizations for over 70 web services available to you in the Klip Gallery.
  • You can only share Klips and dashboards by downloading them as images.
  • You can share Klips via Slack.
  • You can adjust your Klips to refresh as regularly as every minute.

Building Custom Data Visualizations in the Klip Editor

Building custom data visualizations with Klipfolio

Building custom data visualizations with Klipfolio

Building custom Klips starts with connecting your data sources to Klipfolio. Then you'll work with your data in the Klip Editor, building out formulas with Excel-like functions and math operations. 

This section provides you with an introduction to the Connector Gallery where you'll connect data sources to your Klipfolio data library. Then we'll give you a tour of the Klip Editor, and take a closer look at the formula bar. 

These demos will provide the context for all of the tutorials that follow. 


Intro to the Connector Gallery

The first step in building custom Klips with Klipfolio is to connect the data sources you want to use to build the Klips to your Klipfolio data library. This demo will show you how. 

Intro to the Klip Editor 

The Klip Editor is where you create and edit Klips. Anyone can use this workspace to build a Klip, as long you have a data source and know what type of visualization you want to use.

Every Klip is made up of attributes called components that control virtually every part of your Klip, from its title to its visualization style. The Klip Editor lets you work with your Klip components to customize your Klip's data, properties, and appearance.

Intro to the Formula Bar

The formula bar is where you'll manipulate, aggregate and mashup your data sets, and determine how you want to pull your data into your data visualization. This demo will cover the basics of working with functions and formulas in the formula bar. 

Grouping, Sorting, Filtering & Aggregating Data with Applied Actions

All right all right, let's get building!

You can point and click your way to Group, Sort, Filter and Aggregate your data in Klipfolio, without having to write formulas.  These tutorials will get you up to speed so you can work quickly and efficiently in the Editor. We'll start writing formulas in the next tutorial series. By the way, "Hidden Data" is a feature that used to be called "Applied Actions", so you may see "Applied Actions" referenced in the tutorials that follow. 

Sort, Group and Filter Actions

This tutorial will show you how to point and click your way to GROUP repeating labels, change Data Aggregation methods (Average, Sum, Min, Max etc.), and SORT and FILTER a data series, all without touching your keyboard. 

Filter on Hidden Data in a Bar/Line Chart

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: "Hidden Data" used to be called "Applied Actions", which is referenced in this tutorial)

Sort on Hidden Data in a Bar/Line Chart

This tutorial shows you how to SORT and Aggregate (Average) data that you don't want displayed in your data visualization, with the Hidden Data feature (Note: "Hidden Data" used to be called "Applied Actions", which is referenced in this tutorial).

Use Hidden Data to create Indicators

This tutorial will show you how to create indicators based on data that you don't want to display in your data visualization, with the Hidden Data feature (Note: "Hidden Data" used to be called "Applied Actions", which is referenced in this tutorial).

Use Hidden Data to set User Input Controls 

This tutorial will show you how to set up User Input Controls based on data that you don't want to display in your data visualization, with the Hidden Data feature (Note: "Hidden Data" used to be called "Applied Actions", which is referenced in this tutorial).

Build a custom Klip (1)

Now let's build some Klips with formulas

These video tutorials will take you through the steps to build a custom Klip (like the one shown below), setting up properties and indicators for your Klip and working with functions. To follow along, use the data source provided in your Klipfolio trial. 

In Phase One we'll help you get started with Klipfolio:

  • Open the Klip Editor.
  • Add a label component.
  • Apply a formula to add a metric.
  • Work with Klip properties.

Build a custom Klip (2)

In Phase Two we'll add to our Klip:

  • Work with the layout grid.
  • Add a separator.
  • Add a second metric to the Klip.

Build a custom Klip (3)

In Phase Three we'll add a bar chart our Klip:

  • Add a bar chart component.
  • Add data to the bar chart.
  • Work with formatting options in properties.

Build a custom Klip (4)

In Phase Four we'll add indicators to highlight key metrics:

  • Work with indicators.
  • Specify indicator conditions.

Build a custom Klip (5)

In Phase Five we'll give you a taste of working with functions:

  • Use the REPLACE function to change a value in your data.

Think you can walk us through the Klip Editor now?

Drop the tabs on the area of the Editor they describe. 

  • Formula Bar
  • Component Tree
  • Component Palette
  • Indicators Tab
  • Evaluator
  • Functions Menu
  • Klip Preview Area

Working with APIs

APIs 101

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, AdWords and Hubspot. 

But I remember when I first started working with APIs, and the paragraph above would have sounded like intimidating gibberish. 

I wish I had a 101 demo like this one to get my feet wet. In this demo Nikta Kanuka (one of our awesome Product Managers) introduces you to APIs in an easy and approachable way, laying the groundwork for working with APIs in Klipfolio. 

Klipfolio Dashboard Tutorials for Google Analytics (1)


This demo overlaps slightly with Nikta's APIs 101 tutorial which you may have just watched, so feel free to jump ahead to the middle of the video if you're feeling comfortable. 

Klipfolio Dashboard Tutorials for Google Analytics (2)

Let's dive a little deeper and build a custom Klip with a GA data source we created. 

Let's test your API chops

  • 'API' stands for
    Application Program Interface
  • In Klipfolio, you query the GA API in the
    Connector Gallery
  • API users are identified/authenticated with
    API Keys and OAuth tokens
  • Different queries of the same API will have the same
    Base URL
  • The response that you get from running an API query is often in
    JSON, XML or CSV formats
  • APIs
    allow apps to talk to one another
  • You can connect most APIs to Klipfolio as long as they are
    RESTful

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 some of the most used functions in Klipfolio, but you may also want to check out the docs and tutorials on popular functions 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


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

Note: 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. 


Working With JSON and XML

Introduction to JSON and XML data sources

About JSON and XML data sources

Sometimes the APIs that you will 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. 

Klipfolio 404 Webinar 

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 uses of JSON and XML data sources

Klipfolio 405 Webinar

This webinar covers advanced uses of JSON and XML. This includes using Klipfolio XPath functions, and creating XPath with Klipfolio variables using the DATASOURCE function.

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