Klipfolio. The KPI Dashboard - Evolved
The KPI Dashboard – Evolved
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Training.

Accelerate your in-house KPI dashboard design and development talent.

Whether you’re new to Klipfolio Dashboard or have used it for years, Klipfolio offers flexible training options to show you how to build better, more efficient Klips, in less time, increasing your ROI.

Our training is structured to take you from the basics through to advanced data visualising techniques and covers all aspects of the design and presentation of data using Klips. Our sessions are designed to meet your particular training requirements.

Step-by-step training options

Fundamentals

End user fundamentals

Developer fundamentals

Data source integration

Intermediate

Working with numerical data

Data visualization

Hierarchical data display

Advanced

Customizing the menus

Customizing the interactive windows

Custom sessions


We have grouped our training based on the needs of the learner. From beginner to advanced, each module can be taken separately or bundled together to meet your training needs.



Fundamentals


End-user fundamentals   $300

  • Dashboard UI and Klip overview
  • Triggering pop-up alerts
  • How to configure and use:
  •       Find
          Filter
          Skins
          Layout
  • Adding and removing Klips
  • Fundamentals of good information design
  • Authoring and publishing using Klipfolio Publisher (if applicable)

  • Developer fundamentals   $300

  • Overview of Klipfolio Dashboard Developer Edition features
  • Developing Klips using a simple XML data source
  • Presenting items in columns and in the tool tip
  • Changing the column view in an alert pop-up
  • Fundamentals of good information design

  • * Data source integration
        Add to the developer fundamentals by choosing from one or more of the
        following modules:

  • Developing Klips using CSV files as the data source   $200
  • Parsing HTML as the data source   $200
  • Developing Klips using Excel as the data source   $300
  • Using ODBC to retrieve data from your database   $300
  • Using OLAP to retrieve data from your database   $300
  • Using Microsoft Reporting Services as your data source   $300



  • Intermediate

    Skill Level:
    Familiarity with Klip development

    Working with numerical data $200

  • Displaying results such as sum, average, etc.
  • Generating data using custom formulas
  • Displaying numbers and dates
  • Formatting values, such as currency
  • Formatting data and applying consistent rules
  • Using prefix and suffix

  • Data visualization $400

  • When to use visual indicators, icons, and charts
  • Displaying values as images and visual indicators:
  •       Thresholds and assets
          Bar charts
  • Charting overview
  • Writing a chart Klip
  • Mini-charts:
  •       Sparklines
          Stacked bar,
          Bullets
          Column & win/lose
  • Large Charts:
  •       Vertical bar
          Pie charts
          Horizontal bar
          Line
  • Retrieving and presenting images
  • Displaying large numbers

  • Hierarchical data display $300

  • When to use drill down
  • Preparing your data for drill down
  • Developing a basic drill down Klip
  • Skipping drill levels and specifying column visibility
  • Allowing varied depth of drill down levels
  • Showing different formula results in the footer



  •   Advanced

    Skill Level:
    Basic understanding of JavaScript

    Customizing the UI – menus $300

  • Individual item actions
  • Item actions for all items in the Klip
  • Global actions (Klip-level)
  • Building sub-menus
  •   * Optional: Add any of the "Responding to user events" courses below


    Customizing the UI - interactive windows    $400

  • Introducing Action Windows
  • UI components (button, combobox, etc.)
  • Creating a simple action window (message box)
  • Creating a complex action window (one screen, with a call-back when the user clicks “Done”)
  • Creating a series of action windows (with Next and Back buttons)
  •   *Optional: Add any of the "Responding to user events" courses below


    *Responding to user events
       Due to the content covered in these modules, it is a requirement that both
      “Customizing the UI” modules be completed before or with these units.

       Choose one or more of the following:

  • Accepting a username and password (for basic HTTP authentication) from the user with Engines.Login   $200
  • Using the data pool to communicate between multiple Klips   $200
  • Using timers   $200
  • Writing data back to a database based on user input    $200
  • Setting up a custom filter   $200

  • Custom Sessions   Contact Us

  • Allow us to customize your training plan
  • Connect to your custom data source
  • Specify what you’d like us to cover and in how much detail
  •  

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