5 things you’ve always wanted to do in Klipfolio but didn’t know you could

Whether you’re new to Klipfolio Klips or you’ve been building dashboards for years, here are five tips that help you build effective dashboards and reports.

1. Customize your Klip colours

There’s nothing quite as satisfying as presenting a dashboard to your boss and co-workers with relevant, up-to-date data. One small step can make it feel on-brand. You can change the colours of components in your dashboard and even use your company colours.

Go from this:

To this:

How to do it:

1. Edit your Klip.
2. Open the Properties panel for the component.
3. Choose override default colour, choose more options, then enter your custom colour code.

2. Copy all the things!

Want to copy something in Klipfolio Klips and not sure how? Here’s a short primer to save time.

1. Formulas: Use Ctrl+C to copy and Ctrl+V to paste. Use Command+C and Command+V on Mac.
2. Klip components: Right-click the blue component menu and choose Copy. Navigate to another Klip, right-click in the preview window, and choose Paste.
3. Copy a Klip: In the dropdown next to Save and Exit, choose “Save as copy...”.
4. Duplicate a data source: In the data source, choose the blue “Duplicate” button.

3. Changing the date range for a Klip from the Klip Gallery

Have you looked at a Klip from the Klip Gallery and thought, “Yes, that’s it, but the timeframe needs a tweak”? You can change it. This involves editing a data source. It’s a good way to learn how Klipfolio Klips gathers data and how to adjust data sources. Here are the steps to change the start date for a Google Analytics Klip from the gallery:

1. Select the Klip menu at the top right of your Klip and press Edit.

2. Find the data source in the Klip Editor. This is the data source that drives the visualization in the Klip. Clicking the “i” icon next to the data source name opens the data source in a new tab.

3. Reconfigure the data source. This lets you modify the query that requests data from Google Analytics, including the timeframe.

You may be prompted for authentication for the data source at this point. Click “Next” if prompted.

4. Modify the data source query to change the date range. Google Analytics uses start-date and end-date parameters. In this example, change the start date to 15 days ago (-15 instead of -30). Once you’ve changed the date range, choose “Get Data” and save the data source.

5. Update your Klip title. Return to the Klip Editor tab. Update the Klip title to reflect the new date range. Save and Exit from the Klip. Do not worry if the preview doesn’t show the updated date range yet.

Voilà. On your dashboard the date range is updated.

Note: Data sources differ, so your ability to do this depends on the Klip and the data source. Check the documentation for your data source to see how to modify dates and whether there are limits on how far back you can go.

4. Share your dashboard in under five seconds!

Built a dashboard you want to share with co-workers? It takes seconds to create a URL that you can use to share your dashboard.

5. Start a discussion

Is everyone viewing your dashboard but no one taking action? Start a discussion about the latest data in a Slack channel.

Note: You must have the Slack integration enabled in your account.

Enjoy these tips.