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

5 things you can do in klipfolio

Whether you’re a new Klipfolio user or you’ve been building dashboards for years, here are five things that you should know to help you build some amazing dashboards.

1. Customize your Klip colors

There’s nothing quite so impressive as presenting a dashboard to your boss and coworkers with all their relevant and up-to-date data. But one more simple step can polish your dashboard and bring it to new heights. You can customize the colors of the components in your dashboard and even use your own company colours.

Go from this:

Customize Klips Before

To this:

Customize Klips After

How to do it:

1. Edit your Klip

2. Go to the Properties panel for the component

3. Choose override default color, choose more options, enter your custom color code

Customize Klips How To

2. Copy all the things!

Want to copy something in Klipfolio and not sure how? Here’s a short primer to save yourself loads of time!

1. Formulas: Use Control+C to copy, Control+V to paste. Or Command+C and Command+V for the mac users out there.

2. Klip Components: Right-click on the blue component menu and choose Copy. Navigate to another Klip and 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 ever looked at one of our Klips from the Klip Gallery and said “Yes! That’s exactly what I need. But I just want to make one small change - the timeframe”. Guess what? You can! You’ll need to get under the hood of Klipfolio and change a data source, but this is a great lesson on learning how Klipfolio gathers data and how to change your data sources. Let’s walk through the steps of how we can change the start date date for a Google Analytics Klip from the gallery:

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

Date Range - Edit

2. Find the data source (from the Klip Editor). This is the data source that is being used to drive the visualization in the Klip. Clicking the “i” icon next to the data source name will open the data source in a new tab.

Date Range - Data Source

3. Reconfigure the data source. This lets us modify the query in the data source that specifies the data we’re getting from Google Analytics and, most importantly for this case, the time frame for the data.

Date Range - Reconfigure Data Source

We may prompt you for authentication for the data source at this point. Click “Next” if we do.

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

Date Range - Modify Query

5. Update your Klip title. Go back to your first tab where you have the Klip Editor open. Make sure you update your Klip title to reflect the new date range. Save and Exit from your Klip (don’t worry if the preview doesn’t show you an updated date range yet).

Date Range - Klip Title

And Voila! Back on your dashboard you’ve changed the date range!

Date Range - Final Klip

Note: All data sources are different so your ability to do this depends on the Klip and the data source. Check the documentation for your data source to understand how to modify the dates and if there are any limits on how far back in history you can go.

4. Share your dashboard in under five seconds!

Have you created an amazing dashboard and want to share it with all your coworkers? It takes five seconds to create a URL that you can use to share your dashboard.

Published Links - Menu

5. Start a discussion

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

Share with Slack
Shared Klip in Slack

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

Hope you enjoyed these tips!

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Originally published July 27, 2016, updated Nov, 03 2020

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