Files
Connect Excel, CSV, JSON, or XML files to Klipfolio Klips and build dashboards that update automatically when your data changes.
Track all your Files KPIs in one place
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Tracking spreadsheets across folders and manually updating dashboards wastes time. Connect your files directly to Klipfolio Klips and your dashboards update as your data does.
How to connect your files to Klipfolio
Klipfolio supports Excel, CSV, JSON, and XML file formats up to 10MB. Follow these steps to create a data source from an uploaded file:
- Click Data Sources in the left navigation bar. If you don't see this option, click your Account Name at the bottom of the sidebar, then select Data Sources.
- Click Create a New Data Source and select File Upload.
- Click Choose File and select your file.
- Click Get data and confirm the data looks correct.
- Optionally, select Model your data to shape the data before use. Learn more about modelling data sources.
- Click Continue, then name your data source, set a refresh schedule, and optionally share it with your team.
- Click Save.
Your data source is now available in your Data Source Library and ready to power custom Klips.
View the step-by-step setup guide
Top reasons to use Klipfolio for file-based dashboards
Centralize data from any file format. Pull Excel, CSV, JSON, or XML files into one dashboard so your team sees the same numbers without hunting through folders.
Build dashboards without writing code. Use Excel-like formulas and drag-and-drop layouts to shape and display your data exactly how you need it.
Keep dashboards current when your files change. Re-upload an updated file to instantly refresh your connected Klips, no manual rebuilding required.
Share insights across your team. Distribute dashboards via TV mode, public links, scheduled PDF emails, or embedded views, all from one place.
What Klipfolio adds to your existing file workflow
| What you do with files | What Klipfolio adds |
|---|---|
| Export data manually and paste into reports | Dashboards that update automatically when you re-upload a file |
| Store files locally or in shared drives | A centralized data source library accessible to your whole team |
| Build charts in Excel or Google Sheets | 30+ visualization types with custom themes and automatic dark mode |
| Email spreadsheets as status updates | Scheduled PDF reports and live dashboard links sent on your schedule |
Stop rebuilding reports every time your data changes. Start building your file-based dashboard today.
Updating an uploaded data source
If your local file changes, re-upload it to keep your dashboard current. Note: files stored in the cloud (such as Google Drive) refresh connected data sources automatically.
- Click Data Sources in the left navigation bar.
- Select the file data source you want to update. You must select a raw data source, not a modelled one.
- On the About this Data Source page, select Reconfigure Connection or Re-Upload Now.
- Click Reconfigure, then Choose File and select your updated file.
- Click Get data, confirm the data looks correct, then click Done.
Use the Connector Gallery to create a custom Files dashboard
With our Connector Gallery, you can create custom API queries to pull in data from your Files account. Building custom queries allows you to specify the metrics and time periods that you want to track.
You can use custom queries to build out visualizations in Klipfolio. You can also combine your Files data with other relevant data to create your custom dashboard.
Learn more about working with the Files API and how you can start building your own Files queries in Klipfolio.
