Learn how to build in Klipfolio with videos

Videos are a powerful learning tool, especially then it comes to working with data, functions, and dashboards. Getting to see the flow process of connecting your data into Klipfolio, working with it in the editor, and deploying it onto a dashboard can help you become a Klipfolio master.

To make finding the video you're looking for a little easier for you, you can click on any of the below subjects listed and it'll take you to where those videos are housed.

You'll notice that some of the videos featured have a bit of a different look than what our app actually looks like today. Since we're constantly trying to provide you with the best platform possible, our app interface changes at a quicker pace than our videos! So while the user interface may look reminisent of a #throwback, the tips and tricks shown in these videos still apply!

Klipfolio Basics

What is Klipfolio?

Get a brief introduction to Klipfolio and learn how you can stay in control of your business with real-time data dashboards

Building a Klip

First in a series of getting started videos, this video focuses on building your first klip using demo data.

Using the Klip Gallery

Our Gallery houses hundreds of pre-built assets ready for you to add right to your dashboard. Learn how to use the Klip Gallery in this short video.

Connecting your Data

This video walks you through connecting with data to make sure your klips and dashboards show what matters the most.

Building a Dashboard

Learn about building a dashboard with the klips we built in previous in the previously listed video tutorials.

Customizing your Dashboard

This video tackles customizing and beautifying your dashboards.

Sharing your Dashboard

What's the point of having your data visualized if no one can see it? Learn how to share your dashboard with your team.

Grouping, Filtering, Sorting

In this demo, Jason walks you through how to group, filter and sort data without needing to use functions.

Filtering Using Hidden Data

Get an introduction to the concept of hidden data. With hidden data you can filter your data by adding a new data sub-component, without adding any new elements to your visualization.

User Input Control & Hidden Data

Learn how to use add a User Input Control in order to dynamically filter your data in this demo. This video builds on the previous example from 'Filtering Using Hidden Data.'

Build-a-Klip Tutorials

Part 1

In this Build a Klip tutorial, we walk you through the various elements you will encounter while building a Klipfolio dashboard. This includes the klip editor, component tree, component palette, control palette, and how to add a data source.

Part 2

Throughout this video, we introduce you to a couple new components including the layout grid and the bar chart. We use the bar chart to display sales target numbers in both $ and # of units.

Part 3

In Part 3 of the Build-a-Klip Tutorial, we introduce you to the concept of indicators to help provide more context to your data visualizations. We also walk you through how to build and customize the table component, including how to create a drill down table.

Building Data Visualizations

How to Build a Bar/Line Chart

In this demo, Jason will walk you through how to use the bar chart component within your dashboard. He will cover customizing the the bar chart, grouping column data, and adding a data series.

How to Build a Value Pair

Covering customizing the value pair, creating a hidden data field to filter your data, the average function, and copying/pasting a component within your Klip, you'll learn how to use the value pair component within your dashboard.

How to Build a Pie Chart

This video covers customizing the the pie chart component, grouping labels, sorting values, changing slice colours and filtering to only show a fixed number of results.

How to Build a Gauge

Walking you through how to build a gauge component within your dashboard, Jason will cover using hidden data to filter, adding multiple data sources, and adding colour ranges to your gauge.

How to Build a Map

In this video Jason walks you through the steps to building and customizing the map component. He will also explain how to set region IDs, use markers, and add colours to add more information to your Klip.

How to Build a Funnel Chart

Learn how to build a Funnel Chart with Jason in this tutorial. He will cover customizing the funnel colours, grouping labels, changing the aggregation method, copying/pasting a component within your Klip, and using a layout grid to organize multiple components.

How to Build a Sparkline

This demo covers how to use the sparkline component within your dashboard as well as how to build sparklines into a column of a table. It will also show you how to use results reference in your formula bar, how to filter using hidden data, and a quick way to remove all of the column headers at the same time.

Google Analytics Dashboard Tutorials

Google Analytics Visualization Tutorial 1

Want to build a Klip that gets you monitoring your website traffic today? This video walks you through the steps to connect Google Analytics data to Klipfolio, and use it to build a simple data visualization.

Google Analytics Visualization Tutorial 2

This tutorial walks you through connecting basic website traffic data to Klipfolio, and use it to build a pie chart displaying website traffic by channel.

More Actions and Hidden Data

Sort, Group and Filter Actions

Learn about using the more actions menu for Filter, Group, Aggregate and Sort.

Filter on Additional Data in a Bar/Line Chart

Learn how to use Additional Data and More Actions in the Klip Editor to create a chart displaying delayed orders.

Sort on Additional Data in a Bar/Line Chart

Learn how to use Additional Data and More Actions in the Klip Editor to create a chart displaying Average Order Price.

Using Additional Data to Create Indicators

Want to indicate a specific action or change, but don't want to clog up your Klip? Use additional data to create dynamic indicators with the help of this video.

Using the More Actions Menu to Set User Input Controls

Learn how to set User Input Controls with variables and the Filter action.

Filtering Data Based on Dates

This video walks you through how to filter your data based on a start and end date.

Using Klipfolio Functions

Using the SLICE Function

Do you have data inputs in a table that you don't want displayed? Does your data table have a header? Learn how to use the SLICE function to cut out the data you aren't interested in displaying on a component.

Introduction to the SELECT Function

This video covers the basics of using the SELECT function.

Using the SELECT Function with Multiple Conditions

Learn how to use the SELECT function with a condition involved in your Klip.

How to Build a Gauge

Walking you through how to build a gauge component within your dashboard, Jason will cover using hidden data to filter, adding multiple data sources, and adding colour ranges to your gauge.

SELECT with User Input Control

Learn how to use the SELECT function with a User Input Control.

Working With the LOOKUP Function

This video will help you master one of the most important formulas in Klipfolio using SLICE, SELECT, GROUP/GROUPBY, and LOOKUP.