Klipfolio Changelog 2017

Up to August 11th

New:

  • Pre-built data sources now guide you to completion. No more replacing parameters in API queries, just complete the prompts. We will be rolling this out across existing pre-built data sources over the next little while, starting with Twitter, Facebook, LinkedIn, Facebook Ads, Google Analytics.

Fixes and Updates:

  • The new Prefix and Suffix formatting will be overridden to reflect the formatting applied by indicators.
  • Better copy and paste experience when paste replaces a component in the Klip Editor.

Performance investments for dashboard loading.

Up to August 4th

Fixes and Updates:

  • Ahrefs authentication working again.
  • Improved refreshing large uploaded CSV/Excel files, removing the need to sometimes upload twice to see the change.
  • Improved handle of refresh error for Shopify data sources when a related OAuth token is deleted.
  • Values of hidden input controls are now set properly.
  • Mobile: improved Klip rendering and fixed minor bugs.
  • Downloaded CSVs of tables no longer have extra blank columns.
  • Improved communication of authentication issues when using pre-built content.
  • Default aggregation now set properly when grouping on hidden data for a Label component.
  • Bitly authentication is working properly again.
  • Published links that depend on user properties that include accents now match what is seen in App.

Performance and quality investments.
Minor UI enhancements.

Up to July 28th

New:

  • Have you ever wanted to see the application tours again? Now individual users can reset the tours just for themselves instead of asking the Admin to reset for everyone at your company.

Fixes and Updates:

  • Improvements to authentication flow impacting a few data sources.
  • API: Added state, seats, last signin, and name to GET / clients and the ability to filter based on status so partners can see what their active clients are doing without having to make make API calls.
  • Issue reconfiguring Amazon Redshift data sources has been resolved.
  • Improvements to spacing on PDFs.
  • The Klip title font size for small is now differentiated from XX-small size.

Minor UI enhancements.
Performance and quality investments.

Up to July 21st

New:

  • Added an Auto option for label angle on X-axis. This will improve overall auto-dropping on the X-axis by slowly rotating the values on the X-axis before dropping.
  • Added an option to suppress Series that have no values (zeros, blanks or nulls) in a Bar/Line and Scatter/Bubble charts.  This is great for removing unwanted information from your Klip.
  • Improved the UI for styling components (buttons for bold, italics, color, alignment - where appropriate) and added some of these style options to Prefix and Suffix fields for Labels, Value Pairs, Tables, Sparklines, and Gauges.

Fixes and Updates:

  • Reconfiguring a Moz Klip from the Klip Gallery will now show previous parameter values.
  • Improved horizontal label dropping to ensure labels do not display ‘...’ when truncating.
  • Formula bar no longer shows an incorrect error state when entering the Klip Editor.
  • Legend will still show when there is 0 value in a Series.
  • Redesign of color/font styling.
  • Added an option to select the method when reconfiguring a Moz data source.
  • Long Component names are now treated more elegantly in the Component tree. The entire Component name is visible as a tooltip.

Up to July 14th

New:

  • Mobile App v1.14.0: This version improves Klip rendering and the stability of the app.
  • Timezone parameter added to date/time functions that did not have them: DATE_ADD, DATE_CLOSEST, DATE_ENDOF, DATE_SET, DATE_STARTOF, DATE_UNITVALUE, COUNT_DAYS.

Fixes and Updates:

  • Improved navigation in the Library using the back button.
  • The “Connect your data” button on the About Klip page for Gallery Klips in sample data mode now initiates to correct connection flow.

Performance and quality investments.

Up to June 30th

New:

  • You can now add formulas to Table column headers and format them independently from the data in the columns themselves.

Fixes and Updates:

  • Dramatic improvement in speed for refreshing dynamic data sources.
  • Updated our DropBox integration to OAuth 2.0. This will reduce chances of DropBox changes having impacts on data sources.
  • When defining an indicator, the component type is now shown in the selection list to make it easier to identify what is being chosen.
  • You can now select the Min and Target values on the preview in the Klip Editor to set focus.

Minor UI enhancements.
Performance and quality investments.

Up to June 23rd

Fixes and Updates:

  • Added support for text and date data types (aggregated as count or count distinct) to series, data and values fields for components like  bar/line chart, scatter/bubble chart, map, sparkline, pie chart, funnel chart and gauges to provide more flexibility.
  • Pie charts now have a cleaner look.
  • Upgraded to support newer version of Google AdWords API - v. 201705.

Minor UI enhancements
Performance and quality investments.

Up to June 16th

New:

  • You can now use the Filter action for Gauges, Value Pairs and Labels.

Fixes and Updates:

  • More elegantly approach the impact on data sources when a related ‘connected account’ has been deleted.
  • You can create new Shopify account connections again.
  • You can now customize the values for height for Inline Frame and Image components.
  • Smoother data source creation. You will not be prompted to select a query if not necessary.
  • Improved the display of Klips on Safari.
  • Corrected a Google Drive authentication issue for new connections.
  • Added clarity to the error message when encountered for Shopify as a data source.
  • Special characters display correctly.
  • Improvements to rendering Klips on Safari in a mobile browser.

Minor UI enhancements.

Up to June 9th

New:

Fixes and Updates:

  • Data added to Gauges will always be treated as numeric data.
  • Addressed change in iOS email to ensure scheduled snapshot images show up on the right emails.
  • Xero authentication tokens now automatically refreshing.

Security investments.
Performance and quality investments.

Up to June 2nd

Fixes and Updates:

  • Mobile Release: Improved performance on iOS, investigating improvements to compensate for issues introduced recently by Safari on iOS devices.
  • Improvements to auto detection of data types to more accurately detect the Number data type.
  • Consistent time zone used to display the timestamp for the Connected Accounts’ “Last Authorized Time”.
  • When creating a new datasource while in the Klip Creation flow, the back arrow button now takes you back to where you started instead of back to the Library.
  • Switching custom data stores successfully creates a new data source in the new data store when there had been no change in the data source.

Added some minor UI enhancements.

Up to May 26th

New:

  • Hidden Data fields can now optionally be separated from Actions applied to the rest of the component.  This allows it to be used as a scratchpad without being subject to Group, Sort and Filter applied to the rest of the component.

Fixes and Updates:

  • Charts will now let you know if your data has too many data points to plot.
  • Google Analytics server errors are more transparent and allow you to see the raw message from Google in the ‘Show details’ box.
  • Meta descriptions for public dashboards for white label accounts no longer reference Klipfolio.
  • "Add all recommended dashboards” link will now only appear if there are recommended dashboards for a user’s groups.
  • API: For partners building clients through Klipfolio's API there are new endpoints to customize tours that are visible.
  • SourceForge data sources are working again after addressing changes to their processes.
  • Uploading the exact same file to refresh an existing data source works more smoothly.
  • Addressed changes to QuickBooks’ OAuth.

Security investments.
Performance and quality investments.

Up to May 19th

New:

  • More font sizes!!! Have you been looking for more options for font sizes? Was the jump between Medium and Large too great for your needs?  Well, you now have seven sizes to choose from for Klip titles, Labels,  Value Pairs, Values in tables,  Last Value in Sparkline, Image height for Pictograph and all the values in Gauge charts. There are also now 4 sizes for Pie chart size,  Funnel size, Bar/line chart size, Inline Frame Height, HTML component height and  Images.
  • When adding Klips from the Gallery, the Gallery window now remains open to allow continued, uninterrupted exploration of the Gallery

Fixes and Updates:

  • Improvements to dashboard search when adding dashboards to your view.
  • Marketo data sources will now show the next page token in the response.
  • Changing refresh rate to ‘never’ is persisted.
  • Filter dialog enhancements when working on a grouped text column.
  • Can now scroll to the bottom of a long list of members when filtering.
  • Client list in the Library displays better.
  • Fixed Box connection issues.
  • Google Analytics Website Overview Dashboard loads faster.

Added some minor UI enhancements.
Performance and quality investments.

Up to May 12th

New:

  • Date/Time awareness for Group and Sort actions.  Have you ever wanted to change your X-axis on a bar chart to just show Months and then Group on them?  And have them sorted in Chronological order instead of alphabetical order?  This is just one of the scenarios enabled with this release.
  • Added a search bar to the member tab of the Filter action to simplify working with long lists of data.

Fixes and Updates:

  • Google MCC accounts can now successfully add the Google AdWords pre-built dashboard.
  • Data sources based on MS SQL queries containing accented characters can be created and edited.
  • More elegantly handle JSON refresh when response had no results.
  • Switching back and forth between number and text format updates results correctly in the preview.
  • Improved performance of the FTP connector.
  • When renaming the dashboard, the cursor will start in the field.
  • Function pop-up better represents optional parameters to improve clarity.
  • Having minus sign (-) next to the ABS function in the formula bar will no longer be interpreted as a formula error.
  • During import, the client list will now be sorted alphabetically.
  • When changing data type away from date and then back again, the format will be remembered and applied.
  • Removed the Group action for Series on Bar/Line charts to avoid insensible results.

Added some minor UI enhancements.
Performance and quality investments.

Up to May 5th

Fixes and Updates:

  • Addressed aggregation consistency when filtering on Hidden data.
  • Closing the online chat window is now remembered across pages.
  • Enhancements to the NOW function.

Up to April 28th

Fixes and Updates:

  • Exclude option for Filter action now working as designed when using Firefox.
  • Better auto detection of date output format resulting from formulas
  • Updates to support Safari 10.1
  • Group, Sort and Filter actions applied to a component will show in the ‘applied actions’ list in the same order for all components.
  • More easily select the Y axis in the preview of the Klip Editor.
  • Updates to handling large spreadsheets as data sources.
  • Condition filters correctly impact results rows in tables.
  • Enhancements to timing for applying actions.
  • Enhancements to email validation when sending an ad hoc snapshot.
  • The results row in Table components display correctly.

Additional investments in PDF and imaging.
Performance and Quality investments.

Up to April 21st

Fixes and Updates:

  • GROUPBY function now has a join option as an aggregation type.
  • Your connected accounts list will now include a date for when the connection was created - this can help with distinguishing between connections that may have a similar name.
  • Better solutions for when empty dashboards (no Klips) are scheduled or downloaded as a PDF.

Additional investments in PDF and imaging.
Performance and Quality investments.
Minor UI enhancements.

Up to April 14th

New:

  • You can now use the Exclude option in conditional filters.

Fixes and Updates:

  • Improvements to timezone recognition. For example, you can now use “America/Toronto” instead of GMT +5.
  • Better handling changes of data types when using Sort.
  • Default PDF orientation is now landscape to more closely reflect your dashboard orientation.

Additional investments in PDF and imaging.
Performance and Quality investments.
Minor UI enhancements.

Up to April 7th

New:

  • Gallery Klips are now added with sample data immediately. This will speed up adding multiple Klips from the gallery and leverage connecting all Klips with sample data in a single flow.

Fixes and Updates:

  • We’ve added more email validation to help you ensure your email distribution list is valid when sending an ad hoc snapshot.
  • Customers using SSO now redirect properly to their provided logout URL when session expires.
  • Improvements to support Safari 10.1
  • Imported dashboards are now correctly validated against plan levels.
  • User Input Controls in Gallery Klips associated with Buttons populate as appropriate.

Additional investments in PDF and imaging

Up to March 31st

New:

  • Clearer picture of what to do when you have no dashboards in your view.

Fixes and Updates:

  • Updated the table display for the data source list in the Library.
  • Updated date displays in the Library to show date/time stamps instead of relative timeframes.
  • Clicking on the background in the Editor retains the current focus for tabs and properties.
  • Ad hoc email sharing will validate email addresses and let you know if there is an invalid formatted entry.
  • Addressed HubSpot changes for authentication.
  • Salesforce refresh errors will not overwrite successful previous refresh.
  • Updated Facebook token creation and reauthorization to reflect changes made by Facebook.
  • User Input Controls using the All case and Buttons component will now enable related User Input Controls to populate before the button is pressed.
  • Tables result rows consistently display results.

Performance and quality investments.

Up to March 24th

Fixes and Updates:

  • Corrected an intermittent error when connecting to Marketo.
  • Buttons that were being referenced can now be deleted cleanly.
  • Focused on projects enhancing PDF and Snapshot creation and emailing. Will improve overall performance and stability.

Some minor UI enhancements.

Up to March 17th

Fixes and Updates:

  • Clearly communicate that a user is attempting to add another new user with an email address that already exists in Klipfolio.
  • Focused on projects enhancing PDF and Snapshot creation and emailing. Will improve overall performance and stability.
  • Columns containing text in drill down tables with an aggregation of Count now sort numerically.
  • You can now delete Group, Sort and Filter actions from Maps via the context menu in the Klip Editor.
  • Prefixes and suffixes are no longer duplicated when aggregating text in a Label or Gauge that also has hidden data.
  • Switching data types is now smoother in the Klip Editor
  • Improvements to Klip rendering.

Security and stability investments.

Up to March 10th

New:

  • Exclude filter option: Have you ever wanted to just remove blank values from your data and still get any new data coming in? Or instead of selecting all the values you want to show in your visualization, just remove one or two? We have introduced an option to exclude the values you select as part of your Filter actions.

Fixes and Updates:

  • We’ve made it easier to add Klips from the Integrations pages on Klipfolio.com.
  • Better performance when using Library pages and refresh history.
  • Results row for Table components now count hyperlink columns.
  • Focused on projects enhancing PDF and Snapshot creation and emailing. Will improve overall performance and stability.
  • Gauge component no longer displays asterisks in the Component Tree when actions are not applied.
  • Successfully reconfigured data sources will immediately clear warnings on Klips and data sources.

Performance and quality investments.
Some minor UI enhancements.

Up to March 3rd

New:

  • Enhanced date format selection for User Input Control: Date picker.

Fixes and Updates:

  • Added Created date column to the Data Source page in the Library to simplify data source management.
  • Terminology update: ‘Reports’ were renamed ‘Snapshots’ in our UI to better reflect the experience.
  • When Grouping Marker data in Map components, data now displays correctly.

Some UI enhancements.

Up to February 17th

Fixes and Updates:

  • Addressed changes to Box authentication.
  • Firefox now correctly displays the list of variables in the conditional filter dialog.
  • Menu is still accessible when using #tab-replace.
  • Pasting a schema with unset variables will now create the missing variables.
  • Group action on Table components with columns formatted as a mini chart is now working properly.
  • Addressed data format issues when using FTP file upload.

Some minor UI enhancements.
Performance investments.

Up to February 10th

New:

  • Support for Ahrefs as a data source.
  • You can now Group on Hidden Data to simplify, for example,  adding counts of text-based items to a Sparkline.  

Fixes and Updates:

  • Changing the visibility of social icons on published links now saves the setting.
  • Complex Klips with multiple components will save normally after deleting user Actions.
  • Resizing the Klip Editor window will maintain a reasonable size for the Properties panel.
  • Sort more elegantly handles missing underlying data being sorted.
  • Twitter data source creation is working normally.
  • Filters based on a deleted variable are editable.
  • Partners: If the name of a company was changed in Klipfolio after clients were created, the changed name will be reflected in the client accounts.
  • You can now Group on Hidden Data, simplifying things like adding counts of text-based items to a Sparkline.
  • Asset IDs are now included on the information pages of Data sources, Klips and Dashboards.
  • Refresh servers maintenance
  • Connected Accounts area working smoothly again.
  • New email attachment data sources now show the correct email address.
  • A warning now shows before the last role of a user is removed.

Some minor UI enhancements.
Some security enhancements.
Performance investments.

Up to February 3rd

Fixes and Updates:

  • Improvements to the date picker option for the User Input Control component.
  • Variables are now created automatically when pasting into the Klip Source Code.
  • Messages are no longer displayed when dashboards are in full-screen mode.
  • Look and feel enhancements for Firefox.
  • Customers using custom CSS can upload SVG files.
  • Date output format list improved for usability.
  • Existing filters retained if the “Edit Filter” option is used and no changes are made.
  • Formula bar consistently shows errors as appropriate when using actions.

Some minor UI enhancements

Performance improvements in Editor

Up to January 27th

Fixes and Updates:

  • Date format codes have been updated in documentation.
  • You can now sort your data source list in the Library by the Shared column.
  • The formula bar will now remember the state of the function pop-up. If you hide it, it will now remain hidden until you expand it again.
  • Klipfolio for iPhone and Klipfolio for Android v 1.8 was released. Includes support for User Input Controls using the new “All” option.
  • Setting pagination for Shopify data sources paginates properly.
  • If you filter with multiple ‘And’ conditions and one includes an ‘All’ filter, the other filters will continue to apply.
  • Adobe Analytics/Site Catalyst data sources will remember the environment setting you selected.
  • Brought the evaluate formula button back to the formula bar. You no longer have to go to the menu to find it.
  • Connect Your Data button now shows in Client when importing dashboards and Klips that are still showing Sample data.
  • Updated how we work with Box tokens to address changes there. Box data sources refreshing on schedule again.
  • Formula bar look and feel on Firefox now more consistent with other browsers.

Some minor UI enhancements.

Up to January 20th

New:

  • Reconfigure Klips from Gallery: If you have added Klips from the Gallery and not edited them, you can now reconfigure them from the Klip menu to change one or more of the parameters used when you initially added the Klip. This also applies to Klips added as part of a pre-built dashboard.

Fixes and Updates:

  • API: Simplified updating features associated with a client by using feature names (instead of IDs) in the /clients/{id}/features endpoint.
  • The NUMBERFORMAT function used on an array of values including blanks will now succeed, treating the blank values as zeros.
  • The status message when adding a dashboard template to a view that already has 60 dashboards in view (the limit) will now close smoothly.
  • Text data aggregated as First or Last now sort properly with the Sort action.
  • Changing data types for a component will now remove aggregations to ensure inappropriate aggregations are not attempting to be applied to the new data type.
  • Type-in formula bar continues to show an error state after formatting a formula with errors.

Some minor UI enhancements.

Up to January 13th

New:

  • The Top/Bottom filter option: Have you ever wanted to just show the top 5 products you sold? Or see the 10 worst performing keywords? When using the Filter action in the Klip Editor, you now have the option to use a Top/Bottom filter to achieve this without having to use formulas.

Fixes and Updates:

  • The Conditional Filter shows a list of available variables regardless of how the Filter was initiated.
  • Long formulas now display the scroll bar flush right to the side of the formula bar.
  • Scroll bars on published links show properly on Chrome.
  • "Additional Data” is renamed “Hidden Data” based on customer feedback to improve clarity.
  • Commenting out a component reference in a formula now works smoothly.
  • Mobile login password now supports the “:” character.
  • Intercom data sources built with the new authentication approach now automatically refresh.
  • Some UI cleanup.
  • CONCAT function now supports using BLANK as a parameter.
  • "Annotations” renamed “Comments” based on customer feedback to improve clarity.
  • If you have a Google AdWords data source authenticated with an MCC-level token, you can now smoothly change the authentication to use a non-MCC token.
  • The User Input Control with the All case works correctly in the Klip Editor when changing the available options for the User Input Control.
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