Klipfolio Changelog 2017

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.