Klipfolio Changelog 2023

Up to Nov 27th


  • dbt™ Semantic Layer integration: Deliver a streamlined metrics catalog to your business users so they can access data from your dbt Semantic Layer metrics for visualization, discovery, and dashboarding. Learn more.


  • Accessing dbt queries for metric visualizations: For help debugging and troubleshooting dbt and SQL queries for your metric visualizations, you can now view (and, optionally, copy) queries for a metric visualization on the metric’s homepage, on a dashboard, or in Explorer. Learn more.


  • Preventing or allowing aggregation overrides: Previously, anyone with edit access to a custom metric could change its default aggregation. Given that changing the aggregation for a metric visualization also changes the meaning of the data being shown, we’ve added a new setting that lets you disable or enable aggregation overrides on a per-metric basis. Learn more.


Up to Oct 26th


  • Metric certification: Add certified status to the metrics you’ve verified and want to recommend for use by others in your organization. Learn more.


Up to Oct 10th



  • Download data feeds as csv files: A new way to look at your data. Among other options, you can download data feeds as csv files when troubleshooting or to get a csv-formatted version of JSON data. Learn more.


Up to Aug 31st



  • Advanced analysis: Make better decisions by quickly identifying outliers in your data and predicting future metric performance. Learn more.


Up to Aug 15th


  • Share dashboard styles: Perfected a dashboard style and want to reuse it? You can now copy and share a dashboard style’s settings and apply them to your (and your team’s) dashboards. Learn more.


  • A new way to refresh data feeds: You can now queue one or more data feeds to refresh from your data feeds list page. Learn more.


  • Hide the dashboard date range: Don’t want to display the date range for specific dashboards? We’ve added the flexibility to toggle its display on and off. Learn more.


  • Dashboard customization: An addition to our dashboard style feature set, you can now choose a colour for the header in fullscreen mode and the header and footer for published views. Learn more.


Up to Aug 1st


  • Viewing segmented data in charts: When hovering over data points in segmented bar, line, area, and pie charts it’s now easier to see the data that’s specific to each segment. It’s indicated with darker text in the tooltip and a deeper colour in the chart component (bar, column, line, area, or pie slice) across the entire date range. Learn more about our chart options and settings.


  • Dashboard style: Dashboards just got a lot more exciting. With new background colours and image options, it’s easier (and more fun) than ever to tell your data story and show off your unique brand. Learn more.


  • Fullscreen mode for dashboards: We’ve added the ability to open dashboards in fullscreen mode. It’s a great way to preview how the dashboard will look in your presentations. Learn more about dashboards.


  • Improved data feed query preview: When creating data feeds using the query builder, you can now adjust the number of rows that will automatically display in the data preview (50, 100, 500, or 1000). You can also see how long it took for your query to complete.


  • Visualization of partial periods: Partial periods are now indicated on bar / column and line / area charts. Learn more here and here.


Up to July 5th


  • Turning spreadsheet data into custom metrics: We’ve redesigned the spreadsheet experience. Dynamic columns will keep your source data, data feeds, and metrics aligned. A single click now switches row-oriented to column-oriented data – the perfect format for your custom metrics. Learn more here and here.


  • On July 1, 2023, Google Universal Analytics properties stopped processing data. Google Universal Analytics has been replaced with Google Analytics 4. Please refer to Google’s documentation and our resources page for more information on moving to and working with Google Analytics 4.

    • For PowerMetrics customers: Your Google Universal Analytics metrics will no longer be updated with new data. However, your historical data will continue to be stored in PowerMetrics.

    • For Klips customers: Your Google Universal Analytics Klips will no longer be updated with new data. To preserve a copy of your Universal Analytics data, download your raw (unmodelled) data sources (select a data source from your list of data sources and, on its details page, click “Download Data”) or download your Klip data as CSV/Excel.


Up to June 19th


  • Query builder search enhancement: It’s easier now to find the data view you’re looking for. Either enter its name in the search box or enter the name of a column/field (for example, “sessions”) to find the data view that includes it.


Up to June 7th



Up to May 30th


  • Published views: After sharing a published view, if you make personalizations to the dashboard, you can choose to update the view to include those changes. Learn more.


  • A simpler path to custom metrics: With streamlined steps, a helpful in-app guide, and a live preview of every choice you make, you’ll be building custom metrics in no time!


  • Descriptions for custom metrics: You can now add a description when creating or editing a custom metric. The description will display wherever you access “About” details for the metric.


  • Quick access to your favourite dashboards: Add the dashboards you refer to most to your “Starred” list. They’ll display in the left sidebar along with your 5 most recently opened, unstarred dashboards. Learn more.


Up to May 3rd



  • Custom metrics for Airtable: We’ve added Airtable to our ever-growing list of supported services in PowerMetrics. Start tracking your Airtable data with custom metrics, built by you using our visual (and powerful) query builder! Learn more here.


  • Access to the Twitter API is being deprecated on April 29, 2023: For PowerMetrics users, your Twitter data is safely stored in history, even when it can no longer be refreshed. However, if you want to keep a copy of your data, you can download your Twitter metric visualizations as CSV files. For Klips users, to preserve a copy of your Twitter data, download your raw (unmodelled) Twitter data sources (select a data source from your list of data sources and, on its details page, click “Download Data”) or download Klip data as CSV/Excel. Refer to this Community Post for more information.


  • Metric List addition: You can now see the metric type (instant, instant (calculated), custom, or calculated) under the metric name in your list of metrics (accessed by clicking Metrics in the left navigation sidebar). Learn more about the Metric List page.


  • Sorting for metric visualizations: Organize and display your metric data the way you want to see it - on dashboards, metric homepages, and in Explorer. Depending on the chart type and style, you can now sort data by x-axis, legend, rows, columns, and more ….


Up to April 25th


  • Data feed editor improvements and additions: A more intuitive formula bar design and the ability to hide and display columns makes it easier (and faster) than ever to create data feeds (and custom metrics) for our most popular services. Learn more here.


Up to April 13th

Improvements and enhancements:

  • Filters: A detailed tooltip, listing all filter members, now displays when you hover over the filters in Explorer and on metric homepages, dashboards, and published views.


  • Data comparisons: When comparing data to a different period (for example, in a summary visualization on a metric’s homepage), you can hover over the value to see a detailed tooltip. If an asterisk (*) displays after the value, this indicates the comparison period is incomplete.


  • Dashboard layout: We’ve added guidance lines to make it easier to arrange and align visualizations on a dashboard.


Up to April 4th


  • Multi-factor authentication: We’ve added a key component in keeping your account secure - multi-factor authentication! Learn more here.


Up to March 15th


  • Share dashboards with published views: Share internally or externally with either public or passcode access. Whether consumed on mobile phones, tablets, or desktop computers, or displayed on large TVs throughout the office, published views are a convenient, secure way to share snapshot views of your metric dashboards. Learn more here.


  • Adding metrics: Our new, more intuitive menu makes it easier than ever to add the type of metric you need. Click the + button beside Metrics in the left navigation sidebar to browse (and add) instant metrics, add a new custom or calculated metric, or see all your options at once by browsing all services.


  • Add more colour to your dashboards: Show off your unique brand and personality with customized dashboard background colours. Learn more here.


Up to Feb 16th


  • Adding new metrics and dashboards: We’ve made it easier for you to locate your new metrics and dashboards. For 5 minutes after creation time, the NEW tag will display in the left navigation sidebar (for metrics and dashboards) and in your list of metrics, beside all newly added metrics.


Up to Feb 7th


  • Light and Dark mode: Personalize your PowerMetrics experience by applying a light or dark mode. Or, automatically use the mode that matches your current device settings. Learn more.


Up to Jan 25th


  • New custom date range option: We’ve added “Since” as a custom date range setting. You choose the start date. The end date is based on your available metric data. Learn more.


  • More date range options: We’ve added “Month to date” and “Year to date” to our extensive list of pre-set date range options. In addition, when setting a custom date range, when you choose “This week”, “This month”, or “This year”, you can optionally select the “to date” toggle to display data for “Week to date”, “Month to date”, or “Year to date” data.


  • New calendar design: Our new, more intuitive, vertical-scrolling calendar control makes it easier than ever to set metric and dashboard date ranges.


  • Get notified when tokens are about to expire: Tokens for some services expire after a set period of time and need to be re-authenticated. To help you avoid disruptions in your data, we’ll send you an email 7 and 2 days before token expiry for the following services: QuickBooks, Xero, Facebook, Microsoft SharePoint, and Microsoft OneDrive (with support for more services soon!) The email includes a direct link to Klipfolio, where you can quickly and easily re-authorize your token. Learn more for Klips. Learn more for PowerMetrics.


  • About your metrics: We’ve improved the design of the “About” page for all metric types, providing even more helpful information than before! Go here for an example.


  • Featured data services: We’ve reorganized the “All Services” page to make it easier to find our top, featured data services.



  • Refresh error indicators: We’ve made it easier to identify refresh failures by adding a red exclamation mark to the name of an open data source or data feed and in the data source or data feed library. Learn more about data refresh.


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