Introduction to building Klip dashboards

What’s new? You might notice some changes to your Klipfolio homepage in how you view and manage your Klip dashboards. We’ve combined Active Dashboards and Dashboards, streamlining the workspace to help you build faster and stay organized.

In the new interface:

  • Your list of active dashboards always displays under Dashboards, giving you fast access to the dashboards you use the most.
  • Clicking Dashboards brings you to your list of all dashboards - think of this as your dashboard master list, where you can see details for each dashboard, rename or permanently remove dashboards, and open (add) to your list of active dashboards.
  • You can open multiple dashboards by right-clicking the dashboard in the left navigation bar list and selecting Open Link in New Tab or Open Link in New Window.
  • You can remove dashboards from the active list by selecting the dashboard, clicking its 3-dot menu, and selecting Hide from list (the dashboard will still be accessible from your master list of dashboards).
  • Multiple instances of the same dashboard can exist in your left navigation bar to allow a user to filter the same dashboard according to different criteria. You can have multiple instances of the same dashboard open if you open the same dashboard multiple times from the dashboard list page.

Working with Klip dashboards

Klip dashboards are used to organize and display Klips and PowerMetrics. You can access all of your Klip  dashboards (from your master list of dashboards) or only the ones that are currently active (from the list of open dashboards in the left navigation bar).

Note that this article refers specifically to Klip dashboards (to which you can add both Klips and PowerMetrics). For the remainder of this article, we will refer to them simply as “dashboards”. PowerMetric dashboards are designed to display PowerMetrics only. Go here to learn more about PowerMetric dashboards.

This article focuses on general settings and editing options for dashboards, including the following:

How do I see the details for a dashboard?

The About this dashboard page includes details for each dashboard, such as its name, description, owner, time last updated, dashboard usage, and ID. Learn more here.

To access the About this dashboard page:

  • In an open dashboard, click the 3-dot menu and click About this dashboard.

How do I add a new dashboard?

Start from scratch by adding a blank dashboard and then populating it with Klips and PowerMetrics.

Each dashboard can contain up to 30 assets (Klips and PowerMetrics, combined) of which up to 15 can be PowerMetrics.

To add a blank dashboard, click the + button beside Dashboards or click Dashboards > Add a Blank Dashboard. Your new dashboard will instantly be added to the end of your active list of open dashboards in the left navigation bar as well as your master list of dashboards.

To add Klips to a blank dashboard:

  1. With the dashboard open, click the button.
  2. Either click My Klips, to select an existing Klip from your list of Klips, or select a pre-built Klip from the Klip® Gallery, or click Build a Custom Klip, to build your own Klip from scratch.
  3. Continue adding Klips as desired.

Learn more about building Klips.

To add PowerMetrics to a blank dashboard:

  1. With the dashboard open, click the button.
  2. On the Add a PowerMetric page, click the + button beside the PowerMetric(s) you want to add to the dashboard.
  3. When you're finished adding PowerMetrics, click Done.

When you add a PowerMetric to a dashboard, you can choose its display options by clicking its 3-dot menu and selecting Configure. You can create multiple perspectives (views) of the same PowerMetric on one dashboard. You can also learn more about the PowerMetric, by clicking About, or remove the PowerMetric by clicking Remove from dashboard. Learn how to configure a PowerMetric here. Learn more about creating PowerMetrics here.

How do I add a pre-built dashboard?

Pre-built dashboards are an effective way to quickly gather thematically-related Klips into a single, purposeful dashboard.

To add a pre-built dashboard:

  1. Click Dashboards > Dashboard Gallery.
  2. Click Learn More to get details for a specific dashboard.
  3. Click Get this dashboard + to add a dashboard to your account.

How do I add an existing dashboard to my list of open dashboards?

You can get fast access to your most relevant and frequently used dashboards by adding them to your list of open dashboards.

To open an existing dashboard:

  1. Click Dashboards.
  2. From your master list of dashboards, locate the dashboard you want to open and click the Open dashboard button.

How do I edit a dashboard?

Dashboard editing options include:

To set a Light or Dark Theme

  1. From the left navigation bar, click the name of any open, active dashboard.
  2. Click the Themes button (located at the bottom of the left navigation bar).

Note: When you select a Light or Dark theme for your dashboard, your selection is applied to all of your dashboards. The Slate theme impacts the left navigation bar only.

To change the name and description of a dashboard

If you only want to change the dashboard’s name and not its description, select the dashboard in the left navigation bar, click its 3-dot menu, click Rename... (enter the new name), then click Apply.

To modify the dashboard’s name and description, In the left navigation bar, click Dashboards, select the dashboard you want to edit, then click Edit Properties.

To adjust the dashboard layout

  • With the dashboard you want to edit open, click Layout and select either the Custom or Template option.

Templates offer predefined layout options. The Custom layout offers more flexibility, enabling you to select the number of grid columns within which to display your Klips and PowerMetrics and to adjust individual Klip and PowerMetric height and width.

To reposition Klips and PowerMetrics on a dashboard

  • With the dashboard open, reposition its Klips and PowerMetrics by clicking and dragging them.

To remove a dashboard from the list of active dashboards

Note: When you hide a dashboard, you are only removing it from view. The dashboard continues to be accessible from your master list of dashboards.

  1. In the left navigation bar, click the 3-dot menu for the dashboard you want to remove.
  2. Click Hide from list.

To delete a dashboard permanently

Note: When you delete a dashboard using this method, it is removed from your account and is no longer accessible.

  1. Click Dashboards and select the dashboard from your master list.
    Note: You can also multi-select several dashboards to delete at once by clicking the check boxes.
  2. Click Delete Dashboard.
  3. Select either Delete this dashboard only or Delete this dashboard and its Klips and data sources and click Next.
  4. If you selected Delete this dashboard only, click Delete to confirm or Cancel.
    If you selected Delete this dashboard and its Klips and data sources, review the listed assets and click Delete Now or Cancel.

Note: The data sources that are listed here are only those associated with Klips. If applicable, confirm that none of the data sources are also being used by PowerMetrics before clicking Delete Now. If you decide you don’t want to delete any of the listed assets from your dashboard, click Cancel to close the dialogue.

To learn more about options for deleting a dashboard, see Deleting a Klip, dashboard, or data source.

Learn more

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