BETA: Introduction to modelled data sources

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What is a modelled data source?

A modelled data source is a streamlined version of a data source. When you run data through the modelling process, you end up with a cleaner, simplified version that makes Klip building easier and faster! For example, if your data is tree-structured (JSON), the modeller converts it into a table, making the data more easily understood, especially for inexperienced builders.

Keep reading to learn more about what modelling your data sources can do for you!

What are the benefits of modelled data sources?

Have you ever wanted to: 

  • Avoid duplicating formulas within and across Klips that refer to a changed data source? Update everything in one place and have all downstream formulas within and across Klips update automatically.
  • Prepare data for Klip building to provide clear, all-tabular, aligned data … and only need to do it once? Calculations are built into the modelled data source and tree-structured data is converted into table data - data is easier to understand and visualize and calculations can be reused across multiple Klips.
  • Take a data source with multiple sheets and convert it into a single table? Organize and order data from multiple sheets into one, simplified table format that doesn't require you to toggle between multiple sheets when building Klips. 
  • Broaden your team’s ability to create custom Klips by hiding data complexity from less technically inclined builders? The “heavy lifting” is done in the model, making building Klips in the Klip Editor easier and more accessible to everyone.

By modelling your data sources, you can do all this and more!

Modelling a data source leverages all the flexibility available in Klipfolio, brings significant efficiency gains for the builder, and simplifies the Klip building experience. The ability to create a modelled data source once and then apply it within and across Klips reduces duplication of work effort and improves consistency between Klips and within dashboards.

Efficiency gains

Using modelled data sources dramatically reduces the time spent building, updating, and maintaining Klips.

  • With a modelled data source, you create a formula once and then reuse the modelled data source in all applicable formulas and Klips.
  • When you modify and save a modelled data source, all associated formulas and Klips are automatically updated.
  • When you set column headers and data formats in your modelled data source, you don't have to re-set them again when building a Klip.

Simplification gains

The Modeller’s design focuses on simplifying the process of creating a modelled data source and clarifies the relationship between your raw data and the model you will create based on that data.

  • The data in a modelled data source  is always represented in a tabular (versus tree-structured) format, making your data easier to understand and visualize. The relationship between tabular columns in the data source and columns in the Modeller’s preview area is more obvious than when using tree data.
  • Most of the data manipulation, including combining data with multiple sheets into one table, is performed in the model, streamlining and simplifying Klip building in the Klip Editor. 

How do I create a modelled data source?

You create a modelled data source from an existing data source.

In the Modeller, you define and manipulate the data you want to include by applying formulas and properties and settings, such as date/time, number, currency, and text formats.

Once the modelled data source has been saved, it can be used in a Klip in the same way as a raw data source. Note that Klips can include either modelled data sources or raw data sources or a combination of both.

For more detailed information on modelling a data source, see How do I model a data source?

How do I manage my modelled data sources?

After modelling a data source, you can view and edit its general properties.

To see which data sources have been modelled click the Data Sources tab:

  • If the data source has been modelled, the modelled symbol will display under the Format type.


  • Use the drop-down filter list to change your data source view to only show modelled data sources.

To see and edit details for a modelled data source:

  • On the Data Sources page, select a modelled data source to see its details page. Here you can:
    • Click Edit Properties to modify the modelled data source name and description
    • See the owner and when the modelled data source was created
    • See the Data Source ID
    • Click Edit Model to edit the modelled data source, taking you to the Modeller, where you can modify it.
    • When the model was last refreshed (based on the data source it was created from)
    • Under Connection, see which data source the modelled data source uses
    • See a visual representation of the modelled data source
    • Delete the modelled data source

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