BETA - Creating a Metric Klip

If you are using our Metric Klips BETA functionality, we would love to hear from you! Please send us your feedback by contacting beta@klipfolio.com or by contributing via our Community Forum.

 

Metric Klips are based on modelled data sources. You might ask - Should I model the data source first? The answer depends on whether you want to create a Metric Klip using an existing data source or a new data source:

  • If you already have a data source that you want to use for your Metric Klip, you must model the data source before building your Metric Klip. During the creation process in Metric Klips, you will be able to choose from your list of modelled data sources and then quickly advance to creating a Metric Klip.
  • If you want to create a new data source for your Metric Klip, you can do so during the creation process. You build your data source, model it, and create a Metric Klip, all from within Metric Klips.

When adding a Metric Klip, you can choose from Klipfolio's defined metrics or create your own custom Metric Klip. Klipfolio makes the creation process fast and easy by auto-filling options based on your data and your selections. For flexibility, we also enable you to select alternate options as you see fit.

This article contains the following sections:

What do I need to know about the BETA release?

During the BETA period, we will continue to evolve Metric Klips. In the initial phase of BETA, there will be a few constraints (noted below):

  • To be able to create, edit, or delete a Metric Klip, you must have an Admin or Editor role. Learn more about roles here.
  • Metric Klips are derived from modelled data sources. If you have an existing data source you want to use for your Metric Klip, you must model it before creating a Metric Klip. Learn more about modelled data sources here.
  • There is a limit of 10 Metric Klips per account.
  • When exploring your Metric Klips, you can add up to 5 dimensions to each Metric Klip.
  • Weekly time period settings for Metric Klips extend from Monday to Sunday.

How do I create a Metric Klip?

Since Metric Klips are created from modelled data sources, when creating a Metric Klip you must have access to at least one modelled data source. If you are creating a Metric Klip and want to start fresh with a new data source, you can add the data source and model it during the metric creation process. If you want to create a Metric Klip based on an existing data source, you must model the data source before beginning the Klip creation process. For more information on modelled data sources, see:

To create a Metric Klip:

  1. At the top of the side navigation bar, select Metric Klips (Beta) from the drop-down menu.
  2. Click the + beside Metric Klips.
  1. You can either start with a defined metric or create your own:
  • If you want to use one of our defined metrics, but first want to learn more, click its Information icon. If this is the metric you want, select it from the list.
  • If you want to create your own Metric Klip from scratch, click Create a custom Metric Klip.
  1. On the Where is your data? page, either select a modelled data source from the list or click Add your data to build a new data source.
  • If you selected a modelled data source from the list, you are now ready to create a Metric Klip and can proceed to step 5.
  • If you clicked Add your data:
  1. You are taken to the Select a Connector page, where you select a service. Next, you connect to the service and create either a pre-built or custom-built data source. For details, see the article for the service you selected here.
  2. On the Model your data page, prepare your data source for Metric Klip creation. Learn more about modelling a data source here.
  3. When you are finished modelling your data source, click Save and continue. You are now ready to create a Metric Klip and can proceed to step 5.
  1. If you want to see details for (or edit) the modelled data source, under Data source > Import data from, click the link to the modelled data source.

  1. If you change your mind and want to create a Metric Klip based on a different modelled data source, click Change data source to return to the Where is your data? page.
  2. Under Choose a metric value > Measure, select the column that represents the value for your Metric Klip. This can be either a numerical column or the count of a dimensional column.

The measure you selected is highlighted in the preview table on the left.

  1. Under Choose a metric value > Default aggregation, select how you want values to be aggregated for displayed Metric Klips when there are no configuration options available. For example, on the Metric Klips List page, Metric Klips will display using a default aggregation based on your selection here.

  1. Select the Show as cumulative checkbox to display your data cumulatively by default for all the Metric Klip's view modes (Metric Klips List page and Explore view).

  1. Under Favourable trend, choose whether you want ascending or descending values to indicate a positive trend. For example, if your Metric Klip includes sales totals, a higher (ascending) number demonstrates a positive trend but, if your Metric Klip includes expense totals, a lower (descending) number indicates a positive trend. This option only applies to scorecard (single value) visualizations. Favourable trends are indicated by a green arrow.

  1. Under Segment your data > Segment by, select the dimensions by which you want to filter your data.

Each selection brings a different perspective to your data and shows a unique view of your business, for example, you might choose to segment your sales data based on region, sales rep, or product type.

  1. Under Date and timeTime dimension, select either a timestamp column from your modelled data source or Use the date and time imported (if your modelled data source doesn't include a timestamp column).

Your selection is automatically reflected in the preview table on the left.

  1. Under Date and time, select which data points you want to use when calculating the Metric Klip's value for a time period:
  • All values: Select this option if you want to include every value for a time period to create the total of values. For example, you may have a spreadsheet that includes all sales transactions for the month of January. In this case, you want to sum all values to get the total values for the month.
  • The latest values: Select this option if your data includes current value totals for specific points in time. In such cases, the latest value represents the Metric Klip's value for a time period. For example, if you are tracking Twitter followers, looking at the latest values will give you the total of values for the time period.
  • The latest values for each: (Hour, Day, Week, Month, Year)  Select this option if each value in your data is a summary of a time period. For example, with Google Analytics "sessions by day" data, the last value of the day is a summary for that day. Your data is collected again on the following day, beginning at zero. In such cases, the last value is the complete summary of the day. To calculate the Metric Klip's value for a month, you sum the last value for each day in the month. When you select this option, you also select a time period from the drop-down list below it (Hour, Day, Week, Month, or Year).

  1. Under Sharing, grant viewing access for the Metric Klip to All users or make the Metric Klip visible only to you.

When you grant access to others, this includes all users in your account who have access to Metric Klips.

  1. Click Save.

The Metric Klip you just created displays at the top of your list of Metric Klips on the Metric Klips List page. Now you're ready to explore your metric and learn more about your data: See Exploring a Metric Klip.

Learn more