If you don’t see Klipfolio Trends options and want to get on the waitlist for our BETA metric functionality, go here.
To create a metric, you begin by modelling the data source on which you will base your metric. When adding a metric, you can choose from Klipfolio's defined metrics or create your own custom metric. Klipfolio makes the metric 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.
What do I need to know about the BETA release?
During the BETA period, we will continue to evolve Klipfolio Trends. In the initial phase of BETA, there will be a few constraints (noted below):
- To be able to create a metric, you must have either an Admin or Editor role. Learn more about roles here.
- Metrics are derived from modelled data sources. Before creating a metric, you must have already created a modelled data source(s). Learn more about modelled data sources here.
- There is a limit of 10 metrics per account.
- When exploring your metrics, you can add up to 5 dimensions to each metric.
- Weekly time period settings for metrics extend from Monday to Sunday.
How do I create a metric?
Since metrics are created from modelled data sources, before creating a metric you must have already created at least one modelled data source. For more information on modelled data sources, see:
To create a metric:
- At the top of the side navigation bar, select Trends (Beta) from the drop-down menu.
- Click the + beside Metrics.
- You can either use one of our defined metrics or create a custom metric:
- If you want to use one of our defined metrics, choose one from the list. Optionally, click the Metric Information icon to learn about your chosen metric. Once you decide this is the metric you want, click Connect your data.
- If you want to create a metric from scratch, click Create a custom metric.
- On the Where is your data? page, select the modelled data source from which you will create a metric.
If you don't have any modelled data sources to select from, you will need to create one. Learn how to model a data source.
- 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.
- If you change your mind and want to create a metric based on a different modelled data source, click Change data source to return to the Where is your data? page.
- Under Choose a measure value > Measure, select the column that represents the value for your metric. 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.
- Under Choose a measure value > Default aggregation, select how you want values to be aggregated for displayed metrics when there are no configuration options available. For example, on the Metrics List page, metrics will display using a default aggregation based on your selection here.
If you select a non-numeric, dimensional column, the aggregation options are either "count rows" or "count unique". If you select a numerical column, you can choose from sum, average, min, and max.
- 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.
Note: You can choose up to 5 dimensions per metric. When you pick a dimension, the preview table on the left gets automatically updated to include a column for the selected dimension. If you have > 5 dimensions, Klipfolio auto-selects the first 5, alphabetically, for you but you can optionally deselect any or all of them and choose others as appropriate.
- Under Date and time > Time 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.
- Under Date and time, select which data points you want to use when calculating the metric 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 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, 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 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, Month, or Year).
- At Refresh Interval, from the drop-down list, select how often you want your metric data to refresh when you are offline.
- Under Sharing, grant viewing access for the metric to All users or make the metric visible only to you.
When you grant access to others, this includes all users in your account who have an Admin or Editor role. Learn more about roles here.
- Click Save.
The metric you just created opens in the Explore View page and displays at the top of your list of metrics on the Metrics List page. Now you can explore your metric and learn more about your data: