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 offer a wealth of opportunity for you to visualize, learn from, and share your data. As with all Metric Klip features, the creation process is highly flexible, with multiple options for configuration and exploration to help you envision your most essential data and track your business metrics meaningfully.

This article contains the following sections:

Before I start, what should I know about Metric Klips?

Metric Klips are created from modelled data sources so, when creating a Metric Klip you must have access to at least one modelled data source. You might ask - Should I model the data source first? The answer depends on whether you want to create a Metric Klip using one of your existing data sources or a new data source:

  • If you already have a data source that you want to use for your Metric Klip, you must model it before building the Metric Klip. After you've modelled the data source, you will be able to select it during the Metric Klip creation process and then quickly advance to creating a Metric Klip.
  • If you want to create a new data source for your Metric Klip, you can build your data source, model it, and create a Metric Klip, all within the Metric Klip creation flow.

If you need help when connecting to a service, refer to this section in our Knowledge Base.

For more information specific to modelled data sources, see:

Creating a Metric Klip

Before creating a Metric Klip, you need to decide which data you want to connect to and visualize and what metric you want to measure. For example, if you want to track customer interaction with your company’s website, you could connect to your data in Google Analytics and track interactions using the Sessions metric.

You can create a Metric Klip using our pre-built or custom-built options. Our pre-built options enable you to get to your Metric Klip quickly without the need for further configuration. When you custom-build, you personalize your Metric Klip properties according to these configuration steps.

Pre-built options

If you know what you’re looking for and want to get to your data as quickly as possible, use our pre-built connections to services and pre-built metrics.

Here are a couple examples of how you might use our pre-built options to create your ideal Metric Klip:

  • You want to track the number of followers for your company’s Twitter account. Under Metrics by Service, choose Twitter and, under Choose a metric, choose Follower Count.

 

  • You want to track the number of followers for all of your company’s social media accounts (not only Twitter) and are curious which other services support the Follower Count metric. In this case, under Featured Metrics, choose Follower Count and, under Choose a service > Instantly get data, select a service that supports the Follower Count pre-built metric (for example, LinkedIn and Twitter).

 

When building a Metric Klip, you can start with either a pre-built connection to a service or with a pre-built metric.

To add a Metric Klip using our pre-built options:

  1. At the top of the side navigation bar, select Metric Klips (Beta) from the drop-down menu.
  2. Click the + beside Metric Klips.
    • To start with a pre-built connection to a service: Choose a pre-built connection to a service, displayed under Metrics by Service (see some examples below). After selecting a service and a metric, you may be prompted to enter information, such as your account ID, but other than that, the connection is automatic and fast!

  • Next, pick a pre-built metric under Choose a metric > Instantly get data.

  • To start with a pre-built metric: Choose a pre-built metric, displayed under Featured Metrics (see some examples below). When you choose a pre-built metric and a connection to a service, parameters are applied invisibly, populating the metric automatically.

  • Next, pick a pre-built connection to a service under Choose a service > Instantly get data.

When you create a Metric Klip using our pre-built options, no further configuration is needed. You enter into your finished Metric Klip in its Explore View, where you can immediately start using, personalizing, and experimenting with your data! To learn more about exploring your data, go here.

Custom-built options

Get creative with your data with our custom-built options.

There are many custom paths you can take when creating a Metric Klip. Here are just a few examples of how you might use our custom options to create your ideal Metric Klip:

 

  • You want to connect to a service but don’t see it in our list of pre-built options. If you know what metric you want to track, under Featured Metrics, either select a pre-built metric from the list or click More… and choose from our list of defined metrics (listed under More metrics ...). Then, under Use a service connector, choose from the list of supported services. Create and model your data source and then configure your Metric Klip.

 

  • You want to build a custom Metric Klip based on one of your existing data sources that has already been modelled. At the top-right of the Metrics Hub page, click Define your own metric. Under Use a core connector, click Saved data sources. Configure your Metric Klip.

 

  • You want to create a Metric Klip using data from a .csv file that’s saved on your desktop. Under Metrics by Service, click More . Under Use a core connector, click Upload a file. Create and model your data source and then configure your Metric Klip.

 

When building a Metric Klip, you can start with either a connection to a service or with a metric.

To add a Metric Klip using our custom options:

  1. At the top of the side navigation bar, select Metric Klips (Beta) from the drop-down menu.
  2. Click the + beside Metric Klips.
  3. Select options and navigate through your chosen workflow until you arrive at the Metric Klip’s configuration panel, where you choose properties for your customized Metric Klip. See the following section for configuration instructions.

Configuring a custom-built Metric Klip

To configure your custom-built Metric Klip:

  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.
  2. 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.
  3. 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.
  2. 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).
  3. 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.
  4. 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 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.

  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. Click Save.

Now you're ready to explore your metric and learn more about your data: See Exploring a Metric Klip.

Learn more