PowerMetrics offer a wealth of opportunity for you to visualize, learn from, and share your data. As with all PowerMetric features, the creation process is highly flexible, with multiple options to help you envision your most essential data and track your business metrics meaningfully.
This article contains the following sections:
- Getting started
- Adding PowerMetrics
- Pre-built or custom-built?
- Pre-built (instant)
- Adding instant PowerMetrics
- Creating custom PowerMetrics
Before I start, what should I know about PowerMetrics?
Consider the data you want to visualize. Before creating a PowerMetric, 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.
PowerMetrics are created from modelled data sources. You might ask - Should I model the data source first? The answer depends on whether you want to create an instant (pre-built) PowerMetric or a custom PowerMetric and whether you want to use one of your existing data sources or create a new data source:
- If you want to add an instant PowerMetric you don't need to worry about modelling your data source. When you add an instant PowerMetric, you connect to an instant data service, and we build and model the data source for you.
- If you already have a data source that you want to use for your custom PowerMetric, you must model it before building the PowerMetric. After you've modelled the data source, you will be able to select it during the custom PowerMetric creation process and then quickly advance to creating your PowerMetric.
- If you want to create a new data source for your custom PowerMetric, you can build your data source, model it, and create a PowerMetric, all within the custom PowerMetric 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:
You access PowerMetrics by choosing it from the product selector located at the bottom of the left navigation sidebar. (See below.)
You can add a new PowerMetric either by:
- Clicking PowerMetrics in the left navigation sidebar (to open the PowerMetric List page) and then clicking + Add PowerMetrics
- From within an open PowerMetrics dashboard (in Edit mode) by clicking Insert in the toolbar and selecting PowerMetrics from the drop-down list.
Pre-built or custom-built?
Our pre-built options enable you to get to your PowerMetric quickly without the need for further configuration. When you custom-build, you personalize your visualization properties according to these configuration steps.
Pre-built (instant) PowerMetrics
Klipfolio includes a lot of pre-built content for our most popular services and metrics and we are adding more all the time! Building a PowerMetric with “instant” pre-built content connects you to your data fast.
For example, let’s say you want to track the number of followers for your company’s Twitter account. In PowerMetrics, select Twitter as a service and then select the metric Followers. The first time you create a PowerMetric, you will be asked to connect your Twitter account and enter your Twitter Handle. Voila! Your PowerMetric is created!
Connecting instant PowerMetrics to your data
In the following procedure, you'll learn how to add an instant PowerMetric. As you connect to your data, you'll create an account and account settings that you can reuse for future instant PowerMetrics. The following notes provide some extra information to help you understand how that works.
When connecting an instant PowerMetric to your data, you only need to select your service account credentials (usually your username and password) once. The next time you create an instant PowerMetric, your account displays in, and can be selected from a list, (along with any other accounts that have been created for the service).
Some services use the same account credentials to access additional services, for example, you may use the same Google account credentials to connect to your Google Ads and your Google Analytics data.
After entering your account credentials, you may be prompted to further define the data you're looking for by choosing additional account settings from a group of drop-down lists. For more information on creating and managing connections to your instant PowerMetric data services, go here.
Adding instant PowerMetrics
When you add an instant PowerMetric, you choose an instant data service and the metrics you want to visualize. You then connect to the data service by entering your account credentials - and you're done!
Note: The following description uses Google Analytics as an example.
To add an instant PowerMetric:
- In the left navigation sidebar click PowerMetrics to open the PowerMetrics List page. Click + Add PowerMetrics.
Note: You can also create an instant PowerMetric from an open PowerMetrics dashboard, in Edit mode. In the dashboard toolbar, click Insert, and select PowerMetrics from the drop-down list.
- On the Where is your data? page, select an instant data service.
- Select one or more metrics.
You can select up to 5 metrics at a time. If you want to learn more about a metric, clickto see a brief metric definition and the metric formula. If you're looking for more detailed information, click the link to go to its information page in MetricHQ.
- Click Create PowerMetrics. The following window displays.
- If you previously connected to the account you want to access, select it from the list (as shown above) and click Next.
- On the Select account settings page, select an existing account setting and click Get data.
- Click Add account settings and select setting options from the drop-down lists. (See below.) This enables you to access a different set of data, for example, to connect to a Google Analytics account that uses a different Analytics Profile.
- If you haven’t connected to this account previously, click Add new account.
- Choose an existing account or click Use another account. Depending on your choice, you may need to enter your account credentials and click Next.
- When prompted, click Allow to enable Klipfolio to access your account.
- On the Choose account settings page, select setting options from the drop-down lists and click Get data.
If you added the instant PowerMetric(s) from an open dashboard, they're added to that dashboard. If you added the instant PowerMetric(s) from the PowerMetrics + button, they're added to your list of PowerMetrics.
When you create an instant PowerMetric, no further configuration is needed. You're ready to explore your PowerMetric by personalizing and experimenting with your data! To learn more about exploring your data, go here.
Get creative with your data with our custom-built options.
There are many custom paths you can take when creating a PowerMetric.
You create a custom PowerMetric when you:
- Connect to our supported services: As mentioned above, we have several instant data services and metrics, however, we haven’t got all of the services covered … yet. In the meantime, if you select a service that doesn’t have any instant options, you'll be guided down our custom-building path.
- Access an existing data source: Choose from modelled data sources you’ve already created.
- Upload a file: For example, access an Excel spreadsheet from your desktop.
- Use REST/URL: Process Excel, CSV, JSON, and XML files from RESTful services.
- Access an SQL database with an SQL Query
- Connect to data that's stored on an FTP or SFTP server
- Combine PowerMetrics to create a calculated PowerMetric. Learn more about calculated PowerMetrics here.
Creating custom PowerMetrics
If you need help connecting to your data, refer to this section in our Knowledge Base.
When you create a custom PowerMetric, you can either model your data source before or during the creation process. If you choose to model your data while you create your PowerMetric, in the Verify your data page, either click Continue (to accept the auto-selected choices for modelling your data source) or, if you want to make modifications to the modelled data source, click the Edit button, make changes, and then click Save. Learn more about modelling your data source here.
This section walks you through creating a custom-built PowerMetric and configuring it with the in-app wizard. Note that you can move backward and forward through the wizard by clicking “Back”, “Next”, or selecting from the left-side options in the configuration tree.
To create and configure a custom-built PowerMetric:
- In the left navigation sidebar click PowerMetrics to open the PowerMetrics List page. Click + Add PowerMetrics.
Note: You can also create a custom PowerMetric from an open PowerMetrics dashboard, in Edit mode. In the dashboard toolbar, click Insert, and select PowerMetrics from the drop-down list.
- On the Where is your data? page, you can:
- Click Use an existing data source if you already have a modelled data source you want to use to build the PowerMetric. Next, on the Saved data sources page, select the modelled data source.
- Click Calculate a new PowerMetric if you want to combine PowerMetrics to create a calculated PowerMetric. Learn more about calculated PowerMetrics here.
- Select from the following options:
- Upload a file
- SQL Query
- FTP & SFTP
- Choose from our list of supported services
- Follow the workflow until you arrive at the Create a custom PowerMetric page where you will configure your PowerMetric.
- In the Connect to your data step, you can:
- Click Modify data to see details for (or edit) your selected data source.
- Click Use a different data connection to choose a different, saved data source or to create a new data source.
- In the Select a metric value step, choose which column of data you want to track in your PowerMetric.
Once you've chosen a metric value, its default aggregation type displays. The default aggregation type will be used wherever there are no configuration options available. For example, on the PowerMetric List page, metrics will display using a default aggregation type based on your selection here.
- In the Segment metric value by category step, select the categories by which you want to filter your data.
Each selection 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. The segments you select when creating a PowerMetric become filters in the finished PowerMetric. You can filter on the individual PowerMetric level or at the dashboard level (when you add your PowerMetric to a dashboard). Learn more about PowerMetric dashboard filters here.
If you want to create a PowerMetric without segmentation, click the toggle button at Segment values for this PowerMetric to turn off this step in the configuration wizard.
If the modelled data source for your PowerMetric doesn’t include any text columns (or has only one text column) there will be no available categories by which to segment. This step will be marked as complete and you will move on to the next step in the wizard. If you want to add columns to your modelled data source to enable segmentation, click Modify data.
- In the Select a date column step, either select a timestamp column from your modelled data source or Use the current date and time (if your modelled data source doesn’t include a timestamp column).
- In the Tell us about your data step, select an appropriate aggregation method: Transactional values, Current values, or Periodic summary. Your choice determines the data points your PowerMetric will use when calculating the metric value for a time period:
- Transactional 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.
- Current values: Select this option if your data includes current value totals for specific points in time. For example, if you are tracking social media followers, each import gives you the current value, which is the total of all values for the time period.
- Periodic summary: (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'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).
- Click Options:
- To enter a Name for the PowerMetric.
- To choose a data format: Numeric, Currency, or Percentage.
- To set your data to Show as cumulative by default for all of the PowerMetric's view modes.
- To set the Favourable trend for your PowerMetric. Choose whether you want ascending or descending values to indicate a positive trend. For example, if your PowerMetric includes sales totals, a higher (ascending) number demonstrates a positive trend but, if your PowerMetric includes cost to acquire customers, 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.
- Click Save.
Now you're ready to explore your PowerMetric and learn more about your data. See Exploring a PowerMetric.