BETA - Displaying Metric Klips on a Klipboard

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.

 

For a quick introduction to Klipboards, watch this video:

Klipboards are used to display a set of related Metric Klips. As with all Metric Klip® features, Klipboards include an element of discovery.

Klipboards are highly flexible, empowering you to create unique displays tailored to your specific needs and audience. This flexibility enables you to mold your data to effectively inform others and illustrate progress toward your business goals. A diverse set of configuration options means you can individualize each Klipboard display.

When interacting with a Klipboard, available options depend on whether you are in View mode or Edit mode.

The article includes the following:

Adding and deleting a Klipboard

To add a Klipboard:

  1. Click the + beside Klipboards and enter a name for the Klipboard by selecting the text in the title text field and typing a name.
  2. Click Save.

To delete a Klipboard:

  1. Under Klipboards, select the Klipboard you want to delete.
  2. Click the 3-dot menu in the upper-right corner of the Klipboard and click Delete.

View mode

View mode enables you to set personal options for your Klipboard. The customizations you make while in View mode persist locally and are only visible to you. If you want to make permanent changes to a Metric Klip View on your Klipboard, you need to be in Edit mode.

When in View mode, you can:

  • Share the Klipboard. Learn more about sharing here.
  • Select the date range and dimensions by which to filter all Metric Klips on the Klipboard (by selecting an option from the drop-down lists at the top of the Klipboard).
  • Access the following options for individual Metric Klips on the Klipboard (by clicking the 3-dot menu for each Metric Klip):
  • Personalize - Here you can modify a range of options, such as, choosing to break lines for blank values, selecting an alternate aggregation method, and comparing your data to a previous time period. For more detailed information on Metric Klip settings, see the Edit mode section below and this Knowledge Base article.
  • Go to (name of the Metric Klip) - Navigate to the Metric Klip's Explore View page.
  • Add to Klipboard - Add the Metric Klip to an existing or new Klipboard.

Edit mode

Edit mode is used for authoring and editing Klipboards for you and your team. When you make changes in Edit mode, you are setting the default display that everyone will see when viewing the Klipboard and its Metric Klips.

Edit mode options range from simple modifications, like adding Metric Klips to and removing Metric Klips from a Klipboard and modifying the Klipboard layout, to more integral edits, such as selecting an alternate date range, choosing a different visualization type, and viewing cumulative data and trend lines.

When you add a Klipboard, you enter in Edit mode, where you can interactively make adjustments to your Klipboard and each of its Metric Klips. To enter Edit mode for an existing Klipboard, click the Edit button in the upper-right corner of the Klipboard.

Notes:

  • You can only edit Klipboards that you created.
  • Your edits only take effect after you click “Save”. After saving, changes are reflected in everyone’s view of the Klipboard when they refresh their web page.

This section includes:

Adding and removing Metric Klips

To add a Metric Klip to a Klipboard:

  1. With the Klipboard open, click the Edit button in the upper-right corner of the Klipboard.
  2. Click the Add a Metric Klip button in the upper-right corner of the Klipboard and select a Metric Klip from the list.
  3. To add more Metric Klips to the Klipboard, repeat step 2.
  4. When you’re done adding Metric Klips, click Save.

Note: You can also add a Metric Klip to a Klipboard from the Metric Klip's Explore View page by clicking the 3-dot menu beside the Metric Klip's name and then clicking Add to Klipboard.

To remove a Metric Klip from a Klipboard:

  1. With the Klipboard open, click the Edit button in the upper-right corner of the Klipboard.
  2. On the Metric Klip tile, click the 3-dot menu and select Delete.
  3. Click Save.

Modifying the Klipboard display

You can modify your Klipboard display by resizing individual Metric Klips and reordering their position on the Klipboard.

To resize and reorder Metric Klips:

  1. With the Klipboard open, click the Edit button in the upper-right corner of the Klipboard.
  2. Click and drag the bottom-right corner of a Metric Klip to resize it.
  3. Click and drag a Metric Klip to change its position on the Klipboard.
  4. Click Save.

Configuring Klipboard settings

There are a couple of configuration options you set at the Klipboard level. The settings you choose for the date range and filtering options will apply by default to all Metric Klips on the Klipboard, however, viewers of the Klipboard can optionally make changes to those settings.

You can also add the filter control to the Klipboard, without making any selections, enabling viewers to create their own.

To set the date range:

  • Select from the drop-down list at the top of the Klipboard.

To set filtering:

  1. Click the Filterbutton and select the dimensions you want to display on your Klipboard.
  2. Click Apply.
  3. For each dimension you selected, choose the members you want to display on your Klipboard:
  1. Click the dimension's drop-down arrow.
  2. Click Include.
  3. Select the members you want to display.
  4. Click Filter.

If there are a lot of members in your Metric Klip, use the Search feature to find them.

Note: For narrow browser windows, click the right-pointing arrow, beside "x filters applied", to view and modify your list of applied filters.

Configuring individual Metric Klip settings

To configure an individual Metric Klip, click its 3-dot menu and select Configure. This opens its configuration panel.

From the configuration panel, you can:

  • Rename a Metric Klip. (You can also rename a Metric Klip in Edit mode by selecting the Metric Klip’s name in the Metric Klip's View and modifying it.)

  • Change the visualization type.

  • Either display a continuous line or break lines when there are gaps in data.

  • Select a date range. The Use Klipboard date range option is selected by default and applies the date range as set at the Klipboard level. You can optionally select Custom to set a unique date range for a Metric Klip.

If you chose Custom, you can access date range setting details by clicking x filter applied. See below:

  • Select an alternate aggregation method.

  • Choose to view your data cumulatively.

  • Choose the dimension(s) by which you want to segment your data.

  • Choose the time periodicity for the Metric Klip, for example, hourly, daily, or weekly.

  • Choose to add a trend line.

  • Choose to either apply no comparison or to compare your data to a previous period.

  • Filter your data by selecting the members to include for each dimension.

Note: Dimensional member filtering is done at the Klipboard level but you can choose to apply unique filters at the individual Metric Klip level. Your individual Metric Klip settings override those that are set at the Klipboard level. For example, if the dimensional member “Germany” is selected at the Klipboard level and you select “Greece” at the individual Metric Klip level, the individual Metric Klip will display data for “Greece” only. When you apply unique filtering, you can access filter details by clicking x filter applied. See below:

For more detailed information on Metric Klip configuration settings, see Exploring a Metric Klip.

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