Displaying PowerMetrics on a dashboard

Klipfolio includes 2 different types of dashboards:

  • Klip dashboards - used to display Klips and PowerMetrics. Klip dashboards are located in the Klip product area. Choose Klips from either the product selector (located at the bottom of the left navigation sidebar) or the drop-down product selector (located at the top of the left navigation sidebar).
  • PowerMetric dashboards - used only for PowerMetrics. PowerMetric dashboards are located in the PowerMetrics product area. Choose PowerMetrics from either the product selector (located at the bottom of the left navigation sidebar) or the drop-down product selector (located at the top of the left navigation sidebar).

What is a PowerMetric dashboard?

This article primarily describes PowerMetric dashboards, which we will refer to from here on simply as “dashboards”. Where Klip dashboards are being discussed, they will be referred to as such. For more information on the differences between PowerMetric dashboards and Klip dashboards, go here.

Dashboards are used to display a set of related PowerMetrics. As with all PowerMetric features, our dashboards include an element of discovery.

Dashboards 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 dashboard display.

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

The article includes the following:

Adding and deleting a dashboard

To add a dashboard:

  1. In PowerMetrics, click the + beside Dashboards and enter a name for the dashboard by selecting the text in the title text field and typing a name.
  2. Click Save.

To delete a dashboard:

  1. In PowerMetrics, under Dashboards, select the dashboard you want to delete.
  2. Click the 3-dot menu in the upper-right corner of the dashboard and click Delete.

View mode

View mode enables you to set personal options for your dashboard. 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 PowerMetric on your dashboard, you need to be in Edit mode.

When in View mode, you can:

  • Enter Edit mode. (This option is only available if you created the dashboard or have been granted Edit access to it.)
  • Share the dashboard. Learn more about sharing here.
  • Revert to the most recently saved version of the dashboard (that includes the latest saved edits made by anyone with editing access to the dashboard). This removes any personalization settings you applied. This reset only impacts your view of the PowerMetrics and the dashboard.
  • Delete the dashboard. (This option is only available if you created the dashboard or have been granted Edit access to it.)
  • Select the date range and dimensions by which to filter all PowerMetrics on the dashboard (by selecting an option from the drop-down list and calendar at the top of the dashboard).
  • Access the following options for individual PowerMetrics on the dashboard (by clicking the 3-dot menu for each PowerMetric):
  • 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. Personalization changes persist locally and are only visible to you. Learn more about personalizing your PowerMetric here.
  • Go to (name of the PowerMetric) - Navigate to the PowerMetric's Explore View page. If this is a visualization that displays data for more than one PowerMetric, select which individual PowerMetric you want to go to.
  • Add to PowerMetric dashboard - Add the PowerMetric to an existing or new dashboard.
  • Expand/Collapse - Interact with and personalize your PowerMetrics while in full-screen mode. Once one PowerMetric is expanded, you can navigate between all of the PowerMetrics on a dashboard. Personalization and other options are accessed from the expanded PowerMetric’s 3-dot menu. When you’re done exploring, click the button to collapse the PowerMetric and return to your dashboard.
  • About - Display information about the PowerMetric, including (if applicable) the name of the PowerMetric view (which displays at the top of the window), the name of the source PowerMetric (if you click the link beside 'PowerMetric', you open the PowerMetric in its Explore view), the owner, when it was last refreshed and last modified, and a definition with the formula (if it was created using one of the metrics from MetricHQ). If this is a visualization that displays data for more than one PowerMetric, select which individual PowerMetric you want to learn more about.

Edit mode

Edit mode is used for authoring and editing dashboards 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 dashboard and its PowerMetrics.

Edit mode options range from simple modifications, like adding PowerMetrics, images, and text boxes to a dashboard and modifying the dashboard layout, to more integral edits, such as adding multiple PowerMetrics to individual visualizations, selecting an alternate date range, choosing a different visualization type, and viewing cumulative data and trend lines.

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

Notes:

  • You can edit dashboards that you created and dashboards that have been shared with you (if you are granted Edit access).
  • Your edits only take effect after you click “Save”. Those with shared access to the dashboard must choose the "Revert" option from the dashboard’s 3-dot menu to see your new default version.

This section includes:

Adding and removing PowerMetrics

Each dashboard can display up to 15 PowerMetrics.

You can add PowerMetrics to dashboards (in the PowerMetrics area of Klipfolio) and to Klip dashboards (in the Klips area of Klipfolio).

The following procedures describe how to add an existing PowerMetric to a dashboard. You can create and add a new PowerMetric by selecting Create a new PowerMetric instead.

To add a PowerMetric to a dashboard (from PowerMetrics):

  1. In PowerMetrics, with the dashboard open, click the Edit button in the upper-right corner.
  2. In the dashboard toolbar, click the  Add a PowerMetric button.
  3. From the Display drop-down list, choose the category of PowerMetrics you want to select from (see below).

  1. Click the button beside the PowerMetric(s) you want to add to the dashboard.
  2. When you’re finished adding PowerMetrics, click Done.
  3. Click Save.

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

To add an existing PowerMetric to a Klip dashboard (from Klips):

  1. In Klips, with the dashboard open, click the button.
  2. From the Display drop-down list, choose the category of PowerMetrics you want to select from (see below).

  1. On the Add a PowerMetric page, click the button beside the PowerMetric(s) you want to add to the Klip dashboard.
  2. When you're finished adding PowerMetrics, click Done.
  3. Click Save.

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

To remove a PowerMetric from a PowerMetric dashboard (from PowerMetrics):

  1. In PowerMetrics, with the dashboard open, click the Edit button in the upper-right corner.
  2. Click the PowerMetric you want to remove and then click the Remove button in its toolbar.
  3. Click Save.

To remove a PowerMetric from a Klip dashboard (from Klips):

    • In Klips, with the dashboard open, click the 3-dot menu for the PowerMetric and select Remove from dashboard.

Adding images

Add colour, context, and vitality to your dashboard with images!

We support the following image file types: PNG, JPEG, and SVG. The maximum file size is 10 MB.

Note: Images don’t count toward your 15 PowerMetric limit for a dashboard.

To add an image to a dashboard:

  1. In PowerMetrics, with the PowerMetric dashboard open, click the Edit button in the upper-right corner.
  2. In the dashboard toolbar, click the Add an image button.
  3. Select the image to insert.

The image is added to the first available space on the dashboard and can be resized by clicking and dragging its bottom-right corner.

  1. Click Save.

Note: You can duplicate or remove an image by clicking the image (with the dashboard in Edit mode) and selecting options from its toolbar.

Adding text boxes

Add titles and descriptions to your dashboard with text boxes. You can also insert UTF-8 characters and emojis. In addition, keyboard shortcuts, such as copy/paste and undo/redo, are supported.

To add a text box to a dashboard:

  1. In PowerMetrics, with the PowerMetric dashboard open, click the Edit button in the upper-right corner.
  2. In the dashboard toolbar, click the Add a text box button.

The text box is added to the first available space on the dashboard and is ready for you to modify with your own information. You can resize the text box by clicking and dragging its bottom-right corner.

  1. Click the text box to display the toolbar and apply formatting.
  2. Click Save.

Note: You can duplicate or remove a text box by clicking it (with the dashboard in Edit mode) and selecting options from its toolbar.

Adding multiple views of a PowerMetric

You can add multiple copies of the same PowerMetric to a dashboard and then create unique representations of the data by applying different filters and segmentation to each copy.

Note: You can also create multiple copies of an image or a text box on a dashboard by clicking the image or text box (with the dashboard in Edit mode) and selecting the Duplicate button in its toolbar.

To duplicate a PowerMetric:

  1. In PowerMetrics, with the dashboard open, click the Edit button in the upper-right corner.
  2. Click the PowerMetric and then click the Duplicate button in its toolbar.
  3. Click Save.

Modifying the dashboard display

You can modify your dashboard display by resizing individual PowerMetrics and reordering their position on the dashboard.

To resize and reorder PowerMetrics:

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

Configuring dashboard settings

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

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

If you modify the filters and want to return to the dashboard’s original settings, click the 3-dot menu for the dashboard and select Revert. Note that this action also resets all personalization settings you applied to the PowerMetrics on the dashboard.

To set the date range:

  • Select from the drop-down list and calendar options at the top of the dashboard. You can choose from our pre-set options or click Custom and apply a unique date range.

To set filtering:

  1. With the dashboard open, click the Edit button in the upper-right corner.
  2. In the dashboard toolbar, click the Filter button and select the dimensions you want to display on your dashboard.
  3. Click Apply.
  4. For each dimension you selected, choose the members you want to display on your dashboard:
  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 PowerMetric, use the Search feature to find them.

Note: For your browser window is too narrow to list all of the filters you've applied, click the Filters applied button, to view and modify your list of applied filters.

Configuring individual PowerMetric settings

Note that the options available to you when editing depend on the chart type and style and the settings you chose when you created the PowerMetric.

To configure an individual PowerMetric, with the dashboard in Edit mode, click the PowerMetric and then click the button in its toolbar. The Configure panel opens and includes access to the following options:

In the Display tab:

  • Title - Rename the PowerMetric. 

  • Chart Type and Style. Choose a combination of chart type and style to display your data meaningfully. For example, if you want to display data in a chart with stacked columns, you would select Bar / Column as the Chart Type and Stacked Column as the Style.

Available chart types are: bar and column charts, line and area charts, pie and donut charts, tree maps, radar plot charts, waterfall charts, heat maps, summary charts, and tables. Available styles depend on the chart type chosen. Note: Stacked bar charts don't support trend lines. If your PowerMetric includes trend lines, your visualization will default to a column chart.

  • Break lines for blank values - When there are gaps in data, for example, if data is not refreshed during a time period, you can choose to break the chart lines to show the gaps in data. Alternatively, you can display a continuous line, where a line is drawn between known data points to fill in the gaps. By default, we break lines for blank values but you can deselect this option if you'd rather see a continuous line.

  • Comparison - Choose to either apply no comparison or to compare your data to other time periods (vs a previous period, vs the same period (last year), or vs a custom period). Comparisons are made between equivalent time period types. For example, if the date range selected is "today", then the previous period will be "yesterday".

For line and bar charts, the previous period's data displays in the background as a grey dotted line.

For summary charts, the percentage difference between the current value and the previous value (the delta) displays. Green is used for data that has improved and red for data that has regressed.

In summary chart visualizations, when comparing data from a partial period, we compare it to a previous partial period. For example, if you are halfway through a month and want to compare to the previous month, your PowerMetric will be compared to the same period of the previous month.

  • Trend line - To more easily see data trends over time, you can apply a trend line to your visualization. Select Moving Average if you want to smooth out fluctuations in data so you can more clearly gauge patterns and trends. Select Linear if you want to see a straight line, indicating the general direction in which your data is heading. When you select either option, a line is added to your chart. If you also select Show as cumulative, the trend line is drawn using cumulative data. Trend lines exclude data from incomplete, partial periods.

In the Data tab:

  • Add PowerMetrics to the chart - You can add up to 5 PowerMetrics to a visualization (for chart types that support multiple PowerMetrics). When you click the button (as shown below), the Add a PowerMetric window opens. Click the + button beside each PowerMetric you want to add to your chart.

Note: Some chart types don’t support multiple PowerMetrics. If you add multiple PowerMetrics to a visualization that supports them and then change the chart type to one that doesn’t support them, data for the first PowerMetric listed in the Data tab will display.

  • Aggregation - Choose how you want the PowerMetric's value to be aggregated over time by clicking the drop-down arrow beside the PowerMetric name, as shown below. Available aggregation methods depend on the type of data in your PowerMetric. The selected default aggregation is based on the choice you made when creating your PowerMetric.

  • Show as cumulative - Choose to view your PowerMetric data as a cumulative sequence by clicking the drop-down arrow beside the PowerMetric name, as shown below. Viewing your data from this perspective illustrates growth over a time period.

  • Segment by - Choose the dimension(s) by which you want to segment your data. Breaking down your data enables you to see your business performance from different perspectives. For example, you might choose to segment your sales data based on region, sales rep, or product type.

Note: To optimize clarity in your visualization, we recommend building your PowerMetric using fewer than 20 members. If your PowerMetric includes > 20 members, all members above the first 20 will be grouped together under “Other” in your visualization.

  • Over - Choose how you want your data to be grouped. Klipfolio automatically sets the time periodicity to use for your PowerMetric based on the date range you selected. For example, if you're viewing a date range for your data for the "Last 7 days", the auto-periodicity will be set to "Auto (Daily)". If your date range is "Last 8 weeks", the auto-periodicity will be set to "Auto (Weekly)". You can override the auto-selected time periodicity by choosing an alternate option from the drop-down list. By default, the x axis displays time but bar charts enable you to select either a time dimension to group by or a non-time-related dimension.

In the Filter tab:

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

If you chose Custom and you have applied unique filters to the PowerMetric, you can access date range setting details by clicking "x" filter. See below:

  • Click the drop-down arrows to filter your data by selecting the members to include for each dimension.

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

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