Creating a PowerMetric - for Trial Accounts

If you signed up for a trial account on or after May 16th, 2019 and you want to create PowerMetrics, this article is for you! If not, please go here.

 

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:

Before I start, what should I know about PowerMetrics?

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

Creating a PowerMetric

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.

You can create a PowerMetric either from within an open PowerMetrics dashboard (in Edit mode):

Or by clicking the + sign beside PowerMetrics:

Pre-built or custom-built?

When you create PowerMetrics you can access our pre-built or custom-built options.

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 PowerMetric properties according to these configuration steps.

Pre-built

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, under Choose a PowerMetric, select the metric Follower Count. 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!

To add a PowerMetric using our pre-built options:

  1. At the top of the side navigation bar, select PowerMetrics from the drop-down menu.
  2. In an open dashboard, in Edit mode, click the Create a new PowerMetric button.

Note: You can also create a PowerMetric from the side navigation bar by clicking the + beside PowerMetrics.

  1. On the Where is your data? page, select a service. (See some example pre-built service connections below.)

  1. On the Choose a PowerMetric page, under Instantly get data, select a metric. (See some example pre-built metrics below.)

  1. 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!

When you create a PowerMetric using our pre-built options, 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.

Custom-built

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

There are many custom paths you can take when creating a PowerMetric.

You can create a custom PowerMetric when you:

  • Connect to our supported services: As mentioned above, we have several pre-built 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 pre-built options, you will 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

You can also create calculated PowerMetrics:

  • Combine PowerMetrics to create a calculated PowerMetric. Learn more about calculated PowerMetrics here.

Adding and configuring a custom-built PowerMetric

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.

This section walks you through adding 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 add and configure a custom-built PowerMetric:

  1. At the top of the side navigation bar, select PowerMetrics from the drop-down menu.
  2. In an open dashboard, in Edit mode, click the Create a new PowerMetric button.

Note: You can also create a PowerMetric from the side navigation bar by clicking the + beside PowerMetrics.

  1. 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
  • REST/URL
  • SQL Query
  • FTP & SFTP
  • Choose from our list of supported services
  1. Follow the workflow until you arrive at the Create a custom PowerMetric page where you will configure your PowerMetric.

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  1. 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.

  1. 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.

  1. In the Segment metric value by category step, select the categories 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.

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.

  1. 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).
  2. If you chose to Use the current date and time, select an appropriate aggregation method: All values, The latest values, or The latest values of each. Your choice determines the data points your PowerMetric will 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'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'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 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.
  1. Click Save.

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

Learn more

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