Klipfolio Changelog 2020

Up to November 12th

New:

  • PowerMetrics: We’ve improved the naming convention for account connections to make them easier to identify. The default name now includes your first name, followed by GMT date and time, for example, Janet_Nov 12, 2020 4:15 PM. Learn more here.

Up to October 26th

New

On October 15th we launched a new experience for our Klipfolio PowerMetrics customers!

Now you can:

  • Access even more instant PowerMetrics for a host of popular services, including Facebook, Facebook Ads, Google Ads, Google Analytics, Instagram, LinkedIn, LinkedIn Ads, QuickBooks Online, Twitter, and Xero (and we’re adding more all the time).
  • Increase efficiency with our new account connection (OAuth token) management system for instant PowerMetrics. Only enter your credentials once. Reuse the connection as you add more instant PowerMetrics. Learn more here.
  • Get even more than before from MetricHQ, including new dimensions and services. Go here to learn about MetricHQ.
  • Manage your Klipfolio Account in our new Admin section (new customers only). Here you can manage users, groups, and roles, open Klipfolio products that you currently own or start a new trial (Klips) or account (PowerMetrics). You can also open MetricHQ, a Klipfolio community that's all about metrics. Learn more here.
  • Apply new, more flexible, roles and permissions to your account users. Learn more here.
  • Improvements to the modeller, including recognizing numbers with comma separators.
  • Performance enhancements for Klips and PowerMetrics.

Updates and Fixes:

  • Partners: The inability to assign custom user roles using Klipfolio’s API has been fixed.

Up to September 28th

Updates and Fixes:

  • Partners: You can now create clients in the Active state, as expected.

Up to September 2nd

Updates and Fixes:

  • Data Sources: When modelling a data source, numbers with comma separators were not being recognized as numbers. This issue has been fixed.

Up to August 5th

Updates and Fixes:

  • PowerMetrics: There were entries on the x-axis that displayed as “Invalid date” for some calculated PowerMetrics. This issue has been fixed.

Up to July 20th

New:

  • PowerMetric dashboards: Now available - Packed bubble charts! This new sub-type for our Tree Map visualization uses multiple bubble colours and sizes, making it easy to see hierarchical relationships in your data. Learn more here.

Up to July 6th

Updates and Fixes:

  • OAuth connections: We fixed the issue where, when creating a new OAuth token, this error message falsely displayed: “Can’t connect across domains”.

Up to June 17th

New:

  • PowerMetric dashboards:
  • You can now display two Y-axes if your multiple PowerMetric includes a mix of percentage and non-percentage values. Percentage values are assigned to one Y-axis and non-percentage values to the other Y-axis. This applies to line charts and clustered (non-stacked) bar and column charts. Learn more here.
  • Tooltips for line, stacked bar, and area charts now display all series values for an x-axis point together so you can more easily compare values for closely clustered data points.

Updates and Fixes:

  • Google Ads connector: Customers were receiving an error and were unable to retrieve Google Ads customer IDs when configuring a data source. This issue has been fixed.

Up to June 5th

New:

  • PowerMetric dashboards: We’ve added 3 new chart types to PowerMetric dashboards - scatter, bubble, and combination visualizations are now available. Learn more here.

Updates and Fixes:

  • PowerMetrics: We’ve made improvements to multiple-PowerMetric visualizations. Learn more here.

Performance and quality enhancements

Up to May 7th

New:

  • Modelled data sources: If the data format for a column in your raw data source changes, you are now notified and can easily apply the new format in the model. Learn more here.

Up to April 21st

New:

  • OAuth connections: We’ve made it easier to differentiate between OAuth connection tokens in your account. When creating new OAuth connections, you can now modify the connection name. Learn more here.

Updates and Fixes:

  • LinkedIn updated their data storage policy. In compliance with these changes, we’ve removed the option to set LinkedIn data sources to “never refresh”.

Up to April 8th

New:

  • Connectors:
  • Shopify has replaced page-based pagination with cursor-based pagination and we’ve updated our connector to align with this change. You may need to update your Shopify queries. Learn more here.

 

  • PowerMetrics:
  • If your PowerMetric visualization includes a legend, you can now choose where you want to display it - at the bottom or top of your chart or on either side. You can also choose not to display a legend.
  • We’ve added the ability to display values as labels in PowerMetric visualizations. Learn more here.

Updates and Fixes:

  • Google Analytics queries are now returning the requested number of pages, as expected.
  • You can now see and connect to your Sharepoint subdirectory files.

Performance and quality enhancements

Up to March 26th

New:

  • PowerMetrics:
  • The 3-dot menu for individual PowerMetrics on a dashboard now includes an Edit option. Selecting this option puts the dashboard into Edit mode and opens the properties panel with the chosen PowerMetric in focus.
  • To help Admins manage PowerMetric dashboards, they can now delete dashboards from the dashboard list page (accessed by clicking Dashboards in the left navigation sidebar).

 

  • Klip Building:
  • We’ve added the ability to change the label size for the x and y axis when building a bar/line chart.
  • Klipfolio functions for JSON data: To reduce the amount of manual formula writing, we’ve added more automated selection options. Learn more here.

 

  • Connectors:
  • Our BigQuery connector now supports pagination, increasing the number of records you can retrieve with your query. Note that data source size limits may impact the number of records returned. Learn more about limits here.
  • Due to Shopify API updates, you may need to modify your existing queries to support cursor-based pagination. Learn more here.
  • Instagram has drastically reduced the amount of data that’s accessible through their basic API. We’ve unpublished our basic Instagram connector and recommend you use our Instagram Business connector instead. Learn more here.

Updates and Fixes:

  • Brazil time zone settings have been updated and are operating as expected.

Up to March 13th

New:

  • Failed Dynamic Data Source Indicator: If any of your dynamic data sources are failing, you can quickly view and investigate them by clicking the red warning icon in the left navigation sidebar (beside Data Sources). Learn more here.

 

  • Modelling data sources: Result references are now supported in formulas when you model a data source. Learn more here.

 

  • PowerMetrics:
  • We’ve made it easier to edit PowerMetric dashboards. The new Edit/Properties panel is more easily accessed and changes focus as you select PowerMetrics on your dashboard.
  • There’s a new table subtype in PowerMetrics! Using the Ranked table, you can view the top values for a particular segment and choose to include a comparison column. Values will be listed in descending order. Learn more here.
  • We’ve added more options to the PowerMetric dashboard list page, where you can now click the 3-dot menu for an individual dashboard and choose to Share or Delete it.
  • Admins can now see all of the PowerMetric dashboards for the account when they select All in the PowerMetric dashboard list page (this page displays when you click Dashboards in the left navigation sidebar).

Updates and Fixes:

  • We removed the Personalize option for customizing PowerMetric visualizations on a dashboard. Visualizations can still be configured by editing the dashboard.

Up to Feb 28th

 

 Updates and Fixes:

  • Connectors:
  • The Twitter Ads connector has been updated to v 6.
  • The Bitly connector has been updated to v 4.

 Performance and quality enhancements

Up to Feb 6th

New:

  • Klipfolio Apps Selector/Switcher: Access Klipfolio Klips, Klipfolio PowerMetrics, and MetricHQ from our new product selector located at the bottom of the left navigation sidebar. Learn more here.

 

  • PowerMetrics: To add clarity for single PowerMetric charts that include multiple metrics, when you add one to a dashboard, its name includes the names of all of the metrics within it (in the order you added them and in the order in which they display). If desired, you can modify the name afterward to suit your data story.

 

  • Formulas in the Klip Editor and when Modelling a Data Source: We’ve simplified formula building! In the past, if you were modelling or working in the Klip Editor with a data source that returned JSON data and that data included special characters, you had to manipulate the formula to return your data correctly. Now, when JSON data includes special characters, the returned XPath formula automatically accounts for this, without the need for advanced knowledge or formula editing.

Performance and quality enhancements

Up to Jan 23rd

New:

  • Failed Data Source Indicator (Clients): If any of your client’s data sources are failing, you can quickly view and investigate them. Learn more here.
  • PowerMetrics:
  • We’ve added a PowerMetric Dashboard library page so you can easily see all of your PowerMetric dashboards in one place. From this page, you can view information for each dashboard, open a dashboard, and add and delete dashboards. Learn more here.
  • We’ve added more data comparison options to Summary charts. Learn more here.
  • You can now add multiple PowerMetrics (up to 5) to individual visualizations on a dashboard. Learn more here.

Performance and quality enhancements

Up to Jan 9th

New:

  • PowerMetrics:
  • You can now access our sample PowerMetrics and sample dashboard more quickly. Find them listed under PowerMetricsRecent and Dashboards > Recent in the left navigation sidebar.
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