Connecting to your data in PowerMetrics

With Klipfolio, you can connect to the data that matters most to you, whether it be on premise or in the cloud. From web services to files stored or your computer, servers, or in your data warehouse, we help you get the data you need to understand your business and help it grow.

When you connect to your data, you bring it into Klipfolio, resulting in a data source. The metrics you create refer to the information that’s in your data sources.

This article introduces you to using data sources to create metrics and answers the following questions:

What sources of data can I connect to?

With Klipfolio, you can connect to your data from many sources:

  • Uploaded local files:

Get data from local files, for example spreadsheets, and files sent as email attachments. We support the following file types: XML, Excel, CSV, and JSON.

  • Cloud file sharing services:

You can bring data into Klipfolio from several cloud file sharing services, for example, Google Drive, Google BigQuery, Dropbox, Box, Microsoft OneDrive, and Microsoft Sharepoint.

  • Cloud applications:

Get data from all your essential cloud services. Go here to see a list of data services you can connect to using Klipfolio.

You can create data sources for popular services either by selecting from our pre-built connections or by custom-building your own queries.

You can skip data source creation altogether by connecting to your data with instant metrics. Instant metrics are available for several, popular services (and we're adding more all the time). When you add an instant metric, you enter credentials to connect to your service account and we create and model your data source for you. See Connecting to your data when adding instant metrics for more information.

  • REST/URL - Open Web Service Connections:

Our Data Services page only lists services for which we have dedicated, built-in connectors, however, we’ve verified connections to over 400 services. If you can’t find the pre-built connector you’re looking for, you can still connect to services using our REST/URL connector. It connects to most APIs that use the REST protocol and one of these authentication methods (if authentication is required): Basic HTTP authentication, 2-Step authentication, API Key authentication, and OAuth authentication.

If you want to learn more, take a look at the video and articles below:

Video introduction to APIs

Guide to REST APIs

About JSON and XML data sources

  • SQL databases:

Structured Query Language (SQL) is used to manipulate and extract information from an SQL database. Klipfolio enables you to connect to an SQL database and execute an SQL query to retrieve information to create a data source. Learn more.

  • FTP/SFTP:

Access data on your servers to build a data source using our FTP/SFTP connector. Learn more.

How do I connect to my data in PowerMetrics?

This article includes general information on how to connect to your data. There are too many connection options to describe each of them in detail here. For example, you might want to connect to a service, like Facebook or Google Analytics, or to a database, or to a local file. For detailed information on how to connect to all kinds of data, refer to this section of our Knowledge Base.

In Klipfolio PowerMetrics, you connect to your data:

Note: When you connect to your data, you create a data source that will be the basis for your metric. Metrics require modelled data sources. When you add an instant metric, we create and model the raw data source for you. When you create a custom metric, you create and model the raw data source yourself.

Connecting to your data when adding instant metrics

When you add an instant metric, we create and model the data source for you. You can see the details for these modelled data sources by selecting them from your data source list (accessed by clicking Data Sources in the left navigation sidebar).

To ensure the integrity and accuracy of your instant metrics, note that the underlying data in these modelled data sources is managed by Klipfolio and cannot be edited. You can, however, modify general settings, like their name and refresh details. You can tell which data sources are managed by Klipfolio by referring to their Type in the data source details page (see below).

For full details on how to connect to your data when adding instant metrics, go here.

Connecting to your data to create custom metrics

You can either create a data source and model it before you build a custom metric or create and model a data source as you build a custom metric.

If you create a modelled data source before building a custom metric, the data source is ready to select from your list of existing data sources when you're creating custom metrics.

To create a modelled data source before building a custom metric:

  1. At the bottom of the left navigation sidebar, click your Account Name > Data Sources.

We’re redesigning the navigation sidebar. If you don’t see the above option, click Data Sources in the left navigation sidebar instead.

  1. Click the Create a New Data Source button.
  2. On the Where is your data? page, select the service you want to connect to.
  1. Follow the prompts to set up your connection. If you need help, you'll find detailed instructions for connecting to specific data services here.
  2. Make sure you select the Model your data checkbox at the bottom of the Configure your data source page (see the screenshot below).

  1. After clicking Continue, you enter the model editor (the Verify your data page) where you can either modify (model) your data or accept it as-is and then click Save. Learn more about modelling your data here.

Your new, modelled data source is added to your list of data sources and is ready to use to create a custom metric.

To create a modelled data source as you build a custom metric:

  1. In the left navigation sidebar, click the + button beside Metrics.
  2. On the Where is your data? page, select the Data Service you want to connect to. 
  3. Follow the prompts to set up your connection. If you need help, you'll find detailed instructions for connecting to specific data services here.
  4. When you get to the model editor (the Verify your data page), either click Continue (to accept this version of your data) or click the Edit button to model your data and then click Save and continue. Learn more about modelling your data here.
  5. Follow the workflow until you get to the Create a custom metric page, where you configure and create your metric. For more information on configuring your metric, go here.

Note: You can access your created data sources later by clicking the Data Sources heading in the left navigation sidebar.

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