PowerMetrics: Introduction to data sources

Data sources power the visualizations on your dashboard. They connect your chosen files, databases, applications, and services to Klipfolio PowerMetrics.

To get the most out of PowerMetrics, think about what source or service you want to get data from, the subset of data you want to bring in, and how you want to visualize that data.

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

What data sources are supported in PowerMetrics?

Klipfolio PowerMetrics includes hundreds of pre-built connectors for many popular services. For a list of supported connections, go here.

If we don’t have the pre-built connector you’re looking for there are lots of custom options available.

We support data sources from:

We accept the following file formats from all sources: .xlsx, .csv, .json, and .xml.

How do I connect to my data in Klipfolio?

This article includes general information on connecting to your data. There are too many 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, you connect to your data:

Connecting to your data from your PowerMetrics homepage

This is our recommended method for creating a data source that will be used for PowerMetrics. When you connect to your data from your homepage, you create a data source and then model it. The modelled data source is then ready to select from the list of existing data sources when you create PowerMetrics. 

To connect to your data from your PowerMetrics homepage:

  1. In the left navigation sidebar, click Data Sources > Create a New Data Source.
  2. On the Where is your data? page, either select your Service from the list or choose from the Additional options.
  3. Follow the prompts to set up your connection. Remember, if you need help, you'll find specific instructions for your data connection here.
  4. 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 modeller editor where you can modify your data and then click Save or Save and Exit. 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 PowerMetric.

Connecting to your data as you create a custom PowerMetric

PowerMetrics are based on modelled data sources. We recommend modelling your data sources before using them to create PowerMetrics (see above procedure). However, you can optionally connect to your data and create a modelled data source as you build a custom PowerMetric.

Note: When you add a pre-built (instant) PowerMetric, the data source is automatically modelled for you.

To connect to your data when creating a custom PowerMetric:

  1. In PowerMetrics, in the left navigation sidebar, click the + button beside PowerMetrics.
  2. On the Where is your data? page, either select your Service from the list or choose from the Additional options.
  3. Follow the prompts to set up your connection. Remember, if you need help, you'll find specific instructions for your data connection here.
  4. You will navigate to the modeller editor (the Verify your data page) where you will 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 arrive at the Create a custom PowerMetric page, where you can configure your PowerMetric. For more information on configuring your PowerMetric, go here.

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

What do your data sources look like in Klipfolio?

Klipfolio retrieves data in two formats: tree-structured data (JSON or XML) and tabular data (for example, CSV).

Regardless of the data format, the result is a raw data source. You can model a raw data source to create a streamlined, simplified modelled data source.

Refer to the following table for more detailed information.

Note: When you create an instant PowerMetric, you won't see any raw data unless you edit the PowerMetric.

Tree-structured data

In tree-structured data, you navigate through the data in an expand and collapse format, typically a JSON or XML file type.

Here are a couple of examples of the many data sources that return data in a tree-structured format:

To learn about JSON and XML data sources, click here.

Tabular data

Tabular data is broken down into columns and rows, typically a CSV or Excel file type.

Google Analytics is an example of the many data sources that return data in a tabular format.

 

Modelled data source

After data is brought into Klipfolio in one of the formats above, you can model your data source. This enables you to simplify and restructure your data before building a custom PowerMetric. Updating a modelled data source updates all PowerMetrics that use that data source. Note that some data sources, such as Facebook, return modelled data automatically.

 

I have my data - What's next?

Now that you have brought in your data, it's time to start building PowerMetrics! Refer to the articles in this section of our Knowledge Base for more information.

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