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 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 is the basis for your PowerMetric. PowerMetrics require modelled data sources. When you add an instant PowerMetric, we model the raw data source for you. When you create a custom PowerMetric, you create and model the raw data source yourself.

Connecting to your data when adding instant PowerMetrics

When you add an instant PowerMetric, 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 PowerMetrics, 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 PowerMetrics, go here.

Connecting to your data to create custom PowerMetrics

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

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

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

  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 Create a New Data Source.
  2. On the Where is your data? page, select the Custom Data Service you want to connect to.

Remember, you're creating a custom data service, so don't select an instant data service at this point.

  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 PowerMetric.

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

  1. In the left navigation sidebar, click the + button beside PowerMetrics.
  2. On the Where is your data? page, select the Custom Data Service you want to connect to. 

Remember, you're creating a custom data service, so don't select an instant data service at this point.

  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. 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.
  3. Follow the workflow until you arrive at the Create a custom PowerMetric page, where you configure and create 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.

Note: When you add an instant PowerMetric, we model the raw data source for you. The underlying data for a modelled data source that’s created in this way cannot be edited.

Refer to the following table for more detailed information.

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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