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Adding past values to an existing PowerMetric using calculated metrics

PowerMetrics lets you select an API service and add different instant metrics quickly to your dashboard.  But did you know that you can build a PowerMetric that displays both historical values, as well as current values from one of these instant metrics, so that you can see trends over time. 

This example will step you through adding an instant metric for LinkedIn followers that contains current values, and uploading a Google Drive data source that contains historical values, and using calculated metrics to combine these two PowerMetrics so that you can see both current and historical values in one PowerMetric.  

 

Step 1: Adding the LinkedIn followers instant metric

Log into PowerMetrics, select the + symbol for Create a Metric, alongside the word Metrics.

At the  Where is your data? screen, search for the LinkedIn Pages service connector.

At the Select up to 5 instant metrics Screen, select the instant metric called Followers and then select the Create metrics button located at the bottom of the screen.

 

Select an existing LinkedIn account, or add a new LinkedIn account, and click the Next button.

Select a listed account setting or add an account setting, and click the Get data button.

The metric will be created and is flagged in the metric list with a New label.

You will notice it only includes the number of followers for today – 24 May 2021 – and if we edit the PowerMetric, we can see it also has filters for Audience Type (Employee and External) and for Source (Organic and Paid)

 

Step 2: Adding historical values using a Google Drive data source

To include values from the past, we need to add these values to a Google Drive data source, and build a PowerMetric from this information. 

It is important we keep the column names and the case sensitivity of these names in the model the same as they originally appeared in our instant metrics model.

When you have the file created, select the + symbol for Create a Metric again.

At the   Where is your data? Screen, search for the Google Drive service connector.

At the Connect an account screen, select an existing Google Drive Oauth token or Connect to a new account, and select the appropriate account.  Click the Allow button when prompted to allow Klipfolio Dashboard to access your Google Drive account.

When prompted provide a meaningful name for the Oauth token if you generated a new one and click Apply.

With your OAuth token selected, click the Continue button, and choose the file that contains the historical information.

The file is automatically modelled, and after the data is verified, select the Continue button.  If you need to make any changes use the edit pencil icon.

You will now be prompted to build a second PowerMetric from the data in this file. 

At the Connect to your data screen, click the Next button.

At the Select a metric value screen, select the metric column that contains the total daily number.  The 123 indicates this column is formatted as a number, and that its aggregation is sum. Click Next.

Then at the Segment metric value by category, select the text segments called Audience Type and Source.  Click Next.

At the Select a data column, select the Date column.  Click Next.

At the Tell us about your data screen, Klipfolio automatically determines the data shape as Current Values.  Click Next.

At the Connect to your data screen provide a meaningful name for this PowerMetric and click Save.

You now have a second PowerMetric that contains the historical data you want to visualize.

 

Step 3: Combining current and historical values into a new PowerMetric

The final step is to combine these two PowerMetrics into a new PowerMetric so that it displays both the historical values and the current values.  Once combined the new PowerMetric will then continue to accumulate the current day values over time using the instant metrics underlying query.

To do this:

Select the + symbol Create a new metric.

Select Create a calculated metric.

And at the formula screen, add together the names of the two PowerMetrics you created in step 1 and step 2, i.e. PowerMetricCurrentValues + PowerMetricHistoricalData, and click Next

You are prompted to provide a meaningful name for the new PowerMetric that you will add to your dashboard so that you can monitor the number of followers in your LinkedIn account.

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