- Create a modelled data source. You also have the option to merge modelled data sources to combine data from multiple sources.
**Note: If you're working with JSON/XML data, check out our Introduction to JSON/XML Data sources.
Data in the model should be organized in a way that resembles the following (your columns may vary):
- Create a new PowerMetric:
- Select “Use an existing data source” assuming you’ve already created your model.
For this example we used “Example: Live Sales Data” so you can follow along with these instructions:
- Click “Next” at the Connect your data step and/or make any last-minute changes to your model:
- In this example, we will use “Revenue” as our Metric value:
- Select your “Segments” which will allow you to Pivot and cross-examine the data in various ways. In this example we’ll be able to segment the data by Product/Country/Company/Sales Rep to better understand our Revenue breakdown:
- Select your Date column or start recording from the date of import.
- Choose your data type. For this particular Metric, we are going to use “Transactional Data.” To better understand the differences between the 3 data types you can read more on this here.
- Give your PowerMetric a name, select whether trending up or down is positive (in our case we’re measuring Revenue, so trending up is definitely positive). Click on “Save” and it will generate the PowerMetric.
- Next, while viewing the PowerMetric, we can change the visualization style to a Pivot Table.
You can then customize the Columns and Rows you want to visualize in the table.
For example, in the table below we can see a breakdown of Revenue by Company/Sales Rep, measured by Year and Country:
- Feel free to play around with the filters and date groupings to get the look you want.
- You’ve now created a Pivot/Matrix/Cross-Tabular table in Klipfolio!