Tips from Klipfolio Experts

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A place where Klipfolio employees and Experts share their favourite tips and tricks for using Klipfolio.

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HubSpot - How to connect Contacts, Deals and Stages together Shima Beigzadeh December 18, 2019 17:46 0 comments 0 votes None
How to Create a Pivot Table (Cross-Tabulation) in Klipfolio Michael Bennett December 01, 2019 22:02 0 comments 0 votes None
Using Calculated PowerMetrics to track metrics form Instagram and Instagram Business data Shima Beigzadeh October 29, 2019 15:30 0 comments 0 votes None
Setting up an indicator using a custom results row Yvonne Van Alphen October 25, 2019 20:44 2 comments 1 vote None
Create a Target or Baseline In a Bar/Line Chart Michael Bennett October 02, 2019 00:02 0 comments 0 votes None
PowerMetric: Binning your Data Adam Doogan-Smith October 01, 2019 23:23 1 comment 1 vote None
PowerMetric how-to: Reporting on Average Per Day across Various Time Periods Meggan King September 27, 2019 13:48 0 comments 0 votes None
Leaderboard Examples Meggan King September 24, 2019 14:40 0 comments 0 votes None
Netsuite Data Connector Meggan King September 24, 2019 14:37 0 comments 0 votes None
Help! My data source failed to refresh. Meggan King September 20, 2019 20:59 1 comment 1 vote None
Getting Historical Data into a PowerMetric Janice Janczyn August 21, 2019 20:10 0 comments 1 vote None
Modelled datasources- you owe it to yourself! Dan Guterman August 21, 2019 18:43 0 comments 1 vote None
Using PowerMetrics to track Twitter data Shima Beigzadeh August 20, 2019 21:17 0 comments 0 votes None
Zendesk PowerMetric Examples from Klipfolio Support Team Meggan King August 02, 2019 13:41 6 comments 0 votes None
How to create a rate, eg Google Analytics Bounce Rate, using instant and calculated PowerMetrics Keely Davison August 01, 2019 19:04 0 comments 0 votes None
Calculating a Percentage of Total using PowerMetrics Keely Davison August 01, 2019 13:11 0 comments 0 votes None
Customized Visualizations using Calculated PowerMetrics Keely Davison August 01, 2019 13:07 0 comments 0 votes None
Segmenting by Numeric Ranges in PowerMetrics Keely Davison August 01, 2019 13:03 0 comments 0 votes None
Show values on chart - not showing correctly when exporting as image Ed Crawford July 24, 2019 17:31 1 comment 0 votes None
Example of combining multiple numeric columns in a model for PowerMetrics Yvonne Van Alphen July 05, 2019 16:22 0 comments 2 votes None
Lookup function DUPLEX S.r.o. Admin January 28, 2019 15:00 0 comments 0 votes None
How do I add a custom option to my drop-down list? Yvonne Van Alphen January 27, 2019 21:52 0 comments 0 votes None
Add Notes to a Klip   Janice Janczyn January 14, 2019 13:14 0 comments 0 votes None
How do I set up a date selector with different date ranges to view the data in my Klip? Yvonne Van Alphen January 03, 2019 19:29 0 comments 1 vote None
Gauge Klip tip: align the color ranges & minimize maintenance Janice Janczyn December 18, 2018 14:25 0 comments 0 votes None
How to Work with QuickBooks Data Janice Janczyn November 28, 2018 16:52 3 comments 1 vote None
How can I filter my data based on a start and end date? Yvonne Van Alphen November 17, 2018 23:37 0 comments 0 votes None
Can I dynamically change the dates on the X:Axis using different buttons? Yvonne Van Alphen October 27, 2018 15:43 0 comments 0 votes None
Google Calendar - How to extract only events that are upcoming. Ivo Yovchev October 19, 2018 12:55 1 comment 0 votes None
What’s the difference between a Klip and a Metric Klip? Rupert Bonham-Carter October 02, 2018 13:09 0 comments 0 votes None