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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Date format Corey Benefiel May 23, 2022 09:14 2 comments 0 votes None
Countif with Groupby Georg Kaltenbrunner January 10, 2022 08:11 1 comment 0 votes None
Datasource - Refreshing Georg Kaltenbrunner November 15, 2021 13:06 1 comment 0 votes None
ERROR SELECT DATE MARCUS MEDINA October 22, 2021 12:27 3 comments 0 votes None
Creating a new user with a temporary password using the Klipfolio API and controlling the user invitation email Yvonne Van Alphen July 20, 2021 13:23 1 comment 0 votes None
Klipfolio Consultant Alexander Thomas June 27, 2021 15:08 1 comment 0 votes None
Connecting Pardot to Klipfolio - New steps for Spring 2021 Parker Selman April 05, 2021 19:25 0 comments 1 vote None
Connecting to Salesforce Without Salesforce Enterprise Claire Jones June 01, 2020 18:14 2 comments 0 votes None
Nested JSON with multi level items Yaron Meiner May 05, 2020 20:37 1 comment 0 votes None
User input from multiply sheets to Table Viktor April 28, 2020 16:10 2 comments 0 votes None
How can I use grouping to sort my data by two columns? Keely Davison April 07, 2020 15:34 1 comment 1 vote None
How do I display the last 4 quarters on the x:axis and align my series data to it? Yvonne Van Alphen March 27, 2020 20:02 0 comments 1 vote None
Sorting by Month on X-axis Keely Davison March 23, 2020 18:33 0 comments 0 votes None
Filtering Profit & Loss and Balance Sheet Quickbooks JSON Data Adam Doogan-Smith March 11, 2020 22:25 0 comments 0 votes None
HubSpot - How to connect Contacts, Deals and Stages together Shima Beigzadeh December 18, 2019 17:46 0 comments 1 vote 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 2 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
Show values on chart - not showing correctly when exporting as image Ed Crawford July 24, 2019 17:31 1 comment 0 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 0 votes 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