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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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
What should I do if I get this message? "This email address is already in use" Dashboard Designer October 01, 2018 15:28 0 comments 0 votes None
Using two data sources to combine data and revenue totals for current and previous months Yvonne Van Alphen September 22, 2018 16:44 0 comments 1 vote None
How can I add a date range selector to my funnel chart? Yvonne Van Alphen September 08, 2018 20:01 0 comments 0 votes None
How can I edit the formula bar to align my data in a JSON data source? Yvonne Van Alphen September 05, 2018 00:14 0 comments 0 votes None
How can I display new and returning customers in a Pictograph? Yvonne Van Alphen September 01, 2018 03:31 0 comments 1 vote None
How can I add a secondary Y axis? Yvonne Van Alphen August 30, 2018 01:18 0 comments 0 votes None
How can I filter my data for different series? Yvonne Van Alphen August 25, 2018 01:16 0 comments 1 vote None
How can I show the latest refresh date and time on a Klip? Yvonne Van Alphen August 22, 2018 00:19 0 comments 1 vote None
How can I build a Klip with text search? Yvonne Van Alphen August 18, 2018 01:05 0 comments 0 votes None
How can I print annotations associated with a Klip? Yvonne Van Alphen August 12, 2018 03:34 0 comments 0 votes None
How do I change my dashboard cycle rate? Ivan Stefanovski July 23, 2018 18:01 0 comments 0 votes None
How do I apply a Custom CSS Theme to my Klipfolio account? Ivan Stefanovski July 20, 2018 20:37 1 comment 0 votes None
How do I use the Google Analytics Query Explorer to form my API queries? Ivan Stefanovski July 20, 2018 19:29 0 comments 0 votes None
Period Picker with Date/Time Filter Jieyi Rong July 17, 2018 20:39 1 comment 1 vote None
Change Date Format in Editor Jieyi Rong July 17, 2018 20:24 0 comments 0 votes None
Avoid using multiple REPLACE and/or CONTAINS multiple times Josh Cohen-Collier July 12, 2018 20:16 1 comment 1 vote None
Copying a Klip ProTip - Change the name in TWO PLACES. Hint - the Klip Name and Title are two separate things Rupert Bonham-Carter July 11, 2018 15:23 0 comments 0 votes None
How to add a section line and header to a dashboard Yvonne Van Alphen July 10, 2018 18:11 0 comments 1 vote None
How to use custom bright colours in dark mode Exequiel Alcober July 10, 2018 17:44 0 comments 0 votes None
How to set up a recurring e-mail snapshot Exequiel Alcober July 10, 2018 15:03 0 comments 0 votes None
How to import dashboards from Master account to Client account Prerna Luthra June 19, 2018 14:10 0 comments 1 vote None
How to manage published links to your dashboards (Private and public url) Prerna Luthra June 18, 2018 20:16 0 comments 0 votes None
Dynamic References: How to make alterations in Google Sheets without breaking Klips Oscar Rocha June 13, 2018 19:50 1 comment 1 vote None
Token Management Dylan Dodge April 26, 2018 19:11 0 comments 0 votes None