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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Working Custom Maps (Including Brazil!) Adam Doogan-Smith December 20, 2016 21:06 12 comments 3 votes None
New Date Filtering - Date Drop Down / Period Selector Garrod Houweling January 19, 2018 21:32 9 comments 2 votes None
Zendesk PowerMetric Examples from Klipfolio Support Team Meggan King August 02, 2019 13:41 6 comments 0 votes None
Seperators between table rows Josh Cohen-Collier November 24, 2017 14:42 6 comments 0 votes None
Date Range Dropdown / Period Selector Garrod Houweling June 23, 2017 17:36 6 comments 5 votes None
Dynamic Series for a Bar/Line Chart Josh Cohen-Collier May 12, 2017 13:58 4 comments 3 votes None
How to Work with QuickBooks Data Janice Janczyn November 28, 2018 16:52 3 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
How to Upload an Image Dylan Dodge April 26, 2018 18:16 2 comments 1 vote None
Hide Table Conditionally Josh Cohen-Collier September 27, 2017 17:44 2 comments 2 votes None
Reference Array of values in any Klip on dashboard, as Global Variable Josh Cohen-Collier March 31, 2017 20:40 2 comments 1 vote None
PowerMetric: Binning your Data Adam Doogan-Smith October 01, 2019 23:23 1 comment 1 vote 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
Google Calendar - How to extract only events that are upcoming. Ivo Yovchev October 19, 2018 12:55 1 comment 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
Dynamic References: How to make alterations in Google Sheets without breaking Klips Oscar Rocha June 13, 2018 19:50 1 comment 1 vote None
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
Create a Target or Baseline In a Bar/Line Chart Michael Bennett October 02, 2019 00:02 0 comments 0 votes 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
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
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