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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New Date Filtering - Date Drop Down / Period Selector Garrod Houweling January 19, 2018 21:32 14 comments 2 votes None
Working Custom Maps (Including Brazil!) Adam Doogan-Smith December 20, 2016 21:06 12 comments 3 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
ERROR SELECT DATE MARCUS MEDINA October 22, 2021 12:27 2 comments 0 votes None
Connecting to Salesforce Without Salesforce Enterprise Claire Jones June 01, 2020 18:14 2 comments 0 votes None
User input from multiply sheets to Table Viktor April 28, 2020 16:10 2 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 2 comments 0 votes None
How to Upload an Image Dylan Dodge April 26, 2018 18:16 2 comments 1 vote None
Better formatting options for text(differently formatted words, bullets, fonts, superscript and more!) Josh Cohen-Collier October 30, 2017 19:10 2 comments 2 votes 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
Klipfolio Consultant Alexander Thomas June 27, 2021 15:08 1 comment 0 votes None
Nested JSON with multi level items Yaron Meiner May 05, 2020 20:37 1 comment 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
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
How do I apply a Custom CSS Theme to my Klipfolio account? Ivan Stefanovski July 20, 2018 20:37 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
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 0 comments 0 votes None
Connecting Pardot to Klipfolio - New steps for Spring 2021 Parker Selman April 05, 2021 19:25 0 comments 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