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 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
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 18 comments 2 votes None
Drill Down Tables: from Basic to Advanced Janice Janczyn January 09, 2018 17:32 0 comments 2 votes 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
A useful tip for importing data from a large Google Sheet Parker Selman September 15, 2022 18:15 0 comments 1 vote None
Connecting Pardot to Klipfolio - New steps for Spring 2021 Parker Selman April 05, 2021 19:25 0 comments 1 vote 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
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
Help! My data source failed to refresh. Meggan King September 20, 2019 20:59 1 comment 1 vote 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 display new and returning customers in a Pictograph? Yvonne Van Alphen September 01, 2018 03:31 0 comments 1 vote 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
Period Picker with Date/Time Filter Jieyi Rong July 17, 2018 20:39 1 comment 1 vote None
Avoid using multiple REPLACE and/or CONTAINS multiple times Josh Cohen-Collier July 12, 2018 20:16 1 comment 1 vote 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 import dashboards from Master account to Client account Prerna Luthra June 19, 2018 14:10 0 comments 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
How to Upload an Image Dylan Dodge April 26, 2018 18:16 2 comments 1 vote 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
Adding Row Number to Table Josh Cohen-Collier November 01, 2016 14:39 0 comments 1 vote None
SUMIF based on 2 conditions and grouping Bhawish Raj February 24, 2024 07:53 1 comment 0 votes None
GA4 Query Examples! Kalyani Khandelwal April 19, 2023 11:40 0 comments 0 votes None
GA4 Klip Templates Meggan King April 06, 2023 15:23 0 comments 0 votes None
GA4 Help from Klipfolio Support Team Meggan King March 09, 2023 19:39 4 comments 0 votes None