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Getting Started with Klipfolio: Working with Google AdWords Data Sources Ready to dig deeper into your Klipfolio dashboard experience? This guide will help you build and manage your data visualizations or jump straight over to our Knowledge Base for indepth product guides and tutorials.
Klipfolio and you Klipfolio lingo Build a Klip
Connect to a data source Using Google AdWords as a data source
Step 1: Start the data source creation process Step 2: Create Adwords data source
Build a Klip with the Klip editor Step 1. Choosing the type of component Step 2. Choosing the data source Step 3. Assigning data to subcomponents
Each component type has different subcomponents associated with it, so it's important to note that the following steps only illustrate the typical workflow for assigning data to a subcomponent. For more information on this step, visit: how to use the Klip Editor.
Step 4. Adjust properties Step 5. Add more context Step 6. Save and share the Klip
How to email a Klip or a tab More Klip building resources
Do more Share your Dashboard
To share from the Library To share from the tab
Show off your dashboard on a wall display Here are a few tips to help you optimize a dashboard for display on a TV screen or wall display: Set up your account
Sign up for Klipfolio Seats and Users Partners More resources on managing your account
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Klipfolio and you A Klipfolio dashboard brings your business data to life helping you and your organization understand and track KPIs, metrics and other essential information. With Klipfolio Dashboard, you can gather, share and display the data that matters to you in realtime. Using dashboards effectively not only enables you to access the most important information for your business, but it also places you in a position of being able to quickly monitor the metrics that matter. Learn more about business dashboards from the real life stories of our customers.
Klipfolio lingo There are some key Klipfolio terms with which to familiarize yourself that will help you as you start building your dashboard:
Klipfolio Dashboard is a cloudbased web app. With this app, everyone in your organization can access your interactive dashboards from anywhere via a web browser, mobile device or share with your organization using big screens. Security is builtin so that only your authorized users can access your dashboards. Data from your key service providers including Google Analytics and hundreds more is refreshed at incremental levels that you can control.
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So, what makes up your Klipfolio Dashboard?
Data sources, at the heart of each Klip, are essentially queries or defined data segments that come from a variety of sources such as databases, flat files like XML, JSON, CSV and Excel, or web accessible resources like Google Analytics or Facebook. One or more data sources form the foundation for populating your Klips. For more information, see Creating data sources. Tabs are used by Klipfolio to organize and display your Klips on your dashboard. Each tab can hold one or more Klips and often reflect a specific area of your business that you want to monitor, such as Marketing, Sales, Finance, HR, etc. With tabs you can simplify distribution and sharing of your Klips with your team. When you log in to Klipfolio, you will see all of your active tabs in your dashboard. For more information, see Building tabs.
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Klips are containers that may hold one or more data visualizations, or components, and are typically focused on a specific KPI, or monitoring related information. Klips are comprised of components and attributes that control the important properties associated with your Klip. Components are different types of data visualizations such as tables, bar charts, maps, pictographs, gauges and more. A good way to think of the difference between a Klip and a component is to think of a Klip as a container, and a component as what's inside the container. For more information, see Building Klips.
A User is a unique individual that is granted access to Klipfolio Dashboard. The Library is the engine room of Klipfolio. It is where you access, create and edit all of your assets — Klips, Tabs and Data Sources.
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Build a Klip Klips are the visualizations of your data. So, how do you get started? You:
● Connect to a data source ● Build a Klip with the Klip editor ● Share the Klip
Connect to a data source First, you need to connect to the data source that you want to visualize in your Klip. In addition to relational databases and flat files, including CSV, XML, JSON and EXCEL, Klipfolio connects directly to a multitude of different online services such as Google Analytics, Google Adwords, Facebook, Twitter, Salesforce, Google Webmaster Tools, Dropbox and many other web accessible resources. Here’s how you connect to Google AdWords as a data source:
Using Google AdWords as a data source
Step 1: Start the data source creation process
1. Click on the Library link. 2. Select the Data Sources tab. 3. Click the Create a New Data Source button. 4. Select the Google AdWords option. 5. Authenticate using your Google AdWords credentials.
i. Select Google AdWords from the list of Connectors on the data sources page.
ii. Sign in using an existing token or create a new one by signing into your Google account. If you have multiple clients, you require a My Client Center (MCC) level access. For more information on MCC accounts, see Understanding My Client Center (MCC) access levels.
iii. After you have created your token, click Next to configure your report.
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Step 2: Create Adwords data source
1. Select the report you want to generate from the list and click Select Report. For a comprehensive list of report types, see the Google AdWords Report Types documentation. Each Google AdWords report is made up of a collection of fields from which you can select to create a specific query to use as a data source in Klipfolio. Below is an example using the Campaign Performance Report.
2. Select a Query Mode from the dropdown menu. When you select Standard, the query is automatically generated from your subsequent field selections. Custom allows you to write your own query using the AdWords Query Language (AWQL).
3. Select the Columns from an autogenerated list based on the report you selected.
4. Select the parameters that you want to s from the Filters/Predicates from the dropdown menu. (See About predicate values and filters for more information on Predicates). Every report contains a variety of parameters or fields used for collecting specific data to generate a report. For an extensive list of reports and the meaning of each field, see the Google AdWords Report Types documentation. See also Changing currency.
5. Select the Date Range on which you want to filter. Note: Some reports do not have a date range associated with them. In this case, you must select a date type from the Columns or Filters/Predicates fields to filter your dates.
6. Select the Download Format in which you want to download the data. XML and CSV formats are supported. (CSV is the default and is recommended for simplicity.)
7. When you are finished configuring your report, click Generate Report. 8. If you are happy with the resulting data source, click Continue. 9. Save as “My Campaign Performance Report”.
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More information on data sources: Online data sources and instructions on how to connect Web Accessible Resources Best practices on uploading your
Build a Klip with the Klip editor Once you have the data source that you want to pull into Klipfolio, it’s time to start creating your visualization. The Klip Editor is where it all happens you just need a data source and the type of visualization you want. Let’s build an AdWords Campaign Performance Report Klip using the data source we just created called My Campaign Performance Report. The data source is saved in the Library. In this Klip we will show Budget and Cost.
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Every Klip is made up of attributes called components that control virtually every part of your Klip, from its title to its visualization style (Chart, Pictograph, Gauge and so on). The Klip Editor lets you work with your Klip components to customize your Klip's data, properties, and appearance. Building a Klip involves five steps:
1. Choosing the component style 2. Choosing the data source 3. Assigning data to subcomponents 4. Adjusting properties 5. Saving and sharing the Klip
Step 1. Choosing the type of component
1. On your dashboard, click the Add a Klip button. 2. Click the Build a New Klip button. 3. Select the Gauge component on the Build a Klip screen.
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Step 2. Choosing the data source
Next, you will be prompted to provide a data source for the Klip to use. Select Use an existing data source.
The Data Sources screen lists existing data sources. In this example, we will select the My Campaign Performance Report data source. This data source was created in the Using Google AdWords as a data source section.
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Here are some commonly used data sources:
● Excel spreadsheets ● Google Docs spreadsheets ● Web accessible resources
Once you select the data source, you enter the Klip Editor with a gauge Klip in the middle of the screen.
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Step 3. Assigning data to sub-components
Each component type has different subcomponents associated with it, so it's important to note that the following steps only illustrate the typical workflow for assigning data to a subcomponent. For more information on this step, visit: how to use the Klip Editor.
1. Select a subcomponent from the component tree (top left of the Klip Editor).
2. Open its data panel (bottom left). 3. Select a value(s) from your data source and do some calculations.
The value(s) is assigned to the subcomponent as it appears in your data source.
Step 5. Add more values In this example, we are comparing the Budget against the actual spend. In Step 4, Cost was associated with “Current Value” in the component tree. Now let’s compare
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against budget and associate it with the Target Value sub component in the component tree.
Step 4. Adjust properties
Use the Properties panel to adjust properties associated with your Klip and each of your subcomponents. Commonly used properties include font style, prefixes and suffixes, and setting update animations for the Klip. In this example, we will transform the gauge from a Horizontal style to an Arc.
Click Gauge in the component tree to open the Properties tab. Select the type of gauge from the Gauge Style dropdown menu.
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Step 5. Add more context
You can provide more context for the data presented in your Klip with the use of indicators and color ranges, as shown here. To add color to your gauge, click on the + symbol next to the Range control (upper righthand corner) to add a range.
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If you are using ranges, you must set the start and end values to display the range.
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Using the Prefix and Suffix properties for values also adds context to your Klip. In this example, select Current Value from the component tree to open the Properties tab. Then add an appropriate prefix for Current Value.
Step 6. Save and share the Klip
When you are finished building your Klip, click the Save button at the top of the Klip Editor. On the next screen, you can share a Klip others in your organization as View only or View and edit. This will make creating and sharing dashboards within your organization much easier in the long run. The easiest way to share a Klip is to email it.
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How to email a Klip or a tab
You can email a Klip or a tab to other Klipfolio users or to an external email address. Let’s use a Klip as the example the same approach is valid for an entire tab:
1. Locate the Klip you want to email. 2. On the top right of the Klip, select the Klip Menu icon (it looks like a
gear). 3. Select Share, Email Klip. 4. From the Email this Klip window, provide the following information: i. Email address Tip: Use a semicolon to send to multiple email
addresses. ii. Optional: Add a comment for the intended recipient. iii. Choose to send as either a PDF or Image file. (Tip: change the option to
Landscape) 5. Click the Send Now button.
For more information: How to build a Klip Checklist for adding new users and sharing Klips
More Klip building resources Here are a few resources that will speed you on your way. The Klipfolio Dashboard Quick Start is a brief guide linking you to the knowledge base articles you need to start working with Klipfolio. The Tips and Techniques library provides in depth help on building data visualizations:
1. Tips and Techniques Function examples 2. Tips and Techniques Task examples 3. Tips and Techniques Google Analytics examples
Your account: How to purchase Klipfolio seats.
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For Partners: The articles in our Partner knowledge base will help you find out more about what it means to become a Klipfolio Partner and the additional functionality available to help you manage your Clients.
Do more
Share your Dashboard In Klipfolio, tabs are dashboards. You can share a tab from the Library or from the tab itself. Tabs are shared with different groups that have been set up in your organization. This allows for data experts to set up tabs and quickly share them with the people that need to monitor that data. As you share tabs with other groups, you have the option to assign different levels of permissions to those users.
To share from the Library
1. Click the Library link on the dashboard welcome page. 2. Select the Tabs tab. 3. Click the appropriate tab. 4. Click the Edit link beside the Sharing heading. 5. Click the Sharing link. 6. Click the Share this tab link. 7. Select one or more Groups under the Sharing heading. 8. Determine the Rights to be associated with each group. 9. Click the Save button.
The tab is shared with the specified groups and will appear in those groups’ Library.
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To share from the tab
1. Click the tab's menu button.
2.
3. Select Share from the menu. 4. Select Share with groups ... . 5. Select one or more Groups under the Sharing heading. 6. Determine the Rights to be associated with each group. 7. In the same way, share the Klips on the tab by selecting the Klip’s menu. 8. Click the Save button.
The tab is shared with the specified groups and will appear in those groups’ Library.
Show off your dashboard on a wall display
Here are a few tips to help you optimize a dashboard for display on a TV screen or wall display: Trim content. You won't be able to display as much on a TV as you can on a desktop so keep the content to just what will appear on the wall display without scrolling. Trim out any data that doesn't clearly add to the story you're trying to tell. If you must, put it on a separate tab and, in full screen mode, set your dashboard to automatically cycle between tabs. Adjust your browser's zoom level. We find 150% to 175% ideal for televisions with viewers who are within 20 feet.
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Use suffixes on big numbers. When users don't need to know a specific number down to the last digit, consider using a suffix. For example, turn $34,231,342.23 into $34.2M. In this case we divided the number by 1,000,000 added the M as a suffix. This saves a lot of space and makes things clearer (and is especially effective on charts). Use smaller gauges. Gauges were designed to be bigger than most other Klip components in Klipfolio. But on a big screen, it's not always worth the real estate tradeoff. Make them smaller and/or set the gauges to horizontal or bullet charts which can show the same information with a smaller footprint. Use Klip titles. Klip title styling is limited. We suggest using the titles wherever possible to describe the content of a Klip. They scale well with the browser's zoom settings and work on mobile devices. Use Labels to make statements. Labels allow for larger text and more formatting options than titles. They also allow you to add context to sections of your Klips. Find clever ways to save space. Cut out chart axis labels if they're redundant. Put descriptions in legends. Shorten axis tick mark labels. Making tick labels diagonal helps, too. Make heights consistent. Where possible, ensure the height of each Klip is the same. Keep date formats consistent. Use the daterelated functions to format all dates in a way that is familiar for users (and short, if possible).
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Set up your account Now that you have taken Klipfolio out for a spin, it’s time to set up your account for real so you can get the most out of your dashboard.
Sign up for Klipfolio Click on the link at the top of the screen to go to the Buy Now page.
You can purchase seats for Klipfolio Dashboard on either a monthly or yearly basis. The price per user is calculated using a volume discount model. Billing is based on the number of seats associated with your account.
To purchase seats:
1. From the Dashboard, click the Account link. 2. Select the Company tab. 3. Click the Buy Now link. 4. Under Seats, drag the slider to the number of seats you want to purchase.
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5. Click Buy Now if you are firsttime buyer or Update Plan to purchase additional seats.
6. Enter your credit card information. 7. Click the Confirm button to submit your Payment Plan form.
Seats and Users
When you set up your plan, you buy seats so that you can add users. When you buy Klipfolio Seats you are actually buying capacity. Seats are allocated to users as needed. So let’s say you rent an airplane with the capacity to transport up to 10 passengers. The seats in the airplane are similar to Klipfolio Seats: they represent capacity. A user, on the other hand, is a unique individual that is granted access to Klipfolio. Going back to our airplane analogy, the passengers that will occupy the seats in the airplane are similar to Klipfolio Users: they represent the individuals who will access the dashboard.
Partners If you would like to manage client accounts, you can find out more here or contact our sales tdeam to discuss becoming a Partner. As a partner you are given a "master" account that provides you with the ability to manage client, or "child" accounts, and to monitor your own performance metrics. Each master account has a Clients section associated with it that provides information about each of your clients, as well as the ability to sign in and manage their account.
More resources on managing your account
● Your account: How to purchase Klipfolio seats. ● For Partners: The articles in our Partner knowledge base will help you find out more
about what it means to become a Klipfolio Partner.
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