Klipfolio Ideas

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  1. Is there any feature that allows me to send alerts or notifications

    So I can alert or send notification by email or SMS to my co-workers when some levels are reached. I want to PUSH the data to the co-workers

    89 votes
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    9 comments  ·  Formulas & Component Properties  ·  Flag idea as inappropriate…  ·  Admin →
    under review  ·  Peter Matthews responded

    We’re looking at a feature that would let users set up actions when conditions are met.

  2. Filters

    Allow end-users to apply conditional filters to their Klips.

    For example: Filter the data to show only Products = ABC, and Price < $1,000

    Optionally, allow Klip builders to pre-filter the Klip, or data sources to have filters applied to them before use in a Klip.

    80 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We have been approaching this as a concept called ‘dynamic data sources’. This will allow you to create a user input control, say a drop down with geographies, and put a variable in the data source definition related to geographies.

    The result would be that as a user changes the input control to, say Canada, the data source is filtered to provide data for Canada.

    In the background, an instance of the data source would be created with that value from the drop down populating the variable in the data source query.

    If the instance already exists, the dashboard will leverage that like any other data source. If the instance does not already exist, it would be created.

    We have been testing this kind of thing for a while and are working on productizing it.

  3. Better management of multiple tabs (drilldown?)

    Need a better way to manage lots of tabs. When it gets to 10+ it starts to be unwieldly.

    In particular, we have a lot of tabs that are detail of higher level summaries. Like there's a main dashboard with the KPIs, but then we have an entire additional tab with more detail and much deeper data.

    It would be nice if the detail tabs were somehow accessed by drilling down from the main tab or otherwise able to be hidden away when you first hit your dashboard.

    52 votes
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    3 comments  ·  My Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

    This is under review. We’ve looked at a number of options as to how to enhance how users can work with many tabs. As Mr. Biswas mentions, there is the ability to use links to set up a structure of links between dashboards to open a new dashboard on your screen or replace the dashboard you are viewing with another one.

  4. Use variables in series label

    Variables can be used to change the title of a klip dynamically. It would be great if the series label could also use variables. For example "{country} Revenue"

    49 votes
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    7 comments  ·  Formulas & Component Properties  ·  Flag idea as inappropriate…  ·  Admin →
  5. Please Add "Change Data Source"

    You Need to add a feature that should be really easy to implement.

    Please Add "Change Data Source" to the "edit Klip"

    So lets say I create a Klip Dashboard and I want to copy it and change the data source but keep everything else about that Klip the same.

    (This is really beautiful for my company where I can upload the same formatting of different customers' data and the Klip I created finds how and where to input it to the same fields I made)

    So the only way I know how to currently do what i want to…

    43 votes
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    1 comment  ·  Data Sources  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your idea and all the votes. Great to have all your support behind improving Klipfolio.

    Will look into this idea.

  6. allow klip headers to be hidden

    some of the best looking dashboards keep things to a minimum - it would be great to have just the data showing and be able to hide extraneous information like the klip header.

    38 votes
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    1 comment  ·  Klip Component Capabilities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Provide "Refresh Data Source" option for a klip from the Dashboard screen

    From My Dashboard, it would be SUPER useful to be able to click on the settings icon (gear) for a Klip and have a "Refresh data source" option, along with edit, share, etc.

    35 votes
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    3 comments  ·  My Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  8. full screen (TV) mode: different settings per Tab

    It would be nice to be able to change the time for each tab. I know in the profile you can set a new time for all tabs but I want different settings for each tab.

    For example some Tabs have a number of rows in a table which require at least 20 seconds to review while other tabs only need 8-10 seconds.

    This could be added to the "About this tab" in the Library section.
    Just an idea.

    29 votes
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    under review  ·  0 comments  ·  Klip Component Capabilities  ·  Flag idea as inappropriate…  ·  Admin →
  9. add checkboxes, radio buttons and multiple select lists to the user controls

    to make dashboards more interactive it would be great to have more control types like:
    - check boxes
    - radio button groups
    - select lists with multiple select possibilities

    thanx in advance and keep up the good work!

    29 votes
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    0 comments  ·  Klip Component Types  ·  Flag idea as inappropriate…  ·  Admin →
  10. Event driven alerting by email

    Many BI tools are expanding their alerting features. The idea is for business users to look at a dashboard/report when a particular alert condition is reached (e.g. Sales trajectory too low to meet targets at the end of the month), instead of all the time. It would be great if, when an alert condition is reached in a particular klip (e.g. no leads received in a particular channel in 24 hours), it could also set a variable that could trigger an email to, say IT (check if API is down). I think all the features already exist, just a new…

    27 votes
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    under review  ·  2 comments  ·  Klip Component Capabilities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow for custom OAuth connector destinations

    Many internet sources (such as Sharepoint) are capable of using OAuth tokens, can it be made that the user can set a custom OAuth destination as it is currently limited to a select few sources?

    26 votes
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    under review  ·  3 comments  ·  Data Sources  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add timezone setting to configuration

    We are western European based, but can't change the timezone of our account (EDT by default). So now we constantly have to add 6 hours to check update times.

    23 votes
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    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Hand edit formulas

    The ability to type the formula by hand after understanding the syntax
    and vocabulary. For advanced developers and users, this would be a great time saver.

    23 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Annotations to Data Points

    Have the ability to create an explanation/note attached to specific data within a Klip.

    21 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 20 votes
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    7 comments  ·  Data Sources  ·  Flag idea as inappropriate…  ·  Admin →
  16. More font sizes

    It would be great if we can have more font size choices.

    At the moment, there is a huge difference between small and medium. Maybe numerical font sizes would be good!

    19 votes
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    under review  ·  2 comments  ·  My Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add "Today" link to date picker user input control

    Add a simple "Today" link next to the date in the user input control, so the user doesn't have to open the date input and navigate to today. Saves a click for almost everyone that uses the control, and is particularly useful when a user loads the dashboard for the first time and the control defaults to something like Jan 1, 1969.

    18 votes
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    5 comments  ·  Klip Component Capabilities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow connection with Bing Ads as a datasource.

    We need to also track our performance and investment made into Bing, not only AdWords.

    17 votes
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    1 comment  ·  Data Sources  ·  Flag idea as inappropriate…  ·  Admin →
  19. Dynamic Table Columns & Line Series

    Allow Tables to have a dynamic number of columns based on the data set. In conjunction with "Use first values as column headers" this allows the user to plug in any data source prepared in a tabular format to a table and have it adjust automatically.

    The same idea for Line graphs, a dynamic number of Line Series and Line Series Labels based on datasource first values (like the table feature) or Pivot on a particular column.

    17 votes
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    2 comments  ·  Klip Component Capabilities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Email reports to non-klipfolio users

    I would prefer this option than having to send one to my team members manually, since they are not klipfolio users and it doesn't make sense to have the entire team register on klipfolio just to receive these reports.

    17 votes
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    0 comments  ·  Sharing & Rights  ·  Flag idea as inappropriate…  ·  Admin →
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