Klipfolio Quick Start Guide

Product Overview

Klipfolio is a cloud platform for assembling, monitoring and sharing dashboards and key performance indicators (KPIs). It can be used on any smartphone, tablet, or web browser.

You build a dashboard by assembling visualizations called Klips. You can display data in real time using Klips. To create a Klip you must connect to an online data service or upload a file, pick one or more visualizations types called components, select and manipulate your data in the Klip editor, and then save your Klip to your dashboard.

If you have not already tried Klipfolio, sign up for a free trial now.

Step 1: Access your dashboard using a web browser

Klipfolio is compatible with virtually any web browser on any device. To get started, go to https://app.klipfolio.com

Step 2: Check out the documentation

Go to the Klipfolio Knowledge Base to access all of our guides and documentation.

Step 3: Connect to a data source

Klipfolio supports a wide variety of data source formats, including XML, JSON, CSV, or Excel, and can connect to hundreds of online services like Google Drive, Facebook, Twitter, Google Analytics and other web accessible resources.

Go to Connecting to data sources to see a full list of data source connectors.

Step 4: Build some Klips

Build a Bar/Line Chart

The Bar/Line chart component is a useful visualisation for displaying one or more series of data on a chart. You can customize your chart by inverting the X and Y axis, stacking bars, using a custom range of colors or setting up a variety of indicators.

To build a Bar/Line chart that visualizes data, see Building a Bar/Line chart with a secondary y axis.

Build a Gauge

A Gauge component allows you to compare a current value against a target value using a variety of styles, such as arc, semicircle, vertical, and horizontal. You can also use indicators to set certain thresholds by using ranges, different colors, and icons for maximum effect.

To build a gauge that displays goals, see Building a Gauge component that displays a cumulative total.

Build a Pie Chart with a User Input Control component

The User Input Control component lets you use a text field, drop-down list, or date picker to cycle through different data selections on your dashboard. The values you select are determined by what variables you set.

The Pie Chart component allows you to compare individual values in relation to the whole. You can show labels as a legend or around the chart, separate slices by clicking on them, and choose your own combination of colors.

To build a pie chart that uses variables, see Working with variables and text fields to build a pie chart.

Go to Building Klips to see a full list of all the visualisation components.

Step 5: Share your visualisations

Download as a PDF, image or .csv file

Klipfolio allows you to download a single Klip or a dashboard containing multiple Klips to your computer as a PDF or Image file. For a single Klip, you also have the option to save the data as a .csv file type.

To learn more, see Downloading a Klip to your computer or Downloading a dashboard and all of its Klips to your computer.

Email as a PDF or image file

Klipfolio allows you to email a single Klip or a dashboard containing multiple Klips as a PDF or Image file.  You can also schedule an email report on a regular basis.

To learn more, see Emailing a Klip or Emailing a dashboard and all of its Klips.

Embed a Klip into an HTML page

Klipfolio lets you embed a Klip or multiple instances of a Klip within a host application.

To learn more, see Embedding a Klip into an HTML page.

Display in full screen mode

Klipfolio easily lets you make a presentation of your Klips.

To learn more, see Displaying Klips using full screen mode.

More information

For more information, see the following resources:

Feedback and Knowledge Base