Build-a-Klip Tutorial: Phase One

We’re going to build Phase One of a Klip with multiple components:


If this is the first time you’ve used Klipfolio, expect to take 15 minutes to finish this tutorial.

Phase One: Build a Simple Klip

You can follow along with our video as well as our step-by-step guide.

Location

Action

Let’s get started. On your dashboard, click the Add a Klip button.
Then click the Build a New Klip button that appears.
Start with a Blank Klip.
Use an existing data source.
Pick Tutorial: Simple Data

You’re now in the Klip Editor, with a blank Klip in the middle of the screen.
Drag and drop a Label Component onto your Klip.
On the Data Panel, change the text from “Label” to “Sessions”, and click Apply.
Drag another Label Component onto your Klip, below the Sessions label.
Instead of typing in data, we’re going to use data from a data source. Click the Insert data from a data source button indicated in the screen shot.
For now, let’s just pick C4, which represents the number of sessions for the Americas. Click that number.
Note that your Klip is now showing that number.
But what if we want a different value, like the total number of sessions for all regions? Instead of simply selecting a cell with a value, we need to use a function. Specifically, the SUM function.
Click on the Insert function button.
Now select SUM.
Note that the old selection, C4, is gone from the Formula Bar and replaced with SUM(data).
Instead of clicking on “11956” (a single value), let’s select multiple values (a vector). Click and drag from 36 to 2084.
The formula has changed to what is shown in the Klip.

So, what you see in a Klip can come from manually-entered values or from a data source, and your data can be manipulated using formulas and functions before presentation.
Let’s continue. “25,286” doesn’t look quite right, so let’s adjust it using its Properties Panel.
Find Font Size and set it to Large.
Your Klip should now look like this:
That’s pretty good, for now. Let’s name it, and save it. Click Untitled in the Klip’s title bar.
On the Properties Panel that appears, change “Untitled” to “Web Metrics”.
Your Klip should now look like this:

Note that there’s a blue border around the whole Klip. That’s because the Klip itself is selected, which is how you were able to change its name on the Properties Panel.
If you look at the Component Tree on the left side of the Klip Editor, you’ll see that Klip is in blue, showing that it’s selected.
Try clicking on either of the Labels in the Component Tree and seeing what happens in the Klip Preview.

The Component Tree is a representation of all the components in your Klip. To edit any component, you can select it from Klip Preview or from the Component Tree.
Let’s save your Klip. Click the Save button at the top right corner of the Klip Editor.
Add a description if you wish. When you’re finished, click the Finished button.
Congratulations! You’ve just built your first Klip.

Let's move along to Phase Two.



Klip Tutorials

  1. Introduction
  2. Introduction to the Build-a-Klip Tutorial
  3. Build-a-Klip Tutorial: Phase One
  4. Build-a-Klip Tutorial: Phase Two
  5. Build-a-Klip Tutorial: Phase Three
  6. Build-a-Klip Tutorial: Phase Four
  7. Build-a-Klip Tutorial: Phase Five
  8. Example - Revenue YTD Klip
  9. Example - Financial Performance YTD Klip
  10. Example - World News Klip
  11. Example - Bookings by Country Klip
  12. Example - Bookings QTD Klip
  13. Example - Stock Quotes Klip
  14. Example - Marketing Traffic Sources Klip
  15. Example - 75/20 Service Level - Today Klip
  16. Training Klip - Array, Slice, Reverse, If, and Trim Functions
  17. Training Klip - Sum, Average, and Count Functions
  18. Training Klip - Group and Groupby Functions
  19. Training Klip - Date, Datevalue, and Today Functions
  20. Training Klip - Replace function and image URLs
  21. Training Klip - Concat and Join Functions
  22. Common Bar/Line Chart scenarios: Example of using the LOOKUP function with a condition to align data
  23. Common Bar/Line Chart scenarios: Example of using the LOOKUP function to align data
  24. Common User Input Control scenarios: Displaying total boxes of fruit sold in the last three months
  25. Common User Input Control scenarios: Counting all tickets by quarter, by month, by weekday
  26. Common Table scenarios: Selecting start and end dates to display number of boxes sold by country
  27. Common Table scenarios: Sorting data to display the video with the highest number of views
  28. Common Pie Chart scenarios: Displaying total number of surveys as a percentage by country
  29. Common Pie Chart scenarios: Displaying numbers and percentages in a pie chart legend

Feedback and Knowledge Base