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.
|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
|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.|