Overview: Working with Klips


What is a Klip? A widget that visualizes data for your dashboard.
What is a component? The individual attributes that control the style and properties of the Klip.
How to build a Klip 1. Choose the component style
2. Choose the data source
3. Assign data to sub-components
4. Adjust properties
5. Save and share Klip
Video Application Overview - Klipfolio

What is a Klip?

A Klip is a widget used to visualize your data using formats such as charts, tables, and gauges. Klips are comprised of components, attributes that control the important properties associated with your Klip. 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.

Here's an example of a Klip that displays a Table component:

What types of components can I build?

Components are what determine how your Klip will look on your dashboard. Each component represents a different type of data visualization you can build. Here's a list of components that you can use to build Klips:


How to build a Klip

The typical workflow for building a Klip requires completing 5 steps:

  • Choose the component style
  • Choose the data source
  • Assign data to sub-components
  • Adjust properties
  • Save and share the Klip

Note: These steps provide a general overview for building a Klip. For more detailed instructions, visit the Klip tutorial section.

Step 1. Choose the component style

When building a new Klip, you will be prompted to choose from a list of component styles. You also have the option to choose a Blank slate, where you can add components later.

  1. On your dashboard, click the Add a Klip button.
  2. Click the Build a New Klip button.
  3. Select the component style you want to use.

Step 2. Choose the data source

Next, you will be prompted to provide a data source for the Klip to use. Here are some commonly used data sources:

You can also visit our Sample Data section.

Step 3. Assign data to sub-components

Each component type has different sub-components associated with it, so it's important to note that the following steps only illustrate the typical workflow for assigning data to a sub-component. For more information on this step, visit: how to use the Klip Editor.

  1. Select a sub-component from the component tree.
  2. Open its Data panel.
  3. Select a value(s) from your data source.

The value(s) is assigned to the sub-component as it appears in your data source.

Learn more:

Step 4. Adjust properties

Use the Properties panel to adjust properties associated with each of your sub-component. Commonly used properties include font style, prefixes and suffixes, and setting update animations for the Klip.

Step 5. Save and share the Klip

When you are done building your Klip, click the Save button at the top of the Klip Editor. On the next screen, make sure to share the Klip with the appropriate groups in your organization. This will make creating and sharing dashboards within your organization much easier in the long run - see this article for more information: checklist for adding new users.

Learn more:

Now that you know more about Klips and components, check out these tutorials:

Important concepts

These articles provide an overview of important concepts for building Klips:

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