Developer
How-To Articles

Klipfolio Dashboard: How-To Articles

Fundamentals
Klipfolio Dashboard and Klip fundamentals
Klip Development fundamentals
Top 5 Klip development best practices
User interface design guidelines
Testing a Klip without affecting your regular dashboard settings

Retrieving Data
Using a file on your hard drive or local network as a data source
Making a REST request from a Klip
Working with Microsoft SQL Server Reporting Services (SSRS) to display a database report
Parsing data: HTML, XHTML
Parsing data: XML, RSS, ATOM, RDF
Parsing data: CSV, TSV
Working with Microsoft Analysis Services (SSAS) / MSOLAP / MDX Queries
Displaying data from the LDAP directory server
Extracting data from inside an XML tag
Taking out HTML tags from content ^New
Get data from columns whose names contain special characters ^New
Automatically removing items that were removed from the source
Displaying data from a Microsoft Excel worksheet
Using ODBC to retrieve data from your database
Using the sample Klips: XML or JavaScript? ^New

Displaying Data — General
Displaying large text or images with captions
Displaying values as images
Displaying one large image at a time
Hiding a column by default
Displaying a sum or an average
Using your own formula and displaying its result
Formatting dates
Displaying values as currency

Displaying Data — Charting
Large charts
Displaying values as a horizontal bar chart
Displaying values as a line chart
Displaying values as a pie chart
Displaying values as a vertical bar chart
Mini charts
Expected data format for mini charts
Displaying values as a column chart
Displaying values as a win/lose chart
Displaying values as a bullet chart
Displaying values as a stacked bar chart
Displaying values as a sparkline
Displaying values as bar charts (`type: number; indicator: bar`)

Displaying Data — Drill Down and Drill Across
Using Drill Across to display data across various sources
Skipping top drilldown levels that contain only one item
Specifying different item links in different drillldown levels
Displaying a column in only one drilldown level
Displaying all data only at the last drilldown level
Drill down overview: Displaying values in a drilldown Klip

Alerting and Awareness
Changing the default order of columns in an alert pop-up

User Experience
Customizing the "Select date range" Klip menu ^New
Using the Find feature
Adding drag-and-drop support to your Klip
Adding custom menu options
Making your Klip geo-aware
Making the refresh rate user-customizable

Advanced Techniques
Sharing data among multiple Klips
Creating an HTTP POST request
Loading and displaying images based on the data feed
Creating and updating a UI in the Customize window dynamically
Adding user name and password fields
Retrieving images embedded in XML

Troubleshooting Tips
Why doesn't my ODBC Klip display any data?
Why doesn't my Klip display any data?
Why is my Klip displaying fewer items than the data source?
Why doesn't my Excel Klip display any data?
Why does my Klip still display items that have been removed from the source?

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QuickStart

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Architecture & Planning Guide

A must read when evaluating how Klipfolio Dashboard will fit into your environment.

Anatomy of a KPI

From raw number to clarity
in 4 easy steps.