PowerMetrics: Managing your account connections

This article refers to the account connections you create when adding:

• Data feed metrics for Airtable, Facebook, Facebook Ads, Google Ads, Google Analytics 4, HubSpot, Instagram Business, LinkedIn Ads, LinkedIn Pages, Mailchimp, QuickBooks, Salesforce, Shopify, Smartsheet, Stripe, Twitter Ads, Xero, YouTube, Zendesk, and Zuora.
• Direct to data warehouse metrics for Amazon Aurora, Amazon Redshift, Databricks, Google BigQuery, MariaDB, Microsoft Azure SQL and Azure Synapse Analytics, PostgreSQL, and Snowflake.
• dbt™ Semantic Layer metrics.
• Cube metrics.

This article includes:

• Account connections for data feed metrics
  • What's the difference between account and account settings?
  • Viewing and managing account connections
  • Re-authenticating account connections
  • Viewing, editing, and sharing account connections
  • Revoking account connections
  • Additional resources
• Account connections for direct to warehouse metrics
  • Viewing and editing account connections
  • Accessing cache management settings
  • Sharing account connections
  • Deleting account connections
  • Switching account connections for a metric
• Account connections for dbt Semantic Layer metrics
  • Viewing and editing account connections
  • Copying the webhook URL and manually clearing the cache
  • Sharing account connections
  • Deleting account connections
  • Switching account connections for a metric
• Account connections for Cube metrics
  • Viewing and editing account connections
  • Accessing cache management settings
  • Sharing account connections
  • Deleting account connections
  • Switching account connections for a metric

Account connections for data feed metrics

The first time you connect to a service, you’re prompted to enter your service account credentials, usually your username and password. Then, to further define the data you want to connect to, you choose applicable account settings. See the example below for Google Analytics 4, where, after entering your username and password, you select your Analytics Account and Property or App account settings.

Note: For some services only your login credentials are required - no account settings are necessary to further pinpoint the data you’re looking for.

When you're done entering this identifying information, you end up with a connection to your service account that Klipfolio can use to retrieve your data. This connection is sometimes called an "authentication token" or an "OAuth token". You can reuse this connection as you add more data feeds and metrics - you only need to enter your credentials once. The next time you create a metric, your account connection will display in, and can be selected from, a list, along with any other account connections for the data service that have been shared with you.

What's the difference between account and account settings?

The primary information you enter is the details for your account (usually your username and password). The secondary information you enter further defines your data request by choosing specific account settings. This can be especially helpful when you're working with an account that gives access to more than one service. For example, you may use the same Google account to connect to your Google Ads and your Google Analytics 4 data. Your account information is the same but your account settings will differ.

Note: As mentioned above, some data services don't require any secondary information (account settings).

Viewing and managing account connections

To see a list of all your account connections, click the button in the left navigation sidebar and select Connections.

You can view and manage individual account connections from the Connections page, or from the service’s page.

On the Connections page, select a connection from the list to:

• View its name, associated service, when it was created, when it was last authorized, and whether it's shared.
• Change its name, description, and sharing status by clicking Edit (beside General Information).
• Re-authorize or delete it, by clicking the Re-Authorize or Delete button (in the top-right corner of the window).

After connecting to a service and adding metrics, you can return to the service’s page to view and manage its account connections. In the left navigation sidebar, click the + button beside Metrics and select See all services. On the Where is your data? page, select the desired service. Click the account connection, located at the top right of the window. Click the 3-dot menu for an account connection to access viewing and editing options.

Re-authenticating account connections

To re-authenticate, click the 3-dot menu beside your account name (as shown above) and click Re-authenticate.

Here are some common reasons for re-authenticating:

• Some services give you access to multiple applications, for example, you might connect to your Google account to add metrics for Google Analytics 4 and Google Ads. If you want to create Google Ads metrics, and you select an account you used previously to create Google Analytics 4 metrics, you’ll need to update your account connection permissions to point to your Google Ads account instead. If you need to update your account permissions, a gray re-authentication icon displays beside your connection name and you’ll be prompted to update your account settings. (See below.)
  
• For some services, the OAuth token (account connection) expires automatically after a set period of time. If your account connection is expired or invalid, a red re-authentication icon displays beside your connection name and you’ll need to re-authenticate to connect to a valid account. (See below.) Learn more about expired tokens and find answers to some OAuth frequently asked questions.
  

Viewing, editing, and sharing account connections

In the editing window, you can re-authenticate (by clicking the 3-dot menu beside your account name). You can also view details for the account connection, rename it, and share it with others in your Klipfolio account. (See below.)

Revoking account connections

If you no longer want to use a specific account connection, you can revoke it. This may happen if someone leaves your company and you want to disable their account connection. You can always re-authenticate it later if you change your mind.

Note: When you revoke an account that was connected to a metric, the metric will no longer update. You can restart data refreshes for the associated metric(s) by re-authenticating the account connection.

Additional resources

See these articles if you’d like more information about connecting to your account:

• OAuth Token authentication FAQs
• Why does Klipfolio need permission to connect to my service accounts?
• Managing OAuth tokens for connected accounts

Account connections for direct to warehouse metrics

When connecting to data in a warehouse you enter the name and password for the user that has the appropriate access role or set of permissions. The additional account settings you enter depend on the warehouse service, for example, you may enter the database or schema name, a project ID, or a port number. Entering and saving these settings creates a reusable account connection that you can view, edit, share, or delete. You can also change the account a metric is associated with by switching it to use a different, existing connection or a new connection.

Viewing and editing account connections

To view and edit an account connection:

1. In the left navigation sidebar, click the + button beside Metrics > See all services, and select the desired direct to warehouse service.
2. Open the account connection dialog by clicking the field under Data source (as shown below, using Snowflake as an example).
   
3. Click the 3-dot menu for the desired account connection and select Edit.
4. View and modify account settings as desired and click Save.

Accessing cache management settings

When clearing the cache, automatically via a webhook, using a cache expiration strategy, or manually, the data associated with the account connection in PowerMetrics is updated to align with changes in your data warehouse.

To access cache management settings for an account connection:

1. In the left navigation sidebar, click the + button beside Metrics > See all services, and select the desired direct to warehouse service.
2. Open the account connection dialog by clicking the field under Data source.
3. Click the 3-dot menu for the desired account connection. The clear cache and edit options display.
4. Click Edit.
   The cache management UI displays, where you can copy the webhook URL or select a TTL value (using the drop-down under Cache expiry).
5. Click Clear cache to manually clear the cache.

Sharing account connections

Sharing an account connection enables other editor users to use the connection to query data in the warehouse and create metrics in PowerMetrics. It does not give sharing, editing, or deleting access to the account connection - only the creator of the account connection can perform these actions.

To share an account connection:

1. In the left navigation sidebar, click the + button beside Metrics > See all services, and select the desired direct to warehouse service.
2. Open the account connection dialog by clicking the field under Data source.
3. Click the 3-dot menu for the account connection you want to share and select Edit.
4. Enable the Share account connection with editor users toggle (as shown below, using Google BigQuery as an example).
   
5. Click Save.

Deleting account connections

Deleting an account connection deletes it for you and for everyone in your account who has shared access to it. When you delete an account connection its associated metrics stop updating. If you want to resume updates, you can edit the metrics and apply the account connection of your choice.

To delete an account connection:

1. In the left navigation sidebar, click the + button beside Metrics > See all services, and select the desired direct to warehouse service.
2. Open the account connection dialog by clicking the field under Data source.
3. Click the 3-dot menu for the account connection you want to delete and click Delete.
4. Click Delete again to confirm.

Switching the account connection

You can change the account a metric is associated with by switching it to use a different, existing connection or a new connection.

To switch the account connection for a metric:

1. In the left navigation sidebar, click Metrics to open the metric catalog.
2. Select the desired direct to warehouse metric. The metric overview page opens in view mode.
3. Click the Edit button at the top of the page, then click the Data tab.
4. At Data source, click the 3-dot menu and select Change account (as shown below).
   
5. In the Select <service name> account window, either select a different, existing account and click Connect, or click Add a new account, fill in account settings, and click Save.
6. Click Save metric.

Account connections for dbt Semantic Layer metrics

When you add dbt Semantic Layer metrics you connect to your dbt Cloud account by entering your Environment ID and dbt Cloud Service token. Entering and saving these settings creates a reusable account connection that you can view, edit, share, or delete. You can also change the account a metric is associated with by switching it to use a different, existing connection or a new connection.

Viewing and editing account connections

To view and edit an account connection:

1. In the left navigation sidebar click the + button beside Metrics > Select all services and select dbt Semantic Layer.
2. Open the account connection dialog by clicking the account connection, located in the upper-right corner. (See below.)
   
3. Click the 3-dot menu beside the desired account connection and select Edit.
4. View and modify account settings as desired and click Save.

Copying the webhook URL and manually clearing the cache

When clearing the cache, automatically via a webhook or manually, the data associated with the account connection in PowerMetrics is updated to align with changes in your dbt Semantic Layer project.

To copy the webhook URL and to manually clear the cache for an account connection:

1. In the left navigation sidebar click the + button beside Metrics > Select all services and select dbt Semantic Layer.
2. Click the account connection, located in the upper-right corner.
3. Click the 3-dot menu beside the desired account connection name and select Edit.
4. Under Webhook, click the Copy button.
5. Click Back.
6. Click the 3-dot menu beside the account connection name and select Clear cache.
7. Click X to close the window.

Sharing account connections

You can share an account connection to enable other editor users to import and set up metrics from the associated dbt Semantic Layer project.

To share an account connection:

1. In the left navigation sidebar click the + button beside Metrics > Select all services and select dbt Semantic Layer.
2. Click the account connection, located in the upper-right corner.
3. Click the 3-dot menu beside the desired account connection name and select Edit.
4. Enable the Share account connection with editor users toggle. (See below.)
   
5. Click Save.

Deleting account connections

Deleting an account connection deletes it for you and for everyone in your account who has shared access to it. When you delete an account connection its associated metrics stop updating. If you want to resume updates, you can edit the metrics and apply the account connection of your choice.

To delete an account connection:

1. In the left navigation sidebar click the + button beside Metrics > Select all services and select dbt Semantic Layer.
2. Click the account connection, located in the upper-right corner.
3. Click the 3-dot menu beside the desired account connection name and click Delete.

Switching the account connection

You can change the account a metric is associated with by switching it to use a different, existing connection or a new connection.

To switch the account connection for a metric:

1. In the left navigation sidebar, click Metrics to open the metric catalog.
2. Select the desired dbt Semantic Layer metric. The metric overview page opens in view mode.
3. Click the Edit button at the top of the page, then click the Data tab.
4. At Data source, click the 3-dot menu and select Change account (as shown below).
   
5. In the Select dbt™ Semantic Layer account window, either select a different, existing account and click Connect, or click Add a new account, fill in account settings, and click Save.
6. Click Save metric.

Account connections for Cube metrics

When connecting to data in Cube you enter the Cube host URL and API key. Entering and saving these settings creates a reusable account connection that you can view, edit, share, or delete. You can also change the account a metric is associated with by switching it to use a different, existing connection or a new connection.

Viewing and editing account connections

To view and edit an account connection:

1. In the left navigation sidebar click the + button beside Metrics > Select all services and select Cube.
2. Open the account connection dialog by clicking the field under Data source (as shown below).
   
3. Click the 3-dot menu for the desired account connection and select Edit.
4. View and modify account settings as desired and click Save.

Accessing cache management settings

When clearing the cache, automatically via a webhook, using a cache expiration strategy, or manually, the data associated with the account connection in PowerMetrics is updated to align with changes in Cube.

To access cache management settings for an account connection:

1. In the left navigation sidebar click the + button beside Metrics > Select all services and select Cube.
2. Open the account connection dialog by clicking the field under Data source.
3. Click the 3-dot menu for the desired account connection. The clear cache and edit options display.
4. Click Edit.
   The cache management UI displays, where you can copy the webhook URL or select a TTL value (using the drop-down under Cache expiry).
5. Click Clear cache to manually clear the cache.

Sharing account connections

Sharing an account connection enables other editor users to use the connection to query data in Cube and create metrics in PowerMetrics. It does not give sharing, editing, or deleting access to the account connection - only the creator of the account connection can perform these actions.

To share an account connection:

1. In the left navigation sidebar click the + button beside Metrics > Select all services and select Cube.
2. Open the account connection dialog by clicking the field under Data source.
3. Click the 3-dot menu for the account connection you want to share and select Edit.
4. Enable the Share account connection with editor users toggle. (See below.)
   
5. Click Save.

Deleting account connections

Deleting an account connection deletes it for you and for everyone in your account who has shared access to it. When you delete an account connection its associated metrics stop updating. If you want to resume updates, you can edit the metrics and apply the account connection of your choice.

To delete an account connection:

1. In the left navigation sidebar click the + button beside Metrics > Select all services and select Cube.
2. Open the account connection dialog by clicking the field under Data source.
3. Click the 3-dot menu for the account connection you want to delete and select Delete.
4. Click Delete again to confirm.

Switching the account connection

You can change the account a metric is associated with by switching it to use a different, existing connection or a new connection.

To switch the account connection for a metric:

1. In the left navigation sidebar, click Metrics to open the metric catalog.
2. Select the desired Cube metric. The metric overview page opens in view mode.
3. Click the Edit button at the top of the page, then click the Data tab.
4. At Data source, click the 3-dot menu and select Change account (as shown below).
   
5. In the Select Cube account window, either select a different, existing account and click Connect, or click Add a new account, fill in account settings, and click Save.
6. Click Save metric.