PowerMetrics Changelog - 2021

New:

• Dashboard and custom metric improvements: We made a few UI changes to make it easier to create custom metrics and to find and interact with metric and dashboard options.

• Filtering for custom metrics: We’ve added some new filter options to custom metrics: “Is empty”, “Is not empty”, “Is null”, and “Is not null”.

New:

• Top-ups: Need more data services or a longer date range window but aren’t ready to upgrade to a higher plan? If you’re on the Pro or Plus plan, contact us at success@klipfolio.com to ask about our new top-ups!

• New bar and column chart style: The new colour by category style can be applied to bar and column charts to assign colours based on the category you want to display in your metric.

Fixes:

• SharePoint connector: If your SharePoint drive included multiple root directories (Document Libraries) the wizard considered them as normal folders. Since the root directory configuration doesn’t include a drive ID, this was causing a malformed query and showing no results. To fix this issue, each root folder is now considered as a separate drive.

New:

• Data sources: The modelled data sources that are created for you when you add instant metrics are managed by Klipfolio PowerMetrics. If you want to display this data source type in your Data Source List, click the 3-dot menu in the top right of the page and adjust the toggle to Show data sources managed by PowerMetrics.

• Editing instant metrics: We’ve added more editing options to instant metrics. You can now rename, change the refresh rate, and go to the associated modelled data source details page.

• Resetting instant metric data: Reset data for an instant metric by deleting its stored historical data and re-downloading new data. There are several reasons you may want to do this, for example, if you made changes to the service, decided to connect using a different account, or there was an API disruption.

• Deleting and replacing custom metric data: Want to focus on a different measure than the one you originally chose? Added a column of data to your modelled data source that you now want to include in your custom metric? Instead of starting over, you can delete the stored historical data for a custom metric and replace it with different data from your modelled data source.

New:

• HubSpot v3: Start tracking your leads, opportunities, customers, and more with just a few clicks using our HubSpot v3 instant metrics. Feeling creative? Use the query builder in PowerMetrics to add HubSpot v3 custom metrics too!

• Sample metrics: When you begin with PowerMetrics, you get immediate access to a sample metric dashboard and sample metrics. We just added the ability to delete these sample metrics if you no longer require them. Note that once they’re deleted, they cannot be re-enabled. 

• Service icons for metrics: We’ve added an error overlay icon to the metric list and explore pages to indicate if the data source for the metric has been deleted.

• Accessing metric details: Want to learn more about a metric? Click its 3-dot menu and select About to see information such as: metric and source metric names, metric owner, the amount of data history that’s being stored, when the metric was last edited and last refreshed … plus lots more!

New:

• YouTube: Start tracking your video views, subscribers, impressions, and more with just a few clicks using our YouTube instant metrics. Feeling creative? Use the query builder in PowerMetrics to add YouTube custom metrics too!

• Google Analytics 4: Start tracking your users, sessions, events, conversions, revenue, and more with just a few clicks using our Google Analytics 4 instant metrics. Feeling creative? Use the query builder in PowerMetrics to add Google Analytics 4 custom metrics too!

• In-app Help: We’ve made it easier to get help. The new Help button links you up to Live Chat and helpful articles in our Knowledge Base and keeps you up to date with all our new features.

New:

• Dashboards: You can now download and print your favourite dashboards as PDFs. Keep everyone informed with access to a digital or printed copy of your data.

• Calculated metrics: In the past, when building calculated metrics, it could be difficult to tell which service each metric was associated with. We now display the service icon for each metric when building calculated metric formulas.

• Table visualization enhancement: For list and pivot tables that include a date/time column, you can now choose to hide or display blank time periods.

• Performance and quality enhancements

Updates and Fixes:

• Date filtering for custom metrics: Modified, clearer date filter operator names make it easier to apply date filters for custom metrics.

New:

• Metrics that access multiple services: We’ve added a new service icon to the metric list, explore view, and the add metric dialog that indicates the number of services used in the metric and the service names (up to 4). See below for an example of the multiple service icon for a calculated metric that uses Instagram Business, an Uploaded File, and LinkedIn, plus 2 other services:

New:

• Print metrics and dashboards or save them as PDFs: You can now set up your favourite metrics and dashboards to print or save as PDFs. This browser-based printing capability is the first, lightweight version of our upcoming, more advanced printing feature. Learn more here.

• Instant metrics: When adding instant metrics, you can click on the information button on the metric tile to see a brief definition and the formula used to create the metric. Now, you can also see a list of available dimensions for the metric.

• Modelling data sources: We’ve added the ability to unpivot columns in your data source so you can easily convert data from a pivot table format to a list table format.

New:

• Custom metric creation - the query builder: You can already add instant metrics for our most popular services. Now there’s a new, simplified, yet powerful, option for creating custom metrics for those services too! Connect to any of these services: Google Analytics, Google Ads, HubSpot, Instagram Business, Facebook, Facebook Ads, LinkedIn Pages, LinkedIn Ads, Twitter, Twitter Ads, Stripe, Mailchimp, Xero, and QuickBooks. Then, choose the data you want to query, further specify the data using filters, and, optionally, refine it to use in your metrics. Learn more here.

• Inviting users to your account: We’ve updated the way you invite users into your account. The new design means you can invite multiple users and set their roles/permissions in one simple action. All you need is their email address. If you invite more users than your plan allows, you’ll be automatically prompted to either purchase a top-up or upgrade your plan.

• Performance and quality enhancements

New:

• Admin enhancements:
  • There’s a new point of access for all administrative actions. Click the button in the left navigation sidebar to access all admin settings. We’ve also added shortcuts for the actions you perform most. Learn more here.
  • We’ve added product-specific colours to the left navigation sidebar to help you quickly see which part of Klipfolio you’re currently working in - PowerMetrics, Klips, or the Administrative section.
• Get more editor users: Our pricing plans have expanded to include more editor users at every level.
• Adobe Analytics connector: We’ve updated our connector to support Adobe Analytics version 1.4.

New:

• Metric List enhancements:
  • We’ve added a “New” tag to your metric list so you can quickly see which metrics you recently added.
  • You can now filter your list of metrics by type. For example, you can filter to display only your calculated metrics, metrics for a specific service, or metrics created from uploaded files.
• Instant metrics: We’ve redesigned the data services page in PowerMetrics to make it easier to see which data services include instant metrics.
• New, informative icons: Icons that indicate service and metric type now display beside metric names in the metric’s explore view, the metric list, and when adding metrics to a dashboard.

New:

• Authentication: We’ve added state icons that indicate when you need to re-authenticate your account connection.

Performance and quality enhancements

New:

• Stripe connector: Instant metrics are now available for Stripe!

Fixes:

• Domain alias settings: There was a string error on our domain alias settings page that has been fixed (da.kfnet.ca has been updated to da.kfnet.io).
• Dashboards: When adding metrics to a dashboard, there was an issue where you could only see a maximum of 50 metrics to select from. This has been fixed. You can now scroll to see all available metrics, 50 at a time.

New:

• Metric List: Our redesign of the metric library page takes it to the next level! All of your metrics now display as a dynamic list. Not only can you see all your metrics in one place but you can use this page to keep informed on their progress. At a glance, you can check metric values, progress, and trends. Use the filter options to set a date range or to see a list of the metrics you're interested in right now. Get quick access to learn more about each metric. Click a metric to open it in its explore view or in a new tab. You can also delete metrics you no longer need. Learn more here.
• Snowflake Connector: We’ve updated our Snowflake connector to support all available regions.

Fixes:

• Data source refresh: Data sources with a refresh setting of “never” can now be multi-selected when queuing for refresh.
• Metrics: When editing a metric, changes made to the metric’s data shape (for example, changing from periodic to transactional data) were not being retained after saving. This has been fixed.

New:

• Terminology change and better information for instant metrics:
  • To provide greater clarity for our customers, we now refer to the asset you create in PowerMetrics as a “metric”. These assets were previously referred to as “PowerMetrics”. Our product name hasn’t changed.
  • When choosing a service for your instant metrics, you can now see how many others are connecting to the service and the number of instant metrics available.
• LinkedIn connector: We connect to LinkedIn business accounts (not personal accounts). To improve clarity, we’ve changed the connector name to LinkedIn Pages.
• Instagram connector: We connect to Instagram business accounts (not personal accounts). To improve clarity, we’ve changed the connector name to Instagram Business.

Fixes:

• Modeller: Merged models were including blank rows for unmatched values from the secondary data source. This issue has been fixed.

Performance enhancements