Visualize, discover, and act on your project management data by creating Trello data feed metrics.
This article includes:
- Connecting PowerMetrics to your Trello data
- Creating Trello data feed metrics
- Next steps – Interacting with your data
Connecting PowerMetrics to your Trello data
To connect Klipfolio to your Trello data, you'll be asked to enter your Trello API Key and API Token. You will also need to enter that information, and your Trello Board ID, when writing your Trello queries in PowerMetrics.
To find your Trello API Key and API Token:
- Log in to your Trello account.
- After logging in, click this link to generate your API Key.
- If prompted, click to accept the Trello Developer Terms and the click Show API Key.
- Copy your Key.
- Under your key, click the hyperlinked Token.
- Click Allow.
- Copy your Token.
To find your Trello Board ID:
- Log in to your Trello account.
- Click the board you want the ID for.
- Copy your Board ID from the URL. Your Board ID is the combination of letters found before your board’s name. For example,
trello.com/b/yourBoardID/BoardName.
Creating Trello data feed metrics
When you create Trello data feed metrics, you:
- Connect to your Trello account and add a data feed.
- Refine the data in the data feed editor.
- Configure your metric.
Connecting to your Trello account and adding a data feed
Every metric needs a data feed. As you create metrics, you’ll either create a new data feed or select one from your list of existing data feeds. Learn more about data feeds.
To create a new data feed for your metric:
- In the left navigation sidebar click the + button beside Metrics and select See all services.
- On the Where is your data? page, under Data Feed Services, select Trello.
- Click +New data feed > Select Trello data.
- Select a pre-built data source from the left section of the Choose a pre-built or custom connection page or click +Create a custom Trello data source.
- On the Configure data service page, edit the Query URL to return the data you need and replace <YourTrelloBoard> with your Trello Board ID. If you need help writing your query, refer to the Trello API documentation for more information.
- Click Get data.
- Ensure this is the data you’re looking for. Then, click Continue. Next step - refine the data in the data feed editor.
To use an existing data feed for your metric:
- In the left navigation sidebar, click Data Feeds.
- In your list of Data Feeds, select the one you want to use for your metric.
- Click the Metrics tab in the right-side pane.
- Click +Add metric and proceed to Configuring your metric.
Refining data in the data feed editor
You’ve arrived in the data feed editor where you can choose to either accept the automatic settings or make changes.
If you’re happy with the automatic settings:
- Click Save data feed and proceed to Configuring your metric.
If you want to make changes:
- Trello returns data in a JSON format. The method for refining and editing JSON source data is slightly different than when dealing with source data that’s already in a tabular format. Learn how to refine and edit JSON source data feeds.
- Some common adjustments include changing the data format or names for columns, updating the data feed name, and combining columns using formulas - there are many customization options available.
- If you want to adjust the original query, click the tile under Data service.
- When you’re finished editing the data feed, click Save data feed and proceed to Configuring your metric.
Note: After you’re finished creating a metric with this data feed, you can return to it and use it to make more data feed metrics. In the left navigation sidebar, click Data Feeds. Select the desired data feed from the list and click +Add metric.
Configuring your metric
When you configure a data feed metric, you select the measure and dimensions from the data feed to include in the metric and choose settings that determine how the data will be visualized. Go here for detailed instructions on configuring your metric.
Next steps – Interacting with your data
Now that you're connected and have some metrics, it's time to start learning from your data and tracking your progress.
Here are a few suggestions for interacting with your data:
- View your data from multiple perspectives in the metric overview page.
- Organize your account by certifying metrics and applying asset tags to metrics, dashboards, and data feeds.
- Investigate and analyze your data in Explorer.
- Get contextual answers to your questions with the PowerMetrics AI Assistant.
- Gather your metrics onto dashboards and share them with your colleagues.
- Add goals to your metrics to help track their progress.