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How do I create Podio metrics?

Updated

Visualize, discover, and act on your work management data by creating Podio data feed metrics.

This article includes:

Overview

Authentication: OAuth Authentication
Response Format: JSON
API documentation: Podio API Documentation
API Limits:

By default, Podio returns 20 records per query.

To return more records, append &limit=n where n <= 500 (the maximum allowed by Podio) to the query.

To return data beyond the first 500 records, use the limit and offset parameters. For example, to start at the 501st record and get the next 200 records:

&offset=500?limit=200

To retrieve more than 500 records, pagination is required.
Pagination Method: Podio returns a maximum 500 records per query and each response provides a total value to indicate the total number of records. To page through the data, use the offset and limit parameters in your Podio query.
Date Parameters:

Podio uses a number of date parameters, all of which use the following formats:

yyyy-MM-dd
yyyy-MM-dd hh:mm:ss
Sample Queries: https://api.podio.com/contact
https://api/podio.com/task/12345678
https://api.podio.com/item/app/12345678?limit=500

Connecting PowerMetrics to your Podio data

Here are a few things to note about connecting PowerMetrics to your Podio data:

Your data is safe with us. The first time you connect your Podio data to PowerMetrics, you'll be prompted to enter your Podio login credentials and give permission to allow access to the data within your Podio account. We are serious about protecting your data privacy.

Managing your connections. By default, your connection name looks like this: yourname@Podio<date and time created>. You can rename connections from your list of connections (accessed by clicking the in the left navigation sidebar and selecting Connections) or within the application as you add metrics. Go here for more information on managing your account connections.

You can use the same account connection every time you connect to Podio. If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, check out these troubleshooting tips.

Creating Podio data feed metrics

When you create Podio data feed metrics, you:

Connecting to Podio 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:

  1. In the left navigation sidebar click the + button beside Metrics and select See all services.
  2. On the Where is your data? page, under Data Feed Services, select Podio.
  3. Click +New data feed > Select Podio data.
  4. 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 Podio data source.

  5. In the Query URL field, write your query. Refer to Podio API Documentation and the following examples for assistance. (orange text indicates values to be replaced with your specific values).

    Organizations

    https://api.podio.com/org?url=klipfolio

    Contacts

    https://api.podio.com/contact
    https://api.podio.com/contact/123456789
    https://api.podio.com/contact/123456789,987654321

    Tasks

    https://api.podio.com/task?completed=false&org=123456

    Apps

    https://api.podio.com/item/app/12345678?limit=500
    https://api.podio.com/item/app/12345678?limit=500&offset=500

  6. At Data Format, select JSON from the drop-down menu.
  7. At Method, select GET.
  8. Click Get data.
  9. 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:

  1. In the left navigation sidebar, click Data Feeds.
  2. In your list of Data Feeds, select the one you want to use for your metric.
  3. Click the Metrics tab in the right-side pane.
  4. 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:

If you want to make changes:

  • Podio 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:

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