Working with Google AdWords Data Sources PDF
Preview Working with Google AdWords Data Sources
Getting Started with Klipfolio: Working with Google AdWords Data Sources Ready to dig deeper into your Klipfolio dashboard experience? This guide will help you build and manage your data visualizations or jump straight over to our Knowledge Base for indepth product guides and tutorials. Klipfolio and you Klipfolio lingo Build a Klip Connect to a data source Using Google AdWords as a data source Step 1: Start the data source creation process Step 2: Create Adwords data source Build a Klip with the Klip editor Step 1. Choosing the type of component Step 2. Choosing the data source Step 3. Assigning data to subcomponents Each component type has different subcomponents associated with it, so it's important to note that the following steps only illustrate the typical workflow for assigning data to a subcomponent. For more information on this step, visit: how to use the Klip Editor. Step 4. Adjust properties Step 5. Add more context Step 6. Save and share the Klip How to email a Klip or a tab More Klip building resources Do more Share your Dashboard To share from the Library To share from the tab Show off your dashboard on a wall display Here are a few tips to help you optimize a dashboard for display on a TV screen or wall display: Set up your account Sign up for Klipfolio Seats and Users Partners More resources on managing your account Follow us on Twitter and Facebook | Contact [email protected] for additional information 1 Klipfolio and you A Klipfolio dashboard brings your business data to life helping you and your organization understand and track KPIs, metrics and other essential information. With Klipfolio Dashboard, you can gather, share and display the data that matters to you in realtime. Using dashboards effectively not only enables you to access the most important information for your business, but it also places you in a position of being able to quickly monitor the metrics that matter. Learn more about business dashboards from the real life stories of our customers. Klipfolio lingo There are some key Klipfolio terms with which to familiarize yourself that will help you as you start building your dashboard: Klipfolio Dashboard is a cloudbased web app. With this app, everyone in your organization can access your interactive dashboards from anywhere via a web browser, mobile device or share with your organization using big screens. Security is builtin so that only your authorized users can access your dashboards. Data from your key service providers including Google Analytics and hundreds more is refreshed at incremental levels that you can control. Follow us on Twitter and Facebook | Contact [email protected] for additional information 2 So, what makes up your Klipfolio Dashboard? Data sources, at the heart of each Klip, are essentially queries or defined data segments that come from a variety of sources such as databases, flat files like XML, JSON, CSV and Excel, or web accessible resources like Google Analytics or Facebook. One or more data sources form the foundation for populating your Klips. For more information, see Creating data sources. Tabs are used by Klipfolio to organize and display your Klips on your dashboard. Each tab can hold one or more Klips and often reflect a specific area of your business that you want to monitor, such as Marketing, Sales, Finance, HR, etc. With tabs you can simplify distribution and sharing of your Klips with your team. When you log in to Klipfolio, you will see all of your active tabs in your dashboard. For more information, see Building tabs. Follow us on Twitter and Facebook | Contact [email protected] for additional information 3 Klips are containers that may hold one or more data visualizations, or components, and are typically focused on a specific KPI, or monitoring related information. Klips are comprised of components and attributes that control the important properties associated with your Klip. Components are different types of data visualizations such as tables, bar charts, maps, pictographs, gauges and more. A good way to think of the difference between a Klip and a component is to think of a Klip as a container, and a component as what's inside the container. For more information, see Building Klips. A User is a unique individual that is granted access to Klipfolio Dashboard. The Library is the engine room of Klipfolio. It is where you access, create and edit all of your assets — Klips, Tabs and Data Sources. Follow us on Twitter and Facebook | Contact [email protected] for additional information 4 Follow us on Twitter and Facebook | Contact [email protected] for additional information 5 Build a Klip Klips are the visualizations of your data. So, how do you get started? You: ● Connect to a data source ● Build a Klip with the Klip editor ● Share the Klip Connect to a data source First, you need to connect to the data source that you want to visualize in your Klip. In addition to relational databases and flat files, including CSV, XML, JSON and EXCEL, Klipfolio connects directly to a multitude of different online services such as Google Analytics, Google Adwords, Facebook, Twitter, Salesforce, Google Webmaster Tools, Dropbox and many other web accessible resources. Here’s how you connect to Google AdWords as a data source: Using Google AdWords as a data source Step 1: Start the data source creation process 1. Click on the Library link. 2. Select the Data Sources tab. 3. Click the Create a New Data Source button. 4. Select the Google AdWords option. 5. Authenticate using your Google AdWords credentials. i. Select Google AdWords from the list of Connectors on the data sources page. ii. Sign in using an existing token or create a new one by signing into your Google account. If you have multiple clients, you require a My Client Center (MCC) level access. For more information on MCC accounts, see Understanding My Client Center (MCC) access levels. iii. After you have created your token, click Next to configure your report. Follow us on Twitter and Facebook | Contact [email protected] for additional information 6 Step 2: Create Adwords data source 1. Select the report you want to generate from the list and click Select Report. For a comprehensive list of report types, see the Google AdWords Report Types documentation. Each Google AdWords report is made up of a collection of fields from which you can select to create a specific query to use as a data source in Klipfolio. Below is an example using the Campaign Performance Report. 2. Select a Query Mode from the dropdown menu. When you select Standard, the query is automatically generated from your subsequent field selections. Custom allows you to write your own query using the AdWords Query Language (AWQL). 3. Select the Columns from an autogenerated list based on the report you selected. 4. Select the parameters that you want to s from the Filters/Predicates from the dropdown menu. (See About predicate values and filters for more information on Predicates). Every report contains a variety of parameters or fields used for collecting specific data to generate a report. For an extensive list of reports and the meaning of each field, see the Google AdWords Report Types documentation. See also Changing currency. 5. Select the Date Range on which you want to filter. Note: Some reports do not have a date range associated with them. In this case, you must select a date type from the Columns or Filters/Predicates fields to filter your dates. 6. Select the Download Format in which you want to download the data. XML and CSV formats are supported. (CSV is the default and is recommended for simplicity.) 7. When you are finished configuring your report, click Generate Report. 8. If you are happy with the resulting data source, click Continue. 9. Save as “My Campaign Performance Report”. Follow us on Twitter and Facebook | Contact [email protected] for additional information 7 More information on data sources: Online data sources and instructions on how to connect Web Accessible Resources Best practices on uploading your Build a Klip with the Klip editor Once you have the data source that you want to pull into Klipfolio, it’s time to start creating your visualization. The Klip Editor is where it all happens you just need a data source and the type of visualization you want. Let’s build an AdWords Campaign Performance Report Klip using the data source we just created called My Campaign Performance Report. The data source is saved in the Library. In this Klip we will show Budget and Cost. Follow us on Twitter and Facebook | Contact [email protected] for additional information 8 Every Klip is made up of attributes called components that control virtually every part of your Klip, from its title to its visualization style (Chart, Pictograph, Gauge and so on). The Klip Editor lets you work with your Klip components to customize your Klip's data, properties, and appearance. Building a Klip involves five steps: 1. Choosing the component style 2. Choosing the data source 3. Assigning data to subcomponents 4. Adjusting properties 5. Saving and sharing the Klip Step 1. Choosing the type of component 1. On your dashboard, click the Add a Klip button. 2. Click the Build a New Klip button. 3. Select the Gauge component on the Build a Klip screen. Follow us on Twitter and Facebook | Contact [email protected] for additional information 9 Step 2. Choosing the data source Next, you will be prompted to provide a data source for the Klip to use. Select Use an existing data source. The Data Sources screen lists existing data sources. In this example, we will select the My Campaign Performance Report data source. This data source was created in the Using Google AdWords as a data source section. Follow us on Twitter and Facebook | Contact [email protected] for additional information 10
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