Magento Business Intelligence Help Center

Essentials Quick Start Video Series

This training series will teach you the basics you need to start analyzing data in Magento BI Essentials. Watch these videos to learn how to create metrics to track your KPIs, build and save visualizations, and share analyses across your team.

Introducing Magento BI Essentials

Welcome to the world of Magento Business Intelligence!

Building metrics

Think of metrics as the bridge between your raw data and actionable insight. Learn what a metric is, how to define it, and how to build it.

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Creating visualizations

Now that you have your data integrated and your metrics built, you’re ready for analysis! In this video, you’ll learn how to use the Visual Report Builder to create customized auto-updating reports.

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Filter Sets

Do you want to analyze only certain pieces of your business data? Tired of manually cleaning things up? In Magento BI, you can use the filter sets feature to simplify this process.

In this video, you'll learn:

  • How to create a filter set
  • How to use filter operators
  • How to apply a filter set to a metric
  • How to apply a filter set to a calculated data dimension
  • Written Instructions: Creating filter sets for metrics

Saving and sharing

You’re almost finished! The final step to building a data-driven organization is sharing and taking action on insights. Learn how to organize your dashboards, share reports with other team members, and collaborate on data across your company.

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And that’s a quick look at getting started.

If you want to dig a little deeper into anything we covered in this series, explore the links posted alongside each video. You can also head over to our Analysis Library for more inspiration or take a look at our webinars.

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