Magento Business Intelligence Help Center

Pro Getting Started Video Series

This 5-part training series will teach you the basics you need to start analyzing data in Magento BI. Watch these videos to learn how to connect your data sources, set up your data warehouse, create metrics to track your KPIs, and build and save visualizations to share across your team.

1. Connecting data sources

Before you can start analyzing your data, you need to connect all of your disparate data sources to one central location. Learn how to connect your data sources to Magento BI and efficiently manage those connections.

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2. Consolidate and relate

Data analysis starts with integration. Learn how to sync the data that’s relevant to you, create relationships, and build new calculated columns on tables in the Data Warehouse Manager.

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3. 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 in Magento BI.

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4. 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 Magento BI Visual Report Builder to create customized auto-updating reports.

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5. 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, check out the Getting Started Guide. You can also head over to our Training Video section when you're ready to move onto more advanced topics or take a look at our webinars.

Explore the rest of the help center for more information and tips on getting the most out of Magento BI and if you have any questions, we’re here to help.

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