- MBI User Guide Overview
- MBI Introduction
- Getting Started
- Administrator
- Analyze Data
- Data Analyst
- Data Warehouse Manager
- Introduction
- Advanced Calculated Column Types
- Building Google Ecommerce dimensions
- Calculated Column Types
- Configuring Replication Methods
- Configuring Data Rechecks
- Changing a metric’s operational table
- Creating and Using Data Warehouse Views
- Creating / Deleting paths for calculated columns
- Creating / Using a SQL Calculated Column
- Creating calculated columns
- Data and Updates Information
- Guest orders
- How Commerce Stores Data
- Entity Relationship Diagrams
- Managing data dimensions in metrics
- MongoDB data modeling guide
- Replicating Google Analytics channels
- Standardizing data with mapping tables
- Translating SQL queries into MBI reports
- Understanding and Evaluating Table Relationships
- Using the Date Difference Calculated
- Using Dashboard Wide Filtering
- Using the Event Number Calculated Column
- Using the Sequential Comparison Calculated Column
- Common Commerce Tables
- SQL Report Builder
- Using the Cohort Report Builder
- Using the Cohort Report Builder for Non-Date Based Cohorts
- Creating a qualitative cohort analysis
- Explore special filter operators
- Export the results of my query
- Using Formulas in the Report Builder
- Create Google Analytics charts
- Importance of the Lifetime Revenue Cohort Analysis
- Ordering data using the Show Top/Bottom feature
- Using the SQL Report Builder
- First purchase report
- Understanding the Repeat Order Probability Report
- Auditing Metrics using the SQL Report Builder
- Differences in Columns Between SQL and Data Warehouse Manager
- Connecting Data
- SaaS Integrations
- SaaS Integrations
- Understand Results Between Database and SQL Editor
- Connecting Adobe Analytics
- Expected Adobe Analytics Data
- Connecting Facebook Ads
- Expected Facebook Ads data
- Connecting Google Adwords
- Expected Google Adword data
- Auditing Google Adwords data
- Connecting Google Analytics Warehoused
- Expected Google Analytics Warehoused Data
- Connecting Google Analytics
- Expected Google Analytics data
- Connecting Google ECommerce
- Expected Google ECommerce data
- Connecting Mixpanel
- Expected Mixpanel data
- Data Validation in Mixpanel
- Connecting PrestaShop
- Connecting Quickbooks
- Expected Quickbooks data
- Connecting Salesforce
- Expected Salesforce data
- Connecting Spree
- Expected Spree Data
- Connecting Stripe
- Expected Stripe data
- Connecting WooCommerce
- Connecting Zendesk
- Expected Zendesk data
- Analyzing Zendesk data
- Auditing Zendesk data
- Database Integrations
- Connecting Amazon RDS
- Connecting Databases via VPN
- Connect Your MySQL Database to MBI
- Connecting Commerce
- Expected Commerce Data
- Connecting Microsoft SQL Server
- Connecting MongoDB via SSH Tunnel
- Connecting MySQL via a direct connection
- Connecting MySQL via cPanel
- Connecting MySQL via SSH Tunnel
- Connecting PostgreSQ
- Analyze Campaigns
- Analyze Customers
- Calculating Commerce churn rates
- Defining customer concentration
- Defining customer churn
- Expected Lifetime Value (LTV) analysis (basic)
- Expected Lifetime Value (LTV) analysis (advanced)
- Track User Acquisition Source Data Overview
- Track User Device and Browser Data in your Database
- Analyzing customer repurchasing behavior
- Analyzing Website Activity and Customer Conversion Rates
- Recency, frequency, monetary (RFM) analysis
- Analyze Business Performance
- Tracking goals against actual metrics
- Analyzing returned orders
- Year-over-year, month-over-month, week-over-week
- Analyzing holiday season performance
- Analyzing repeat probability decay and churn
- Understanding and building a basic analytics
- Identifying your most valuable marketing sources and channels
- Understanding Google Analytics UTM attribution
- Analyzing inventory levels
- Reporting a retail calendar
- Forecasting
- Build Reports and Share Data
- Data User
- Reports
- Dashboards
- Create Dashboards
- Out-of-the-box dashboards
- Dashboard Pro
- Importing charts from another user
- Permanently deleting a chart
- Using Dashboard Groups
- Managing Dashboards
- Deleting Dashboards
- Renaming Dashboards
- Setting a default Dashboard
- Adding charts to Dashboards
- Removing charts from Dashboards
- Sizing and arranging charts in a Dashboard
- Bulk-editing charts in Dashboards
- Cloning Dashboards
- Searching for Dashboards
- Sharing Dashboards with other users
- Sharing Dashboards organization-wide
- Accessing shared Dashboards
- Changing access to shared Dashboards
- Leaving (unsharing) a Dashboard
- Sharing Data
- Best Practices
- Working with Data
- Working with data
- UTM tagging in Google Analytics
- Formatting and Importing Financial Data
- Recommended Data Dimensions for Segmentation and Filtering
- Checking the Update Cycle Status
- Reducing Your Update Cycle Time
- Modifying Your Database to Support Incremental Replication
- Optimizing your Database for Analysis
- Optimizing Your SQL Queries
- Understanding your MBI Environment
- Project Organization
- Working with Dashboards
- Working with Data
- Tutorials
Connect your Data
In MBI, data sources are called integrations. After an integration is successfully connected, you will be able to browse the tables available for syncing in the Data Warehouse Manager.
Integrations are added and managed using the Connections page, which can be accessed by clicking Manage Data > Connections. Here, you see
- a list of all the integrations connected to your account
- the integration type
- status (Google Analytics and Data Import API connections have blank status fields)
- the last time a connection test (
Last ConnectionStarted column) was performed
Types of Integrations
There are four ways to get your data into MBI: connect a database, connect a SaaS integration, upload a .csv file, or use the Adobe API.
Database Integrations
MBI supports SQL-based and NoSQL databases such as MySQL, Microsoft® SQL, MongoDB, and PostgreSQL.
While you can directly connect your database to MBI using database credentials, Adobe recommends you use a proven encryption method like an SSH tunnel. This ensures that your data stays safe and secure as it makes its way into your Data Warehouse.
Depending on the connection method and type of database, some tech expertise might be required to complete the setup.
SaaS Integrations
SaaS integrations are services like Google Adwords, Salesforce, and Zendesk. It is important to note that because third-party data lives on the vendor’s server, you cannot directly access it like you can with the data in your database.
Usually, setting up an integration in MBI is as easy as simply entering your account credentials. Some services might require an API key to complete the authorization - check out the integrations section for instructions on generating any credentials you need.
File Upload
Not sure how to get data from a supplementary source into your Data Warehouse? Using the File Upload feature is a good way to pull in data that you do not need for everyday decision making. Following the formatting rules, you can quickly upload .csv files into your Data Warehouse and join them with other data sources.
MBI Import API
If you would rather automate the retrieval of data from one of your own sources, you can use the MBI Import API. Basically: if it is not in a database or a SaaS integration, the Import API function is your best bet.
Using the API requires a bit of technical expertise - someone who is comfortable with writing and maintaining a small Ruby or PHP script is more than qualified.
To learn more about getting started with the Import API, check out the Developer site and how to generate an API key.
Add an Integration
To add an integration, click Manage Data > Connections and then click Add a New Data Source. Click the icon of the integration that you want to add and follow the instructions in help articles to set things up:
- Integration FAQ
- Available
SaaSanddatabaseintegrations - Consolidating your tables
- Restricting access to your database
Not seeing an integration you want? Some integrations must be activated for them to be visible in your account. If you are looking for something - for example, Facebook - but it is not listed, submit a support ticket.
If you see an error status for an integration, do not panic - check out the Troubleshooting section for help.
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