- Commerce Intelligence User Guide
- Commerce Intelligence 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 Commerce Intelligence 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 Commerce Intelligence
- Connecting Adobe 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 Commerce Intelligence Environment
- Project Organization
- Working with Dashboards
- Working with Data
- Tutorials
Activate your Commerce Intelligence Account for On-Premise and Starter Subscriptions
To activate Commerce Intelligence for on-premise subscriptions, first create a Commerce Intelligence account, enter your settings information, then connect Commerce Intelligence to your Commerce database.
Create your Commerce Intelligence account
To create your account, contact your Adobe Account Team or Customer Technical Advisor.
Create your password
After your account has been created, check your email for an account notification email from The Magento BI Team@rjmetrics.com. Use the link provided in the email to access your Commerce Intelligence account and create your password. Go to your inbox and verify your email address.
If you did not receive an email, contact support.
Set your store preferences
Before you configure the database connection, complete the store information form. This information is required to complete the Connect your Database setup.
Add Commerce Intelligence users
After you set your password and log into Commerce Intelligence, you can add other users to your Commerce Intelligence account. When adding users, add admin users with appropriate permissions to complete the activation process.
Create a dedicated Commerce Intelligence user in the Commerce admin
To use Commerce Intelligence, you must add a permanent and dedicated user to the Commerce project. This dedicated user serves as a permanent connection to Commerce that enables the fetch and transfer of new data to the account’s Commerce Intelligence Data Warehouse.
Configuring a dedicated Commerce Intelligence user ensures that the account is not deactivated or deleted, thus stopping the Commerce Intelligence connection.
Adobe encourages using an account name that indicate its permanent status (e.g., ACI-dedicated, ACI-database-connector, and so forth).
After you created the dedicated user for Commerce Intelligence in the Admin, add the same user to the primary environment of the Commerce project with a Master setting of Contributor.
Get your Commerce Intelligence SSH keys
-
On the Connect your database page for Commerce Intelligence setup, scroll down and select Encryption settings.
-
For Encryption Type, select
SSH Tunnel. -
From the drop-down, copy the public key that is provided.
Add your public key to the Commerce Intelligence
-
From the Commerce Admin, sign in using the login information for the Commerce Intelligence user you just created.
-
Select the Account Settings tab.
-
Scroll down and expand the SSH Keys drop-down. Then, select Add a public key.
-
Paste the public key that you copied in the Encryption Type step above.
Provide Commerce Intelligence Essentials MySQL credentials
-
Update your
.magento/services.yaml.
-
Update your
.magento.app.yaml.
Get database connection information
Get the database connection information to the Commerce database to Commerce Intelligence
-
Run the following to get your information.
echo $MAGENTO_CLOUD_RELATIONSHIPS | base64 --decode | json_pp -
Review the database information, which should look similar to the following example.
Connect Commerce Intelligence to your Commerce database using an encrypted connection
Adobe strongly recommends that you use an SSH tunnel tunnel to make the database connection. However, if this method is not an option, you can still link Commerce Intelligence to your database using a direct connection.
Enter your Commerce Intelligence information in the Connect your Magento Database screen.
Inputs:
Integration Name: [choose a name for your Commerce Intelligence instance]
Host: mbi.internal
Port: 3306
Username: mbi
Password: [input password displayed in the previous section]
Database Name: main
Table Prefixes: [leave blank if there are no table prefixes]
Set your Time Zone settings
Inputs:
Database Timezone: UTC
Desired Timezone: [choose the time zone for which you want your data to display]
Get your encryption settings information
The project UI provides an SSH access string. This string can be used for gathering the information needed for the Remote Address and Username. Use the SSH Access string by selecting the access site button on the Master branch of the Project UI. Then, find your User Name and Remote Address as shown below.
Input your Encryption settings
Inputs:
Encryption Type: SSH Tunnel
Remote Address: ssh.us-3.magento.cloud [from the previous step]
Username: vfbfui4vmfez6-master-7rqtwti—mymagento [from the previous step]
Port: 22
Save your integration.
After completing the configuration steps, apply the changes by selecting Save Integration.
You have now successfully connected your Commerce database to your Commerce Intelligence account.
If you are a Adobe Commerce Intelligence Pro customer, contact your Customer Success Manager or Customer Technical Advisor to coordinate the next steps.
After you complete the configuration, sign in to your Commerce Intelligence account.
Resources
Adobe Account
