BI extension use cases

This article documents how to accomplish a number of use cases (15) using the Customer Journey Analytics BI extension. Each use case explains the Customer Journey Analytics functionality, followed with details for each of the BI tools supported:

  • Power BI Desktop. The version used is 2.137.1102.0 64-bit (October 2024).
  • Tableau Desktop. The version used is 2024.1.5 (20241.24.0705.0334) 64-bit.
  • Looker. Online version 25.0.23, available through looker.com
  • Jupyter Notebook. The version used is 7.3.2.
  • RStudio. The version used is 2024.12.0, build 467.

The following use cases are documented:

The connect use case focuses on how to connect BI tools using the Customer Journey Analytics BI extension.

The report and analysis use cases instruct how to accomplish similar Customer Journey Analytics visualizations in the BI tools currently supported.

The understand use cases provide more details on:

  • Transformations that occur when you use a BI tools to report and analyze.
  • Visualization similarities and differences between Customer Journey Analytics and BI tools.
  • Caveats of each of the BI tools you should be aware of.
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