Sharing Data
Last update: July 25, 2023
CREATED FOR:
- Beginner
- Intermediate
- Admin
- Developer
- User
Communicating the status and trends of your business is essential. In this section, learn how to export and share data from a chart to a .csv
or Excel
file. Also, learn how to configure and automatically send email summaries of your data to key stakeholders.
Previous pageLeaving (unsharing) a Dashboard
Next pageExporting chart data
Commerce
- 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