This page provides you with instructions on how to extract data from Magento and analyze it in Power BI. (If the mechanics of extracting data from Magento seem too complex or difficult to maintain, check out Stitch, which can do all the heavy lifting for you in just a few clicks.)
What is Magento?
Magento is an open source content management system for ecommerce web sites. It's known for its flexibility and wide adoption across ecommerce businesses of all sizes.
What is Power BI?
Power BI is Microsoft’s business intelligence offering. It's a powerful platform that includes capabilities for data modeling, visualization, dashboarding, and collaboration. Many enterprises that use Microsoft's other products can get easy access to Power BI and choose it for its convenience, security, and power.
With high-value use cases across analysts, IT, business users, and developers, Power BI offers a comprehensive set of functionality that has consistently landed Microsoft in Gartner's "Leaders" quadrant for Business Intelligence.
Getting data out of Magento
You can use the Magento API to extract information. In most recent version, Magento offers both REST and SOAP versions of its API. Be warned, however, that historical versions of different Magento API calls could display inconsistent compatibility.
You can also pull data directly from the underlying database. (Using the API is really just doing this via a layer of abstraction.) If you go this route, familiarize yourself with the Magento database structure.
Preparing Magento data
Your Magento data needs to be structured into a schema for your destination database. If you choose to work with the default Magento database structure in your analytical environment, this simply means recreating the tables and fields that you pulled from your Magento API. You can refer to the API docs or use the information_schema tables in those databases to get the information you need.
Loading data into Power BI
You can analyze any data in Power BI, as long as that data exists in a data warehouse that's connected to your Power BI account. The most common data warehouses include Amazon Redshift, Google BigQuery, and Snowflake. Microsoft also has its own data warehousing platform called Azure SQL Data Warehouse.
Connecting these data warehouses to Power BI is relatively simple. The Get Data menu in the Power BI interface allows you to import data from a number of sources, including static files and data warehouses. You'll find each of the warehouses mentioned above among the options in the Database list. The Power BI documentation provides more details on each.
Analyzing data in Power BI
In Power BI, each table in the data warehouse you connect is known as a dataset, and the analyses conducted on these datasets are known as reports. To create a report, use Power BI’s report editor, a visual interface for building and editing reports.
The report editor guides you through several selections in the course of building a report: the visualization type, fields being used in the report, filters being applied, any formatting you wish to apply, and additional analytics you may wish to layer onto your report, such as trendlines or averages. You can explore all of the features related to analyzing and tracking data in the Power BI documentation.
Once you've created a report, Power BI lets you share it with report "consumers" in your organization.
Keeping Magento data up to date
At this point you've coded up a script or written a program to get the data you want and successfully moved it into your data warehouse. But how will you load new or updated data? It's not a good idea to replicate all of your data each time you have updated records. That process would be painfully slow and resource-intensive.
Instead, identify key fields that your script can use to bookmark its progression through the data and use to pick up where it left off as it looks for updated data. Auto-incrementing fields such as updated_at or created_at work best for this. When you've built in this functionality, you can set up your script as a cron job or continuous loop to get new data as it appears in Magento.
And remember, as with any code, once you write it, you have to maintain it. If Magento modifies its API, or the API sends a field with a datatype your code doesn't recognize, you may have to modify the script. If your users want slightly different information, you definitely will have to.
From Magento to your data warehouse: An easier solution
As mentioned earlier, the best practice for analyzing Magento data in Power BI is to store that data inside a data warehousing platform alongside data from your other databases and third-party sources. You can find instructions for doing these extractions for leading warehouses on our sister sites Magento to Redshift, Magento to BigQuery, and Magento to Snowflake.
Easier yet, however, is using a solution that does all that work for you. Products like Stitch were built to solve this problem automatically. With just a few clicks, Stitch starts extracting your Magento data via the API, structuring it in a way that is optimized for analysis, and inserting that data into a data warehouse that can be easily accessed and analyzed by Power BI.