使用 Power BI 连接到 MarketoConnect to Marketo with Power BI

使用 Power BI 的 Marketo 内容包,你可以通过有关潜在客户的数据及其活动,深入了解 Marketo 帐户。创建此连接将检索数据,并自动提供以该数据为基础的仪表板和相关报表。The Power BI content pack for Marketo allows you to gain insights into your Marketo account with data around Leads and their activities.Creating this connection retrieves your data and automatically provides a dashboard and related reports based on that data.

连接到 Power BI 的 Marketo 内容包Connect to the Marketo content pack for Power BI.

如何连接How to connect

  1. 选择左侧导航窗格底部的获取数据Select Get Data at the bottom of the left navigation pane.

  2. 服务框中,选择获取In the Services box, select Get.

  3. 选择 Marketo > 获取Select Marketo > Get.

  4. 输入 Marketo 或你的 Marketo 管理员提供给你的 Marketo REST 终结点,然后选择“下一步”。Enter the Marketo REST endpoint supplied to you by Marketo or your Marketo admin, and select Next.

    阅读有关 Marketo REST 终结点的详细信息:http://developers.marketo.com/documentation/rest/endpoint-url/Read more about the Marketo REST endpoint: http://developers.marketo.com/documentation/rest/endpoint-url/ .

  5. 使用基本身份验证方法,输入客户端 ID 作为用户名,并输入客户端密钥作为密码Using the Basic Authentication Method, enter the Client ID as the Username and the Client Secret as the Password. 可从 Marketo 或从你的 Marketo 管理员处获取客户端 ID 和客户端密钥 (http://developers.marketo.com/documentation/rest/custom-service/)。Client ID and Client Secret are available in Marketo or from your marketo admin (http://developers.marketo.com/documentation/rest/custom-service/).

    这样,Power BI 的 Marketo 内容包将有权访问 Marketo 分析数据,你也能在 Power BI 中分析数据。This gives the *Marketo for Power BI *content pack access to your Marketo analytics data and allows you to analyze the data in Power BI. 数据会每天刷新一次。The data is refreshed once a day.

  6. 连接到 Marketo 帐户后,将加载具有所有数据的仪表板:Once connected to your Marketo account, a dashboard with all your data is loaded:

下一步?What now?

包含的内容What's included

对于过去一年间发生的活动,Marketo 可在 Power BI 中提供以下数据:The following data is available from Marketo in Power BI where the activity occurred between today and one year ago:

表名Table name 说明Description
EmailActivitiesEmailActivities 有关发送给潜在客户/联系人的电子邮件的数据,包含有关设备、类别、退信计数和百分比、点击计数和百分比、打开计数和百分比以及计划名称的详细信息。Data about email sent to leads/contacts, with details about devices, categories, bounced count and percentage, clicked count and percentage, opened count and percentage, and program name. Power BI 中所示的电子邮件活动是绝对的电子邮件送达情况报表,不对数据应用任何其他逻辑。The Email Activities as shown in Power BI is an absolute email deliverability report, it does not apply any additional logic to the data. 因此,你可能在 Marketo 客户端和 Power BI 之中看到不同结果。You might see some different results between the Marketo client and Power BI because of this.
ProgramActivitesProgramActivites 有关具有已更改状态的项目的数据。Data on programs that have had a change a Status. 此数据包含以下详细信息:原因、成功、计划采用计数和百分比,以及计划成功计数和百分比。This includes details such as: Reason, Success, Program acquisition count and percentage, and Program success count and percentage.
WebPageActivitiesWebPageActivities 来自用户网页访问的数据,包括搜索代理、用户代理、网页和时间。Data from user web page visits, including search agent, User agent, web page and hour of day.
DatetableDatetable 过去一年内的日期。Dates from today and the past year. 允许你按日期分析 Marketo 数据。Allows you to analyze your Marketo data by date.
潜在客户Leads 潜在客户信息,如公司、收入规模、员工数量、国家/地区、潜在客户评分和潜在客户状态。Lead information like company, revenue size, number of employees, country, industry, Lead score and Lead status. 将根据潜在客户是否存在于电子邮件、计划和网页活动数据中进行检索。The leads are retrieved based on their presence in the email, program, and webpage activities data.

所有日期均采用 UTC 格式。All dates are in UTC. 根据你的帐户所在时区,日期可能会有所不同(与 Marketo 客户端中也会出现这种情况)Depending on which time zone your account is in, dates my vary (similar as is seen in the Marketo client)

系统要求System requirements

  • 用于连接的 Marketo 帐户有权访问潜在客户和活动。The Marketo account you use for connecting has permission to access leads and activities.
  • 可通过众多 API 调用连接到数据。Sufficient API calls available to connect to the data. Marketo 对于每个帐户具有一个 API。Marketo has an API for each account. 当达到限制时,则无法将数据加载到 Power BI。When the limit is reached, you won't be able to load data into Power BI.

API 限制详细信息API Limit Details

使用 Marketo API 从 Marketo 导入数据。Importing data from Marketo uses Marketo APIs. Marketo 的每位客户具有每天 10,000 个 API 调用的总限制,使用 Marketo API 的所有应用程序之间共享此限制。Every customer of Marketo has a total limit of 10,000 API calls per day that are shared between all applications that use the Marketo APIs. 你可以将这些 API 用于其他集成以及 Power BI 集成。You may use the APIs for other integrations as well as the Power BI integration. 有关这些 API 的详细信息,请参阅:http://developers.marketo.com/documentation/rest/For more information on the APIs see: http://developers.marketo.com/documentation/rest/.

Power BI 对 Marketo 进行的 API 调用量取决于你的 Marketo 帐户中的数据量。The amount of API calls Power BI makes to Marketo depends on the amount of data in your Marketo account. Power BI 会导入上一年的所有潜在客户和活动。Power BI imports all Leads and Activities for the last year. 以下是来自 Marketo 的数据,以及 Power BI 在导入时使用的 API 调用数量的示例:Here is an example of data from Marketo and the amount of API calls that are used by Power BI when importing:

数据类型Data Type 行数Number of Rows API 调用API Calls
潜在客户信息Leads information 15,00015,000 5050
邮件活动Mail activities 150,000150,000 1,0001,000
程序活动Program activities 15,00015,000 100100
Web 活动Web activities 150,000150,000 1,0001,000
程序更改Program changes 7,5007,500 5050
API 调用总数Total API Calls 2,2002,200

后续步骤Next steps

Power BI 入门Get started with Power BI

获取 Power BI 的数据Get Data for Power BI

Power BI 博客:使用 Power BI 监视和分析你的 Marketo 数据Power BI blog: Monitor and analyze your Marketo data with Power BI