From 1faeb3319333a8ae1fc50b3436274bf04987633a Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Mon, 21 Oct 2024 10:47:42 +0300 Subject: [PATCH 01/26] add qs guides --- .../manage-user-roles/create-user-roles.md | 107 ++++++++++++++++++ .../manage-user-roles/edit-user-roles.md | 97 ++++++++++++++++ .../202410.0/set-up-amazon-quicksight.md | 8 ++ .../manage-users/edit-users.md | 66 +++++++++++ 4 files changed, 278 insertions(+) create mode 100644 docs/pbc/all/gift-cards/manage-user-roles/create-user-roles.md create mode 100644 docs/pbc/all/gift-cards/manage-user-roles/edit-user-roles.md create mode 100644 docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md create mode 100644 docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md diff --git a/docs/pbc/all/gift-cards/manage-user-roles/create-user-roles.md b/docs/pbc/all/gift-cards/manage-user-roles/create-user-roles.md new file mode 100644 index 00000000000..3362b5bb65c --- /dev/null +++ b/docs/pbc/all/gift-cards/manage-user-roles/create-user-roles.md @@ -0,0 +1,107 @@ +--- +title: Create user roles +description: Learn how to create roles in the Back Office. +last_updated: Aug 2, 2021 +template: back-office-user-guide-template +originalLink: https://documentation.spryker.com/2021080/docs/managing-roles +originalArticleId: 646ae8f6-32b9-440d-8cdf-c720d046de25 +redirect_from: + - /2021080/docs/managing-roles + - /2021080/docs/en/managing-roles + - /docs/managing-roles + - /docs/en/managing-roles + - /docs/scos/user/back-office-user-guides/202311.0/users/roles-groups-and-users/managing-roles.html + - /docs/scos/user/back-office-user-guides/202311.0/users/managing-user-roles/creating-user-roles.html + - /docs/pbc/all/user-management/202204.0/base-shop/manage-in-the-back-office/manage-user-roles/create-user-roles.html +related: + - title: Editing user roles + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-user-roles/edit-user-roles.html +--- + +This document describes how to create user roles in the Back Office. + +## Prerequisites + +* If you are new to the **Users** section, you might want to start with [Best practices: Managing users and their permissions with roles and groups](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). + +* Review the [reference information](#reference-information-create-user-roles) before you start, or look up the necessary information as you go through the process. + +## Create user roles + +1. Go to **Users > User Roles**. +2. On the **User Roles** page, click **Add new Role**. +3. On the **Create new Role** page, enter a **NAME** and click **Create**. + This opens the **Edit Role** page with the success message displayed. +4. In the **Rule** pane, enter a **BUNDLE**. +5. Enter a **CONTROLLER**. +6. Enter an **ACTION**. +7. Select a **PERMISSION** +8. Click **Add Rule**. + The page refreshes with the success message displayed and the rule displayed in the **Assigned Rules** section. +9. Repeat steps 3-7 until you add all the needed rules. + + +### Reference information: Create user roles + +The following table describes the attributes you enter and select when creating roles: + +| ATTRIBUTE | DESCRIPTION | +| --- | --- | +| NAME | Unique identifier of the role. You use this name to assign roles when managing users. | +| BUNDLE | Depending on the **PERMISSION**, allows or denies access to a section of the Back Office. You can check this value by going to the needed section and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `product-attribute-gui` is a bundle. | +| CONTROLLER | Depending on the **PERMISSION**, allows or denies access to a subsection of the Back Office. You can check this value by going to the needed subsection and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `attribute` is a controller. | +| ACTION | Depending on the **PERMISSION**, allows or denies access to making actions. You can check this value by going to the needed action and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `create` is an action. +| PERMISSION | Denies or allows access to the **BUNDLE**, **CONTROLLER**, and **ACTION**. | + +**Tips and tricks** + +To allow or deny access for all of the bundles, controllers or actions, enter `*` in the needed field. + +Alternatively, you can look up **BUNDLE**, **CONTROLLER**, and **ACTION** values in the `navigation.xml` of the needed module. + +See the example of the `navigation.xml` file of the AvailabilityGui module: + +
+navigation.xml + +```xml + + + + + + + Availability + availability-gui + index + index + + + + Product Availability + availability-gui + index + view + 0 + + + + + Edit Stock + availability-gui + index + edit + 0 + + + + + + +``` +
+ + +## Next steps + +[Create user groups](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/manage-user-groups/create-user-groups.html) diff --git a/docs/pbc/all/gift-cards/manage-user-roles/edit-user-roles.md b/docs/pbc/all/gift-cards/manage-user-roles/edit-user-roles.md new file mode 100644 index 00000000000..6e8aa04f863 --- /dev/null +++ b/docs/pbc/all/gift-cards/manage-user-roles/edit-user-roles.md @@ -0,0 +1,97 @@ +--- +title: Edit user roles +description: Learn how to edit user roles in the Back Office. +template: back-office-user-guide-template +last_updated: Nov 21, 2023 +redirect_from: + - /docs/scos/user/back-office-user-guides/202005.0/users/roles-groups-and-users/managing-roles.html + - /docs/scos/user/back-office-user-guides/202311.0/users/managing-user-roles/editing-user-roles.html + - /docs/pbc/all/user-management/202204.0/base-shop/manage-in-the-back-office/manage-user-roles/edit-user-roles.html +related: + - title: Creating user roles + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-user-groups/create-user-groups.html +--- + +This document describes how to edit user roles in the Back Office. + +## Prerequisites + +To start working with user roles, go to **Users > User Roles**. + +Review the [reference information](#reference-information-editing-roles) before you start, or look up the necessary information as you go through the process. + +## Editing roles + +1. On the **User Roles** page, click **Edit** next to the role you want to edit. +2. In the **Role** pane, update the **NAME**. +3. If you updated the **NAME**, click **Save**. +4. In the **Rule** pane, to add a rule, do the following: + 1. Enter a **BUNDLE**. + 4. Enter a **CONTROLLER**. + 5. Enter an **ACTION**. + 6. Select a **PERMISSION**. + 7. Click **Add Rule**. + The page refreshes with the success message displayed and the ruled displayed in the **Assigned Rules** section. +5. Repeat steps 3-7 until you add all the needed rules. +6. In the **Assigned Rules** section, delete one or more rules by clicking **Delete** next to the rules you want to delete. + This refreshes the page with the success message displayed. The rule is no longer displayed in the list. + +### Reference information: Editing roles + +The following table describes the attributes you enter and select when creating roles: + +| ATTRIBUTE | DESCRIPTION | +| --- | --- | +| NAME | Unique identifier of the role. You use this name to assign roles when managing users. | +| BUNDLE | Depending on the **PERMISSION**, allows or denies access to a section of the Back Office. You can check this value by going to the needed section and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `product-attribute-gui` is a bundle. | +| CONTROLLER | Depending on the **PERMISSION**, allows or denies access to a subsection of the Back Office. You can check this value by going to the needed subsection and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `attribute` is a controller. | +| ACTION | Depending on the **PERMISSION**, allows or denies access to making actions. You can check this value by going to the needed action and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `create` is an action. +| PERMISSION | Denies or allows access to the **BUNDLE**, **CONTROLLER**, and **ACTION**. | + +**Tips and tricks** + +To allow or deny access for all of the bundles, controllers or actions, enter `*` in the needed field. + +Alternatively, you can look up **BUNDLE**, **CONTROLLER**, and **ACTION** values in the `navigation.xml` of the needed module. + +See the example of the `navigation.xml` file of the `AvailabilityGui` module: + +
+navigation.xml + +```xml + + + + + + + Availability + availability-gui + index + index + + + + Product Availability + availability-gui + index + view + 0 + + + + + Edit Stock + availability-gui + index + edit + 0 + + + + + + +``` +
diff --git a/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md b/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md new file mode 100644 index 00000000000..a7b9cccc189 --- /dev/null +++ b/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md @@ -0,0 +1,8 @@ +1. [Install the Amazon QuickSight feature]. + At this stage, the **Analytics** section is displayed in the Back Office, but the functionality is not available. +2. To request Amazon QuickSight analytics, contact your Customer Success Manager. + After the contract is signed, we provision Amazon Quicksight for your project. +3. In the Back Office, go to **Analytics**. +4. On the **Analytics** page, click **Enable Analytics**. + This opens the **Enable Analytics** page. +5. diff --git a/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md new file mode 100644 index 00000000000..3bf9b2fa9fd --- /dev/null +++ b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md @@ -0,0 +1,66 @@ +--- +title: Edit users +description: Learn how to edit users in the Back Office +template: back-office-user-guide-template +last_updated: Jan 4, 2024 +redirect_from: + - /docs/scos/user/back-office-user-guides/202311.0/users/managing-users/editing-users.html + - /docs/pbc/all/user-management/202204.0/base-shop/manage-in-the-back-office/manage-users/edit-users.html +related: + - title: Assigning and deassigning customers from users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/assign-and-deassign-customers-from-users.html + - title: Create users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/create-users.html + - title: Deleting users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/delete-users.html +--- + +This document describes how to edit users in the Back Office. + +## Prerequisites + +Review the [reference information](#reference-information-editing-users) before you start, or look up the necessary information as you go through the process. + +## Editing users + +1. Go to **Users > Users**. +2. Next to the user you want to edit, click **Edit**. +3. On the **Edit User** page, update any of the following: + * **E-MAIL** + * **PASSWORD** + * **REPEAT PASSWORD** + * **FIRST NAME** + * **LAST NAME** +4. For **ASSIGNED GROUPS**, do the following: + * Clear the checkboxes next to the groups you want to deassign this user from. + * Select one or more groups to assign this user to. +5. Optional: Select or clear the **THIS USER IS AN AGENT** checkbox. +6. Optional: Select or clear the **THIS USER IS A WAREHOUSE USER** checkbox. +7. Select an **INTERFACE LANGUAGE**. +8. Select a **STATUS**. +9. Optional: To give the user access to analytics, for **ANALYTICS**, select **Author** or **Reader** to give them respective permissions. + +{% info_block warningBox "" %} + +Take note of how many users have access to analytics. The number of users with access shouldn't exceed the number of users in your contract. If you need access for more users, reach out to your Customer Success Manager. + +{% endinfo_block %} + +10. Click **Update**. + This opens the **Users** page with the success message displayed. + +## Reference information: Edit users + +| ATTRIBUTE | DESCRIPTION | +| --- | --- | +| E-MAIL | Email address of the user. It is used for logging in, resetting password, and getting notifications. | +| PASSWORD | Enter this value to update the user's password. | +| REPEAT PASSWORD | Enter the same new password to confirm it. | +| FIRST NAME | User's first name. | +| LAST NAME | User's last name. | +| ASSIGNED GROUPS | The user groups this user is assigned to. User groups define what areas and actions the user has access to. To learn how to create user groups, see [Create user groups](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/manage-user-groups/create-user-groups.html). | +| AGENT | Defines if this user is an [agent assist](/docs/pbc/all/user-management/{{page.version}}/base-shop/agent-assist-feature-overview.html) | +| WAREHOUSE USER| Defines if this user works in a warehouse to [fulfill orders](/docs/pbc/all/warehouse-management-system/{{page.version}}/unified-commerce/fulfillment-app-overview.html). | +| INTERFACE LANGUAGE | Defines the interface language of the Back Office for this user. | +| STATUS | Defines if the user can access the Back Office. | +| ANALYTICS | Defines if a user has access to [Amazon QuickSight analytics] and their permissions. | From 582df0865bb3a3ced18a423af21ddbec743818d9 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Tue, 22 Oct 2024 10:48:38 +0300 Subject: [PATCH 02/26] docs --- .../amazon-quicksight-feature-overview.md | 40 +++++++++++ .../202410.0/set-up-amazon-quicksight.md | 18 ++++- .../manage-users/create-users.md | 71 +++++++++++++++++++ .../manage-users/delete-users.md | 30 ++++++++ .../manage-users/edit-users.md | 4 +- 5 files changed, 161 insertions(+), 2 deletions(-) create mode 100644 docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md create mode 100644 docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/create-users.md create mode 100644 docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/delete-users.md diff --git a/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md b/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md new file mode 100644 index 00000000000..3cc903768b8 --- /dev/null +++ b/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md @@ -0,0 +1,40 @@ +--- +title: Amazon QuickSight getting started guide +description: First steps to set up Amazon QuickSight +template: concept-topic-template +last_updated: Oct 24, 2024 +--- + + + + + +The Amazon QuickSight feature brings customizable and powerful business intelligence tools to the Back Office. + +This feature supports data from Spryker projects and third-party systems. When you set up Amazon QuickSight, the data from your project is available by default, and you can add other data sources if needed. + +!QuickSight-datasets + + +In Amazon QuickSight, you are going to work with analyses and dashboards. + +An analysis is a customizable visual representation of data. Using the provided tools, you can manipulate your data to extract and present the most important information. Each analysis can contain multiple data visualizations, which can be rearranged and customized. + + +![QuickSight-analyses] + + +A dashboard is a representation of data prepared in an analysis. It serves as a published version of data analysis, which can be shared with other users. + +![QuickSight-dashboard] + + +Both analyses and dashboards are shareable so you can both share a complete dashboard or collaborate on an analysis. + +! QuickSight sharing + + + +## Deleting users analytics assets + + diff --git a/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md b/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md index a7b9cccc189..8b5712fd2b4 100644 --- a/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md +++ b/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md @@ -1,3 +1,12 @@ +--- +title: Amazon QuickSight getting started +description: First steps to set up Amazon QuickSight +template: concept-topic-template +last_updated: Oct 24, 2024 +--- + +This document describes how to set up Amazon QuickSight. + 1. [Install the Amazon QuickSight feature]. At this stage, the **Analytics** section is displayed in the Back Office, but the functionality is not available. 2. To request Amazon QuickSight analytics, contact your Customer Success Manager. @@ -5,4 +14,11 @@ 3. In the Back Office, go to **Analytics**. 4. On the **Analytics** page, click **Enable Analytics**. This opens the **Enable Analytics** page. -5. +{% info_block warningBox "" %} + +The user who enables analytics is assigned as an owner of all the default assets, such as data sets, analyses, and dashboards. You can transfer ownership later. + + +{% endinfo_block %} + +5. diff --git a/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/create-users.md b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/create-users.md new file mode 100644 index 00000000000..b5a29d7f05c --- /dev/null +++ b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/create-users.md @@ -0,0 +1,71 @@ +--- +title: Create users +description: Learn how to create users in the Back Office +last_updated: Aug 2, 2021 +template: back-office-user-guide-template +originalLink: https://documentation.spryker.com/2021080/docs/managing-users +originalArticleId: 835c1e16-904a-4ed9-82c8-50244c7b0ff2 +redirect_from: + - /docs/scos/user/back-office-user-guides/202311.0/users/managing-users/activating-and-deactivating-users.html + - /docs/scos/user/back-office-user-guides/202311.0/users/managing-users/creating-users.html + - /docs/pbc/all/user-management/202204.0/base-shop/manage-in-the-back-office/manage-users/create-users.html +related: + - title: Assigning and deassigning customers from users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/assign-and-deassign-customers-from-users.html + - title: Editing users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/edit-users.html + - title: Deleting users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/delete-users.html + - title: User and Rights Management + link: docs/pbc/all/user-management/page.version/base-shop/user-and-rights-overview.html +--- + +This document describes how to create users in the Back Office. + +## Prerequisites + +* If you are new to the **Users** section, you might want to start with [Best practices: Managing users and their permissions with roles and groups](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). +* Create at least one user group. For instructions, see [Create user groups](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/manage-user-groups/create-user-groups.html). +* Review the [reference information](#reference-information-create-users) before you start or look up the necessary information as you go through the process. + +## Create a user + +1. Go to **Users > Users**. +2. On the **Users** page, click **Add New User**. +3. On the **Create new User** page, enter an **E-MAIL**. +4. Enter a **PASSWORD**. +5. For **REPEAT PASSWORD**, enter the same password once again. +6. Enter a **FIRST NAME**. +7. Enter a **LAST NAME**. +8. For **ASSIGNED GROUPS**, select one or more user groups you want to assign this user to. +9. Optional: To make this user an agent, select **THIS USER IS AN AGENT IN STOREFRONT**. +10. Optional: To make the user a warehouse user, select **WAREHOUSE USER**. +11. For **INTERFACE LANGUAGE**, select a language suitable for the user. +12. Optional: To give the user access to analytics, for **ANALYTICS**, select **Author** or **Reader** to give them respective permissions. + +{% info_block warningBox "" %} + +* Take note of how many users have access to analytics. The number of users with access shouldn't exceed the number of users in your contract. If you need access for more users, reach out to your Customer Success Manager. +* The analytics role can't be changed later. + +{% endinfo_block %} + + +13. Click **Create**. + +This opens the **Users** page with the success message displayed. The created user is displayed in the list. + +## Reference information: Create users + +| ATTRIBUTE | DESCRIPTION | +| --- | --- | +| E-MAIL | Email address of the user. It will be used for logging in, resetting password, and getting notifications. | +| PASSWORD | The user will be using this password to log in. | +| REPEAT PASSWORD | Password confirmation. | +| FIRST NAME | User's first name. | +| LAST NAME | User's last name. | +| ASSIGNED GROUPS | User groups to assign this user to. User groups define what areas and actions the user will have access to. To learn how to create user groups, see [Create user groups](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/manage-user-groups/create-user-groups.html). | +| AGENT | Defines if this user is an [agent assist](/docs/pbc/all/user-management/{{page.version}}/base-shop/agent-assist-feature-overview.html) | +| WAREHOUSE USER| Defines if this user works in a warehouse to [fulfill orders](/docs/pbc/all/warehouse-management-system/{{page.version}}/unified-commerce/fulfillment-app-overview.html). | +| INTERFACE LANGUAGE | Defines the interface language of the Back Office for this user. | +| ANALYTICS | Defines if a user has access to [Amazon QuickSight analytics] and their permissions. | diff --git a/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/delete-users.md b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/delete-users.md new file mode 100644 index 00000000000..014c1186e0a --- /dev/null +++ b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/delete-users.md @@ -0,0 +1,30 @@ +--- +title: Delete users +description: Learn how to delete users in the Back Office +last_updated: Oct 24, 2024 +template: back-office-user-guide-template +redirect_from: + - /docs/scos/user/back-office-user-guides/202311.0/users/managing-users/deleting-users.html + - /docs/pbc/all/user-management/202204.0/base-shop/manage-in-the-back-office/manage-users/delete-users.html +related: + - title: Assigning and deassigning customers from users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/assign-and-deassign-customers-from-users.html + - title: Create users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/create-users.html + - title: Editing users + link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-users/edit-users.html +--- + + +To delete a user, do the following: +1. Go to **Users > Users**. +2. Next to the user you want to delete, click **Delete**. +3. On the **Delete User** page, click **Delete** to confirm the action. + This opens the **Users** page with the success message displayed. The user's **STATUS** is **Deleted**. The user's record stays in the database, and you can reactivate it at any time. The user is logged out immediately. + + +{% info_block warningBox "Amazon QuickSight assets" %} + +Deleting a user that owns [Amazon QuickSight] assets, such as data sets, analyses, and dashboards, deletes their assets as well. Make sure to transfer ownership of all the needed assets before deleting a user. + +{% endinfo_block %} diff --git a/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md index 3bf9b2fa9fd..c69d182d542 100644 --- a/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md +++ b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md @@ -42,7 +42,9 @@ Review the [reference information](#reference-information-editing-users) before {% info_block warningBox "" %} -Take note of how many users have access to analytics. The number of users with access shouldn't exceed the number of users in your contract. If you need access for more users, reach out to your Customer Success Manager. +* Take note of how many users have access to analytics. The number of users with access shouldn't exceed the number of users in your contract. If you need access for more users, reach out to your Customer Success Manager. +* The analytics role can't be changed later. + {% endinfo_block %} From 52efa96d3be67b8bbd1dc6f0b68b5068c24627f5 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Tue, 22 Oct 2024 16:11:24 +0300 Subject: [PATCH 03/26] Update amazon-quicksight-feature-overview.md --- .../202410.0/amazon-quicksight-feature-overview.md | 14 ++++++++++++-- 1 file changed, 12 insertions(+), 2 deletions(-) diff --git a/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md b/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md index 3cc903768b8..db6a56abadf 100644 --- a/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md +++ b/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md @@ -11,11 +11,14 @@ last_updated: Oct 24, 2024 The Amazon QuickSight feature brings customizable and powerful business intelligence tools to the Back Office. +## Data sources and data sets + This feature supports data from Spryker projects and third-party systems. When you set up Amazon QuickSight, the data from your project is available by default, and you can add other data sources if needed. !QuickSight-datasets +## Analyses and dashboards In Amazon QuickSight, you are going to work with analyses and dashboards. An analysis is a customizable visual representation of data. Using the provided tools, you can manipulate your data to extract and present the most important information. Each analysis can contain multiple data visualizations, which can be rearranged and customized. @@ -35,6 +38,13 @@ Both analyses and dashboards are shareable so you can both share a complete dash -## Deleting users analytics assets +## User management + + +When working with analytics, users can have the following roles: +* Author: can view, create, and edit assets. +* Reader: can view assets. + +To give a Back Office user access to analytics, you need to assign one of these roles to them. For instructions, see [Create users]() and [Edit users](). - +The analytics roles are derived from Amazon QuickSight and are separate from the [Back Office user roles](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). From e0042ff261f781b8bee84895cb9a679b079d7976 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Tue, 22 Oct 2024 16:11:30 +0300 Subject: [PATCH 04/26] Update set-up-amazon-quicksight.md --- .../all/miscellaneous/202410.0/set-up-amazon-quicksight.md | 6 +++++- 1 file changed, 5 insertions(+), 1 deletion(-) diff --git a/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md b/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md index 8b5712fd2b4..5f4772e4a94 100644 --- a/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md +++ b/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md @@ -18,7 +18,11 @@ This document describes how to set up Amazon QuickSight. The user who enables analytics is assigned as an owner of all the default assets, such as data sets, analyses, and dashboards. You can transfer ownership later. +Also, this user is automatically assigned the Author role. + {% endinfo_block %} -5. +5. + +The user From 0f3daca8d588f55237be21f9bb9784f4cdd64d4b Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Wed, 23 Oct 2024 10:49:50 +0300 Subject: [PATCH 05/26] refresh --- .../back-office-refresh-analytics-data-sets.md | 10 ++++++++++ .../202410.0/amazon-quicksight-feature-overview.md | 2 ++ 2 files changed, 12 insertions(+) create mode 100644 docs/pbc/all/business-intelligence/back-office-refresh-analytics-data-sets.md diff --git a/docs/pbc/all/business-intelligence/back-office-refresh-analytics-data-sets.md b/docs/pbc/all/business-intelligence/back-office-refresh-analytics-data-sets.md new file mode 100644 index 00000000000..d58cde1e2bb --- /dev/null +++ b/docs/pbc/all/business-intelligence/back-office-refresh-analytics-data-sets.md @@ -0,0 +1,10 @@ +1. In the Back Office, go to **Analytics**. +2. On the **Analytics** page, go to **Datasets**. + This opens the **Datasets** section. +3. Click the dataset you want to refresh data for. + This opens the dataset's details. +4. Click the **Refresh** tab. +5. Click **REFRESH NOW**. +6. In the **Refresh type** window, select **Full refresh**. +7. In the **Confirm refresh** window, click **REFRESH** + This refreshes the page. A new refresh entry is displayed in the **History** pane. diff --git a/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md b/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md index db6a56abadf..b2ce8ec0db6 100644 --- a/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md +++ b/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md @@ -17,6 +17,8 @@ This feature supports data from Spryker projects and third-party systems. When y !QuickSight-datasets +For more details on data sources, see Supported data sources https://docs.aws.amazon.com/quicksight/latest/user/supported-data-sources.html + ## Analyses and dashboards In Amazon QuickSight, you are going to work with analyses and dashboards. From fafbf6d587af36998eb13c4fb0971c2cfd25a2e7 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Wed, 23 Oct 2024 12:03:18 +0300 Subject: [PATCH 06/26] data sets --- .../amazon-quicksight-feature-overview.md | 0 ...back-office-refresh-analytics-data-sets.md | 10 ----- .../back-office-refresh-analytics-datasets.md | 40 +++++++++++++++++++ .../best-practices-analyzing-shop-data.md | 14 +++++++ .../set-up-amazon-quicksight.md | 0 5 files changed, 54 insertions(+), 10 deletions(-) rename docs/pbc/all/{miscellaneous/202410.0 => business-intelligence}/amazon-quicksight-feature-overview.md (100%) delete mode 100644 docs/pbc/all/business-intelligence/back-office-refresh-analytics-data-sets.md create mode 100644 docs/pbc/all/business-intelligence/back-office-refresh-analytics-datasets.md create mode 100644 docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md rename docs/pbc/all/{miscellaneous/202410.0 => business-intelligence}/set-up-amazon-quicksight.md (100%) diff --git a/docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md b/docs/pbc/all/business-intelligence/amazon-quicksight-feature-overview.md similarity index 100% rename from docs/pbc/all/miscellaneous/202410.0/amazon-quicksight-feature-overview.md rename to docs/pbc/all/business-intelligence/amazon-quicksight-feature-overview.md diff --git a/docs/pbc/all/business-intelligence/back-office-refresh-analytics-data-sets.md b/docs/pbc/all/business-intelligence/back-office-refresh-analytics-data-sets.md deleted file mode 100644 index d58cde1e2bb..00000000000 --- a/docs/pbc/all/business-intelligence/back-office-refresh-analytics-data-sets.md +++ /dev/null @@ -1,10 +0,0 @@ -1. In the Back Office, go to **Analytics**. -2. On the **Analytics** page, go to **Datasets**. - This opens the **Datasets** section. -3. Click the dataset you want to refresh data for. - This opens the dataset's details. -4. Click the **Refresh** tab. -5. Click **REFRESH NOW**. -6. In the **Refresh type** window, select **Full refresh**. -7. In the **Confirm refresh** window, click **REFRESH** - This refreshes the page. A new refresh entry is displayed in the **History** pane. diff --git a/docs/pbc/all/business-intelligence/back-office-refresh-analytics-datasets.md b/docs/pbc/all/business-intelligence/back-office-refresh-analytics-datasets.md new file mode 100644 index 00000000000..7e2dde52bd6 --- /dev/null +++ b/docs/pbc/all/business-intelligence/back-office-refresh-analytics-datasets.md @@ -0,0 +1,40 @@ +--- +title: "Back Office: Refresh analytics datasets" +description: Learn how to refresh analytics datasets in the Back Office. +last_updated: Oct 24, 2024 +template: back-office-user-guide-template +related: +--- + +This document describes how to refresh datasets manually and on a schedule. + + +## Refresh an analytics dataset + +1. In the Back Office, go to **Analytics**. +2. On the **Analytics** page, go to **Datasets**. + This opens the **Datasets** section. +3. Click the dataset you want to refresh data for. + This opens the dataset's details. +4. Click the **Refresh** tab. +5. Click **REFRESH NOW**. +6. In the **Refresh type** window, select **Full refresh**. +7. In the **Confirm refresh** window, click **REFRESH** + This refreshes the page. A new refresh entry is displayed in the **History** pane. You can check the status of the refresh in the **Status** column. + + +## Set up a schedule to refresh an analytics data set automatically + +1. In the Back Office, go to **Analytics**. +2. On the **Analytics** page, go to **Datasets**. +3. Click the dataset you want to refresh data for. + This opens the dataset's details. +4. Click the **Refresh** tab. +5. Click the **ADD NEW SCHEDULE** button. +6. In the **Create a refresh schedule** window, select **Full refresh**. +7. For **Time zone**, select a time zone according to which you want to set up a schedule. +8. For **Start time**, choose a date and time to start refreshing the dataset. +9. For **Frequency**, select how often you want to refresh the dataset. +10. If you selected **Weekly** or **Monthly** in the previous step, for **Refresh on**, select a day to refresh the dataset on. +11. Click **Save**. + This closes the window and displays the added refresh schedule in the **Schedules** pane. diff --git a/docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md new file mode 100644 index 00000000000..dd008d65754 --- /dev/null +++ b/docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md @@ -0,0 +1,14 @@ + + + + +## Create an analysis + + + + +## Publish analysis as a dashboard + + + +## Share a dashboard diff --git a/docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md b/docs/pbc/all/business-intelligence/set-up-amazon-quicksight.md similarity index 100% rename from docs/pbc/all/miscellaneous/202410.0/set-up-amazon-quicksight.md rename to docs/pbc/all/business-intelligence/set-up-amazon-quicksight.md From 8fad0abcc24b46083c5a2ae998554fedbd0a8411 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Wed, 23 Oct 2024 16:05:32 +0300 Subject: [PATCH 07/26] bi --- _data/sidebars/pbc_all_sidebar.yml | 4 ++++ .../best-practices-analyzing-shop-data.md | 3 +++ .../business-intelligence.md | 8 ++++++++ .../set-up-amazon-quicksight.md | 16 +++++++++++----- 4 files changed, 26 insertions(+), 5 deletions(-) create mode 100644 docs/pbc/all/business-intelligence/business-intelligence.md diff --git a/_data/sidebars/pbc_all_sidebar.yml b/_data/sidebars/pbc_all_sidebar.yml index 71e8c4f1f4b..ddbe9afd9f9 100644 --- a/_data/sidebars/pbc_all_sidebar.yml +++ b/_data/sidebars/pbc_all_sidebar.yml @@ -35,6 +35,10 @@ entries: url: /docs/pbc/all/back-office/unified-commerce/install-and-upgrade/install-the-spryker-core-back-office-warehouse-user-management-feature.html + - title: Business Intelligence + url: + nested: + - title: Carrier Management url: /docs/pbc/all/carrier-management/carrier-management.html nested: diff --git a/docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md index dd008d65754..17d0b0aeedd 100644 --- a/docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md @@ -1,6 +1,9 @@ +Spryker Analytics is a powerful business intelligence tool powered by Amazon QuickSight. It's highly customizable and has a lot of tools that can't be covered in one document. This document describes a typical use case, but doesn't cover all the editing options. +## Prerequisites +* [Amazon QuickSight getting started] ## Create an analysis diff --git a/docs/pbc/all/business-intelligence/business-intelligence.md b/docs/pbc/all/business-intelligence/business-intelligence.md new file mode 100644 index 00000000000..756d48d6083 --- /dev/null +++ b/docs/pbc/all/business-intelligence/business-intelligence.md @@ -0,0 +1,8 @@ +--- +title: Business Intelligence +description: Tools for analyzing and presenting data +template: concept-topic-template +last_updated: Oct 24, 2024 +--- + +Business Intelligence capability provides you with powerful tools for extracting, organizing, and presenting data. With highly customizable assets, you can work with the data that's important to you and make informed business decisions. diff --git a/docs/pbc/all/business-intelligence/set-up-amazon-quicksight.md b/docs/pbc/all/business-intelligence/set-up-amazon-quicksight.md index 5f4772e4a94..7e8110ece4c 100644 --- a/docs/pbc/all/business-intelligence/set-up-amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/set-up-amazon-quicksight.md @@ -13,16 +13,22 @@ This document describes how to set up Amazon QuickSight. After the contract is signed, we provision Amazon Quicksight for your project. 3. In the Back Office, go to **Analytics**. 4. On the **Analytics** page, click **Enable Analytics**. - This opens the **Enable Analytics** page. + {% info_block warningBox "" %} -The user who enables analytics is assigned as an owner of all the default assets, such as data sets, analyses, and dashboards. You can transfer ownership later. +* The user who enables analytics is assigned as an owner of all the default assets, such as data sets, analyses, and dashboards. You can transfer ownership later. -Also, this user is automatically assigned the Author role. +* The user who enables analytics is automatically assigned with the Author role. {% endinfo_block %} -5. +5. On the **Enable Analytics** page, click **Enable Analytics**. + This opens the **Analytics** page with a progress message displayed. + +6. Wait for the estimated amount of time and refresh the page. + This should display the analytics interface. Now, you can start working with data. + +## Next steps -The user +[Best practices: Analyzing shop data]() From d4a375ce5bcf9c4f0950d38ee32ebd4edbd897dc Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Thu, 24 Oct 2024 10:46:28 +0300 Subject: [PATCH 08/26] Update business-intelligence.md --- .../pbc/all/business-intelligence/business-intelligence.md | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/docs/pbc/all/business-intelligence/business-intelligence.md b/docs/pbc/all/business-intelligence/business-intelligence.md index 756d48d6083..70a462c565c 100644 --- a/docs/pbc/all/business-intelligence/business-intelligence.md +++ b/docs/pbc/all/business-intelligence/business-intelligence.md @@ -6,3 +6,10 @@ last_updated: Oct 24, 2024 --- Business Intelligence capability provides you with powerful tools for extracting, organizing, and presenting data. With highly customizable assets, you can work with the data that's important to you and make informed business decisions. + +!business Intelligence + + +## Next steps + +Analytics feature overview From ce07ebe89da6da54fc4041d507620d96a082ac05 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Thu, 24 Oct 2024 10:46:32 +0300 Subject: [PATCH 09/26] Update amazon-quicksight-feature-overview.md --- .../amazon-quicksight-feature-overview.md | 29 ++++++++++--------- 1 file changed, 15 insertions(+), 14 deletions(-) diff --git a/docs/pbc/all/business-intelligence/amazon-quicksight-feature-overview.md b/docs/pbc/all/business-intelligence/amazon-quicksight-feature-overview.md index b2ce8ec0db6..e85a1c18f67 100644 --- a/docs/pbc/all/business-intelligence/amazon-quicksight-feature-overview.md +++ b/docs/pbc/all/business-intelligence/amazon-quicksight-feature-overview.md @@ -19,34 +19,35 @@ This feature supports data from Spryker projects and third-party systems. When y For more details on data sources, see Supported data sources https://docs.aws.amazon.com/quicksight/latest/user/supported-data-sources.html +## User management and permissions -## Analyses and dashboards -In Amazon QuickSight, you are going to work with analyses and dashboards. -An analysis is a customizable visual representation of data. Using the provided tools, you can manipulate your data to extract and present the most important information. Each analysis can contain multiple data visualizations, which can be rearranged and customized. +When working with analytics, users can have the following roles: +* Author: can view, create, and edit assets. +* Reader: can view assets. +To give a Back Office user access to analytics, you need to assign one of these roles to them. For instructions, see [Create users]() and [Edit users](). -![QuickSight-analyses] +The analytics roles are derived from Amazon QuickSight and are separate from the [Back Office user roles](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). -A dashboard is a representation of data prepared in an analysis. It serves as a published version of data analysis, which can be shared with other users. +## Analyses and dashboards -![QuickSight-dashboard] +In Amazon QuickSight, you are going to work with analyses and dashboards. +An analysis is a customizable visual representation of data. Using the provided tools, you can manipulate your data to extract and present the most important information. -Both analyses and dashboards are shareable so you can both share a complete dashboard or collaborate on an analysis. +Each analysis can contain multiple data visualizations, which can be rearranged and customized. -! QuickSight sharing +![QuickSight-analyses] -## User management +A dashboard is a representation of data prepared in an analysis. It serves as a published version of data analysis, which can be shared with other users. +![QuickSight-dashboard] -When working with analytics, users can have the following roles: -* Author: can view, create, and edit assets. -* Reader: can view assets. -To give a Back Office user access to analytics, you need to assign one of these roles to them. For instructions, see [Create users]() and [Edit users](). +Both analyses and dashboards are shareable so you can both share a complete dashboard or collaborate on an analysis. You can share dashboards with authors and readers, and analyses – only with authors. -The analytics roles are derived from Amazon QuickSight and are separate from the [Back Office user roles](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). +! QuickSight sharing From 87869d68ac2e4fdb10f328ddc82c79dc93641c88 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Thu, 24 Oct 2024 11:01:12 +0300 Subject: [PATCH 10/26] version --- _config.yml | 3 ++- .../{ => 202410.0}/amazon-quicksight-feature-overview.md | 0 .../{ => 202410.0}/back-office-refresh-analytics-datasets.md | 0 .../{ => 202410.0}/best-practices-analyzing-shop-data.md | 0 .../{ => 202410.0}/business-intelligence.md | 0 .../{ => 202410.0}/set-up-amazon-quicksight.md | 0 6 files changed, 2 insertions(+), 1 deletion(-) rename docs/pbc/all/business-intelligence/{ => 202410.0}/amazon-quicksight-feature-overview.md (100%) rename docs/pbc/all/business-intelligence/{ => 202410.0}/back-office-refresh-analytics-datasets.md (100%) rename docs/pbc/all/business-intelligence/{ => 202410.0}/best-practices-analyzing-shop-data.md (100%) rename docs/pbc/all/business-intelligence/{ => 202410.0}/business-intelligence.md (100%) rename docs/pbc/all/business-intelligence/{ => 202410.0}/set-up-amazon-quicksight.md (100%) diff --git a/_config.yml b/_config.yml index 65eaca75b09..bce1b341a82 100644 --- a/_config.yml +++ b/_config.yml @@ -135,7 +135,7 @@ defaults: versions: '202311.0': '202311.0' '202404.0': '202404.0' - '202410.0': '202410.0' + '202410.0': '202410.0' # versioned categories - these must match corresponding directories versioned_categories: @@ -148,6 +148,7 @@ versioned_categories: pbc: all: - back-office + - business-intelligence - cart-and-checkout - carrier-management - content-management-system diff --git a/docs/pbc/all/business-intelligence/amazon-quicksight-feature-overview.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md similarity index 100% rename from docs/pbc/all/business-intelligence/amazon-quicksight-feature-overview.md rename to docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md diff --git a/docs/pbc/all/business-intelligence/back-office-refresh-analytics-datasets.md b/docs/pbc/all/business-intelligence/202410.0/back-office-refresh-analytics-datasets.md similarity index 100% rename from docs/pbc/all/business-intelligence/back-office-refresh-analytics-datasets.md rename to docs/pbc/all/business-intelligence/202410.0/back-office-refresh-analytics-datasets.md diff --git a/docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md similarity index 100% rename from docs/pbc/all/business-intelligence/best-practices-analyzing-shop-data.md rename to docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md diff --git a/docs/pbc/all/business-intelligence/business-intelligence.md b/docs/pbc/all/business-intelligence/202410.0/business-intelligence.md similarity index 100% rename from docs/pbc/all/business-intelligence/business-intelligence.md rename to docs/pbc/all/business-intelligence/202410.0/business-intelligence.md diff --git a/docs/pbc/all/business-intelligence/set-up-amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/set-up-amazon-quicksight.md similarity index 100% rename from docs/pbc/all/business-intelligence/set-up-amazon-quicksight.md rename to docs/pbc/all/business-intelligence/202410.0/set-up-amazon-quicksight.md From bb5c3e23a30bbd7130591e8be4b8226a34e2a2cd Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Thu, 24 Oct 2024 15:15:48 +0300 Subject: [PATCH 11/26] Update amazon-quicksight-feature-overview.md --- .../amazon-quicksight-feature-overview.md | 34 ++++++++++++++++++- 1 file changed, 33 insertions(+), 1 deletion(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md index e85a1c18f67..8b617fee57f 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md @@ -19,6 +19,28 @@ This feature supports data from Spryker projects and third-party systems. When y For more details on data sources, see Supported data sources https://docs.aws.amazon.com/quicksight/latest/user/supported-data-sources.html +### Extending project data for analytics + +By looking at datasets, you can see what data from your project is available for adding to analytics. By default, for each dataset, only the data that can be useful for analytics is available from a respective database table. For example, the Customer dataset doesn't include customer passwords. + +You can extend the data available to datasets on the project level. For more details, see + + + +### Refreshing data + +To make datasets up to date, you need to refresh them by resyncing data from your project or third-party systems. + +You can refresh data manually or automatically by setting up a schedule per data set. + + +![refresh-dataset] + +For instructions, see [Refresh analytics datasets]() + + + + ## User management and permissions @@ -48,6 +70,16 @@ A dashboard is a representation of data prepared in an analysis. It serves as a ![QuickSight-dashboard] -Both analyses and dashboards are shareable so you can both share a complete dashboard or collaborate on an analysis. You can share dashboards with authors and readers, and analyses – only with authors. +Both analyses and dashboards are shareable, you can share a complete dashboard or collaborate on an analysis. ! QuickSight sharing + +You can share dashboards with authors and readers, and analyses – only with authors. + + +## Resetting analytics + + +Sometimes you might want to start from scratch and get a fresh analytics account. Resetting analytics removes all assets and returns your account to the default state. + +!reset-analytics From 99ea41d1c9bc03fa67abbabbac39f7ecb3feb95d Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Fri, 25 Oct 2024 10:47:46 +0300 Subject: [PATCH 12/26] docs --- .../amazon-quicksight-feature-overview.md | 39 +++++++++++ .../best-practices-analyzing-shop-data.md | 67 ++++++++++++++++++- 2 files changed, 104 insertions(+), 2 deletions(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md index 8b617fee57f..e697125e200 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md @@ -76,6 +76,45 @@ Both analyses and dashboards are shareable, you can share a complete dashboard o You can share dashboards with authors and readers, and analyses – only with authors. +### Default dashboards + +For those new to Amazon QuickSight analytics, while you're learning how to create your own dashboards, you can start using the default dashboards right away. + +The feature is shipped with the following dashboards + +#### Sales dashboard + +* Track sales performance over time +* Gain insights into orders and return rate +* Monitor discounts, product categories, brands +* Monitor the usage of payment and shipping methods + +! sales-dashboard + +#### Products dashboard + +* Track performance of products +* Monitor availability and returns +* Analyze top-selling items, category distribution, and trends in shopping lists and customer carts + +! Products-dashboard + +#### Customers dashboard + +Track the following customer metrics: +* Order number and value +* Registration trends +* Locations +* Demographics + +! Customers-dashboard + +#### Marketplace dashboard +* Track marketplace performance with insights into merchant status and commission +* Get an overview of merchant orders, products, and offers + +! Marketplace-dashboard + ## Resetting analytics diff --git a/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md index 17d0b0aeedd..c5d06e2a41b 100644 --- a/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md @@ -1,12 +1,73 @@ -Spryker Analytics is a powerful business intelligence tool powered by Amazon QuickSight. It's highly customizable and has a lot of tools that can't be covered in one document. This document describes a typical use case, but doesn't cover all the editing options. +Spryker Analytics is a powerful business intelligence tool powered by Amazon QuickSight. It's highly customizable and has a lot of tools that can't be covered in one document. This document describes a typical use case and how you can start working with analytics, but doesn't cover all the editing options. + +For more insights into creating analyses and dashboards, see [Author Workshop](https://catalog.workshops.aws/quicksight/en-US/author-workshop). ## Prerequisites -* [Amazon QuickSight getting started] +[Amazon QuickSight getting started] + + +## Optional: Back up the default analysis + +The Analytics feature is shipped with a default analises that can be useful while you're learning how to create your own. If you need to play around with an existing analisis, we recommend duplicating the default one as follows: + +1. In the Back Office, go to **Analytics**. +2. On the **Analytics** page, click **Analyses**. +3. Click on **MASTER Analysis**. +4. On the page of the analysis, click **File**>**Save as Analysis**. +5. In the **Save a copy** window, enter an **Analysis name**. +6. Click **SAVE**. + This duplicates the analysis and opens it. Now you can safely play around with this duplicate or the original analysis. + + + +## Refresh data + +In this example, you're going to create an analysis with product availability data. Because availability is constantly changing, it's important for data to be up to date. + +To refresh product related datasets, do the following: +1. On the **Analytics** page, go to **Datasets**. +2. In the **Datasets** section, click on the **Product Concrete Availability** dataset. + This opens the dataset's details. +3. Click the **Refresh** tab. +4. Click **REFRESH NOW**. +5. In the **Refresh type** window, select **Full refresh**. +6. In the **Confirm refresh** window, click **REFRESH** + This refreshes the page. A new refresh entry is displayed in the **History** pane. You can check the status of the refresh in the **Status** column. +7. To go back to the list of datasets, cilck **< Datasets**. +8. Repeat steps 2-7 for all the other product datasets, like **Product Concrete + Store** + +Now the data is fresh and you can use it to create an anlysis. + ## Create an analysis +Analysis is basically a visualzation of data in your datasets. To create one, follow the steps: + +1. On the **Analytics** page, go to **Analyses**. +2. In the **Analyses** section, click **New analysis**. +3. In the **Your Datasets** section, click on the **Order Totals (Custom SQL)** dataset. + This opens the dataset's details. +4. Click **USE IN ANALYSIS**. + This creates an analysis called **Order Totals (Custom SQL)** with one visual. + +### Edit the visual + +In this example, you're going to create a grand total visual. Your shop needs to have sales data to + +5. To select the visual, click on it. +6. In the **Data** pane, click on **grand_total**. + This hilights the field and adds its data to the visual. +7. To format the data, hover over the **grand_total** field, and select the three dots. +8. In the context menu, go to **Format: 1,234.57** > **More formatting options...**. + This opens a **Format data** pane. +8. For **Data type**, select currency. +9. For **Symbol**, select **Euro**. +10. + + +## Share the analysis @@ -15,3 +76,5 @@ Spryker Analytics is a powerful business intelligence tool powered by Amazon Qui ## Share a dashboard + +## Using filters From 13283c30327ef5e104c24ca52a4c904e65b79623 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Wed, 30 Oct 2024 10:46:54 +0200 Subject: [PATCH 13/26] Update best-practices-analyzing-shop-data.md --- .../best-practices-analyzing-shop-data.md | 48 ++++++++++++++----- 1 file changed, 36 insertions(+), 12 deletions(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md index c5d06e2a41b..9becd2b7dc3 100644 --- a/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md @@ -43,7 +43,7 @@ Now the data is fresh and you can use it to create an anlysis. ## Create an analysis -Analysis is basically a visualzation of data in your datasets. To create one, follow the steps: +Analysis is basically a visualization of data in your datasets. To create one, follow the steps: 1. On the **Analytics** page, go to **Analyses**. 2. In the **Analyses** section, click **New analysis**. @@ -54,17 +54,41 @@ Analysis is basically a visualzation of data in your datasets. To create one, fo ### Edit the visual -In this example, you're going to create a grand total visual. Your shop needs to have sales data to - -5. To select the visual, click on it. -6. In the **Data** pane, click on **grand_total**. - This hilights the field and adds its data to the visual. -7. To format the data, hover over the **grand_total** field, and select the three dots. -8. In the context menu, go to **Format: 1,234.57** > **More formatting options...**. - This opens a **Format data** pane. -8. For **Data type**, select currency. -9. For **Symbol**, select **Euro**. -10. +In this example, you're going to create a product availability visual: + +1. To select the visual, click on it. +2. In the **Data** pane, click on **Availability**. + This highlights the field and adds its data to the visual. +3. In **Visuals** select the pie chart. + This shows the data as a pie chart. + +![concrete-product-availability] + + +### Add one more visual + +1. Hover over **Data** and select **Add Dataset**. +2. In the **Choose dataset to add** window, click on **Category + Localized Product Abstract**. +3. Click **Select** + This shows a success message and the **Datasets in this analysis** window. Click **Close** to close the window. +4. In the toolbar, for **ADD:**, click on visual and select a horizontal bar chart. +This adds an empty visual to the sheet. + +![add-visual]() + +5. Click on the visual you've added. +6. In the **Data** pane, for **Dataset**, select **Category + Localized Product Abstract**. +7. Add the **name[spy_category_attribute]** as a dimension to the **Y AXIS** section. +8. Add the **sku** field as a measure to the **VALUE** field. + +![Visual values] values highlighted + +9. Name of the visual is inherited from the fields you've added. To make it presentable, double-click the name. +10. In the **Edit title** window, enter a name for the visual. For example, `Products per category`. +11. To apply the change, click **Save**. +This closes the the window and the new name of the visual is displayed. + + ## Share the analysis From abf27a8c451436ad62651f97f72d351c8bcdf944 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Sun, 3 Nov 2024 09:54:50 +0200 Subject: [PATCH 14/26] Update best-practices-analyzing-shop-data.md --- .../best-practices-analyzing-shop-data.md | 67 ++++++++++++++++--- 1 file changed, 57 insertions(+), 10 deletions(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md index 9becd2b7dc3..f8f33b6c1d8 100644 --- a/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md @@ -10,7 +10,7 @@ For more insights into creating analyses and dashboards, see [Author Workshop](h ## Optional: Back up the default analysis -The Analytics feature is shipped with a default analises that can be useful while you're learning how to create your own. If you need to play around with an existing analisis, we recommend duplicating the default one as follows: +The Analytics feature is shipped with a default analysis that can be useful while you're learning how to create your own. If you need to play around with the existing analysis, we recommend duplicating the default one as follows: 1. In the Back Office, go to **Analytics**. 2. On the **Analytics** page, click **Analyses**. @@ -67,38 +67,85 @@ In this example, you're going to create a product availability visual: ### Add one more visual -1. Hover over **Data** and select **Add Dataset**. +1. Go to **Data** > **Add Dataset**. 2. In the **Choose dataset to add** window, click on **Category + Localized Product Abstract**. 3. Click **Select** This shows a success message and the **Datasets in this analysis** window. Click **Close** to close the window. -4. In the toolbar, for **ADD:**, click on visual and select a horizontal bar chart. +4. In the **Visuals** pane, click **+ADD**. This adds an empty visual to the sheet. - -![add-visual]() - 5. Click on the visual you've added. 6. In the **Data** pane, for **Dataset**, select **Category + Localized Product Abstract**. 7. Add the **name[spy_category_attribute]** as a dimension to the **Y AXIS** section. 8. Add the **sku** field as a measure to the **VALUE** field. -![Visual values] values highlighted +![product-per-category]() 9. Name of the visual is inherited from the fields you've added. To make it presentable, double-click the name. 10. In the **Edit title** window, enter a name for the visual. For example, `Products per category`. 11. To apply the change, click **Save**. + This closes the the window and the new name of the visual is displayed. +Now you know how to add data and format it in different ways. For more information on how to create analyses, see [Author Workshop](https://catalog.workshops.aws/quicksight/en-US/author-workshop). + + +## Add filters +1. In the toolbar, click the filter button. + +2. In the **Filters** pane, click **+ ADD** and select **store**. + This adds the filter to the pane. +3. To edit the filter, click on it. +4. To apply the filter to all the visual in the sheet, for **Applied to**, select **Single sheet**. +5. To add filter controls, click the three dots next to the filter and select **Add control**>**Top of this sheet**. + This adds the filter controls to the top of the sheet. + +![store-filter]() ## Share the analysis +If you want another author to collaborate with you on the analysis, you can share it. + +To share an analysis, follow the steps: + +1. On the page of the analysis, go to **File** > **Share**. +2. In the **Share analysis**, enter and select the email address of the author to share the analysis with. + This displays the user in the table. +3. Repeat the previous step until you've added all the authors you want to share the analysis with. +4. Click **Share** + This closes the window. The added users can now edit the analysis. + +{% info_block infoBox "Manage permissions" %} + +You can check and manage permissions of all users to an analysis in **File**>**Share**>**Manage analysis permissions**. + +{% endinfo_block %} + + + + +## Publish analysis as a dashboard and share + +Most of your analytics users will have view permissions. When you're ready to share the analysis with a wider audience, you need to publish it as a dashboard. Users with view permissions can access only dashboards. + +To publish and share a dashboard, follow the steps: +1. To publish a dashboard, on the page of an analysis click **PUBLISH**. +2. For **Publish new dashboard as**, enter a name for the dashboard. +3. To confirm, click **Publish dashboard**. + This publisher the dashboard and opens its page. -## Publish analysis as a dashboard +![published-dashboard] +4. To share the dashboard, in the top-right corner, click the share icon and select **Share dashboard**. + This opens the **Share dashboard** page. +5. In the **Invite users and groups to dashboard** pane, start entering the email address of a user. + This shows users with matching email addresses as you're typing. +6. Next to the needed user, click **ADD** and select the permissions to assign to them. + This shows the user in the **Manage permissions** pane with the permissions you've assigned. -## Share a dashboard +## Conclusion -## Using filters +In this guide, you've followed a typical user journey of creating, collaborating, and presenting data in a meaningful way. Now you can play around with these tools or learn by following [Author Workshop](https://catalog.workshops.aws/quicksight/en-US/author-workshop). From 2a70be7481c35ebf5dc13ac3e70a2965955e84c2 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Sun, 3 Nov 2024 09:58:19 +0200 Subject: [PATCH 15/26] fix bug --- .../manage-user-roles/create-user-roles.md | 107 ------------------ .../manage-user-roles/edit-user-roles.md | 97 ---------------- 2 files changed, 204 deletions(-) delete mode 100644 docs/pbc/all/gift-cards/manage-user-roles/create-user-roles.md delete mode 100644 docs/pbc/all/gift-cards/manage-user-roles/edit-user-roles.md diff --git a/docs/pbc/all/gift-cards/manage-user-roles/create-user-roles.md b/docs/pbc/all/gift-cards/manage-user-roles/create-user-roles.md deleted file mode 100644 index 3362b5bb65c..00000000000 --- a/docs/pbc/all/gift-cards/manage-user-roles/create-user-roles.md +++ /dev/null @@ -1,107 +0,0 @@ ---- -title: Create user roles -description: Learn how to create roles in the Back Office. -last_updated: Aug 2, 2021 -template: back-office-user-guide-template -originalLink: https://documentation.spryker.com/2021080/docs/managing-roles -originalArticleId: 646ae8f6-32b9-440d-8cdf-c720d046de25 -redirect_from: - - /2021080/docs/managing-roles - - /2021080/docs/en/managing-roles - - /docs/managing-roles - - /docs/en/managing-roles - - /docs/scos/user/back-office-user-guides/202311.0/users/roles-groups-and-users/managing-roles.html - - /docs/scos/user/back-office-user-guides/202311.0/users/managing-user-roles/creating-user-roles.html - - /docs/pbc/all/user-management/202204.0/base-shop/manage-in-the-back-office/manage-user-roles/create-user-roles.html -related: - - title: Editing user roles - link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-user-roles/edit-user-roles.html ---- - -This document describes how to create user roles in the Back Office. - -## Prerequisites - -* If you are new to the **Users** section, you might want to start with [Best practices: Managing users and their permissions with roles and groups](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). - -* Review the [reference information](#reference-information-create-user-roles) before you start, or look up the necessary information as you go through the process. - -## Create user roles - -1. Go to **Users > User Roles**. -2. On the **User Roles** page, click **Add new Role**. -3. On the **Create new Role** page, enter a **NAME** and click **Create**. - This opens the **Edit Role** page with the success message displayed. -4. In the **Rule** pane, enter a **BUNDLE**. -5. Enter a **CONTROLLER**. -6. Enter an **ACTION**. -7. Select a **PERMISSION** -8. Click **Add Rule**. - The page refreshes with the success message displayed and the rule displayed in the **Assigned Rules** section. -9. Repeat steps 3-7 until you add all the needed rules. - - -### Reference information: Create user roles - -The following table describes the attributes you enter and select when creating roles: - -| ATTRIBUTE | DESCRIPTION | -| --- | --- | -| NAME | Unique identifier of the role. You use this name to assign roles when managing users. | -| BUNDLE | Depending on the **PERMISSION**, allows or denies access to a section of the Back Office. You can check this value by going to the needed section and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `product-attribute-gui` is a bundle. | -| CONTROLLER | Depending on the **PERMISSION**, allows or denies access to a subsection of the Back Office. You can check this value by going to the needed subsection and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `attribute` is a controller. | -| ACTION | Depending on the **PERMISSION**, allows or denies access to making actions. You can check this value by going to the needed action and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `create` is an action. -| PERMISSION | Denies or allows access to the **BUNDLE**, **CONTROLLER**, and **ACTION**. | - -**Tips and tricks** - -To allow or deny access for all of the bundles, controllers or actions, enter `*` in the needed field. - -Alternatively, you can look up **BUNDLE**, **CONTROLLER**, and **ACTION** values in the `navigation.xml` of the needed module. - -See the example of the `navigation.xml` file of the AvailabilityGui module: - -
-navigation.xml - -```xml - - - - - - - Availability - availability-gui - index - index - - - - Product Availability - availability-gui - index - view - 0 - - - - - Edit Stock - availability-gui - index - edit - 0 - - - - - - -``` -
- - -## Next steps - -[Create user groups](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/manage-user-groups/create-user-groups.html) diff --git a/docs/pbc/all/gift-cards/manage-user-roles/edit-user-roles.md b/docs/pbc/all/gift-cards/manage-user-roles/edit-user-roles.md deleted file mode 100644 index 6e8aa04f863..00000000000 --- a/docs/pbc/all/gift-cards/manage-user-roles/edit-user-roles.md +++ /dev/null @@ -1,97 +0,0 @@ ---- -title: Edit user roles -description: Learn how to edit user roles in the Back Office. -template: back-office-user-guide-template -last_updated: Nov 21, 2023 -redirect_from: - - /docs/scos/user/back-office-user-guides/202005.0/users/roles-groups-and-users/managing-roles.html - - /docs/scos/user/back-office-user-guides/202311.0/users/managing-user-roles/editing-user-roles.html - - /docs/pbc/all/user-management/202204.0/base-shop/manage-in-the-back-office/manage-user-roles/edit-user-roles.html -related: - - title: Creating user roles - link: docs/pbc/all/user-management/page.version/base-shop/manage-in-the-back-office/manage-user-groups/create-user-groups.html ---- - -This document describes how to edit user roles in the Back Office. - -## Prerequisites - -To start working with user roles, go to **Users > User Roles**. - -Review the [reference information](#reference-information-editing-roles) before you start, or look up the necessary information as you go through the process. - -## Editing roles - -1. On the **User Roles** page, click **Edit** next to the role you want to edit. -2. In the **Role** pane, update the **NAME**. -3. If you updated the **NAME**, click **Save**. -4. In the **Rule** pane, to add a rule, do the following: - 1. Enter a **BUNDLE**. - 4. Enter a **CONTROLLER**. - 5. Enter an **ACTION**. - 6. Select a **PERMISSION**. - 7. Click **Add Rule**. - The page refreshes with the success message displayed and the ruled displayed in the **Assigned Rules** section. -5. Repeat steps 3-7 until you add all the needed rules. -6. In the **Assigned Rules** section, delete one or more rules by clicking **Delete** next to the rules you want to delete. - This refreshes the page with the success message displayed. The rule is no longer displayed in the list. - -### Reference information: Editing roles - -The following table describes the attributes you enter and select when creating roles: - -| ATTRIBUTE | DESCRIPTION | -| --- | --- | -| NAME | Unique identifier of the role. You use this name to assign roles when managing users. | -| BUNDLE | Depending on the **PERMISSION**, allows or denies access to a section of the Back Office. You can check this value by going to the needed section and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `product-attribute-gui` is a bundle. | -| CONTROLLER | Depending on the **PERMISSION**, allows or denies access to a subsection of the Back Office. You can check this value by going to the needed subsection and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `attribute` is a controller. | -| ACTION | Depending on the **PERMISSION**, allows or denies access to making actions. You can check this value by going to the needed action and looking it up in the URL. For example, in `https://backoffice.de.b2b-demo-shop.local/product-attribute-gui/attribute/create`, `create` is an action. -| PERMISSION | Denies or allows access to the **BUNDLE**, **CONTROLLER**, and **ACTION**. | - -**Tips and tricks** - -To allow or deny access for all of the bundles, controllers or actions, enter `*` in the needed field. - -Alternatively, you can look up **BUNDLE**, **CONTROLLER**, and **ACTION** values in the `navigation.xml` of the needed module. - -See the example of the `navigation.xml` file of the `AvailabilityGui` module: - -
-navigation.xml - -```xml - - - - - - - Availability - availability-gui - index - index - - - - Product Availability - availability-gui - index - view - 0 - - - - - Edit Stock - availability-gui - index - edit - 0 - - - - - - -``` -
From b6a92b58190a7ed009bc5770519c065f8b506dbc Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Sun, 3 Nov 2024 10:05:49 +0200 Subject: [PATCH 16/26] Update amazon-quicksight-feature-overview.md --- .../202410.0/amazon-quicksight-feature-overview.md | 5 ++++- 1 file changed, 4 insertions(+), 1 deletion(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md index e697125e200..96fff6c2425 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md @@ -48,8 +48,11 @@ When working with analytics, users can have the following roles: * Author: can view, create, and edit assets. * Reader: can view assets. + + The analytics roles are derived from Amazon QuickSight and are separate from the [Back Office user roles](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). @@ -80,7 +83,7 @@ You can share dashboards with authors and readers, and analyses – only with au For those new to Amazon QuickSight analytics, while you're learning how to create your own dashboards, you can start using the default dashboards right away. -The feature is shipped with the following dashboards +The feature is shipped with the following dashboards. #### Sales dashboard From dc033323320a65a5971234fc79ff33f4de3ab727 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Wed, 6 Nov 2024 11:24:32 +0200 Subject: [PATCH 17/26] move --- .../amazon-quicksight.md} | 29 +++++++------------ .../back-office-refresh-analytics-datasets.md | 0 .../best-practices-analyzing-shop-data.md | 7 +++++ .../set-up-amazon-quicksight.md | 2 +- 4 files changed, 18 insertions(+), 20 deletions(-) rename docs/pbc/all/business-intelligence/202410.0/{amazon-quicksight-feature-overview.md => amazon-quicksight-third-party-integration/amazon-quicksight.md} (71%) rename docs/pbc/all/business-intelligence/202410.0/{ => amazon-quicksight-third-party-integration}/back-office-refresh-analytics-datasets.md (100%) rename docs/pbc/all/business-intelligence/202410.0/{ => amazon-quicksight-third-party-integration}/best-practices-analyzing-shop-data.md (97%) rename docs/pbc/all/business-intelligence/202410.0/{ => amazon-quicksight-third-party-integration}/set-up-amazon-quicksight.md (96%) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md similarity index 71% rename from docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md rename to docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md index 96fff6c2425..edbe728c111 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-feature-overview.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md @@ -1,21 +1,17 @@ --- -title: Amazon QuickSight getting started guide -description: First steps to set up Amazon QuickSight +title: Amazon QuickSight +description: Amazon QuickSight overview template: concept-topic-template last_updated: Oct 24, 2024 --- - - - - -The Amazon QuickSight feature brings customizable and powerful business intelligence tools to the Back Office. +Amazon QuickSight brings customizable and powerful business intelligence tools to the Back Office. ## Data sources and data sets This feature supports data from Spryker projects and third-party systems. When you set up Amazon QuickSight, the data from your project is available by default, and you can add other data sources if needed. -!QuickSight-datasets +![QuickSight-datasets](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/qs-data-sets.png) For more details on data sources, see Supported data sources https://docs.aws.amazon.com/quicksight/latest/user/supported-data-sources.html @@ -34,9 +30,9 @@ To make datasets up to date, you need to refresh them by resyncing data from you You can refresh data manually or automatically by setting up a schedule per data set. -![refresh-dataset] +![refresh-dataset](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/refresh-dataset.png) -For instructions, see [Refresh analytics datasets]() +For instructions, see [Refresh analytics datasets](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html) @@ -65,17 +61,17 @@ An analysis is a customizable visual representation of data. Using the provided Each analysis can contain multiple data visualizations, which can be rearranged and customized. -![QuickSight-analyses] +![QuickSight-analyses](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/qs-analysis.png) A dashboard is a representation of data prepared in an analysis. It serves as a published version of data analysis, which can be shared with other users. -![QuickSight-dashboard] +![QuickSight-dashboard](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/qs-dashboard.png) Both analyses and dashboards are shareable, you can share a complete dashboard or collaborate on an analysis. -! QuickSight sharing +![QuickSight-sharing](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/qs-sharing.png) You can share dashboards with authors and readers, and analyses – only with authors. @@ -92,15 +88,12 @@ The feature is shipped with the following dashboards. * Monitor discounts, product categories, brands * Monitor the usage of payment and shipping methods -! sales-dashboard - #### Products dashboard * Track performance of products * Monitor availability and returns * Analyze top-selling items, category distribution, and trends in shopping lists and customer carts -! Products-dashboard #### Customers dashboard @@ -110,13 +103,11 @@ Track the following customer metrics: * Locations * Demographics -! Customers-dashboard #### Marketplace dashboard * Track marketplace performance with insights into merchant status and commission * Get an overview of merchant orders, products, and offers -! Marketplace-dashboard ## Resetting analytics @@ -124,4 +115,4 @@ Track the following customer metrics: Sometimes you might want to start from scratch and get a fresh analytics account. Resetting analytics removes all assets and returns your account to the default state. -!reset-analytics +![reset-analytics](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/reset-analytics.png) diff --git a/docs/pbc/all/business-intelligence/202410.0/back-office-refresh-analytics-datasets.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md similarity index 100% rename from docs/pbc/all/business-intelligence/202410.0/back-office-refresh-analytics-datasets.md rename to docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md diff --git a/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md similarity index 97% rename from docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md rename to docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md index f8f33b6c1d8..44d7c28a8a0 100644 --- a/docs/pbc/all/business-intelligence/202410.0/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md @@ -1,3 +1,10 @@ +--- +title: "Best practices: Analyzing shop data" +description: Learn how to analyze and present shop data. +last_updated: Oct 24, 2024 +template: back-office-user-guide-template +related: +--- Spryker Analytics is a powerful business intelligence tool powered by Amazon QuickSight. It's highly customizable and has a lot of tools that can't be covered in one document. This document describes a typical use case and how you can start working with analytics, but doesn't cover all the editing options. diff --git a/docs/pbc/all/business-intelligence/202410.0/set-up-amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md similarity index 96% rename from docs/pbc/all/business-intelligence/202410.0/set-up-amazon-quicksight.md rename to docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md index 7e8110ece4c..7a7d7c16e4c 100644 --- a/docs/pbc/all/business-intelligence/202410.0/set-up-amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md @@ -1,5 +1,5 @@ --- -title: Amazon QuickSight getting started +title: Set up Amazon QuickSight description: First steps to set up Amazon QuickSight template: concept-topic-template last_updated: Oct 24, 2024 From f430ac19d778e2f76f0fa3624d26b97cd4b424e8 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Wed, 6 Nov 2024 11:28:29 +0200 Subject: [PATCH 18/26] Update best-practices-analyzing-shop-data.md --- .../best-practices-analyzing-shop-data.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md index 44d7c28a8a0..360ba8c544f 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md @@ -69,7 +69,7 @@ In this example, you're going to create a product availability visual: 3. In **Visuals** select the pie chart. This shows the data as a pie chart. -![concrete-product-availability] +![concrete-product-availability](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md/concrete-product-availability.png) ### Add one more visual @@ -85,7 +85,7 @@ This adds an empty visual to the sheet. 7. Add the **name[spy_category_attribute]** as a dimension to the **Y AXIS** section. 8. Add the **sku** field as a measure to the **VALUE** field. -![product-per-category]() +![product-per-category](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md/product-per-category.png) 9. Name of the visual is inherited from the fields you've added. To make it presentable, double-click the name. 10. In the **Edit title** window, enter a name for the visual. For example, `Products per category`. @@ -107,7 +107,7 @@ Now you know how to add data and format it in different ways. For more informati 5. To add filter controls, click the three dots next to the filter and select **Add control**>**Top of this sheet**. This adds the filter controls to the top of the sheet. -![store-filter]() +![store-filter](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md/store-filter.png) ## Share the analysis @@ -143,7 +143,7 @@ To publish and share a dashboard, follow the steps: 3. To confirm, click **Publish dashboard**. This publisher the dashboard and opens its page. -![published-dashboard] +![published-dashboard](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md/published-dashboard.png) 4. To share the dashboard, in the top-right corner, click the share icon and select **Share dashboard**. This opens the **Share dashboard** page. From b0652f945a3a11ca1241031ce9d7a6bdfdd58d85 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Wed, 6 Nov 2024 13:16:54 +0200 Subject: [PATCH 19/26] links --- _data/sidebars/pbc_all_sidebar.yml | 17 ++++++++++++++--- .../amazon-quicksight.md | 6 +++--- .../best-practices-analyzing-shop-data.md | 4 ++-- .../set-up-amazon-quicksight.md | 4 ++-- 4 files changed, 21 insertions(+), 10 deletions(-) diff --git a/_data/sidebars/pbc_all_sidebar.yml b/_data/sidebars/pbc_all_sidebar.yml index ab4ee29d81a..7cbb25ed584 100644 --- a/_data/sidebars/pbc_all_sidebar.yml +++ b/_data/sidebars/pbc_all_sidebar.yml @@ -36,8 +36,19 @@ entries: - title: Business Intelligence - url: + url: /docs/pbc/all/business-intelligence/business-intelligence.html + include_versions: + - "202410.0" nested: + - title: Amazon QuickSight third-party integration + url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.html + nested: + - title: Set up Amazon QuickSight + url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.html + - title: "Best practices: Analyzing shop data" + url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.html + - title: Refresh analytics datasets + url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html - title: Carrier Management url: /docs/pbc/all/carrier-management/carrier-management.html @@ -1235,7 +1246,7 @@ entries: - title: Import stores url: /docs/pbc/all/dynamic-multistore/base-shop/import-stores.html include_versions: - - "202410.0" + - "202410.0" - title: Marketplace nested: @@ -1576,7 +1587,7 @@ entries: - title: View merchants url: /docs/pbc/all/merchant-management/marketplace/manage-in-the-back-office/manage-merchants/view-merchants.html include_versions: - - "202410.0" + - "202410.0" - title: Manage merchant users nested: diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md index edbe728c111..59c244a081d 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md @@ -13,13 +13,13 @@ This feature supports data from Spryker projects and third-party systems. When y ![QuickSight-datasets](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/qs-data-sets.png) -For more details on data sources, see Supported data sources https://docs.aws.amazon.com/quicksight/latest/user/supported-data-sources.html +For more details on data sources, see [Supported data sources](https://docs.aws.amazon.com/quicksight/latest/user/supported-data-sources.html). ### Extending project data for analytics By looking at datasets, you can see what data from your project is available for adding to analytics. By default, for each dataset, only the data that can be useful for analytics is available from a respective database table. For example, the Customer dataset doesn't include customer passwords. -You can extend the data available to datasets on the project level. For more details, see +You can extend the data available to datasets on the project level. For more details, see [Install Amazon QuickSight](). @@ -32,7 +32,7 @@ You can refresh data manually or automatically by setting up a schedule per data ![refresh-dataset](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/refresh-dataset.png) -For instructions, see [Refresh analytics datasets](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html) +For instructions, see [Refresh analytics datasets](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html). diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md index 360ba8c544f..e0403fd1f3d 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md @@ -6,13 +6,13 @@ template: back-office-user-guide-template related: --- -Spryker Analytics is a powerful business intelligence tool powered by Amazon QuickSight. It's highly customizable and has a lot of tools that can't be covered in one document. This document describes a typical use case and how you can start working with analytics, but doesn't cover all the editing options. +Amazon Quicksight is a powerful business intelligence tool. It's highly customizable and has a lot of tools that can't be covered in one document. This document describes a typical use case and how you can start working with analytics, but doesn't cover all the editing options. For more insights into creating analyses and dashboards, see [Author Workshop](https://catalog.workshops.aws/quicksight/en-US/author-workshop). ## Prerequisites -[Amazon QuickSight getting started] +[Set up Amazon QuickSight](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.html) ## Optional: Back up the default analysis diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md index 7a7d7c16e4c..1927027f826 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md @@ -7,7 +7,7 @@ last_updated: Oct 24, 2024 This document describes how to set up Amazon QuickSight. -1. [Install the Amazon QuickSight feature]. +1. [Install the Amazon QuickSight feature](). At this stage, the **Analytics** section is displayed in the Back Office, but the functionality is not available. 2. To request Amazon QuickSight analytics, contact your Customer Success Manager. After the contract is signed, we provision Amazon Quicksight for your project. @@ -31,4 +31,4 @@ This document describes how to set up Amazon QuickSight. ## Next steps -[Best practices: Analyzing shop data]() +[Best practices: Analyzing shop data](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.html) From 728db9b3d83261d053f1bf90d258a596a1122e10 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Mon, 18 Nov 2024 11:04:10 +0200 Subject: [PATCH 20/26] comments --- .../amazon-quicksight.md | 192 +++++++++++++++--- .../back-office-refresh-analytics-datasets.md | 2 +- 2 files changed, 162 insertions(+), 32 deletions(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md index 59c244a081d..2004fa8d7ae 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md @@ -5,9 +5,17 @@ template: concept-topic-template last_updated: Oct 24, 2024 --- -Amazon QuickSight brings customizable and powerful business intelligence tools to the Back Office. +Amazon QuickSight brings customizable and powerful business intelligence tools to the Back Office. This feature lets you visualize data, create customizable dashboards, and perform deep analytics on sales, product performance, customer behaviors, and marketplace KPIs. By leveraging analytics, you can unlock new monetization opportunities and make more informed business decisions. -## Data sources and data sets +Highlights: + +* Default dashboards let you start using the feature right away +* Direct access within the Back Office +* Data from your Spryker projects is connected by default +* Highly customizable, offering multiple options to tailor reports & analytics workflows +* Aggregate data across various systems + +## Data sources and datasets This feature supports data from Spryker projects and third-party systems. When you set up Amazon QuickSight, the data from your project is available by default, and you can add other data sources if needed. @@ -35,23 +43,6 @@ You can refresh data manually or automatically by setting up a schedule per data For instructions, see [Refresh analytics datasets](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html). - - -## User management and permissions - - -When working with analytics, users can have the following roles: -* Author: can view, create, and edit assets. -* Reader: can view assets. - - - -The analytics roles are derived from Amazon QuickSight and are separate from the [Back Office user roles](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). - - ## Analyses and dashboards In Amazon QuickSight, you are going to work with analyses and dashboards. @@ -75,38 +66,170 @@ Both analyses and dashboards are shareable, you can share a complete dashboard o You can share dashboards with authors and readers, and analyses – only with authors. -### Default dashboards -For those new to Amazon QuickSight analytics, while you're learning how to create your own dashboards, you can start using the default dashboards right away. -The feature is shipped with the following dashboards. +## User management and permissions + +User roles define what assets a user has access to. Amazon QuickSight recognizes the following assets: +* Analyses +* Dashboards +* Datasets +* Datasrouces +* Shared folders + +When working with analytics, users can have the following roles: +* Author: can view, create, and edit assets. +* Reader: can view assets. -#### Sales dashboard + + +The analytics roles are derived from Amazon QuickSight and are separate from the [Back Office user roles](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). + + + +### Default dashboard + +While you're learning how to create your own dashboards, you can start using the default dashboard right away. + +The default dashboard contains the following sheets. + +#### Sales sheet * Track sales performance over time * Gain insights into orders and return rate * Monitor discounts, product categories, brands * Monitor the usage of payment and shipping methods -#### Products dashboard +Visuals in the sales sheet + +| Visual | Visual Type | +| ----------------------------------- | -------------- | +| Total Sales | KPI | +| Total Orders | Table | +| Total Canceled | KPI | +| Cancelation Rate | Donut chart | +| Return Rate | Donut chart | +| "Waiting for Return" Order Items | KPI | +| Average Fulllment Time in Hours | KPI | +| Order Items by Status | Donut chart | +| Number of Orders | Line chart | +| Order Value and Discounts | Bar chart | +| Average Order Value | Bar chart | +| Average Order Size | Bar chart | +| Applied Discount Value | Table | +| Payment Methods | Pie chart | +| Shipping Methods | Pie chart | +| Sales by Top Brands | Tree map chart | +| Sales by Product Category | Donut chart | +| Sales over time by Product Category | Line chart | +| Order Item Status by Customer | Table | +| Order Items by Status | Table | + + +#### Products sheet * Track performance of products * Monitor availability and returns * Analyze top-selling items, category distribution, and trends in shopping lists and customer carts +| Visual | Visual Type | +| ------------------------------------------- | ----------- | +| Ratio of Active Concrete Products | Gauge | +| Product Availability | Pie chart | +| Top Products Sold by Quantity | Bar chart | +| Top Products Sold by Revenue incl. Discount | Bar chart | +| Top Products Returned by Quantity | Bar chart | +| Products per Category | Bar chart | +| Not Active Abstract Products per Category | Donut chart | +| Top Products in Orders | Table | +| Top Product in Carts of Logged-in Customers | Table | +| Top Product in Shopping Lists | Table | +| Not Available Products | Table | +| Concrete Products | Table | + -#### Customers dashboard +#### Customers sheet Track the following customer metrics: -* Order number and value +* Order number and value per customer and B2B company * Registration trends -* Locations -* Demographics +* Locations with the most customers + +| Visual | Visual Type | +| ------------------------------ | ----------- | +| Number of Customers | KPI | +| Customers by Gender | Pie chart | +| Number of Active Companies | Gauge | +| Customers by Order Value | Bar chart | +| Customers by Number of Orders | Bar chart | +| Customers by Location | Map | +| Customers by Registration Date | Line chart | +| Companies by Order Value | Bar chart | +| Companies by Number of Orders | Bar chart | +| Number of Merchants | KPI | + +#### Marketplace sheet - -#### Marketplace dashboard * Track marketplace performance with insights into merchant status and commission * Get an overview of merchant orders, products, and offers + +| Visual | Visual Type | +| ---------------------------------------- | ----------- | +| Merchants Waiting for Approval | Table | +| Merchant Online Status | Pie chart | +| Total Commissions | KPI | +| Merchants by Order Value | Bar chart | +| Merchants by Number of Orders | Bar chart | +| Merchants by Number of Abstract Products | Bar chart | +| Merchants by Number of Product Offers | Bar chart | +| Merchant Product Approval Status | Donut chart | +| Merchant Product Offer Approval Status | Donut chart | +| Commission by Merchant | Bar chart | +| Commission by Product Category | Bar chart | +| Commission Value | Table | +| Merchant Order Items by Status | Pie chart | +| Merchants by Registration Date | Line chart | + + +## Exporting data + + +When you need to share analytics data with users outside of Back Office, you can share individual visuals or whole analyses. + +For instructions, see the following docs: + +* [Exporting data from visuals](https://docs.aws.amazon.com/quicksight/latest/user/exporting-data.html) +* [Exporting Amazon QuickSight analyses or dashboards as PDFs](https://docs.aws.amazon.com/quicksight/latest/user/export-dashboard-to-pdf.html) + + + + + + + + + + + + + + + + + + + + + + + + + + + @@ -115,4 +238,11 @@ Track the following customer metrics: Sometimes you might want to start from scratch and get a fresh analytics account. Resetting analytics removes all assets and returns your account to the default state. -![reset-analytics](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/reset-analytics.png) +Sometimes you might want to start from scratch and get a fresh analytics account. + +{% info_block warningBox %} + +Resetting analytics returns all default assets to the default state, erasing your changes. This recreates the default assets from scratch. +The user initiating the reset becomes the ownes of the default assets, with all other users losing access to them. All custom assets created by other authors will remain in their ownership. + +{% endinfo_block %} diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md index 7e2dde52bd6..3ab5a344907 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md @@ -23,7 +23,7 @@ This document describes how to refresh datasets manually and on a schedule. This refreshes the page. A new refresh entry is displayed in the **History** pane. You can check the status of the refresh in the **Status** column. -## Set up a schedule to refresh an analytics data set automatically +## Set up a schedule to refresh an analytics dataset automatically 1. In the Back Office, go to **Analytics**. 2. On the **Analytics** page, go to **Datasets**. From fc564b60003eaa8aa76db753a9546ed5f41d021d Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Mon, 18 Nov 2024 11:17:20 +0200 Subject: [PATCH 21/26] Update amazon-quicksight.md --- .../amazon-quicksight.md | 23 ++++++++++++++++++- 1 file changed, 22 insertions(+), 1 deletion(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md index 2004fa8d7ae..d4704da6b8b 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md @@ -103,7 +103,8 @@ The default dashboard contains the following sheets. * Monitor discounts, product categories, brands * Monitor the usage of payment and shipping methods -Visuals in the sales sheet +
+ Visuals in the sales sheet | Visual | Visual Type | | ----------------------------------- | -------------- | @@ -128,6 +129,8 @@ Visuals in the sales sheet | Order Item Status by Customer | Table | | Order Items by Status | Table | +
+ #### Products sheet @@ -135,6 +138,9 @@ Visuals in the sales sheet * Monitor availability and returns * Analyze top-selling items, category distribution, and trends in shopping lists and customer carts +
+ Visuals in the products sheet + | Visual | Visual Type | | ------------------------------------------- | ----------- | | Ratio of Active Concrete Products | Gauge | @@ -151,6 +157,9 @@ Visuals in the sales sheet | Concrete Products | Table | +
+ + #### Customers sheet Track the following customer metrics: @@ -158,6 +167,10 @@ Track the following customer metrics: * Registration trends * Locations with the most customers + +
+ Visuals in the customers sheet + | Visual | Visual Type | | ------------------------------ | ----------- | | Number of Customers | KPI | @@ -171,11 +184,17 @@ Track the following customer metrics: | Companies by Number of Orders | Bar chart | | Number of Merchants | KPI | + +
+ #### Marketplace sheet * Track marketplace performance with insights into merchant status and commission * Get an overview of merchant orders, products, and offers +
+ Visuals in the marketplace sheet + | Visual | Visual Type | | ---------------------------------------- | ----------- | | Merchants Waiting for Approval | Table | @@ -193,6 +212,8 @@ Track the following customer metrics: | Merchant Order Items by Status | Pie chart | | Merchants by Registration Date | Line chart | +
+ ## Exporting data From 5b9a89ffc90e943b86c75dd46fa30c42d3b7d84a Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Tue, 19 Nov 2024 16:04:25 +0200 Subject: [PATCH 22/26] Update amazon-quicksight.md --- .../amazon-quicksight.md | 9 ++++----- 1 file changed, 4 insertions(+), 5 deletions(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md index d4704da6b8b..1749afefd95 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md @@ -35,7 +35,7 @@ You can extend the data available to datasets on the project level. For more det To make datasets up to date, you need to refresh them by resyncing data from your project or third-party systems. -You can refresh data manually or automatically by setting up a schedule per data set. +You can refresh data manually or automatically by setting up a schedule per data set. We recommend configuring an automatic refresh shortly after you set up Amazon QuickSight. ![refresh-dataset](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/refresh-dataset.png) @@ -70,16 +70,15 @@ You can share dashboards with authors and readers, and analyses – only with au ## User management and permissions -User roles define what assets a user has access to. Amazon QuickSight recognizes the following assets: +User roles define what assets a user has access to, including the following: * Analyses * Dashboards * Datasets -* Datasrouces -* Shared folders +* Datasources When working with analytics, users can have the following roles: * Author: can view, create, and edit assets. -* Reader: can view assets. +* Reader: can view dashboards. - The analytics roles are derived from Amazon QuickSight and are separate from the [Back Office user roles](/docs/pbc/all/user-management/{{page.version}}/base-shop/manage-in-the-back-office/best-practices-manage-users-and-their-permissions-with-roles-and-groups.html). +The number of users with different roles depends on your contract. + + ### Default dashboard diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md index 1927027f826..aee1daa1295 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md @@ -7,24 +7,25 @@ last_updated: Oct 24, 2024 This document describes how to set up Amazon QuickSight. -1. [Install the Amazon QuickSight feature](). - At this stage, the **Analytics** section is displayed in the Back Office, but the functionality is not available. -2. To request Amazon QuickSight analytics, contact your Customer Success Manager. - After the contract is signed, we provision Amazon Quicksight for your project. -3. In the Back Office, go to **Analytics**. -4. On the **Analytics** page, click **Enable Analytics**. +1. To request Business Intelligence powered by Amazon QuickSight, contact your Customer Success Manager at [the analytics contact page](https://now.spryker.com/contact-analytics). + After the contract is signed, we activate Amazon QuickSight for your project. +2. [Install the Amazon QuickSight feature](). -{% info_block warningBox "" %} +3. Log into the Back Office with the user for which you've requested an Author analytics role. -* The user who enables analytics is assigned as an owner of all the default assets, such as data sets, analyses, and dashboards. You can transfer ownership later. +4. In the Back Office, go to **Analytics**. -* The user who enables analytics is automatically assigned with the Author role. +5. On the **Analytics** page, click **Synchronize Users**. + This updates the analytics roles for the Back Office users you've requested in your contract. +6. Click **Enable Analytics**. + This opens the **Analytics** page with a progress message displayed. + +{% info_block infoBox "" %} +The user who enables analytics is assigned as an owner of all the default assets, such as data sets, analyses, and dashboards. You can transfer ownership later. {% endinfo_block %} -5. On the **Enable Analytics** page, click **Enable Analytics**. - This opens the **Analytics** page with a progress message displayed. 6. Wait for the estimated amount of time and refresh the page. This should display the analytics interface. Now, you can start working with data. diff --git a/docs/pbc/all/business-intelligence/202410.0/business-intelligence.md b/docs/pbc/all/business-intelligence/202410.0/business-intelligence.md index 70a462c565c..175fdfe81a4 100644 --- a/docs/pbc/all/business-intelligence/202410.0/business-intelligence.md +++ b/docs/pbc/all/business-intelligence/202410.0/business-intelligence.md @@ -7,9 +7,9 @@ last_updated: Oct 24, 2024 Business Intelligence capability provides you with powerful tools for extracting, organizing, and presenting data. With highly customizable assets, you can work with the data that's important to you and make informed business decisions. -!business Intelligence +![business-intelligence](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/business-intelligence.md/business-intelligence.png) ## Next steps -Analytics feature overview +[Amazon QuickSight](/docs/pbc/all/business-intelligence/{{page.version}}/amazon-quicksight-third-party-integration/amazon-quicksight.html) From 7b2308c1ce8fd630b6ce20fc7b87f85d7a5ce295 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Sat, 23 Nov 2024 16:15:05 +0200 Subject: [PATCH 24/26] comments --- .../amazon-quicksight.md | 9 ++++++ .../back-office-refresh-analytics-datasets.md | 29 ++++++++++++------- .../best-practices-analyzing-shop-data.md | 28 +++++++++--------- .../manage-analytics-users-and-roles.md | 20 +++++++++++++ 4 files changed, 62 insertions(+), 24 deletions(-) create mode 100644 docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/manage-analytics-users-and-roles.md diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md index d2ff2ff0433..7ab1712b942 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md @@ -30,6 +30,15 @@ By looking at datasets, you can see what data from your project is available for You can extend the data available to datasets on the project level. For more details, see [Install Amazon QuickSight](). +### SPICE data + +SPICE (Super-fast, Parallel, In-memory Calculation Engine) is a robust in-memory engine used by Amazon QuickSight to calculate and serve data. All data in datasets is store as SPICE data, which has the following advantages: + +* Your analytical queries process faster. +* You don't need to wait for a direct query to process. +* Data stored in SPICE can be reused multiple times without incurring additional costs. If you use a data source that charges per query, you're charged for querying the data when you first create the dataset and later when you refresh the dataset. + +For more details on SPICE data, see [Importing data into SPICE](https://docs.aws.amazon.com/quicksight/latest/user/spice.html). ### Refreshing data diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md index 3ab5a344907..e2bb3f66218 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.md @@ -8,19 +8,13 @@ related: This document describes how to refresh datasets manually and on a schedule. +{% info_block infoBox %} -## Refresh an analytics dataset +* You can refresh data only with an author role. +* To always keep your analyses up to date, we recommend setting up an automatic data refresh. + +{% endinfo_block %} -1. In the Back Office, go to **Analytics**. -2. On the **Analytics** page, go to **Datasets**. - This opens the **Datasets** section. -3. Click the dataset you want to refresh data for. - This opens the dataset's details. -4. Click the **Refresh** tab. -5. Click **REFRESH NOW**. -6. In the **Refresh type** window, select **Full refresh**. -7. In the **Confirm refresh** window, click **REFRESH** - This refreshes the page. A new refresh entry is displayed in the **History** pane. You can check the status of the refresh in the **Status** column. ## Set up a schedule to refresh an analytics dataset automatically @@ -38,3 +32,16 @@ This document describes how to refresh datasets manually and on a schedule. 10. If you selected **Weekly** or **Monthly** in the previous step, for **Refresh on**, select a day to refresh the dataset on. 11. Click **Save**. This closes the window and displays the added refresh schedule in the **Schedules** pane. + +## Refresh an analytics dataset + +1. In the Back Office, go to **Analytics**. +2. On the **Analytics** page, go to **Datasets**. + This opens the **Datasets** section. +3. Click the dataset you want to refresh data for. + This opens the dataset's details. +4. Click the **Refresh** tab. +5. Click **REFRESH NOW**. +6. In the **Refresh type** window, select **Full refresh**. +7. In the **Confirm refresh** window, click **REFRESH** + This refreshes the page. A new refresh entry is displayed in the **History** pane. You can check the status of the refresh in the **Status** column. diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md index e0403fd1f3d..24c1b298091 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md @@ -8,24 +8,26 @@ related: Amazon Quicksight is a powerful business intelligence tool. It's highly customizable and has a lot of tools that can't be covered in one document. This document describes a typical use case and how you can start working with analytics, but doesn't cover all the editing options. -For more insights into creating analyses and dashboards, see [Author Workshop](https://catalog.workshops.aws/quicksight/en-US/author-workshop). - ## Prerequisites -[Set up Amazon QuickSight](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.html) +[Set up Amazon QuickSight](/docs/pbc/all/business-intelligence/{{page.version}}/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.html) -## Optional: Back up the default analysis +## Back up the default analysis -The Analytics feature is shipped with a default analysis that can be useful while you're learning how to create your own. If you need to play around with the existing analysis, we recommend duplicating the default one as follows: +Amazon QuickSight is shipped with a default analysis that is used for default dashboards. We recommend duplicating the default analysis so you can learn how to create your own dashboards and keep the default analysis as a backup. To do it, follow the steps: 1. In the Back Office, go to **Analytics**. 2. On the **Analytics** page, click **Analyses**. -3. Click on **MASTER Analysis**. +3. Based on your business model, click on one of the following analyses: + * **B2B Analysis** + * **B2C Analysis** + * **B2B MP Analysis** + * **B2C MP Analysis** 4. On the page of the analysis, click **File**>**Save as Analysis**. 5. In the **Save a copy** window, enter an **Analysis name**. 6. Click **SAVE**. - This duplicates the analysis and opens it. Now you can safely play around with this duplicate or the original analysis. + This duplicates the analysis and opens it. Now you can safely create your own dashboards based on this analysis. @@ -42,10 +44,8 @@ To refresh product related datasets, do the following: 5. In the **Refresh type** window, select **Full refresh**. 6. In the **Confirm refresh** window, click **REFRESH** This refreshes the page. A new refresh entry is displayed in the **History** pane. You can check the status of the refresh in the **Status** column. -7. To go back to the list of datasets, cilck **< Datasets**. -8. Repeat steps 2-7 for all the other product datasets, like **Product Concrete + Store** -Now the data is fresh and you can use it to create an anlysis. +You've manually refreshed data and now it's ready to be used in an analysis. For most datasets, you might want to set up an automatic data refresh so that data is always up to date. For instructions, see [Refresh analytics datasets](/docs/pbc/all/business-intelligence/{{page.version}}/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html). ## Create an analysis @@ -134,7 +134,7 @@ You can check and manage permissions of all users to an analysis in **File**>**S ## Publish analysis as a dashboard and share -Most of your analytics users will have view permissions. When you're ready to share the analysis with a wider audience, you need to publish it as a dashboard. Users with view permissions can access only dashboards. +Most of your analytics users will be readers with view permissions for dashboards. When you're ready to share the analysis with a wider audience, you need to publish it as a dashboard so that the readers can access it. To publish and share a dashboard, follow the steps: @@ -153,6 +153,8 @@ To publish and share a dashboard, follow the steps: This shows the user in the **Manage permissions** pane with the permissions you've assigned. -## Conclusion +## Learn more -In this guide, you've followed a typical user journey of creating, collaborating, and presenting data in a meaningful way. Now you can play around with these tools or learn by following [Author Workshop](https://catalog.workshops.aws/quicksight/en-US/author-workshop). +In this guide, you've followed a typical user journey of creating, collaborating, and presenting data in a meaningful way. Now you can play around with these tools or learn more using the following materials: +* [Author Workshop](https://catalog.workshops.aws/quicksight/en-US/author-workshop) +* [Amazon QuickSight - Getting Started](https://explore.skillbuilder.aws/learn/course/external/view/elearning/14908/getting-started-with-amazon-quicksight) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/manage-analytics-users-and-roles.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/manage-analytics-users-and-roles.md new file mode 100644 index 00000000000..2f0290a6669 --- /dev/null +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/manage-analytics-users-and-roles.md @@ -0,0 +1,20 @@ +--- +title: Manage analytics users and roles +description: Learn how to add and remove analytics users and update their roles. +template: concept-topic-template +last_updated: Oct 24, 2024 +--- + +When setting up Amazon QuickSight for the first time, Back Office users get access to analytics based on the contract terms. User are assigned with roles, such as author or reader, defining their permissions when working with analytics. This document explains how you can update the list of users that have access to analytics or change their roles. + +Changes to the users setup affect the price of Amazon QuickSight license. + +To update analytics users, follow the steps. +1. Create a support ticket for updating analytics users on [Spryker Support Portal](https://support.spryker.com/s/). + Provide the list of users you want to add or remove. For each new user, specify their role. You can request the roles of the existing users to be updated too. + +2. Once your contract is updated, we add the requested changes to your users setup. Wait until you get a confirmation about this change. + +3. In the Back Office, go to **Analytics**. +4. On the **Analytics** page, click **Synchronize Users**. + This updates the users setup per your request. From f15867155b93d0f65eebf27993c404bf77c4ed77 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Mon, 25 Nov 2024 11:10:41 +0200 Subject: [PATCH 25/26] rename --- _data/sidebars/pbc_all_sidebar.yml | 6 ++- .../amazon-quicksight.md | 37 +++++-------------- ... best-practices-working-with-analytics.md} | 2 +- 3 files changed, 14 insertions(+), 31 deletions(-) rename docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/{best-practices-analyzing-shop-data.md => best-practices-working-with-analytics.md} (99%) diff --git a/_data/sidebars/pbc_all_sidebar.yml b/_data/sidebars/pbc_all_sidebar.yml index 895de37ead4..7ef87c477f1 100644 --- a/_data/sidebars/pbc_all_sidebar.yml +++ b/_data/sidebars/pbc_all_sidebar.yml @@ -45,10 +45,12 @@ entries: nested: - title: Set up Amazon QuickSight url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.html - - title: "Best practices: Analyzing shop data" - url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.html + - title: "Best practices: working with analytics" + url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/best-practices-working-with-analytics.html - title: Refresh analytics datasets url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html + - title: Manage analytics users and roles + url: /docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/manage-analytics-users-and-roles.html - title: Carrier Management url: /docs/pbc/all/carrier-management/carrier-management.html diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md index 7ab1712b942..31bac2790e9 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/amazon-quicksight.md @@ -38,6 +38,10 @@ SPICE (Super-fast, Parallel, In-memory Calculation Engine) is a robust in-memory * You don't need to wait for a direct query to process. * Data stored in SPICE can be reused multiple times without incurring additional costs. If you use a data source that charges per query, you're charged for querying the data when you first create the dataset and later when you refresh the dataset. +You can check your SPICE storage capacity in the Back Office > **Analytics** > **Datasets** > **New dataset**. + +![sprice-storage](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/sprice-storage.png) + For more details on SPICE data, see [Importing data into SPICE](https://docs.aws.amazon.com/quicksight/latest/user/spice.html). ### Refreshing data @@ -49,7 +53,7 @@ You can refresh data manually or automatically by setting up a schedule per data ![refresh-dataset](https://spryker.s3.eu-central-1.amazonaws.com/docs/pbc/all/business-intelligence/amazon-quicksight-third-party-integration/amazon-quicksight.md/refresh-dataset.png) -For instructions, see [Refresh analytics datasets](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html). +For instructions, see [Refresh analytics datasets](/docs/pbc/all/business-intelligence/{{page.version}}/amazon-quicksight-third-party-integration/back-office-refresh-analytics-datasets.html). ## Analyses and dashboards @@ -233,33 +237,6 @@ For instructions, see the following docs: - - - - - - - - - - - - - - - - - - - - - - - - - - - ## Resetting analytics @@ -273,3 +250,7 @@ Resetting analytics returns all default assets to the default state, erasing you The user initiating the reset becomes the ownes of the default assets, with all other users losing access to them. All custom assets created by other authors will remain in their ownership. {% endinfo_block %} + +## Next step + +[Best practices: working with analytics](/docs/pbc/all/business-intelligence/{{page.version}}/amazon-quicksight-third-party-integration/best-practices-working-with-analytics.html) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-working-with-analytics.md similarity index 99% rename from docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md rename to docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-working-with-analytics.md index 24c1b298091..d63a0c41a1b 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-working-with-analytics.md @@ -1,5 +1,5 @@ --- -title: "Best practices: Analyzing shop data" +title: "Best practices: working with analytics" description: Learn how to analyze and present shop data. last_updated: Oct 24, 2024 template: back-office-user-guide-template From d3ce4e12ee1bd265ec5391fa76605da8f7f9adf6 Mon Sep 17 00:00:00 2001 From: Andrii Tserkovnyi Date: Mon, 25 Nov 2024 13:11:43 +0200 Subject: [PATCH 26/26] links --- .../set-up-amazon-quicksight.md | 2 +- .../manage-in-the-back-office/manage-users/edit-users.md | 2 +- 2 files changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md index aee1daa1295..f86913d2d41 100644 --- a/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md +++ b/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/set-up-amazon-quicksight.md @@ -32,4 +32,4 @@ The user who enables analytics is assigned as an owner of all the default assets ## Next steps -[Best practices: Analyzing shop data](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-analyzing-shop-data.html) +[Best practices: Analyzing shop data](/docs/pbc/all/business-intelligence/202410.0/amazon-quicksight-third-party-integration/best-practices-working-with-analytics.html) diff --git a/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md index fc4da5e3306..53067ad87c9 100644 --- a/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md +++ b/docs/pbc/all/user-management/202410.0/base-shop/manage-in-the-back-office/manage-users/edit-users.md @@ -19,7 +19,7 @@ This document describes how to edit users in the Back Office. ## Prerequisites -Review the [reference information](#reference-information-editing-users) before you start, or look up the necessary information as you go through the process. +Review the [reference information](#reference-information-edit-users) before you start, or look up the necessary information as you go through the process. ## Editing users