Klaviyo & Power BI: How to integrate your data and template

In this tutorial, we aim to guide marketing professionals on a seamless journey to connect Klaviyo accounts to PowerBI. By the end, you will have the necessary insights and capability to visualize and interact with your Klaviyo marketing data within the powerful analytics platform of PowerBI.

How to connect your Klaviyo account to PowerBI

Add a source on Catchr

Navigate to Catchr's main page and start by selecting 'Source' from the left-hand menu. Then, click on 'Add a Source' located at the top right corner of your screen.

From there, choose 'Klaviyo' as your desired platform and follow the on-screen instructions to authenticate and establish the connection between Catchr and Klaviyo.

Create the request to transfer Klaviyo data to PowerBI

We're providing a detailed walkthrough to help you complete the data transfer set-up:

• Start by selecting 'API' from the Catchr left-side menu.

• Switch the export format by selecting 'PowerBI'.

• Use the 'Source' tab to choose 'Klaviyo'.

• Pick the Klaviyo account(s) for data extraction.

• Choose applicable metrics and dimensions for your data pull.

• Specify a timeframe, either custom or predefined, for the data you require.

• Add filters to your data request, if necessary.

• You may also choose from platform-specific options for your request.

• Upon completion, a URL will be generated at the top. Preview your data by clicking 'Preview'.

• Copy the URL generated for later use in PowerBI.

Note: If you’ve utilized a Catchr template, ensure all required dimensions and metrics are selected to auto-load the template with your data, which you can later customize.

Import the Klaviyo data and KPI to PowerBI

For PowerBI Desktop users:

• Go to 'Get Data' and select 'Web'.

• Stick with the 'Basics' and enter the URL you acquired from Catchr.

• Press 'OK' to initiate the data import process.

PowerBI may take a moment to pull in the data. Afterward, you can manipulate the query and set your field types using PowerBI Query Editor. Now, you’re ready to craft a dashboard teeming with Klaviyo insights, which you can publish and share with your team.

Within PowerBI Web App:

Publish your dataset via PowerBI Desktop and access it in the Web App. Select 'New Report' and then a previously published dataset, and from there, you can create and customize new reports based on your Klaviyo data.

Conclusion

You now have the tools and knowledge to bridge Klaviyo data into PowerBI, unlocking the potential to make informed decisions with enhanced data visualization and analysis.

Example of metrics you can use with the PowerBI Integration for Klaviyo

Klaviyo offers a wide array of metrics to measure the effectiveness of your marketing campaigns. Integrating these metrics with PowerBI not only simplifies the management of your data but also provides deep insights into various aspects of your campaigns.

For example, by visualizing metrics like 'Emails Opened' and 'Emails Clicked', you can assess the engagement levels of your campaigns. Using PowerBI’s robust visualization tools, you can create graphs and charts that highlight trends over time or compare the success rates of different email campaigns.

Pairing demographic information such as 'Person Country' or 'Person City' with engagement data, offers the ability to segment your audience and tailor future campaigns more effectively. The 'Campaign Status' metric allows you to track the life cycle of each campaign, from creation to execution, providing actionable insights into the overall efficiency of your marketing strategy.

Moreover, analytical models in PowerBI are capable of uncovering hidden patterns within vast amounts of data. For instance, correlating 'Shopify - Placed Order' with 'Emails Sent' might reveal the optimal timing or messaging that triggers purchases from email marketing.

Discover the full range of metrics available by visiting our Klaviyo Metrics Field Listing and harnessing their potential to drive your marketing initiatives forward.

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