[Event Concluded] Ask Me Anything about the Marketo Advanced BI Analytics | Community
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jon_chen
Community Manager
jon_chenCommunity Manager
Community Manager
May 12, 2025
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[Event Concluded] Ask Me Anything about the Marketo Advanced BI Analytics

  • May 12, 2025
  • 8 replies
  • 4156 views

EVENT CONCLUDED - Thanks for your questions!

 


Join us for this AMA on May 28th, 2025 from 9 AM PST to 10 AM PST, as our product expert Li Gao (@ligao) walks you the key benefits, best practices, and use cases for the Advanced BI Analytics reporting capabilities, coming soon to your Marketo Engage instance!

 

Advanced BI Analytics, formerly known as Revenue Explorer or Revenue Cycle Explorer, represents a significant evolution of the embedded custom reporting functionality within Marketo Engage. While maintaining compatibility with existing reporting data models, it now leverages the Snowflake data warehouse for enhanced performance and integrates embedded Power BI for a modern, intuitive, and interactive visualization experience.

This advanced platform empowers users to uncover deeper insights, optimize performance, and create compelling data-driven narratives without requiring data engineering expertise or prolonged development cycles.

Advanced BI Analytics is currently in public beta for all existing Revenue Explorer customers, with general availability scheduled for June 1, 2025. The legacy Revenue Explorer experience will be discontinued on the same date.

 

Please see some sample questions to get a feel for what this AMA will cover (these are the real questions from the customer webinar):

 

  • Will all the same visualizations available in Power BI be available in Advanced BI Analytics platform?
  • Can you also report on emails not sent due to Comms limit?
  •  What is the data freshness compared to the legacy experience?
  • Does it support custom fields?
  • Does it support custom objects?
  • Does it include any AI capabilities?
  • Will we be able to use segmentations as a grouping or filter type?
  • What is the data retention policy? Is it same as the legacy experience?
  • Will publishing additional fields from Marketo work the same way as the legacy experience?
  • Will folder be supported?

 

Additional Resources: 

 

GUIDELINES AND REQUIREMENTS TO PARTICIPATE

Please note that this text-only AMA takes place as a discussion post on the Marketo Community. If you are unable to make this live event, you can always publish your question in the thread now! Please be sure to REFRESH the page frequently so you don't miss responses from our PMs and/or new questions/comments.

 

Your post in the dedicated thread must be:

  • Related to the Marketo Engage Advanced Report Builder
  • To post a question or comment, you must be signed into the Marketo Community leading up to or during the 1-hour period, on May 28th, 2025, between 9am - 10am PST. Please note you do not need to login if you aren’t submitting a question or comment.
  • For maximum visibility, please tag our expert Li Gao (@ligao) in any of your posts on the dedicated thread by following the format “@username.”
  • If you are unable to attend, you can always post your question or comment in advance!

 

**All AMAs are TEXT-ONLY, meaning there is no webinar, video call, or recording. All questions and answers will occur on this thread.

 

EVENT CONCLUDED - Thanks for your questions!

    Best answer by jon_chen

    Hi Everyone,

    This AMA has now CONCLUDED. Thanks for all your questions and interest in this exciting new capability. Remember, if you notice something isn't working as expected, please share the details with us through the "Send Feedback" button at the top right of the new experience, and we'll look into it as soon as possible!

    8 replies

    Anna_Blanchet1
    Anna_Blanchet1
    Level 3
    May 21, 2025

    Is it possible to rename reports?

    Is it possible to move tabs from one report to another? During the migration, our reports were grouped into tabs, but not all the groupings make sense and we need to reorder them.

     

    L
    Adobe Employee
    ligaoAdobe Employee
    Adobe Employee
    May 28, 2025

    Renaming report - not today but it will be added. As of today you'll need to duplicate the report as a workaround.

    Moving tabs across reports - this may not be possible. Reports in the old experience were grouped in the new experience because there is a max of 700 reports limits in the new experience and we grouped your reports during the migration if you have more than 700 reports.

    E
    Emilie_Dupain
    Level 1
    May 23, 2025

    Is it possible to share a published link with Marketo users where they will not be able to edit the dashboard?

      L
      Adobe Employee
      ligaoAdobe Employee
      Adobe Employee
      May 28, 2025

      Not today. We will add a share capability that you can share a deep link, but the recipient also needs to be a Advanced BI Analytics user and as of today there is no read-only access yet. The recipient could edit the report / dashboard.

      C
      ConnorWilkinson
      Level 1
      May 28, 2025

      That's good to hear you will be adding deep links - do you have a timeline on this? 

      The advanced BI analytics is a great enhancement that we will no doubt get a lot of value from, but the fact that any Marketo user can edit the report is a big risk. We have a lot of users that could unintentionally make changes. 

       

      G
      gmartella
      Level 2
      May 28, 2025

      Is it possible to duplicate reports?

      L
      Adobe Employee
      ligaoAdobe Employee
      Adobe Employee
      May 28, 2025

      Yes. It's an available action on the report today.

      S
      Saj
      Level 1
      May 28, 2025

      @ligao How can we connect Marketo to the Power BI app and workspace?

      L
      Adobe Employee
      ligaoAdobe Employee
      Adobe Employee
      May 28, 2025

      Did you mean to connect to your own Power BI application?

      L
      Adobe Employee
      ligaoAdobe Employee
      Adobe Employee
      May 28, 2025

      @saj Generally speaking you can't connect your own Power BI to Marketo data stores today. We don't offer the Marketo data store directly as a data-as-a-service yet. The Marketo data is only available through APIs today.

      A
      AKj054
      Level 2
      May 28, 2025

      Hi @liga1 
      We're seeing a significant discrepancy—up to a 10x difference—between the data in Marketo Advanced BI Analytics and the Email Insight/Email Performance reports. Can you help clarify what might be causing this? 

      L
      Adobe Employee
      ligaoAdobe Employee
      Adobe Employee
      May 28, 2025

      Most likely it's because some of the filters were not translatable during the migration. I wouldn't know it for sure until we take a look of the two reports and underlying data. Can you send an email to us with the details through the "Send Feedback" button at the top right of the new experience? Once we have the details we will investigate it.

      A
      AKj054
      Level 2
      May 28, 2025

      Sure thanks for quick response , I will share the details ,
      thank you

      C
      ConnorWilkinson
      Level 1
      May 28, 2025

      We are seeing significantly higher click volumes in the advanced BI analytics tool compared to our other reports where we are able to apply bot filters.  Are we able to apply such filters in the new tool? 

      L
      Adobe Employee
      ligaoAdobe Employee
      Adobe Employee
      May 28, 2025

      No data model changes in this release. If the bot filter was available as a dimension in the old experience, it should be available as a dimension in the new experience as well. If you can't find it or it doesn't work as what you expected, please share the details with us through the "Send Feedback" button at the top right of the new experience, and we'll look into it.

      A
      AKj054
      Level 2
      May 28, 2025

      @liga1 As currently we dont have option to share dashboard ,do we getting this feature and some other feature as swell compare to actual power Bi when it became live

      L
      Adobe Employee
      ligaoAdobe Employee
      Adobe Employee
      May 28, 2025

      @akj054 Deep-link share is in the backlog. Tentatively we'll make it available in the second half this year.

       

      The visualization experience is delivered through embedded Power BI, which has less capabilities than the Power BI desktop version. Let me know what specific features were on your mind and we'll check whether it's possible.

      A
      AKj054
      Level 2
      May 28, 2025

      I think currently some custom filtering should be added like we use in smarlist ,so we can get a better view of accurate data

      jon_chen
      Community Manager
      jon_chenCommunity ManagerAuthorAccepted solution
      Community Manager
      May 28, 2025

      Hi Everyone,

      This AMA has now CONCLUDED. Thanks for all your questions and interest in this exciting new capability. Remember, if you notice something isn't working as expected, please share the details with us through the "Send Feedback" button at the top right of the new experience, and we'll look into it as soon as possible!

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