复式转换表:我们如何跟踪Shopify的状态变化

Recently we launched Shopify Balance, a money management account and card that gives Shopify merchants quick access to their funds with no fees. After the beta launch of Shopify Balance, the Shopify Data team was brought in to answer the question: how do we reliably count the number of merchants using Balance? In particular, how do we count this historically?

最近,我们推出了Shopify Balance,这是一个资金管理账户和卡,让Shopify商户可以快速获得他们的资金,而且没有任何费用。在Shopify Balance的测试版推出后,Shopify数据团队被邀请来回答这个问题:我们如何可靠地统计使用Balance的商家数量?特别是,我们如何在历史上计算这个数字?

While this sounds like a simple question, it’s foundationally critical to knowing if our product is a success and if merchants are actually using it. It’s also more complicated than it seems to answer.

虽然这听起来是一个简单的问题,但它对于了解我们的产品是否成功以及商家是否真正在使用它是至关重要的基础。这个问题的答案也比它看起来要复杂得多。

To be considered as using Shopify Balance, a merchant has to have both an active Shopify Balance account and an active Shopify account. This means we needed to build something to track the state changes of both accounts simultaneously, and make that tracking robust and reliable over time. Enter double entry transition tables. While very much an “invest up front and save a ton of time in the long run” strategy, double entry transition tables give us the flexibility to see the individual inputs that cause a given change. It does all of this while simplifying our queries and reducing long term maintenance on our reporting.

要被认为是使用Shopify Balance,商家必须同时拥有一个活跃的Shopify Balance账户和一个活跃的Shopify账户。这意味着我们需要建立一些东西来同时跟踪两个账户的状态变化,并使这种跟踪随着时间的推移而变得强大和可靠。输入复式转换表。虽然这是一个非常 "前期投资和长期节省大量时间 "的策略,但复式转换表让我们可以灵活地看到导致特定变化的单个输入。这一切都在简化我们的查询,减少对我们报告的长期维护。

In this post, we’ll explore how we built a data pipeline using double entry transition tables to answer our question: how many Shopify merchants are using Shopify Balance? We’ll go over how we designed something that scales as our product grows in complexity, the benefits of using double entry transition tables—from ease of use to future proofing our reporting—and some sample queries using our new table.

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