Friday, March 10, 2017
The ClickDimensions content pack for Power BI allows users to utilize ClickDimensions marketing data in Power BI, giving management teams further insight into the success of their sales and marketing efforts. Visualize and analyze email interactions, web visits and form submissions in Power BI dashboards and reports.
Connect to the ClickDimensions content pack for Power BI.
Select Get Data at the bottom of the left navigation pane.
In the Services box, select Get.
Select ClickDimensions > Get.
Provide the location of your data center (US, EU or AU) and select Next.
For Authentication Method, select Basic > Sign In. When prompted, enter your ClickDimensions credentials. See details in finding those parameters below
After approving, the import process will begin automatically. When complete, a new dashboard, report and model will appear in the Navigation Pane. Select the dashboard to view your imported data.
Try asking a question in the Q&A box at the top of the dashboard
Change the tiles in the dashboard.
Select a tile to open the underlying report.
While your dataset will be schedule to refreshed daily, you can change the refresh schedule or try refreshing it on demand using Refresh Now
To connect to the Power BI content pack, you must provide the data center corresponding to your account and log in with your ClickDimensions account. If you're unsure which data center to provide, please check with your admin.
The Account Key is found within CRM Settings > ClickDimensions Settings. Copy the Account Key from within ClickDimensions Settings and paste it into the User name field.
Copy the Power BI Token from within ClickDimensions Settings and paste it into the Password field. The Power BI Token is found within CRM Settings > ClickDimensions Settings.