Power BI is a suite of business analytics tools to analyze data and share insights. With Power BI, you can create data visualizations and dashboards that improve reporting and understanding of data from a variety of services and solutions, including ClickDimensions. ClickDimensions data can be brought into your Power BI account via our Power BI Content Pack.
More about Power BI here.
Connect to CRM Data
If you do not already have an account you can sign up for a free account here.
NOTE: At some point you may see a notification that you need to get Power BI Pro. You do not need to do this. Just close that notification and continue on.
After you have created an account you will see a page like the one below. Select ClickDimensions from the Services menu and click the Connect button within the drop-down menu.
A window will appear prompting you to type in the data center of your ClickDimensions Account exists within. Type in either US, EU, or AU. In this example, we will type in US, but you'll want to type in the Data Center that applies to your ClickDimensions Solution. Click Next.
Don't know which data center your ClickDimensions is in? Open up any ClickDimensions editor or builder and at the beginning of the URL you will either see an eu, an au, or neither. If you see neither - you're in the US data center.
Change Authentication Method to Basic. You will then see two fields appear for User name and Password:
In CRM go to Settings > ClickDimensions Settings and copy the Account Key.
Place this in the User Name field.
From the same place in CRM (Settings > ClickDimensions Settings), copy the Power BI Token.
Paste this in the Password field.
Click Sign In.
NOTE: Our dev team has worked with Microsoft to come up with a way to make sure that PowerBI will always ask for account credentials when setting up a new service/dataset. If you do not follow the steps below, PowerBI will automatically load data from the last account in the specified Data Center that was set up in PowerBI.
1. Open PowerBI.
2. Add this parameter to the end of the PowerBI URL: ?alwaysPromptForContentProviderCreds=true
3. Press Enter to reload the page with that parameter in the URL.
4. Add a new service/dataset.
Result: After specifying the Data Center/Region, you will be prompted to enter account credentials.
See the Data
You will see a Dashboard created for you with several graphs and grids of data from your ClickDimensions.
Click on Reports on the left side and choose the data set you imported.
Click on the tabs at the bottom of this screen to see various charts and graphs.
Hover over each chart or graph and click the pin button to pin the chart or graph to a dashboard.
To create your own charts and graphs click on Datasets on the left and click on the dataset you imported. On the right you will see the datasets provided. You can use the Power BI tools to create more visuals with this data, save them, and add them to dashboard.
This is a comprehensive view of the ClickDimensions datasets that you're able to use to build Power BI visuals (all of the data menus expanded):
With the Power BI Content Pack for ClickDimensions, it's easy to visualize the data collected via the ClickDimensions Solution and further improve your marketing strategies.
Download the file according to which database your ClickDimensions account is in.
Don't know which data center your ClickDimensions is in? Open up any ClickDimensions editor or builder and at the beginning of the URL you will either see an eu, an au, or neither. If you see neither - you're in the US data center.
US: http://files.clickdimensions.com/powerbi/ClickDimensions.pbix
EU: http://files-eu.clickdimensions.com/powerbi/ClickDimensions.pbix
AU: http://files-au.clickdimensions.com/powerbi/ClickDimensions.pbix
Open Power BI desktop and go to File > Open > Downloads > select the .pbix file you just downloaded.
This will open the ClickDimensions view automatically.
From the Power BI File menu > choose Options and Settings > select Data source settings.
From the Data Source Settings menu, select the URL for ClickDimensions (it should end with odata). Click Edit.
A window will appear for Data Source Settings as they relate to the URL you've selected. Under Type: Anonymous, click Edit.
Select Basic from the side menu. You will see a field for Username and a field for Password.
Within CRM Settings > ClickDimensions Settings, copy the Account Key. Paste this Account Key into the Username field on the Power BI window.
Within CRM Settings > ClickDimensions Settings, copy the Power BI Token. Paste this Power BI Token into the Password field on the Power BI window.
Click Save. Click Done, and click Done again to get out of the Data Source Settings menu.
Select a pre-made report from the bottom section of the page, then click the Refresh button from the top menu ribbon. You will then see the graphical data brought in from ClickDimensions.
See the Data
You will see a Dashboard created for you with access to several graphs and grids of data from you ClickDimensions.
Click on the tabs at the bottom of this screen to see various charts and graphs. On the right you will see the datasets provided. You can use the Power BI tools to create more visuals with this data, save them, and add them to dashboard.
Click on Report on the left side and create or adjust your reports using ClickDimensions data.
Click on Data on the left side and see the various data lists that ClickDimensions brings into Power BI.
Click on Relationships on the left side and see the relationships between the entities for ClickDimensions within Power BI.
This is a comprehensive view of the ClickDimensions datasets that you're able to use to build Power BI visuals (all of the data menus expanded):
What Data is Available
Email Send information is from the last 30 days.
Posted Form information is from the last 180 days.
Visit information is from the last 30 days.
Visitors information is from the last 24 hours.
With the Power BI Content Pack for ClickDimensions, it's easy to visualize the data collected via the ClickDimensions Solution and further improve your marketing strategies.
| ClickDimensions Version Need: Any |
| Date Released: March 15, 2016 |