BI Tools | Power BI | How do I download and activate dashboard templates? Version 2023+ – ChannelMix

Activating Dashboard Templates

Self-service dashboard activation requires three main steps:

Downloading New Template Dashboards
Connecting New Template Dashboards to Oneviews
Enabling Power BI Feature
Publishing Dashboards to Power BI Service
Make Power BI Service Load Your Data

1. Downloading New Template Dashboards

Our dashboard developers are continuously reviewing and optimizing our dashboards to offer new reporting capabilities and improved user experience. As new dashboard versions become available, ChannelMix clients have the option of downloading and activating the new version themselves or they can submit a ticket to have the dashboard updated on their behalf. Self-service dashboard activation is available for all of the channel-level and cross-channel dashboards that are part of our Level 1 capabilities. This process requires a Power BI Pro License.

Navigate to the ChannelMix Source-Level Dashboards section
Identify the Dashboard you’d like to download/update, and click on the related Download article.
At the top of the article, you can find a link to download the Power BI workbook file for the dashboard.

Once you have the workbook downloaded, launch the dashboard through the download file or open Power BI Desktop and open the workbook by clicking “Open Recent Files” and navigating to where you saved the file on your desktop.

Latest Version of Power BI Desktop

Once you open your workbook, make sure you’re working in the latest version of Power BI (this should be the current month’s version, such as February 2023 or you can view Power BI Release Notes). To do check this, go to File → About.

If you do not have the latest version, you can download it from Microsoft's Power BI Home Page.

2. Connecting New Template Dashboards to Oneviews

When you launch your workbook you will get a popup window to input your redshift connection information. Depending on the workbook you download you will have more or less prompts to complete.

Standard Prompts:

Parameter	Input Value	Definition
hostname_port	hostname:port	Database connection
database	name of database	Database connection
schema	schema	Name of your schema where your views reside
oneview	see reference list for each dashboard	Name of the view to query
start_date	mm/dd/yyyy (1/1/2000)	Go to section Make Power BI Server Load Your Data to learn how to avoid the long data refreshes on your desktop. Versions 2023_3-
p_extract_data	0 = No (do not extract data) 1 = Yes (do extract data)	Versions 2024_1+

Additional Prompts for MIM:

Parameter	Input Value	Definition
start_date_time	mm/dd/yyyy hh:mm:ss AM/PM (1/1/2000 12:00:00 AM)	The date you want to start including data as a timestamp Versions 2023_3-
mmm_feature_metrics	v_cmx_feature_metrics_mmm_bay_hier	View to support MIM
mmm_response_curves	v_cmx_response_curves_mmm_bay_hier	View to support MIM
mmm_optimization	v_cmx_optimization_mmm_bay_hier	View to support MIM
mmm_validation_metrics	v_cmx_validation_metrics_mmm_bay_hier	View to support MIM
cmx_pacing	v_cmx_pacing_mmm_bay_hier	Supports the Pacing tab in the workbook
p_feature_type	Cross Channel Paid Media Summary: channel Digital Display & Video Performance: platform Paid Search Performance: platform Paid Social Performance: platform	Use the value based on the dashboard
p_hierarchy	If you are using a oneview: FALSE If you are using a masterview: TRUE	Updates calculations for multi-client data
p_all	-All-	Versions 2024_1+

Click Load. The dashboard will run an extract on your data and load the dashboard.

If it is your first time connecting to Redshift in Power BI you will get a popup to input your credentials. You can locate this information in ChannelMix Control Center Connect page.

3. Enabling Power BI Feature

Our dashboards are using some of the new Power BI features to provide you with the best and fastest experience. You will need to enable this feature to ensure your report works correctly.

On the navigation toolbar click File
Select Options and settings
Select Options
In the new pop up window find and select Preview Features under the Global settings
In the Preview Feature list find and check mark Field Parameters
Click OK

4. Publishing Dashboards to Power BI Service

Click File > Save As
- Saved Name will show as the published name in Power BI Service
On the Home tab, click Publish
Select the Workspace you want to publish the report
- Click Select
Power BI will begin the publishing process and let you know when it has successfully published the dashboard
Click the link or navigate to Power BI Service to access the dashboard

Microsoft Reference Documentation: Publish semantic models and reports from Power BI Desktop

5. Make Power BI Service Load Your Data

Does it take a really long time for your dashboards to initially load your data on the Desktop version? Then this solution is for you!
When inputting the parameter prompts above, on both the start_date and start_date_time you will want to input a date that is in the future. Example: 1/1/2030.

This will make it so your dashboard won't load any data.
You'll next need to complete the steps for Enabling the Feature and Publishing to Service.
Next follow these steps to load your data on Power BI service:

Navigate to Power BI Service and go to your workspace where you published your report
Find the dataset for your report
Click the schedule refresh button
- Or you can click the 3 dots icon and select Settings
Once on the Dataset Settings pages find the section for Parameters and open it
This will list out all the Parameters in the report, which you have already filled in
Find the Parameters for start_date and start_date_time
Adjust these to when you want to start including data (ex. 1/1/2000)
Click Apply at the bottom
Next go to Data Source Credentials and Edit Credentials to set your username and password for your gateway connection.
This only needs to be completed for 1 dataset then all the same connections will use the credentials
(make sure to complete this step if you didn't already do this in desktop)
Go back to your Workspace page and refresh you're dataset
Once complete you'll have all your data available in your dashboard

*If you don't see your visuals update with data right away, click the Refresh Visuals button in the upper right corner of your dashboard

Oneview Dashboard Reference List

Oneviews: Used for single client dashboards

Masterviews: Used for multi client dashboards

Dashboard Name	Oneview	Masterview
Cross Channel Paid Media Summary	v_oneview_media_and_conversion	v_masterview_media_and_conversion
Digital Display & Video Performance	v_oneview_display_and_video	v_masterview_display_and_video
Email Performance	v_oneview_email	v_masterview_email
Event Performance	v_oneview_event	v_masterview_event
Keyword Performance Summary	v_oneview_keyword_query_search	v_masterview_keyword_query_search
Organic Search Performance	v_oneview_organic_search	v_masterview_organic_search
Organic Social Performance	v_oneview_organic_social_follower v_oneview_organic_social_post	v_masterview_organic_social_follower v_masterview_organic_social_post
Paid Search Performance	v_oneview_paid_search_ad_and_conversion	v_masterview_paid_search_ad_and_conversion
Paid Social Performance	v_oneview_paid_social_and_conversion	v_masterview_paid_social_and_conversion
Social Media Performance Summary	v_oneview_social_follower v_oneview_social_summary_post v_oneview_social_summary_hashtag	v_masterview_social_follower v_masterview_social_summary_post v_masterview_social_summary_hashtag
Traditional Media Performance	v_oneview_traditional_media_and_conversion	v_masterview_traditional_media_and_conversion
Website Performance	v_oneview_website_event v_oneview_website_session	v_masterview_website_event v_masterview_website_session

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