Power BI | Connecting to ChannelMix & Swapping Datasets

Overview

The purpose of this document is to provide step by step instructions on connecting your Power BI workbook to your datasets in Redshift. 

Accessing Your Workbook

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

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Once you open your workbook, we want to make sure you’re working in the latest version of Power BI (this should be the current month’s version, such as February 2020 or you can view here). To do this, go to FileHelpAbout

If you do not have the latest version, you can download it here

Swapping Data Sources in Template

Once you have launched your workbook and made sure you’re in the latest version of Power BI, you will need to swap out the demo dataset for your own dataset.

  1. Navigate to the Home ribbon and click either “Edit Queries” (if you’re on the older version) or  “Transform Data” (if you’re on the newest version).  This will open the Power Query Editor.
    Screen_Shot_2020-05-20_at_1.47.15_PM.png
  2. All tables in the data model will be displayed under “Queries” on the left.
    Screen_Shot_2020-05-20_at_1.47.22_PM.png
  3. Selecting a query will populate the “Applied Steps” pane on the right with all steps that have been made in the creation of the query. Click the gear next to “Source”.
    Screen_Shot_2020-05-20_at_1.47.39_PM.png
  4. This will open a new window where a new server and database connection can be established. You’ll enter the following information that was provided by Alight:   
    1. Server: “HOST:PORT”
      1. Note that a colon and the port number will need to be appended to the end of the server URL/host name. 
    2. Database: “Client_Name”
    3. “Data Connectivity mode” should be set to “Import”.  
    4. Click OK to open the next prompt for credentials.
      Screen_Shot_2020-05-20_at_1.47.52_PM.png
  5. Enter the user name & password provided by Alight. Once credentials have been entered and the connection has been established, click on the gear next to “Navigation” in the Applied Steps list. 
    Screen_Shot_2020-05-20_at_1.47.58_PM.png
  6. From here, you will see the tables & views that currently live in ChannelMix. Open the ChannelMix client folder and navigate to the dataset (view) that should be flowing into this dashboard (you can find this in the dashboard documentation, ie. v_oneview_media_and_conversion). After selecting the dataset, clicking “OK” will load the data and apply the remainder of the steps outlined in the Applied Steps pane.
    Screen_Shot_2020-05-20_at_1.48.07_PM.png
  7. Complete steps 4 and 5 for every query with the warning symbol.
    1. All tables in the “data_tables” folder
  8. Once finished, click “Close & Apply” in the Home ribbon of the Power Query Editor.  This will apply all changes, load your dataset into the dashboard and close the Power Query Editor.
    Screen_Shot_2020-05-20_at_1.48.17_PM.png

The dashboard is now powered by your data!

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