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Download these Power BI templates to start building custom analytics and reports based on your Dynamics 365 for Marketing data. These templates will help you to connect to your Dynamics 365 instance and access its data. The download includes the following templates: Power BI template for Dynamics 365 for Marketing: Includes the code required to connect to your Dynamics 365 for Marketing data, and also includes functions that you can call to load entity and interaction data with just one line of code. This template provides a basic starting point for building your own custom reports. Sample email marketing analytics report: Provides a comprehensive report of your email marketing results, including detailed analytics, charts, and views spread across multiple report pages. You can use this template as-is, or as inspiration for designing your own reports.

License: MIT License

Mathematica 100.00%

dynamics-365-for-marketing---power-bi-reporting's Introduction

Overview

Portal with all the details about the resources in this repository - Marketing Analytics with Power BI

Documentation on the setup in Dynamics 365 Marketing

Interactions available building reports

Instructions for this release

After opening a template (*.pbit file) in Power BI desktop and filling the parameters please use the drop down option on the "Load" button and press Edit. Then navigate to File / Option and Settings/Options. Under Current File/Privacy select the option "Ignore Privacy Levels". Without that setting the Report will not be able to load data from the different stores.

What's new in this release

Removed parameter for max amount of interaction files to load, instead new parameter that specifies for how many days back from today the report should load interaction data. Leave that field empty to load interaction from the start of the org (best start with a smaller number and use the Interaction Data Flow report page to identify a good range). Central interaction loading query, with customizable selection from available Interaction. Corrected OOTB relations Improved interaction data flow views to help selecting date range and relevant interactions for custom report, * * Added report view for email leaderboard and updated other views

Description

Download these Power BI templates to start building custom analytics and reports based on your Dynamics 365 for Marketing data. These templates will help you to connect to your Dynamics 365 instance and access its data. The download includes the following templates: Power BI template for Dynamics 365 for Marketing: Includes the code required to connect to your Dynamics 365 for Marketing data, and also includes functions that you can call to load entity and interaction data with just one line of code. This template provides a basic starting point for building your own custom reports.

About the sample for an email marketing analytics report

This sample provides a comprehensive report of your email marketing results, including detailed analytics, charts, and views spread across multiple report pages. You can use this template as-is, or as inspiration for designing your own reports.

Contributing

This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution. For details, visit https://cla.microsoft.com.

When you submit a pull request, a CLA-bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately (e.g., label, comment). Simply follow the instructions provided by the bot. You will only need to do this once across all repos using our CLA.

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact [email protected] with any additional questions or comments.

dynamics-365-for-marketing---power-bi-reporting's People

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dynamics-365-for-marketing---power-bi-reporting's Issues

Refresh Issue

MarketingAnalyzers - Email.Marketing fails to refresh. The refresh times out (exceeds 2 hours). I have been working with Microsoft and they advised me to submit a new issue here.

Error connection to Marketing Data store from PowerBI

Describe the bug
I'm trying to connect the MarketingAnalyzers.-.Email.Marketing Power BI dashboard to my Marketing instance. However I run into two couple of issues:

  1. How can I identify the correct marketing app id? It is a parameter when setting up the connection but it is not documented anywhere.
  2. I have tried all available marketing app id's but I still run into this error when connecting to the data store:
    %InteractionTypeIndex
    The parameter is expected to be of type Text.Type or Binary.Type.

Any pointers how to solve this and how to connect the Power BI reports to my Blob Storage?

Annotation 2019-11-11 160756
Annotation 2019-11-11 160717

Issue with Timestamp in EmailClicked table

Hi,

I am getting an error from the EmailClicked table where it appears the Timestamp is invalid.

Seems like the data being added to the table is out of sync with the columns in the table?

Error:
image

Data in the table (note the values against the columns)
0OYeITbGiG

Model MarketingAnalyzers in Power BI

Describe the bug
Hello, I am trying to implement the powerbi model of marketing analyzers downloaded from gibhub, and I can see jouney created, but the table Emailopened and others tables, does not contain data. In dynamics the route or campaign created, by sending an email, which was opened and this is registeredin dynamics in form correct, but not see register in the table EmailOpened.

Please any help

Thank you
Screenshots
If applicable, add screenshots to help explain your problem.
image

Gantt chart visualizer on Email Marketing Analyzer error.

Describe the bug
Customer Journey Scheduling Gantt visualizer generates "Please select a field that is already present in category"

To Reproduce
Steps to reproduce the behavior:

  1. Load Email Marketing pbit file.
  2. Generate connections in line with documentation
  3. Click on marketing plan tab.
  4. See error "Please select a field that is already present in category"

Expected behavior
The Customer Journey Scheduling visual should be populated with a Gantt style visualizer showing customer journeys.

Screenshots
PowerBIError

Data Connection
Not relevant to the issue.

Additional context
Add any other context about the problem here.

Error message is described in the MAQ Software community (supplier of Gantt chart visualization) below.

https://maqsoftware.zendesk.com/hc/en-us/community/posts/360077235352--Gantt-Chart-Error-message-Please-select-a-field-that-is-already-present-in-category-

Extra data source connection (CDS) in "MarketingAnalyzers - Email Marketing" template that causes data refresh to be not available on the report published to Power BI service.

Describe the bug
Three is an extra and non removable data source connection to CDS (https://mktdemospring.crm4.dynamics.com) in the MarketingAnalyzers - Email Marketing.pbit. This causes the data refresh feature to be not available in Power BI service after the report is saved to pbix and published to Power BI service.

A clear and concise description of what the bug is.

To Reproduce
Steps to reproduce the behavior:

  1. Open MarketingAnalyzers - Email Marketing.pbit
  2. Wait a new report to be formed (don't save just yet) and fill out parameters
  3. Then navigate to File / Option and Settings/Options. Under Current File/Privacy select the option "Ignore Privacy Levels".
  4. Save the file locally use for example "MarketingAnalyzers - Email Marketing.pix"
  5. Publish to Power BI service My workspace
  6. Go to Power BI service My workspace
  7. Under Datasets select menu "..." and select "Schedule Refresh" from the row"MarketingAnalyzers - Email Marketing"
  8. Notice that there is one extra CDS connection to "https://mktdemospring.crm4.dynamics.com" which cannot be used since it is only demo connection. Notice that this causes the refresh and schedule refresh to be non functioning even thou one is able to use the two other connections (Azure blob connection and CDS connection to one's D365 Marketing)
  9. You can check that there is no such connection in the Power BI file by going to back to Power BI Desktop and chancing the data source connections

Expected behavior
I would expect to be able to use both manual refresh and scheduled refresh. And I would expect there would be no extra connection to demo environment.

Screenshots

2019-10-16_11-29-49

2019-10-16_15-55-24

Data Connection

  • CDS connection
  • Azure BlobStorage

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