Installation

Data Model Installation

Release 3.2

Follow the steps as described below:

Download the .pbit files from:
- Portfolio Model: Download ⬇️
- Strategy Model: Download ⬇️
Open the file and enter the details like shown here.
Change the Environment, Database, and Workspace Id details as per your client’s environment.
Leave the values blank for Projectreportid, Programreportid and Portfolioreportid for now.
Click on Load and Edit.
Navigate to Data source settings and clear all permissions.
Navigate to Data sources in current file, click Edit Permissions, and update your credentials using your account details.
Click Save, then click Encrypt connections, and change the privacy level as shown below.
Close Data source settings as shown below.
Do not click Close and Apply — click Close only.
Sign out and sign in again with the correct account if you are not already logged in.
Click Apply changes and select Run for all Native Database Queries.
Once the refresh is complete, save the file as Datamodelname.pbix Eg: Portfolio Model.pbix and publish it into your workspace. Then refresh the data model by clicking on the refresh button next to the model.
If the refresh fails make sure the config settings are correct. If there is an error, edit credentials using below option and update your login credentials.
Refresh schedule can be setup using the below option. Number of refreshes depends on the company's requirements. Example (You can refresh once in the morning and once in the evening).
For Portfolio Model only: Cross Reports: Cross reports are to navigate from one report(source) to another(target) by drill-through option. For example if you need to navigate from Portfolio report to a Program report or a project report under a portfolio you will need a cross-report functionality. Cross report functionality will work only in Power BI service and not on the desktop. To make cross reports work follow the below steps 15 to steps 18.
After your Program, Project, and Portfolio reports are published into your workspace (follow the steps in Reports Deployment – Release 3.2 before continuing)
Open the Portfolio Data model and enter their respective report IDs. To get the report IDs open the report and get the reportid like shown below.
Then navigate by clicking on Transform data. Once Power Query window opens then enter the report ids as highlighted below.

Then save and publish the data model into your workspace.
Example of a Cross report functionality. Below example is a page from Portfolio report (Porfolio on a page).

This shows the navigation to a Program dashboard from Portfolio dashboard. This would work only if cross report functionality is setup correctly.
Navigation of Cross reports:

In the above example of cross reports once you click on cross report drill through it will take you to the target report like shown below. Do not click on the back arrow on the browser to navigate back but instead click on the back arrow in the report as shown below. Red highlight is "Dont do" and yellow highlight is "correct". When you click on the back arrow (yellow highlighted) it will open up on a new tab and then it will ask you to choose your account details and then will take you back to the home page of the source report (in our example its the portfolio report)
Program report has the same cross report functionality like Portfolio report but instead it navigates to the project report (target) from Program report.