Installation

Data Model Installation

Release 3.0 and 3.1

Follow the steps as described below:

1. Download the .pbit files from:

   Strategy Model: Download ⬇️

   Portfolio Model: Download ⬇️

2. Open the file and enter the details like shown here.

   

3. Change the Server, Environment and Database details as per your clients environment.

4. Click on Load and Edit.

   

5. Then navigate to Data source settings and clear all permissions.

   

6. Then navigate to "Data sources in current file" and click on edit permissions and then edit your credentials with your account details.

   

7. Then click on save and then click on encrypt connections and change the privacy level as shown here.

   

8. Then close the Data source settings and then close like shown here. Do not click on "Close and Apply" and click on only Close.

   

9. Then sign out and sign in again with the correct account if youre not already logged in with your account.

   

10. Then click on apply changes and click on run for all " Native Database Query".

    

11. Once its all refreshed then save the file as Datamodelname.pbix.

Reports Deployment - Release 3.0 and 3.1

After downloading the report .pbix file from Download ⬇️ follow the steps as described below:

1. Open the file and choose the correct data model by clicking on edit.

   
   

   
   

2. Report will look similar to the below image.

   
   

3. Publish the report to your workspace.