Installation

Data Model Installation

Release 3.3

Follow the steps as described below:

1. Download the .pbit files from:

   • Portfolio Model: Download ⬇️

   • Strategy Model: Download ⬇️

   • Resource Model: Download ⬇️

2. Login into Power BI Desktop with the correct login details (client's login details which has access to their workspace to publish the model).

3. Open the PBIT file in Power BI desktop and enter the details like shown here but with your Clients environment details. If the parameter page doesn't open when you open the PBIT then close it and try again.

   

4. Enter the following parameters:

   • Environment / Server: host name of the Power Platform environment, e.g.: iq-atsumeru.crm6.dynamics.com. NOTE: Some reports will ask for the same parameter more than once and this is intended.
   • Database: Just the first part of the Power Platform hostname, e.g. iq-atsumeru
   • Workspace Id: This is the Power Platform Workspace ID which can be seen when navigating to the Power BI Workspace from the URL bar in the browser. e.g. for https://app.powerbi.com/groups/`5b68cabe-f16d-44cd-b46a-4368406259fd`
   • Leave the values blank for Projectreportid, Programreportid and Portfolioreportid for now. You will need to enter the parameters after you deploy the reports to the workspace.

5. Click on Load and Edit.

   

6. Click Close on the power query window.

   

7. Save the file as <name of the PBIT>.pbix, e.g. Altus Portfolio Model.pbix. When you save it will come with a message like shown below. Click on Apply later.

   

8. Publish the model into your Power BI workspace.

   

9. Then navigate to the report and click on settings like shown below.

   

10. Then go to Parameters and update the parameters for Environment, Database, and Workspace Id. Project id, Program Id and Portfolio Id can be updated later when the reports are published.

    

11. Then go to Data Source settings like shown below. Click on edit credentials and sign in using your clients account.

    

12. Then click on refresh now like shown below

    

13. If there is an error on refresh download the .pbix file and then open in the desktop and fix the error.

    

14. 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).

    

15. 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 16 to steps 18.

    Go back and repeat steps 1-14 for the other models.

16. After your Program, Project, and Portfolio reports are published into your workspace (follow the steps in Reports Deployment – Release 3.3 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.

    

17. 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.

18. 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.

19. 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)

    

20. Program report has the same cross report functionality like Portfolio report but instead it navigates to the project report (target) from Program report.

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Reports Deployment – Release 3.3

Release 3.3

• Download the report .pbix file from

  Portfolio Dashboard: Download ⬇️

  Program Dashboard: Download ⬇️

  Project Governance Dashboard: Download ⬇️

  Strategy Report: Download ⬇️

  Resource Report: Download ⬇️

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

   

   

2. Publish the reports to your workspace.

Embed Power BI Report in Altus

1. Copy the Embed URL (website or portal) for each report in the Power BI Service and configure each required setting in the Settings > Configuration Settings Area of Altus, under the Power Bi Insights__ heading. In the initial setup these will be in the __Inactive Altus Config Settings list. You will need to activate these first:

   • Work
   • Project Leadership
   • Portfolio Leadership
   • Portfolio Innovation
   • Portfolio Intake
   • Strategy Leadership
   • Resource

2. **Share the Reports__. Since the security model for Power BI is separate to Altus, the end-users must be allowed access to the reports. This can be done either by adding all the target users to the Workspace or share each individual report with the target user groups.

   Note

   If upgrading an existing installation from the legacy embed method please deactivate all Altus configuration settings for reports which are to be switched over to the enhanced embedded style

3. Navigate to the maker portal, there should be information banner at the top indicating that environment variables are to be filled, click on the hyperlink provided.

4. In another tab, open the config settings area of Altus and find the config setting **Power BI Environment Value Format__.

   

5. This environment variable will assist in providing the format that Dataverse expects the JSON to be.

6. Navigate to a report that needs to be switched over to the new embedding strategy. For example, the Altus Portfolio report, copy the address and keep it handy.

7. Using the address and the config setting, replace the Group Id and Report Id respectively. Example URL https://app.powerbi.com/groups/6a3c9f4e-e2aa-40a1-96a5-fcaeef07edbb/reports/1d636c30-ba5f-4754-936d-7dc7c04fcec1/ReportSection16d03cbb793c3015cc30

   

8. When the IDs and Names have been replaced, click the **{}__ button to expose the JSON, copy this and paste it into the relevant Environment Variable.

9. Repeat steps 6-7 for as many reports as required and save to complete.

Note

If it is desired to update the reports to the latest version after the initial deployment, **please find these steps here__.

Related References

• Release Notes 2025