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Customer experience | Sales, Customer Insights,...
Suggested Answer

CI-J REALTIME data in PowerBI

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ReportReport
Posted on by 54
 
Hi community, I'm looking for the easiest way to show Customer Insights - Journeys data in PowerBI. Without having to build reports for CI-J from scratch. In that scenario we're busy for 2 weeks, diving into the data-model and try out different options on a trail-and-error-basis.
We have been working with Outbound-reports in PowerBI for some years. We adjusted the templates (see url below) so they fitted to our business needs.
 
Does anybody know if there are ready-to-use templates for CI-J?
Or at least a screenshot of how the data-model of a CI-J report should look like in PowerBI? How the relationships between the different Tabels should look like.
Or maybe a step-by-step tutorial how to adjust the outbound-template datamodel to CI-J respons-data and entities in CRM like Journey,  Email and Forms?

Any help would be very much appreciated. I geuss a lot of users would like to know this.
 
Thanks and regards, Wietse
 
 
This blog shows a simple example of how to build a custom report in CI-J: https://community.dynamics.com/blogs/post/?postid=011afcd5-bd19-ef11-989b-6045bdb116ca
 
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  • Suggested answer
    Nitesh Raj Profile Picture
    188 on at

    Hi Wietse,

    Here are some resources and tips to help you get started:

    1. Ready-to-Use Templates: You can find a variety of ready-to-use Power BI templates for CI-J on the Microsoft Learn Page. These templates are designed to help you quickly create reports without starting from scratch.

    2. Data Model Example: For a visual representation of how the data model should look in Power BI, you can refer to the Analytics Reporting Framework. This framework provides a generic template with parameters, data sources, and query code that you can use to query marketing data from Microsoft Dataverse and the interaction store.

    3. Step-by-Step Tutorial: To adjust the outbound-template data model to CI-J response data and entities like Journey, Email, and Forms, you can follow the Prepare for Analytic Reporting with Power BI guide. This guide provides detailed instructions on setting up Azure Blob storage, connecting it to CI-J, and using Power BI templates.

    I hope these resources help you get started with your CI-J data in Power BI. 

    Best regards

  • WV-20080858-0 Profile Picture
    54 on at
    Hi Nitesh Raj,
    Thanks for reaching out. The documentation you shared all related to Outbound marketing. We need to collectively transition to Realtime. So, my question specifically pertains to Realtime marketing. I’d like the same type of information and templates, but (of course) focused on Realtime. That would be greatly appreciated.
    Regards,Wietse

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