使用 Power BI 連接到 ClickDimensionsConnect to ClickDimensions with Power BI

Power BI 的 ClickDimensions 內容套件可讓使用者在 Power BI 中利用 ClickDimensions 行銷資料,讓管理團隊進一步深入探索其銷售和行銷活動的成功原因。The ClickDimensions content pack for Power BI allows users to utilize ClickDimensions marketing data in Power BI, giving management teams further insight into the success of their sales and marketing efforts. 在 Power BI 儀表板和報表中,以視覺化方式檢視和分析電子郵件互動、網站瀏覽和表單送出。Visualize and analyze email interactions, web visits and form submissions in Power BI dashboards and reports.

連接到 Power BI 的 ClickDimensions 內容套件Connect to the ClickDimensions content pack for Power BI.

如何連接How to connect

  1. 選取左側瀏覽窗格底部的 [取得資料] 。Select Get Data at the bottom of the left navigation pane.

  2. 在 [服務] 方塊中,選取 [取得] 。In the Services box, select Get.

  3. 選取 [ClickDimensions] > [取得]。Select ClickDimensions > Get.

  4. 提供您的資料中心位置 (US、EU 或 AU) 的,然後選取 [下一步]。Provide the location of your data center (US, EU or AU) and select Next.

  5. 針對 [驗證方法] 選取 [基本] > [登入]。For Authentication Method, select Basic > Sign In. 出現提示時,請輸入您的 ClickDimensions 認證。When prompted, enter your ClickDimensions credentials. 請參閱以下關於尋找這些參數的詳細資訊。See details in finding those parameters below

  6. 一經核准,匯入程序會自動開始。After approving, the import process will begin automatically. 完成時,新的儀表板、報表和模型會出現在瀏覽窗格中。When complete, a new dashboard, report and model will appear in the Navigation Pane. 選取儀表板以檢視匯入的資料。Select the dashboard to view your imported data.

接下來呢?What now?

系統需求System requirements

若要連接到 Power BI 內容套件,您必須提供對應至您帳戶的資料中心,並使用 ClickDimensions 帳戶進行登入。To connect to the Power BI content pack, you must provide the data center corresponding to your account and log in with your ClickDimensions account. 如果您不確定該提供哪個資料中心,請洽詢您的系統管理員。If you're unsure which data center to provide, please check with your admin.

尋找參數Finding parameters

帳戶金鑰位於 [CRM 設定] > [ClickDimensions 設定] 中。The Account Key is found within CRM Settings > ClickDimensions Settings. 從 [ClickDimensions 設定] 複製帳戶金鑰並貼到 [使用者名稱] 欄位。Copy the Account Key from within ClickDimensions Settings and paste it into the User name field.

從 [ClickDimensions 設定] 複製 Power BI 權杖並貼到 [密碼] 欄位。Copy the Power BI Token from within ClickDimensions Settings and paste it into the Password field. Power BI 權杖位於 [CRM 設定] > [ClickDimensions 設定] 中。The Power BI Token is found within CRM Settings > ClickDimensions Settings.

後續步驟Next steps

開始使用 Power BIGet started in Power BI

取得 Power BI 中的資料Get data in Power BI