Installation

Data Model Installation

Release 3.2

Follow the steps as described below:

Download the .pbit files from:
- Portfolio Model: Download ⬇️
- Strategy Model: Download ⬇️
Login into Power BI Desktop with the correct login details (client's login details which has access to their workspace to publish the model).
Open the pbix file in Power BI desktop and enter the details like shown here but with your Clients environment details.
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. You will need to enter the parameters after you deploy the reports to the workspace.
Click on Load and Edit.
Click Close on the power query window.
Save the file as Altus Porfolio Model.pbix. When you save it will come with a message like shown below. Click on Apply later.
Publish the model into your Power BI workspace.
Then navigate to the report and click on settings like shown below.
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.
Then go to Data Source settnfgs like shown below. Click on edit credentials and sign in using your clients account.
Then click on refresh now like shown below
If there is an error on refresh download the .pbix file and then open in the desktop and fix the error.
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.