Meeting for transition of ownership of the SMD Performance Measure Dashboard 4/26

[ChristinaTremel]

Dashboard Management Transition Check-List

Link to materials in DTS SharePoint

Semantic Model Handover

• [x] Transfer ownership to Jordan
• [x] Address best practices analyzer messages; documented ignored rules / objects
  • See #16880
• [x] Data Dictionary Resource
  • Data dictionary created see #16898
• [x] Review SMD Performance Dashboard Documentation- documentation of queries, methods & results
• [x] Training & Adoption material / methods have been made / shared
  • Will transfer SMD_Signs_Markings dashboard folder to SMD
• [x] Check Jordan's PowerBI desktop settings
• [ ] Issue with TPW - 311 CSRs dataflow permissions
• [ ] Set up schedule refresh on Jordan's cloud connection

Report Handover

• [x] Transfer ownership to Jordan
• [x] Share Training & Adoption material
  • Link to PowerBI SharePoint
  • Link to PowerBI Gitbook
• [x] Walk Jordan through how to export the json of the theme (custom themes, images and visual files) created to align with TPW branding.

[susannegov]

We were able to transfer the dashboard onto Jordan's laptop. He currently does not have access to edit the SMD sharepoint so it is currently stored in the user folder. I will setup a second meeting with Jordan after resolving the issues with dataflows

To do - on 04/29

• [x] Issue with TPW - 311 CSRs dataflow permissions
  • [x] Set up schedule refresh on Jordan's cloud connection

[susannegov]

Schedule refresh has been set up

• Added 311 CSRs dataflow to the report
• Setup manage relationships in 311 CSRs between it and dates table
• Published report
• Jordan take over semantic model
• Setup Data Gateway and Data Sources
• Tested refresh ✅