Explore Geographical Relationships in Dotmailer Data with Power Map

The CData ODBC Driver for Dotmailer is easy to set up and use with self-service analytics solutions like Power BI: Microsoft Excel provides built-in support for the ODBC standard. This article shows how to load the current Dotmailer data into Excel and start generating location-based insights on Dotmailer data in Power Map.

Create an ODBC Data Source for Dotmailer

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Start by setting the Profile connection property to the location of the Dotmailer Profile on disk (e.g. C:\profiles\Dotmailer.apip). Next, set the ProfileSettings connection property to the connection string for Dotmailer (see below).

Dotmailer API Profile Settings

Create an API user in the Dotdigital platform under Setup > Access > API Users > New User. Your RegionId can be found in your account URL (e.g.,

r1

r1.dotdigitalgroup.com

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

Import Dotmailer Data into Excel

You can import data into Power Map either from an Excel spreadsheet or from Power Pivot. For a step-by-step guide to use either method to import Dotmailer data, see the "Using the ODBC Driver" section in the help documentation.

Geocode Dotmailer Data

After importing the Dotmailer data into an Excel spreadsheet or into PowerPivot, you can drag and drop Dotmailer entities in Power Map. To open Power Map, click any cell in the spreadsheet and click Insert -> Map.

In the Choose Geography menu, Power Map detects the columns that have geographic information. In the Geography and Map Level menu in the Layer Pane, you can select the columns you want to work with. Power Map then plots the data. A dot represents a record that has this value. When you have selected the geographic columns you want, click Next.

Select Measures and Categories

You can then simply select columns: Measures and categories are automatically detected. The available chart types are Stacked Column, Clustered Column, Bubble, Heat Map, and Region.