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Installation Guide

Prerequisites​

Before installing SDM Cross Table Tool, ensure you have:

  • Power BI Desktop (latest version) or Power BI Service
  • Administrator or advanced permissions in your Power BI workspace
  • Network access to download the visual (if using Power BI Service)

Installation Steps​

Option 1: From Power BI Desktop​

  1. Open Power BI Desktop
  2. Go to the Visualizations pane (right sidebar)
  3. Click the three dots (...) at the bottom
  4. Select Get more visuals
  5. Search for "SDM Cross Table Tool"
  6. Click Add
  7. Accept the permissions dialog

The visual is now ready to use in your Power BI reports.

Option 2: From Power BI Service (Online)​

  1. Open Power BI Service (app.powerbi.com)
  2. Go to Visualizations → More visuals (or the store icon)
  3. Search for "SDM Cross Table Tool"
  4. Click Add
  5. Review and accept permissions

Option 3: Upload from File (Enterprise)​

If you have a .pbiviz file:

  1. In Power BI Desktop, go to Visualizations → More visuals → Import from file
  2. Select your SDM Cross Table Tool.pbiviz file
  3. Click Open

Verification​

To verify the installation:

  1. Create a new blank report
  2. In the Visualizations pane, look for the SDM Cross Table Tool icon
  3. You should see it under "Custom Visuals"

✅ Installation complete!

Troubleshooting​

Visual doesn't appear in visualizations​

  • Solution 1: Refresh Power BI Desktop (Ctrl+Shift+F5)
  • Solution 2: Try importing from file if available
  • Solution 3: Check your Power BI version (must be recent)

"Insufficient permissions" error​

  • Contact your Power BI administrator

Visual crashes or doesn't load data​

  • Check Power BI version compatibility
  • Clear browser cache (if using Power BI Service)
  • Try creating a new blank report

Installing CrossTable InCell Charts​

CrossTable InCell Charts is installed the same way, as a separate visual: search for "CrossTable InCell Charts" instead in step 5 (or step 3 for Power BI Service). Both visuals can be added to the same report.

Getting Help​

If you encounter installation issues:

Next Steps​