Get started with goals in Power BI (preview)

Goals in Power BI let customers curate their metrics and track them against key business objectives, in a single pane. This feature enhances data culture by promoting accountability, alignment, and visibility for teams and initiatives within organizations.

Goals page with goals, scorecards, and samples

This article covers the basics of using Goals in the Power BI service. See the other articles about goals for more detail:

License requirements

Goals is a Pro feature. Users can access various aspects of the experience depending on their license.

Permission Minimum requirements
Authoring scorecards, goals, and performing check-ins Power BI Pro license
Viewing scorecards and goals Power BI Premium capacity + Free user

OR

Power BI Pro license
Viewing scorecard samples Free user

If you don’t meet the minimum requirements for any of these, contact your Power BI administrator before you begin.

Explore the Goals hub page

After you sign in to the Power BI service, select Goals from the navigation pane. Power BI displays your Goals hub page. The layout and content in the Goals page is different for every user. As a new user, your Goals page will be empty, as shown the following image.

The new, empty Goals home page.

My goals and activity

The top section contains all the goals that matter the most to you. Power BI curates these goals automatically, based on goals that you're assigned to, you've edited, or you've performed a recent check-in.

Top section contains all the goals that matter the most to you.

A goal must have at least two values to show up in this section.

Recent, Favorites, Shared with me, and All Scorecards

The next section is a tabbed list.

Recent goals on the Goals tab.

  • Recent are the scorecards you've visited most recently. Each item has a timestamp.

  • Favorites are the scorecards you've starred.

    Star your favorite scorecards.

  • Shared with me contains scorecards that your colleagues have shared with you.

  • All scorecards lists all the scorecards you have access to.

Sample scorecards

The last section contains sample scorecards. As a new user, you can select one the pre-configured scorecards to check out what scorecards are all about. Selecting a sample opens the scorecard.

Sample scorecards with goals.

Frequently asked questions (FAQ)

Why don’t I see history for my goal when I connect to a Power BI data point?

You don’t see a history for a single data point because we only pull history for time series data. To see the history of your goal when you connect to time series data, select Track all data in this time series when you connect.

I'm connecting to time series data and still don’t see the history of the goal. Why not?

We don't pull in the history of time series if we only have a partial date (day of the week, month, etc.) We can only pull in the history of a time series when we have a full date to track (day, month, and year).

Why aren't my goals getting updated over time in my scorecard?

There are a few reasons why your goal may not be getting updated:

  • It’s a manual goal: Manual goals aren't updated automatically as they're not connected to a data source with regular refreshes. To create a history for a manual goal, do regular check-ins.
  • You don't have scheduled refresh for the dataset: Goal values are only updated as often as the dataset is refreshed. If you don’t have a scheduled refresh on your dataset, you won't see any updates in the goal value. Learn about scheduled refresh.
  • Goals don’t get updated if they're created from a push dataset.

I'm trying to create a goal but I can’t connect to a report. Why do I see a yellow warning icon?

To connect your current value or target to data, you need build permissions for that report. Learn about build permissions.

I shared a scorecard but my users can’t do check-ins and add notes. Why not?

Currently, users need to have edit permissions for the scorecard to add check-ins. Updated scorecard and goal-level permissions are in the works. They'll allow check-in permissions without edit permissions for the scorecard.

Why can’t I update the value as part of my check-in?

You can only update values in manual goals. If a goal value is connected to data, you can't update it manually. The data is pulled directly from the report and is updated as often as the dataset refreshes.

How often do goals update in the scorecard?

Goals only update as often as the data updates in the dataset. We support connecting via import, live connection, and DirectQuery. Additionally, we take snapshots of the goals data at a maximum daily cadence, and always retain the last updated value for a given day. The snapshots are always available in the underlying dataset we create, which you can then build content on top of.

I changed the tracking cycle of my goal. Why does the data still look the same?

Changing the tracking cycle only changes the trend that you see below your value/target area. Changing this setting doesn't impact refreshes on the data or when your data is updated in the goals.

Why don’t I see the Power BI workspace I’m looking for when I create a scorecard?

In order to create a scorecard in a workspace, you need a contributor or owner role in that workspace. Learn about roles in the new workspaces.

Scorecards do have goal-level permissions roles. While workspace permissions give view or build access to the workspace, goal-level permissions restrict access so that certain people can only see certain goals and perform check-ins within a scorecard. Read more about goal-level permissions in scorecards.

Issues and limitations

  • Goals don't yet support bring your own key (BYOK).
  • Goals don't yet support row-level security (RLS).
  • For now, the maximum number of subgoal levels is four.
  • Goals don't support publish-to-web or app-owns-data scenarios for embedded.
  • Business-to-business sharing (sharing across tenants) isn't supported.
  • Scorecards aren't supported in a Multi-Geo capacity.

Next steps

More questions? Try the Power BI Community.