View and update your 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. In addition to seeing all your goals in one view, scorecards make it easy for you to dig deeper into the data, update your goals, and make notes on important events. These features are covered in this section.

View goal details

The goals Details pane provides the entire history for the goal from the start date, including check-ins, status changes, and relevant notes.

  • To access the details pane, open a scorecard and select the goal name. Power BI automatically shows the details pane.

    The Details pane for a goal.

Scorecards can be filtered to goals labeled as a particular status by clicking on the summary cards at the top of the scorecard, making it easy to see what is on track or at risk.

Goals filtered to status at risk via summary card.

Goals filtered to status behind via summary card.

There is also a keyword search that filters the scorecard down to goal with the keyword match. Select the filter icon above the first goal, and type the keywords you're looking for. The scorecard filters to show those results without losing the context of any parent/child goal relationships, making it easy to quickly find a particular goal and see how it's doing.

Indicating location of keyword search on scorecard.

Keyword search results for premium product sku.

Add or update manual values

  1. In a scorecard, select the goal name.

  2. In the Details pane, select New check-in.

  3. Complete the following actions in any order:

    Choose a date.

    Enter a new or updated value.

    Select a status.

    Optionally, include a note.

    Manual check-in, set date, value, status, and note.

  4. Select Save.

    Check-in is posted to goal.

Add or update connected values

  1. In a scorecard, select the goal name.

  2. In the Details pane, select New check-in.

  3. Complete the following actions in any order:

    Choose a date. Choosing a date auto-populates the value for that day. You can't override a connected value.

    Select a status.

    Optionally, include a note.

    Check-in for a connected goal.

  4. Select Save.

Create automated status rules

You can automate status updates based on rules that govern that goal or subgoal. Rules trigger changes based on value, percentage of target met, date conditions, or a combination of the three, making the rules as versatile as possible. For connected goals, these status rules are refreshed every time the data in your scorecard is refreshed. For manual goals, they're refreshed every time you perform a check-in.

Showing the different types of status rules including value based, % of target based, and date based.

Get started creating automated rules

  1. In edit mode, select the goal for which you want to create status rules.

  2. In the details pane, select the tab Status rules > New rule.

    Showing location of new status rules in details pane.

  3. From the first dropdown, select whether you want to base your rule on Value or Date.

    First dropdown in rule UI showing date or value.

  4. From the second dropdown, select your qualifier.

    Second dropdown showing qualifiers such as greater than or equal to.

  5. The last setting(s) is based on your first dropdown. If you chose Value, you can either set the value or the percent or target met. If you selected Date in the first dropdown, you can select the date you want to base your rule on.

    Setting the value for the rule.

    Showing date picker for date driven rule.

  6. Now set the status that should be shown when the rules are met, and also the Otherwise status.

    Showing selected statuses for status rules.

More aspects of status rules

  • With automated status rules, you can create create multiple conditions to ensure your rules represent your unique business needs. You can also drag the rules to reorder the priority.

  • For the mobile experience, automatic refresh on status rules is not supported at this time.

    Adding a condition to a rule.

Next steps

More questions? Try the Power BI Community.