Create scorecards and manual 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 this article, you complete the following steps:
- Create your first scorecard.
- Create a manual goal.
- Edit a goal.
- Share the scorecard with others.
You can also connect goals to an existing report visual in Power BI. See Create connected goals for details.
Creating goals is a Power BI Premium feature, so you need either:
- A Power BI Pro license and access to a Power BI Premium capacity
- A Power BI Premium Per User license.
You also need:
- Admin, Member, or Contributor role in a workspace. Read more about roles in the new workspaces.
- Build permission for a dataset.
Step 1: Create a scorecard
Sign in to the Power BI service (app.powerbi.com) in your browser.
Select Goals in the navigation pane to open the Goals hub.
In the Goals hub, select New scorecard. The scorecard creation pane opens.
Name your scorecard, provide a description, and select a Power BI Premium workspace where you want to store the scorecard.
If you don’t have a Premium workspace, you can't create a scorecard. You can create a Premium workspace using this article, Create the new workspaces in Power BI.
Select Create. Power BI creates the scorecard and opens it.
Power BI creates these items in the Premium workspace: the scorecard itself, and a dataset associated with your scorecard that houses all the goals data.
Step 2: Create a manual goal
In the scorecard, select New Goal.
Decide on a Goal name and an Owner.
Owners can be individuals or distribution groups within your organization’s Azure Active Directory.
Set Current and Target values for your goals. In this article, you enter the number manually. You can also connect it to an existing report visual in Power BI. See Create connected goals for details.
Set the format for your values, and choose a Status, Start date, and End date.
Power BI automatically represents values in numeric notation. For example, 2044 is represented as 2 K.
Goal name is the only required field for your goal. You can leave the remaining fields blank and come back to edit it after defining all your goals.
Step 3 (Optional): Create subgoals
You can also define one or more subgoals for your goal. There are two entry points to create a subgoal.
Select the goal you want to create a subgoal for, and select Add subgoal on top of the scorecard.
Or Hover over the goal you want to create a subgoal for, select More options (...) > New subgoal.
Repeat the first step as needed to create more subgoals.
Make sure you have the goal selected so you can create subgoals.
Step 4 (Optional): Update the goal tracking cycle
All new goals created within scorecards have a default daily tracking cycle, which means that the data and progress are calculated on a day-to-day basis. However, many goals and metrics demand to be tracked on a different cadence. In those cases, you can change the default tracking cycle on the goal through goal settings. The tracking cycle doesn't impact data refresh.
Open a scorecard and select Edit.
Select the name of any goal or subgoal. Power BI opens the Details pane.
Select the Settings tab.
Set the tracking cycle for your goal.
Choose a start date and select Track.
Step 5 (Optional): Share your scorecard
Sharing is the easiest way to give people access to your scorecard in the Power BI service. You can share with people inside or outside your organization.
When you share a scorecard, the people you share it with can view and interact with it. They can also edit it if they have an Admin, Member, or Contributor role in the workspace. Users that have access to the scorecard see the same data you see in the scorecard. The coworkers you share with can also share with their coworkers, if you allow them to. The people outside your organization can view and interact with the scorecard, but can't share it.
To share, select the Share button in the scorecard action bar and follow the steps outlined in the experience. It's the same as sharing a dashboard.
- Get started with goals in Power BI
- Create connected goals in Power BI
- Stay on top of your goals in Power BI
More questions? Try the Power BI Community.