Track your business KPIs with Power BI metrics

If you use Power BI on Business Central data, it's easy to track KPIs or metrics that are important to you.

With metrics in Power BI, you can curate your own 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.

Follow this four-step process to set up Power BI metrics:

1. Create a scorecard in Power BI. Learn more at Create scorecards in Power BI.

2. Add the metrics you want to track by connecting to your Power BI report on telemetry. Learn more at Create connected metrics.

3. Add alerting, if needed, to define status rules for your metrics. Learn more at Create automated status rules for metrics.

   This step automates status updates based on rules that govern the metric. Rules trigger changes based on value, percentage of target met, date conditions, or a combination of the three, making the rules versatile. For connected metrics, these status rules refresh every time the data in your scorecard refreshes.

4. Follow metrics to get alerts in Teams or by email. Learn more at Follow your metrics.

Learn more about Power BI metrics at Get started with metrics in Power BI.

Note

Starting with Business Central 2023 release wave 2, it's possible to embed scorecards from Power BI metrics in Business Central.

See also

Using key performance indicators (KPIs) to meet your business goals
Introduction to Business Central and Power BI
Work with Power BI reports
Analytics overview

Find free e-learning modules for Business Central here