Get started with metrics in Power BI
APPLIES TO: Power BI Desktop Power BI service
Metrics 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.
More articles about metrics
This article covers the basics of using metrics in the Power BI service. See the other articles about metrics for more detail:
- Create scorecards and manual metrics in Power BI
- Create metrics that are connected to an existing report visual
- Get started with hierarchies in Power BI scorecards
- Stay on top of your metrics
- Follow your metrics
- Keep on top of your metrics on the go in the Power BI mobile apps, too
- Protect your scorecards with goal-level permissions
- Arrange metrics and columns in scorecards
- Customize statuses in scorecards
- Get notifications in Teams about changes to metrics
Metrics are a Pro feature. Users can access various aspects of the experience depending on their license.
|Author and share scorecards and metrics, and perform check-ins||Power BI Pro license|
|View scorecards and metrics||Power BI Premium capacity + Free user
Power BI Pro license
|View scorecard samples and author scorecards in My Workspace||Free user|
If you don’t meet the minimum requirements for any of these, contact your Power BI administrator before you begin.
Explore the Metrics hub page
After you sign in to the Power BI service, select Metrics from the navigation pane. Power BI displays your Metrics hub page. The layout and content in the Metrics page is different for every user. As a new user, your Metrics page will be empty, as shown the following image.
The top section contains all the metrics that matter the most to you, and the scorecard samples. Power BI curates these metrics automatically, based on metrics that you're assigned to, you've edited, or you've performed a recent check-in. If you don't have any scorecards yet, you see the samples there.
A metric must have at least two values, Current and Target, to show up in this section.
Recent, Favorites, Shared with me, and All Scorecards
The next section is a tabbed list.
Recent are the scorecards you've visited most recently. Each item has a timestamp.
Favorites are the scorecards you've starred.
Shared with me contains scorecards that your colleagues have shared with you.
All scorecards lists all the scorecards you have access to.
Change the scorecard view
When you're viewing your scorecard, you can also change the view from List view to Compact view, which is currently in preview.
Compact view adjusts to various screen sizes and supports resizing columns. You can do everything you can do in list view, except editing and creating a new metric.
Frequently asked questions (FAQ)
Why don’t I see history for my metric 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 metric 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 metric. Why not?
We don't pull in the history of time series if we only have a partial date, for example, day of the week or month. We can only pull in the history of a time series when we have a full date to track, such as day, month, and year.
Why aren't my metrics getting updated over time in my scorecard?
There are a few reasons why your metric may not be getting updated:
- It’s a manual metric: Manual metrics aren't updated automatically as they're not connected to a data source with regular refreshes. To create a history for a manual metric, do regular check-ins.
- You don't have scheduled refresh for the dataset: Metric values are only updated as often as the dataset is refreshed. If you don’t have a scheduled refresh on your dataset, you don't see any updates in the metric value. Learn about scheduled refresh.
- Metrics don’t get updated if they're created from a push dataset.
I'm trying to create a metric 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 metric-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 metrics. If a metric 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 metrics update in the scorecard?
Metrics 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 metrics 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 metric. 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 metrics.
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 workspaces.
Scorecards do have metric-level permissions roles. While workspace permissions give view or build access to the workspace, metric-level permissions restrict access. Certain people can only see certain metrics and perform check-ins within a scorecard. Read more about metric-level permissions in scorecards.
Issues and limitations
- Metrics don't yet support bring your own key (BYOK).
- Metrics don't yet support row-level security (RLS).
- For now, the maximum number of submetric levels is four.
- Metrics 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.
- Create scorecards and manual metrics in Power BI
- Create connected metrics in Power BI
- Stay on top of your metrics in Power BI
- Protect your scorecard with metric-level permissions
More questions? Try the Power BI Community.
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