Начните работать с целями в Power BI

APPLIES TO: Power BI Desktop Power BI service

Цели в Power BI позволяют клиентам организовывать свои цели и отслеживать их в соответствии с ключевыми бизнес-целями на одной панели. This feature enhances data culture by promoting accountability, alignment, and visibility for teams and initiatives within organizations.

License requirements

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

Permission	Minimum requirements
Author and share scorecards and goals, and perform check-ins	Power BI Pro license
View scorecards and goals	Power BI Premium or Fabric F64 or greater capacity + Free user OR 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. В качестве нового пользователя страница концентратора метрик пуста, как показано на следующем рисунке.

Рекомендуемые системы показателей

Верхний раздел содержит все цели, которые наиболее важны для вас, и примеры системы показателей. Power BI curates these scorecards automatically, based on goals that you're assigned to, you edited, or you performed a recent check-in. If you don't have any scorecards yet, you see the samples there.

Цель должна иметь по крайней мере два значения, Current и Target, чтобы отобразиться в этом разделе.

Recent, Favorites, Shared with me, and All Scorecards

The next section is a tabbed list.

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

• Favorites are the scorecards you starred.

  

• Shared with me contains scorecards that your colleagues 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. Вы можете сделать все, что можно сделать в представлении списка, за исключением редактирования и создания новой цели.

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, 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.

Почему мои цели не обновляются с течением времени в системе показателей?

Существует несколько причин, по которым ваша цель может не обновляться:

• Это ручная цель. Ручные цели не обновляются автоматически, так как они не подключены к источнику данных для регулярного обновления. To create a history for a manual goal, do regular check-ins.
• У вас нет запланированного обновления для семантической модели: значения целей обновляются только так часто, как обновляется семантическая модель. Если в семантической модели нет запланированного обновления, вы не увидите никаких обновлений в значении цели. Learn about scheduled refresh.
• Цели не обновляются, если они создаются из push-набора данных.

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.

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

Значения можно обновлять только в целях, устанавливаемых вручную. Если значение цели подключено к данным, его нельзя обновить вручную. The data is pulled directly from the report and is updated as often as the semantic model refreshes.

How often do goals update in the scorecard?

Цели обновляются только тогда, когда обновляются данные в семантической модели. 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 semantic model we create, which you can then build content on top of.

Я изменил цикл отслеживания моей цели. 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 affect 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 workspaces.

Scorecards do have goal-level permissions roles. While workspace permissions give view or build access to the workspace, goal-level permissions restrict access. 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 support bring your own key (BYOK).
• Goals don't support row-level security (RLS).
• Максимальное количество уровней подцелей — четыре.
• Goals don't support publish-to-web.
• The scorecard visual does not work in Sharepoint embed
• Business-to-business sharing (sharing across tenants) isn't supported.
• Scorecards aren't supported in a Multi-Geo capacity.
• Scorecards aren't supported in embedded analytics.

Related content

• Создание таблиц оценки и установление ручных целей в Power BI
• Create connected goals in Power BI
• Достигайте своих целей в Power BI
• Protect your scorecard with goal-level permissions
• Metrics admin settings

More questions? Try the Power BI Community.