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Anonymous's avatar
Anonymous
Not applicable
5 years ago

MS Goals: Copy existing scorecard

Dear community,

 

The company I am working for currently has setup one scorecard which includes the targets of the current quarter.

For future purpose the departments need to create a new scorecard for each upcoming quarter. The steps / milestones will basically be the same just with different targets. Since there are arround 70 milestones included it will be a lot of work to manually re-create them.

 

Is there any possiblity of copying an already existing scorecard within MS Goals?

 

Best regards and thanks in advance

 

Carsten

11 Replies

  • v-kelly-msft's avatar
    v-kelly-msft
    Icon for Community Support rankCommunity Support

    Hi Anonymous ,

     

    Not sure whether there are some calculated columns or measure inside?If not,you may try to query editor>"duplicate"or "reference":

     

    Best Regards,
    Kelly

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  • Anonymous's avatar
    Anonymous
    Not applicable

    v-kelly-msft: Thanks for advice!

     

    Unfortunately, after accessing the dataset of our existing scorecard (MS Goals) using the desktop client I am not able to see any tables within the "query editor" section and therefore I am not able to dublicate the dataset:

     

     

     

     

    • v-kelly-msft's avatar
      v-kelly-msft
      Icon for Community Support rankCommunity Support

      Hi  Anonymous ,

       

      Click on "more options"(:)>choose "download the .pbix":

      Open it on premise then rename it and publish again.

       

       

      Best Regards,
      Kelly

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      • Anonymous's avatar
        Anonymous
        Not applicable

        Hi v-kelly-msft:

         

        Unfortunately, when trying to download the pbix-file from MS Goals I receive an error message:

        I do have the propper administative priviledges within that premium workspace.

  • Hi Anonymous, I need to copy a scorecard, did you find a solution?

    Thank you

  • Hi, did you get a solution for your problem? I have the same request - to copy an existing scorecard