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aaronc63
Frequent Visitor

Editing Information in Metrics (formerly Goals) in Power BI

Hello and happy Friday!

 

My organization is looking to use the Metrics feature in Power BI, to track our team goals.  I've added everyone on our team to the "View and update all" permissions group, and they can perform check-ins without issue.

 

However, some of our goals will change over the course of the year, and my manager would like the ability to edit the goal names and potentially the targets.  At this time, the Edit icon at the top of the scorecard is only selectable for me.  Is there a way that I can enable this for my manager or is this option only enabled for the scorecard creator?

 

aaronc63_0-1659744031238.png

 

Any guidance here is greatly appreciated.  Thank you, in advance!

1 ACCEPTED SOLUTION
v-cazheng-msft
Community Support
Community Support

Hi @aaronc63,

 

You need add your manager as the owner of the Metrics firstly. Then, he/she can edit the name and target of the Metrics.

vcazhengmsft_1-1659942521944.png

 

Also, your manager must be at least a Contributor, Member or Admin in your metrics workspace.

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please let me know. Thanks a lot!

 

Best Regards,                                         

Community Support Team _ Caiyun

View solution in original post

2 REPLIES 2
v-cazheng-msft
Community Support
Community Support

Hi @aaronc63,

 

You need add your manager as the owner of the Metrics firstly. Then, he/she can edit the name and target of the Metrics.

vcazhengmsft_1-1659942521944.png

 

Also, your manager must be at least a Contributor, Member or Admin in your metrics workspace.

 

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please let me know. Thanks a lot!

 

Best Regards,                                         

Community Support Team _ Caiyun

Thank you, Caiyun!  I have two follow-up questions if you have the time.

  1. Can there only be one owner of a Metrics Scorecard?  Or could I add my boss as a co-owner?
  2. Is making her the owner as simple as replacing my name as the contact, highlighted below?

aaronc63_0-1659971229682.png

 

 

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