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tomperro's avatar
tomperro
Icon for Helper V rankHelper V
1 year ago
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Power BI Goals and Metrics

I just started looking into metrics / goals in Power BI service.

is there an easy way to set up goals for over 500 employees?

we have different groups and sub groups that employees belong to and different levels of management should see different levels of the goals.

 

  • Hi tomperro 
    Thank you for your question on the Microsoft Fabric Community Forum.

     

    For large teams, it’s best to use connected metrics instead of manually setting goals for each employee. Begin by creating a structured data model with a table that stores essential fields like EmployeeID, EmployeeName, Group, Subgroup, Goal, Actual and Manager. In Power BI Service, use the “Connect to Data” feature when building scorecards so one metric definition can automatically scale across all employees, avoiding unnecessary duplication.

     

    To reflect the organizational hierarchy, metrics can be aggregated at the group or subgroup level, giving managers summarized insights while still letting individuals track their own performance. Applying Row-Level Security (RLS) ensures that each user whether employee or manager, only sees the data relevant to them, streamlining access and keeping information secure.

    For more information refer to the official document below:
    https://learn.microsoft.com/en-us/fabric/security/service-admin-row-level-security

     

    I hope this information is helpful. . If you have any further questions, please let us know. we can assist you further.

     

    Regards,

    Microsoft Fabric Community Support Team.

     

6 Replies

  • Here links to the documentation

     

    https://learn.microsoft.com/en-us/power-bi/create-reports/service-goals-introduction

     

    https://learn.microsoft.com/en-us/power-bi/create-reports/get-started-metrics

     

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    • tomperro's avatar
      tomperro
      Icon for Helper V rankHelper V

      I am trying to assign metric to over 500 employees, is there an easy way to complete this?

      • v-karpurapud's avatar
        v-karpurapud
        Icon for Community Support rankCommunity Support

        Hi tomperro 
        Thank you for your question on the Microsoft Fabric Community Forum.

         

        For large teams, it’s best to use connected metrics instead of manually setting goals for each employee. Begin by creating a structured data model with a table that stores essential fields like EmployeeID, EmployeeName, Group, Subgroup, Goal, Actual and Manager. In Power BI Service, use the “Connect to Data” feature when building scorecards so one metric definition can automatically scale across all employees, avoiding unnecessary duplication.

         

        To reflect the organizational hierarchy, metrics can be aggregated at the group or subgroup level, giving managers summarized insights while still letting individuals track their own performance. Applying Row-Level Security (RLS) ensures that each user whether employee or manager, only sees the data relevant to them, streamlining access and keeping information secure.

        For more information refer to the official document below:
        https://learn.microsoft.com/en-us/fabric/security/service-admin-row-level-security

         

        I hope this information is helpful. . If you have any further questions, please let us know. we can assist you further.

         

        Regards,

        Microsoft Fabric Community Support Team.

         

  • v-karpurapud's avatar
    v-karpurapud
    Icon for Community Support rankCommunity Support

    Hi tomperro 

    Thank you for submitting your question to the Microsoft Fabric Community Forum, and thanks to FBergamaschi  for offering helpful suggestions.

     

    Could you let us know if the suggested solution resolved your issue?If you still need help, please share more details so we can assist you further.

    Thank you.

     

  • v-karpurapud's avatar
    v-karpurapud
    Icon for Community Support rankCommunity Support

    Hi tomperro 

    I wanted to check if you’ve had a chance to review the information provided. If you have any further questions, please let us know. Has your issue been resolved? If not, please share more details so we can assist you further.


    Thank You.

  • v-karpurapud's avatar
    v-karpurapud
    Icon for Community Support rankCommunity Support

    Hi tomperro 

    Just checking in as we haven't received a response to our previous message. Were you able to review the information above? Let us know if you have any additional questions.

    Thank You.