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MattBossert
Helper II
Helper II

Scorecard Shared Views Expiring

I have been trying to adopt the (relatively) new Scorecard functionality in PowerBi.  Groups of metrics on my scorecards will link to the same visual in a powerBi report and just have a different filter applied depending on the metric in question.  

 

The problem I've recently run into is that it seems whenever a metric links to a report visual with a specific filter applied, a "Shared View" for that report is automatically created and that "Shared View" has an expiration date (180 days by default?):

MattBossert_0-1673359194790.png

 

It's been just over 6 months since I started using PowerBi Scorecards, and now on most of my goals, when you click the icon to "open the report this value is connected to", you receive this error message.  I believe because the "Shared View" PowerBi automatically created has expired:

MattBossert_1-1673359296345.png

 

What is the best practice here, am I using the scorecard feature incorrectly?  How are users of PowerBi supposed to create goals on these scorecards which link to filtered report visuals and keep the scorecard functioning properly past the 180 day mark?  I'm really hoping I don't have to rebuild my scorecard every 6 months?

6 REPLIES 6
nblonk
Regular Visitor

Hi @MattBossert 

 

I'm encountering the same notification. Have you ever found a solution for this?

Hi @nblonk 

 

I have not found a solution, although I really haven't pursued finding one on my own either.  I was hoping for guidance from Microsoft on this one.  It's nearly impossible to troubleshoot on our ends since the timeframe (6 months) before these view expire is so long.

 

I suppose I could recreate my scorecard and set a calendar reminder to check back in Feb 2024 to see if the view has expired or not.  😂

v-xinruzhu-msft
Community Support
Community Support

Hi @MattBossert 

The shared report view will automatically expire after 180 days. Each time the link shared report view is accessed the expiration is reset to 180 days.

You can refer to the following link:

https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-share-reports#considerations-an...

 

Best Regards!

Yolo Zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-xinruzhu-msft 

 

Thanks for taking the time to reply and sharing this useful information. 

 

The link you shared seems to be specific to shared views which are manually created and shared.  I just want to confirm that this same criteria also applies for shared views which are systematically created when a filtered metric is brought into a scorecard?  Specifically, when a scorecard viewer clicks "Open the report this value is connected to", does using that button actually reset the expiration on that shared view to 180 days?

 

MattBossert_1-1673446612842.png

 

 

When shared views used by a scorecard metric do expire, is there any way to get them back?  Or are my only options to either:

1) Accept that the "open the report this value is connected to" button will no longer work for the metric(s) in the scorecard which used that expired shared view, or

2) Recreate the scorecard metric(s) from scratch, thus automatically creating a new shared view?

 

If I go with option 2 and delete the metric with the expired shared view and create a new metric in it's place, would I lose all historical trending data within the scorecard for that metric?

MattBossert_0-1673446466968.png

 

Hi @MattBossert 

Q1:If this same criteria also applies for shared views which are systematically created when a filtered metric is brought into a scorecard?

From the article, the shared link should be the same to  scorecard

 

Q2:When shared views used by a scorecard metric do expire, is there any way to get them back?  

You can share the scorecard manually without recreare a scorecard, you can refer to the following link:

https://learn.microsoft.com/en-us/power-bi/create-reports/service-goals-create#step-5-optional-share...

 

Best Regards!

Yolo Zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

Hi @v-xinruzhu-msft 

 

My question is not about re-sharing the scorecard itself.  It's about re-enabling the shared view which is automatically created when a filtered visual from a report is brought into a scorecard as a metric.  

 

From the scorecard, within a single metric, there's a button to "Open the report this value is connected to".  When the user clicks that button, it typically takes them to the report where this metric was pulled from and applies the same filters to the visual which the metric uses.  This is apparently accomplished with a shared-view.

 

When my shared views expired, cliking this button now simply takes the user to the first page of the report in question with the following warning displayed: 

MattBossert_0-1673531539616.png

 

This is not ideal, because the user is no longer taken to the report page and visual related to the metric they clicked and the proper filters are not automatically applied for them. 

 

My question is how can I get this scorecard functionality working properly again after the shared views apparently expired?

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