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Power BI integration

  • Artikkeli

Key results and initiatives that use metrics to track completion in Viva Goals can directly connect to data from reports in Power BI. Viva Goals will sync the data at regular intervals, ensuring your key results and initiative always stay up to date with the latest progress.

Note

To connect to a Power BI report, you'll need build permissions on the dataset underlying the report.

Connect a key result to data from Power BI

  1. Add a new key result or edit an existing key result by selecting that key result's More options (...) > Edit.

    Screenshot that shows how to edit a key result in Viva Goals.

  2. Under Progress and Status, there's a section with the text "Connect to a data source for automatic progress updates" followed by a list of integration icons. Select the Power BI icon.

    Screenshot that shows how to select Power BI from the automatic check-in dropdown list.

    Note

    If Power BI is disabled, your Viva Goals administrator will need to enable it for your organization. See Enable Power BI integration below.

  3. If you haven't already signed in to Power BI or created a connection, you'll be given the chance to do so. Sign in with your Viva Goals credentials. A screen for the new connection will appear. Name the connection and select Next.

    Important

    Only you have access to this connection; it will not be shared with anyone else.

  4. Once logged in to Power BI, choose the report you want to link data from and select Next.

    Screenshot that shows how to select a Power BI report from the list.

  5. Within the report, you can select a particular chart. Power BI will show you the current value of the data being linked, as well as the filters being applied. Select Connect to link the data.

    Screenshot that shows how to select a metric from the available options.

  6. When you're done, select Save to finalize your changes.

    Screenshot that shows the save button.

The key result will now regularly synchronize data from Power BI and make check-ins on your behalf.

Screenshot that shows a successfully connected KR.

Connect an initiative to data from Power BI

  1. Add a new initiative or edit an existing initiative by selecting that initiative's More options (...) > Edit.

    Screenshot that shows how to edit an initiative.

  2. Under Outcome, select Add metric.

    Screenshot that shows the outcome section in the edit panel and where to locate the add metric button.

  3. Specify a metric.

    Screenshot that shows how to enter a metric.

  4. Under Progress and Status, there's a section with the text "Connect to a data source for automatic progress updates" followed by a list of integration icons. Select the Power BI icon.

    Screenshot that shows how to select automatic data source.

    Note

    If Power BI is disabled, your Viva Goals administrator will need to enable it for your organization. See Enable Power BI integrationbelow.

  5. If you haven't already signed in to Power BI or created a connection, you'll be given the chance to do so. Sign in with your Viva Goals credentials. A screen for the new connection will appear. Name the connection and select Next.

    Important

    Only you have access to this connection; it will not be shared with anyone else.

  6. Once logged in to Power BI, choose the report you want to link data from and select Next.

    Screenshot that shows how to select a report from a list of available options.

  7. Within the report, you can select a particular chart. Power BI will show you the current value of the data being linked, as well as the filters being applied. Select Connect to link the data.

    Screenshot that shows how to link the data to a report.

  8. When you're done, select Save to finalize your changes.

    Screenshot that shows how to save your update.

Your initiative will now regularly synchronize data from Power BI and make check-ins on your behalf.

Screenshot of a successful initiative integration with Power BI.

Enable Power BI integration

Before any org members can make use of Power BI integrations, a Viva Goals admin must enable the Power BI Integration for Viva Goals at the tenant level. Look for the Power BI Integration and enable it by following the instructions in Manage integrations.

  1. Go the Viva Goals Integrations at Admin > Integrations.

  2. Enable Power BI integration under the Data Integrations section.

Your Fabric admin will also need to enable the Create and use metrics tenant setting. It should be enabled by default. You can find this in the Metrics settings section of the tenant settings in the admin portal. Learn more about Fabric tenant settings.

Note

You can disable the integration at any time from the same section.