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title description author ms.author ms.reviewer featuredvideoid ms.service ms.subservice ms.topic ms.date
Create automated status rules for metrics in the Power BI service
You can automate status updates based on rules that govern that metric.
maggiesMSFT
maggies
powerbi
pbi-reports-dashboards
how-to
10/10/2022

Create automated status rules for metrics in the Power BI service

[!INCLUDE applies-no-desktop-yes-service]

Metrics in Power BI let customers curate their metrics and track them against key business objectives, in a single pane. You can automate status updates based on rules that govern that metric. Rules trigger changes based on value, percentage of target met, date conditions, or a combination of the three, making the rules as versatile as possible. For connected metrics, these status rules are refreshed every time the data in your scorecard is refreshed. For manual metrics, they're refreshed every time you perform a check-in.

:::image type="content" source="media/service-goals-check-in/rule-types.png" alt-text="Screenshot Showing the different types of status rules including value based, % of target based, and date based.":::

Get started creating automated rules

  1. In Edit mode for the scorecard, select More options (...) > See details next to the metric.

    :::image type="content" source="media/service-metrics-submetrics/metrics-more-options-see-details.png" alt-text="Screenshot showing selecting More options, then See details.":::

  2. On the Status rules tab, select New rule.

    :::image type="content" source="media/service-goals-check-in/new-status-rule.png" alt-text="Screenshot Showing location of new status rules in details pane.":::

  3. In the first field, you can select the dropdown caret and choose to base your rule on Date instead of Value.

    :::image type="content" source="media/service-goals-check-in/first-dropdown.png" alt-text="Screenshot of First dropdown in rule UI showing date or value.":::

  4. In the second field, you can select the dropdown caret and choose a different qualifier.

    :::image type="content" source="media/service-goals-check-in/select-qualifier-second-dropdown.png" alt-text="Screenshot of Second dropdown showing qualifiers such as greater than or equal to.":::

  5. The last setting is based on your first dropdown, either Value or Date.

    If you chose Value, you can either set the value or the percent or target met.

    :::image type="content" source="media/service-goals-check-in/setting-value.png" alt-text="Screenshot of Setting the value for the rule.":::

    If you selected Date in the first dropdown, you can select the date you want to base your rule on.

    :::image type="content" source="media/service-goals-check-in/date-picker.png" alt-text="Screenshot Showing date picker for date driven rule.":::

  6. Now set the status that should be shown when the rules are met, and also the Otherwise status.

    :::image type="content" source="media/service-goals-check-in/status-chosen.png" alt-text="Screenshot Showing selected statuses for status rules.":::

More about status rules

  • With automated status rules, you can create multiple conditions to ensure your rules represent your unique business needs. You can also drag the rules to reorder the priority.

  • For the mobile experience, automatic refresh on status rules isn't supported at this time.

    :::image type="content" source="media/service-goals-check-in/conditions.png" alt-text="Screenshot of Adding a condition to a rule.":::

Related content

More questions? Try the Power BI Community.