Power BI Integration in Workpath

Workpath’s new Power BI integration automatically syncs Key Result progress and KPI values from your Power BI dashboards—no more manual updates, just always up-to-date metrics.

1. Enable Power BI in Your Organization Settings

1. Log in to Workpath as an Admin.
2. Click your Profile icon → Organization Settings.
3. In the left menu, go to Integrations → Power BI.
4. Toggle Enable Power BI ON and click Save.

2. Prepare a Key Result for Automation

1. Edit any Key Result from the Team, Business Unit or Organization Page:
   
2. Change its Type to Derived Values > Power BI
   
3. Sign in to Power BI and grant Workpath permission to read data from your Power BI dashboards – this step is only necessary once
4. Click Update Data Source.

3. Configure Your Data Source

In the Select Data Source dialog, choose between:

• From Report
• Manual Query

3a) From Report

1. Select your Power BI Workspace and Report.
2. Click the visual (card, bar, line, pie) containing your metric.
3. Confirm the previewed value and click Save.

Cards	Bar charts	Column charts	Pie charts	Donut charts

Supported Visuals

3b) Manual Query

1. Switch to Manual Query.

2. Paste your DAX query, for example:

   CALCULATE(
     AVERAGE(ser_okr_progress_confidence_level_change_202506051300_[key_result_progress_now]),
     ser_okr_progress_confidence_level_change_202506051300_[key_result_title] =
       "Reduce average response time across digital channels from 3 minutes to 1 minute."
   ) * 100
   

3. Click Test Query → verify the value → Save.

   

4. Confirm Automatic Sync & Explorer View

• The Key Result modal shows the Power BI icon and text
  “Progress is automatically synced from Power BI.”
• In the Team, Business Unit or Organization Page, synced progress bars update in real time.

5. How the Background Sync Works

• Workpath polls Power BI approximately every 15 minutes.

• Only the current value is overwritten—comments and confidence levels remain manual.

6. Access Rights & Ownership

• The integration fetches data as the user who set it up, so that user must have access to the selected Workspace/Report.

• Workpath’s usual permission model still governs who sees which Goals and Data Source settings.

💡 Example Use Cases

• Sync customer satisfaction (CSAT), revenue targets, or incident resolution times.
• Auto-update top-level KPI dashboards (e.g. NPS, uptime, churn).
• Eliminate manual reporting for QBRs and strategic reviews.

 

❓ Frequently Asked Questions

Will auto-sync overwrite manual entries?
Only the current value field is updated; comments and confidence remain untouched.

Can I modify or disable the integration later?
Absolutely—use Update Data Source on the Key Result. Historic values will not be changed, only future values will consider the new data source.

---

🎉 That’s it!
Your Power BI metrics are now live in Workpath. Questions? Reach out to [e-mail].