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
- Log in to Workpath as an Admin.
- Click your Profile icon → Organization Settings.
- In the left menu, go to Integrations → Power BI.
- Toggle Enable Power BI ON and click Save.
2. Prepare a Key Result for Automation
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Edit any Key Result from the Team, Business Unit or Organization Page:
- Change its Type to Derived Values > Power BI
- Sign in to Power BI and grant Workpath permission to read data from your Power BI dashboards – this step is only necessary once
- Click Update Data Source.
3. Configure Your Data Source
In the Select Data Source dialog, choose between:
- From Report
- Manual Query
3a) From Report
- Select your Power BI Workspace and Report.
- Click the visual (card, bar, line, pie) containing your metric.
- Confirm the previewed value and click Save.
| Cards | Bar charts | Column charts | Pie charts | Donut charts |
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3b) Manual Query
- Switch to Manual Query.
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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 -
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.
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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.
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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 support@workpath.com.