These features are included in the Professional Plan and can be trialed for 30 days, free of charge. Click here to learn how to start a trial.
Overview
Teamflect’s Power BI integration allows you to link goals directly to live data sources. Once connected, progress updates flow automatically from Power BI Scorecards into Teamflect goals—removing the need for manual updates and ensuring your KPIs are always accurate. This feature supports data-driven performance management, making reviews, development planning, and strategic alignment more effective.
Before You Start (Important)
Teamflect does not support Power BI personal workspaces (“My Workspace”).
Only shared Power BI workspaces will appear in Teamflect and can be connected to goals.
If your report or dataset is stored in My Workspace, it will not be visible in Teamflect and cannot be connected. This is a limitation of Microsoft Power BI, not Teamflect.
Microsoft’s Power BI REST APIs only return shared workspaces that are exposed to third-party applications. Personal workspaces are not surfaced through these APIs and therefore cannot be accessed by external integrations.
Supported vs. unsupported workspaces
Power BI workspace type | Supported in Teamflect |
My Workspace (personal) | ❌ Not supported |
Shared workspace | ✅ Supported |
If needed, move your report and dataset from My Workspace to a shared workspace in Power BI before continuing.
Prerequisites
To use this integration, make sure you meet the following requirements:
Power BI Pro license (or access to Premium/Fabric capacity)
Admin access in Teamflect
Make sure the following conditions are met:
Your report is stored in a shared Power BI workspace
The workspace contains a published dataset
You have at least Viewer access to the workspace
You are signed in with the same Microsoft account in Power BI and Teamflect
You have permission to edit or update goals in Teamflect
Power BI data connections are enabled by an admin
If you’re new to Power BI Goals, we recommend reviewing Microsoft’s guide on how to create goals in Power BI. It explains the basics of scorecards, goals, and check-ins so you can set up your data correctly before connecting it in Teamflect.
Steps to Connect Power BI Goals in Teamflect
Step 1 – Enable the Integration in Teamflect
Access Control: Admins must enable Power BI under the Goals Module settings in the Admin Center.
End Users: Can link their goals if the connector is enabled.
Step 2: Open the Goal Detail View
Navigate to the goal you'd like to connect and click on it to open the detail popup.
Step 3: Click "Connect to Data Source"
Step 4: Choose Power BI as the Data Source
If you're on the Professional Plan and the connector is enabled by your admin, the Power BI option will be clickable.
💡 Note: If you're on the Essential or Starter Plan, or if your admin has disabled this option, you’ll see the Power BI button disabled with a tooltip:
"Available on the Professional Plan."
Step 5: Grant Permissions
You’ll be prompted to authorize Teamflect to access your Power BI account. The app requests either Dataset.Read.All or Dataset.ReadWrite.All permissions.
Step 6: Select the Data
Once authorized, use the dropdowns to select:
Workspace
Scorecard
Goal from within Power BI
All three selections are required to activate the Connect button.
If you’re not yet familiar with creating goals and scorecards in Power BI, check out Microsoft’s official documentation. This will help ensure your data is structured correctly before linking it in Teamflect.
Step 7: Confirm the Connection
Click Connect. A success message will appear:
"You’ve successfully linked your Power BI goal."
After Connecting
The goal detail pop-up will now show the Power BI goal name and its current progress.
You can:
Edit the connection to change the linked goal.
Disconnect to remove the link.
(Optional) Click the goal name to open the Power BI scorecard directly—if technically supported.
Excel Integration Still Available
If you'd prefer to link to an Excel file, simply choose Excel instead of Power BI in the data source selection pop-up. The Excel setup flow remains the same, but now includes a "Back" button to return to the previous step. Click here to learn more.
Note: Along with Power BI, Administrators can also use Power Automate and API Keys to update goals. Both options are available in the Admin Center. located in the integration sections of the Goals page.
For more information, we have this guide: 🔗Streamlining Workflows with Power Automate and Teamflect Integration
HR Use Cases
1. Automated, Data-Driven Goal Tracking
By linking goals directly to Power BI dashboards, progress updates reflect reality without manual input. HR leaders can trust that employee and team goals always display the latest performance data, reducing administrative overhead and ensuring KPIs are tracked accurately.
2. Evidence-Based Performance Reviews
Live metrics from Power BI give managers and HR an objective foundation during reviews. Instead of relying on self-reported progress, reviewers evaluate employees against verified, real-time data. This reduces bias, strengthens fairness, and shortens preparation time for appraisals.
3. Linking Development Goals to Learning Metrics
Development goals, such as completing certifications or training programs, can be tied to Power BI reports on course completions, attendance, or scores. HR can easily monitor skill-building initiatives and measure the impact of L&D investments against employee performance outcomes.
Troubleshooting: I Don’t See My Workspace
If your Power BI workspace does not appear in Teamflect, check the following in order:
1. Is the report stored in My Workspace?
Personal workspaces are not supported
Move the report to a shared workspace
2. Do you have access to the shared workspace?
You must be at least a Viewer
Confirm permissions with your Power BI admin
3. Is there a published dataset?
Workspaces without datasets will not appear
Ensure the dataset is published and accessible
4. Are you signed in with the correct Microsoft account?
The same Microsoft account must be used in Power BI and Teamflect
5. Are there tenant-level Power BI restrictions?
Some organizations restrict workspace visibility
Check with your Power BI or Microsoft 365 administrator
If the issue persists, contact Teamflect Support and include:
Workspace name
Dataset name
Screenshot of workspace permissions
Why “My Workspace” Is Not Supported
Teamflect relies on Microsoft’s Power BI REST APIs to list available workspaces and datasets.
According to Microsoft documentation, the Workspaces API only returns shared workspaces that are exposed to the signed-in principal. Personal workspaces (“My Workspace”) are not surfaced through this API, which prevents third-party tools from accessing them.
Because of this limitation, personal workspaces cannot be displayed or connected in Teamflect.
Need Help?
If you need assistance, our support team is happy to help at [email protected].