Power BI goal: flow to add a note to a goal through MS form on a monthly basis

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Posted on 6 May 2022 11:02:02 by andreaSchillani

I would like to have an automatic flow for adding a note to each power BI goal of my scorecard each month by using a MS form where I can impose the first part of the "note text". the steps could be the following:

1. recurrence: last working day of the month.

2. get powerbi scorecard.

3. get each goal of the scorecard

4. send a Microsoft form to goal owner for each goal to add a note to a goal check in.

5. Microsoft form should be able to standardise the "goal note" in order to have first note text like "Achievement of the month: then the goal owner can add the free text" and the second note like "Next steps of the goal: then the goal owner can add the free text".

6. final result is to have for each goal two notes each month. One note like "Achievement of the month: bla bla...."; second note like "Next steps: bla bla ...".

thanks

Andrea

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