Add Metric Notes to Power BI Reports Pt2 – Using Power Automate to Refresh Scorecard Dataset

This is the second part of a case study on using Power BI Scorecard Metric Check-In notes to add narratives to data points in a Power BI visual.

In the first video (link below) I explained that each Metric Scorecard has its own dataset. However, after updating a metric check-in the dataset doesn't refresh automatically. The result of this is that you'd need to set up a scheduled refresh to pull the newly entered check-in notes through into the PBIX report.

In this video, I cover a solution to this issue. There is a Power Automate trigger that is activated whenever a new check-in note is added to a Power BI Metric. There is also a Power Automate action that can trigger a data set refresh. These are exactly what we need to automate the whole process. Allow you to enter notes against a metric and see them in your power bi report (almost) instantly.

I'll take you through the steps I've taken to create the Power Automate Flow.

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About the author 

Jason Davidson

Jason Davidson is the founder of He is a maintenance and reliability engineer who uses Power BI every day to create dashboards that help him and others make better decisions. In his spare time, he likes running and has recently got into photography. He also loves spending time hanging out and larking about with his two daughters.

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