Loom Scorecard Editor — Fabric-parity spec¶

Captured 2026-05-26 by catalog agent fabric-parity-loop. Source: Microsoft Learn — Power BI metrics & scorecards (/power-bi/create-reports/service-goals-introduction, service-goals-create, service-goals-create-connected, service-goals-subgoals, service-goals-check-in, service-goals-status-rules, service-goals-custom-status, service-goals-set-permissions, service-goals-get-started-hierarchies).

A Scorecard (officially Power BI Metrics) is a Power BI service artifact that hosts one or more goals (also called metrics) — each goal tracks a current value vs a final target over time, with a status and an owner. Goals can be manual (values typed in by an owner via check-ins) or connected (values pulled automatically from a Power BI report visual on a daily refresh cadence). Scorecards live in a workspace and are backed by an auto-generated semantic model that stores all metric data.

UI components¶

Scorecards hub¶

Left-nav entry Scorecards (formerly Goals)
New scorecard button
Sections: Recommended · Recent · Favorites · Shared with me · All scorecards
Per-scorecard row: name, last visited timestamp, favorite (star) toggle
View toggle: List view / Compact view (compact view supports resizable columns)

Scorecard top action bar¶

Edit pencil toggle (enters edit mode)
+ New goal button (only in edit mode)
Refresh (forces re-pull for connected goals — once-per-day max)
Share — direct user / link share, with options for "Allow recipients to share" and "Allow access to underlying semantic model"
File menu — Save a copy · Move scorecard (between workspaces) · Settings · Delete
Subscribe — schedule email digests of goal progress
Follow — push updates to Teams / email
View as Compact / List toggle
Settings cog (in edit mode) — opens Scorecard Settings pane

Scorecard grid (main canvas)¶

Hierarchical list of goals + subgoals (indented tree)
Columns (configurable via Scorecard Settings):
Name (goal name + owner avatar)
Current value (with format string)
Target / Final target
Status (badge — preset: Not Started / On Track / At Risk / Behind / Unmet / Met, or custom statuses)
Progress (computed % of target)
Last check-in (date)
Start date / Due date
Notes count
Per-row hover reveals More options (…) menu:
See details (opens Details pane)
New check-in
Edit
Add subgoal
Link to existing goal (for shared/linked goals across scorecards)
Delete

New goal / Edit goal form¶

Goal name (required)
Owners — multi-select of users or distribution groups
Current value — manual numeric OR Connect to data → choose a Power BI semantic model + visual + measure
Final target — manual numeric OR connected
Status — preset OR Or set up rules to define automated rules
Start date / Due date
Format value — number / currency / percent / scientific / custom (with prefix, suffix, decimals, scale K/M/B)
Save

Goal Details pane (right side)¶

Header: name, owners, status badge
New check-in button
Activity feed: every check-in shown with date, value delta, status, note, author avatar
Tabs:
Properties — full edit form
Connections — semantic model + visual + measure binding (for connected goals); Edit / Clear
Time period — tracking cycle (Daily / Weekly / Monthly / Quarterly / Yearly); start/due dates
Status rules — rule list with conditions
Notes — free-form notes log
Permissions — per-goal view / update permission roles (when goal-level permissions are enabled)
Trend chart — sparkline of current value over time vs target line

Check-in dialog¶

Date picker (defaults to today)
Value input (manual only; for connected goals, the value auto-populates from the selected date's snapshot and cannot be overridden)
Status dropdown
Note textarea (optional)
Save

Status rules editor¶

Per-status row: Status (badge) + Condition builder
Condition types:
Value-based — current value / target value operator (>, ≥, =, ≤, <) literal-or-percent
Percentage of target — % thresholds
Date-based — relative-to-due-date thresholds (e.g., "due in < 7 days AND value < 90% → At Risk")
Combinations of the above
Custom status definitions — Add custom status with color + icon (replaces the preset 6-status set)

Connected goal connection picker¶

Pick semantic model from workspace
Pick report (within that model's reports)
Pick visual on a report page
Pick the specific measure / data point in the visual
Optional: filter context to pin (e.g., a specific category)

Subgoals¶

Indented under parent in the grid
Inherit parent metadata (name format, statuses, tracking cycle, data connections)
Can be manual or connected independently
Aggregate up to parent (sum / average / weighted — configurable)

Hierarchies (Preview)¶

Auto-derive subgoals from a hierarchy in the connected semantic model (e.g., one goal per Region from a Region column)
Map owners — bind owner column from the model to dynamically assign owner per child
Related metrics pane — shows which metrics in the scorecard are connected and to which semantic model

Scorecard Settings pane¶

General — name, description, theme
Columns — which columns to show / hide
Permissions — goal-level role definitions (View permissions, Update permissions: Note / Status / Current; Set for all subgoals checkbox)
Tracking cycle defaults
Custom statuses — list of status names, colors, icons

Direct user / group share
Link share with permission level
Allow recipients to share toggle
Build permission on underlying semantic model toggle

Pin to dashboard¶

Pin individual goal as a dashboard tile (tile shows current value, target, status, sparkline)

Mobile experience¶

iOS / Android Power BI app supports scorecards, check-ins, goal-level permissions, customized check-in attributes

What Loom has¶

ScorecardEditor (apps/fiab-console/lib/editors/phase3-editors.tsx:1738)
Workspace picker, left tree of scorecards, refresh button
Goals table with columns: Goal name · Current · Target · Add value action
Add goal value dialog with value (numeric), target (optional), note (optional) — wired to POST /api/items/scorecard/{id} with {goalId, value, targetValue, noteText}
BFF routes: GET /api/items/scorecard?workspaceId=... (list), GET /api/items/scorecard/{id}?workspaceId=... (goals), POST .../{id} (submit check-in)
Empty-state message: "No goals on this scorecard (or the Fabric scorecard preview API is not enabled in this tenant)"
C-grade verdict — list + read goals + submit one check-in field works; no status, no rules, no connections, no hierarchy, no details pane, no permissions, no create-scorecard, no create-goal

Gaps for parity¶

No create-scorecard flow (+ New scorecard)
No edit mode toggle with the + New goal button
No new-goal / edit-goal form (name, owners, status, start/due dates, format)
No status column — Loom shows only current and target
No status rules editor (value / percent / date / combinations)
No custom statuses
No connected goals — Loom only writes manual check-ins; cannot bind a goal to a semantic-model visual
No subgoals / nested hierarchy
No Hierarchies (Preview) — auto-derive subgoals from a hierarchy column
No Goal Details pane (Activity feed, Properties tabs, Connections, Time period, Notes, Permissions, trend sparkline)
No check-in date picker (Loom auto-sends today's date)
No tracking cycle config (Daily / Weekly / Monthly / Quarterly / Yearly)
No goal-level permissions (per-goal view / update / note / status / current)
No Share / Subscribe / Follow / Move scorecard
No pin-to-dashboard for a goal
No Compact view toggle

Backend mapping¶

The Goals / Metrics / Scorecards REST API is exposed under /v1.0/myorg/scorecards (and /groups/{groupId}/scorecards) — it is documented as preview and is enabled per-tenant
List scorecards: GET /v1.0/myorg/groups/{groupId}/scorecards (Loom's /api/items/scorecard route)
Get scorecard + goals: GET /v1.0/myorg/groups/{groupId}/scorecards/{scorecardId}?$expand=goals
Create scorecard: POST /v1.0/myorg/groups/{groupId}/scorecards with {name, description}
Create goal: POST /v1.0/myorg/groups/{groupId}/scorecards/{scorecardId}/goals with goal definition (name, owner, currentValue, targetValue, startDate, dueDate, status, format)
Update goal: PATCH .../goals/{goalId}
Submit check-in (goal value): POST .../goals/{goalId}/values with {value, targetValue?, status?, noteText?, dateTime} — Loom already calls a thin wrapper here
Connected goal binding: configured via the valueConnection / targetConnection properties on the goal, referencing a semantic-model datasetId + visual context — there is also a richer set of operations under connections/
Status rules: PATCH .../goals/{goalId} with statusRules array
Permissions: POST .../scorecards/{scorecardId}/permissions (preview)
Delete goal / scorecard: DELETE on the corresponding resource
Underlying semantic model: every scorecard auto-creates a hidden semantic model in the same workspace; the standard datasets API surfaces it (refresh, queries)
REST surface is preview — some operations (custom statuses, hierarchies) are UI-only today and have no public REST. Where REST is missing Loom should iframe the Power BI service scorecard URL or show a MessageBar pointing to the official UI

Required Azure resources / tenant settings¶

Power BI Pro license to author + share scorecards in standard workspaces (free works for My workspace only)
Workspace role: Admin, Member, or Contributor
Build permission on each semantic model that a connected goal points at
Tenant setting Metrics = enabled (this gates the Scorecards left-nav entry and the REST API; it is on by default for most tenants but admin-controllable)
Tenant setting Service principals can use Power BI APIs = enabled (for Loom's SP to call the scorecards API)
For goal-level permissions (Preview): tenant must have the preview opted in
For Hierarchies (Preview): tenant must have the preview opted in
For Teams integration (subscribe / follow): Microsoft Teams admin must allow the Power BI Teams app

Estimated effort¶

4-5 sessions.

Phase 1 (1 session) — Surface the full goal list with all real columns (name, owner avatars, current, target, status, last check-in, due date) by expanding the goal-detail GET; show the status badge with preset 6 statuses.
Phase 2 (1 session) — Build the Goal Details pane (right-side drawer) with Activity feed (all prior check-ins) + Properties tab + trend sparkline.
Phase 3 (1 session) — Wire + New goal and + New scorecard create flows. Add date-picker to the check-in dialog and a status dropdown.
Phase 4 (1 session) — Connected goals — picker for semantic model + report visual binding; wire the valueConnection property.
Phase 5 (1 session, optional) — Status rules editor, custom statuses, subgoals, goal-level permissions. Several of these are still preview in the REST API so partial coverage with MessageBar gates is acceptable.

Notes¶

The Loom v3.x backend already calls the scorecards REST API (list + get + submit value) so the BFF wiring is the lowest-risk piece — most of the gap is UI surface
Hierarchies (Preview) and goal-level permissions are still tenant-gated previews; document them with MessageBar gates rather than blocking parity work
Several scorecard features (custom statuses, hierarchies map-owner, Teams follow) have no documented public REST surface and are UI-only — for those, Loom should deep-link into app.powerbi.com/scorecards/{id} rather than promise parity
The underlying auto-created semantic model is read-only from a metrics standpoint but is reachable via XMLA for advanced reporting on goal history