Merging changes synced from https://github.com/MicrosoftDocs/powerbi-…

…docs-pr (branch live)

.openpublishing.redirection.json

@@ -3219,6 +3219,11 @@
             "redirect_url": "/fabric/governance/mandatory-label-policy",
             "redirect_document_id": false
         },
+        {
+            "source_path": "powerbi-docs/visuals/power-bi-visualization-scorecard-visual.md",
+            "redirect_url": "/power-bi/create-reports/service-goals-create",
+            "redirect_document_id": false
+        },
         {
             "source_path": "powerbi-docs/enterprise/service-admin-metadata-scanning.md",
             "redirect_url": "/fabric/governance/metadata-scanning-overview",

powerbi-docs/consumer/business-user-teams-meetings.md

@@ -7,36 +7,36 @@ ms.reviewer: mihart, lukaszp
 ms.service: powerbi
 ms.subservice: pbi-explore
 ms.topic: overview
-ms.date: 01/12/2023
+ms.date: 01/28/2025
 LocalizationGroup: Get started
-
+#customer intent: As a business user, I want to understand how to use Power BI in Teams meetings so that I can effectively collaborate and make data-driven decisions during meetings.
 ---
 
 # Use data to make meetings productive in Microsoft Teams
 
 [!INCLUDE[consumer-appliesto-ynny](../includes/consumer-appliesto-ynny.md)]
 
-In meetings, keeping everyone on track towards shared objectives is important. Use data, trends, and metrics to show the impact of the work you and your team are doing.
+In meetings, keeping everyone on track towards shared objectives is important. This article shows you how to use data, trends, and metrics to show the impact of the work you and your team are doing.
 
 It’s easy to use Power BI in meetings to help keep crucial data top of mind. It helps everyone know which data is the most important and builds skills that help your team make agile decisions based on your progress toward objectives. By staying focused on driving towards measurable outcomes, your team gains a sense of the positive impact of their work.
 
 :::image type="content" source="media/business-user-teams-meetings/teams-power-bi-meeting-tab.png" alt-text="Screenshot of Power BI reports in a Teams meeting pane.":::
 
 Here's how you can use data before, during, and after your meetings.
 
-- **[Before the meeting](#before-the-meeting)**. Add the reports and scorecards directly to the meeting invite so everyone can access to them.
+- **[Before the meeting](#before-the-meeting)**. Add the reports and scorecards directly to the meeting invite so everyone can access them.
 - **[During the meeting](#during-the-meeting)**. Open and present these reports from the calendar. You can even use chat to share more reports and scorecards or to find answers to questions raised in the meeting.
 - **[After the meeting](#after-the-meeting)**. Send a summary with the key results discussed and actions the team decided to take to help achieve the desired outcomes.
 
 ## Ask data-driven questions
 
-Here some questions you can add to your meeting agenda to start discussion and determine the best actions to take to achieve your desired outcomes:
+Here are some questions you can add to your meeting agenda to start discussion and determine the best actions to take to achieve your desired outcomes:
 
 - Are we making progress toward our objectives as quickly as we expected to?
 - What actions can we take in the next week or month that are most likely to improve our metrics?
-- What metrics can we start tracking to get a better sense if we’re making progress towards our desired outcomes?
+- What metrics can we start tracking to get a better sense of progress toward our desired outcomes?
 
-Review your data weekly, or at least monthly, to get in the habit of asking questions and discussing the best actions to take in the next week or two. It will help the team learn to leverage data as they plan their work.
+Review your data weekly, or at least monthly, to get in the habit of asking questions and discussing the best actions to take in the next week or two. It helps the team learn to leverage data as they plan their work.
 
 ## Before the meeting
 
@@ -52,17 +52,21 @@ Here's how to add a Power BI report or scorecard to a meeting.
 
     :::image type="content" source="media/business-user-teams-meetings/teams-calendar-edit.png" alt-text="Screenshot of the calendar pane in Teams and a meeting invite displaying a menu with the edit button highlighted.":::
 
-1. Select the **+ Add a tab** button to add the Power BI tab to the meeting.
+1. Select the **+ Add a tab** button.
 
     :::image type="content" source="media/business-user-teams-meetings/teams-invite-plus-sign.png" alt-text="Screenshot of a Teams meeting invite and the Add a tab button highlighted.":::
 
-1. Navigate to a report or scorecard and select it.
+1. Select **Power BI**. On the screen that opens, select **Add**.
+
+1. In the confirmation dialog, select **Save**.
+
+    :::image type="content" source="media/business-user-teams-meetings/power-bi-teams-create-tab.png" alt-text="Screenshot of the dialog to save and add the new Power B I tab.":::
 
-1. Select **Save**.
+1. On the new Power BI tab that you created, select **Browse workspaces** to navigate to the report or scorecard that you want to add, or enter the link in the **Paste a Power BI link** field.
 
-    :::image type="content" source="media/business-user-teams-meetings/teams-power-bi-save-tab.png" alt-text="Screenshot of the Add a tab window and Power BI with the save button highlighted.":::
+1. Select **Add**. The name displayed on the tab in Teams changes to the name of the report or scorecard that you selected.
 
-1. See [Give team members permission](business-user-teams-share-data.md#give-team-members-permission) in the "Lead data-driven discussions in Microsoft Teams" article for how to share with your colleagues.
+1. See [Give team members permission](business-user-teams-share-data.md#give-team-members-permission) for how to share with your colleagues.
 
 1. Add an agenda item to the meeting to review and discuss the data.
 
@@ -71,7 +75,9 @@ Here's how to add a Power BI report or scorecard to a meeting.
 It's a good idea to review your data in Power BI before a meeting.
 
 1. Open the meeting from the calendar.
+
 1. Open the Power BI tab that has the report or scorecard.
+
 1. Review the report or scorecard.
 
 Consider setting a reminder for your meeting so attendees can also pre-read the data before the meeting. It helps everyone be aware of the latest data and improves the discussion during the meeting.
@@ -93,21 +99,26 @@ When you’re in a meeting, data can help guide the discussion or answer questio
 
 1. View the report in the Power BI app in Teams.
 1. Select a visual.
-1. Select **Copy visual as image** to copy the visual.
+1. Select **Copy as image with caption** to copy the visual.
 
     :::image type="content" source="media/business-user-teams-meetings/teams-power-bi-copy-visual.png" alt-text="Screenshot of a visual and the Copy visual as image icon highlighted.":::
 
+1. In the **Image with caption created** dialog, select **Copy** to copy the visual to the clipboard.
 1. Paste the visual into the meeting chat.
 
 ### Send a message in the meeting chat from a report
 
 1. View the report in the Power BI app in Teams or in the Power BI service.
 1. Select the report or a specific visual.
-1. Select the **Chat in Teams** button.
+1. Select the **Share** button.
 
-    :::image type="content" source="media/business-user-teams-meetings/power-bi-teams-chat-teams.png" alt-text="Screenshot of a Power BI report in a Teams meeting with the Chat in Teams button highlighted.":::
+    :::image type="content" source="media/business-user-teams-meetings/power-bi-teams-chat-teams.png" alt-text="Screenshot of a Power B I report in a Teams meeting with the Share button highlighted.":::
 
-1. Select the meeting name to send to.
+1. In the **Send link** dialog, enter a name or email address to activate the Send button and icons for sharing.
+
+    :::image type="content" source="media/business-user-teams-meetings/power-bi-teams-grant-access.png" alt-text="Screenshot of the Send link dialog with the Teams icon highlighted.":::
+
+1. Select the Teams icon. In the **Share** dialog that opens, you can search for and select a Teams channel or conversation to share the report in. Then select **Share**.
 1. Type your message above the link that's provided.
 1. Select **Send**.
 
@@ -116,24 +127,19 @@ Your message appears as part of the meeting chat. Attendees can open it to see t
 ### Answer questions with data in chat
 
 1. Open the meeting chat.
-1. Select **Messaging extensions (...)**.
+1. Select **Actions and apps** icon with the plus sign.
 
     :::image type="content" source="media/business-user-teams-meetings/teams-chat-meeting-messaging-extensions.png" alt-text="Screenshot of the chat pane in Teams with the Messaging extensions icon highlighted.":::
 
 1. Select **Power BI**.
 1. Search for content, or select from your list of recent items.
 1. Pick a Power BI item.
 1. Select **Send**.
-
-    :::image type="content" source="media/business-user-teams-meetings/teams-power-bi-meeting-chat-send.png" alt-text="Screenshot of the chat pane in Teams with the send message icon highlighted.":::
-
-1. Select **Open**.
-
-    :::image type="content" source="media/business-user-teams-meetings/teams-power-bi-meeting-chat-open.png" alt-text="Screenshot of the chat pane in Teams with a message showing an Open icon highlighted.":::
+1. In the sent message, select the **Open** button for the report or scorecard.
 
 ## After the meeting
 
-It’s useful to share a summary of the most important data points discussed and the actions the team will take to help achieve outcomes. If you captured visuals during the meeting in chat, you can pull those into a meeting summary post in chat or a follow-up message.
+It’s useful to share a summary of the most important data points discussed and the actions the team plans on taking to help achieve outcomes. If you captured visuals during the meeting in chat, you can pull them into a meeting summary post in the chat or in a follow-up message.
 
 Consider using key data points to create metrics and track them in a scorecard. Consistently tracking progress against a metric through a series of meetings is a great way to keep your team or project on track.
 

powerbi-docs/create-reports/TOC.yml

@@ -354,8 +354,6 @@
       href: ../visuals/power-bi-line-chart.md
     - name: Paginated report visuals
       href: ../visuals/paginated-report-visual.md
-    - name: Metrics visuals
-      href: ../visuals/power-bi-visualization-scorecard-visual.md
     - name: Maps
       items: 
       - name: Shape map visuals (preview)
@@ -567,7 +565,7 @@
       - name: Create automated status rules
         href: service-goals-status-rules.md
       - name: Create and add scorecards to reports
-        href: ../visuals/power-bi-visualization-scorecard-visual.md 
+        href: service-goals-create.md 
       - name: Hierarchies in scorecards
         items: 
         - name: Get started with hierarchies

powerbi-docs/transform-model/desktop-visual-calculations-overview.md

@@ -248,6 +248,7 @@ Visual calculations are currently in preview, and during preview, you should be
 * You can't filter on visual calculations.
 * A visual calculation can't refer to itself on the same or different detail level.
 * [Personalization](../consumer/end-user-personalize-visuals.md) of visual calculations or hidden fields isn't available.
+* You can't pin a visual that uses visual calculations or hidden fields to [a dashboard](../create-reports/service-dashboards.md).
 * You can't use the [Publish to web](../collaborate-share/service-publish-to-web.md) functionality with reports that use visual calculations or hidden fields.
 * When exporting data from visuals, visual calculation results are not included in the [underlying data](../visuals/power-bi-visualization-export-data.md) export. Hidden fields are never included in the export, except when exporting the [underlying data](../visuals/power-bi-visualization-export-data.md).
 * You can't use the *see records* drill-through functionality with visuals that use visual calculations or hidden fields.