Forum Discussion
Impactful IndividualEmail Alerts by Specific Users Upon Reaching a Threshold
Hi, I've been researching this, but couldn't find a definitive answer.
Scenario (Simplified):
I have a table visual that looks like:
| Customer | Customer Success Manger (Internal Employee) | Customer Goal | Customer Actual | Achieved % |
| Customer_Name_A | Employee_Name_1 | 200 | 180 | 90% |
| Customer_Name_B | Employee_Name_1 | 300 | 200% | 67% |
| Customer_Name_C | Employee_Name_1 | 200 | 250 | 120% |
| Customer_Name_D | Employee_Name_2 | 250 | 200 | 80% |
| Customer_Name_E | Employee_Name_2 | 100 | 150 | 150% |
Business Requirement:
Once a month, send an email to each Customer Success Manger (Internal Employee) with a list of customers with less than 100% achieved. For example, Employee_Name_1 (their email is in the dataset) would get this email:
"Dear Employee_Name_1, the following customers are not achieving their goals:
| Customer | Customer Success Manger (Internal Employee) | Customer Goal | Customer Actual | Achieved % |
| Customer_Name_A | Employee_Name_1 | 200 | 180 | 90% |
| Customer_Name_B | Employee_Name_1 | 300 | 200% | 67% |
Browse the full report here: [Link]"
How can I achieve those automated emails per user?
If needed be, I can create Power Automate flows and a paginated report.
I would appriciate your help!
3 Replies
- StefanoGrimaldi
Resident Rockstar
hey, for this havent see a direct way to do it via power bi service, but you could have it done using power automate.
you can do a automatic scheduled task (theres a new preview feature to get a value from a specific object on the power bi dataset but havent try it) make it dowload the dataset to a specific sharepoint location maybe in a excel format or a specific table visual you have filterd with the data u need as, email, result etc.
make a second task that activates as soon as the first one finish and make it retrieve the email list one by one and the result to send via a loop function of power autoamte and inside the loop the email to send etc etc.
hope this give a north or a idea at least.
- rbriga
That's an interesting posibility. My organization doesn't broadly use Sharepoint, but perhaps I can make it work. I'll study looping through a mailing list and post here if I could make it work.
- StefanoGrimaldi
nice, hope it works if I get any other idea for it will be sure to coma back to the post and send it.
