Forum Discussion
Set alerts on table visualization
Hi all. I have a challenge regarding alerts in Power BI Service. I have a table visualization which looks like below (I recreated it in Excel, but it looks the same in Power BI). Every record represents a unique Project ID with a project manager, budget hours, actual hours and resulting excess expressed as a percentage. There are more than thousand projects and the table keeps being filled with new projects automatically.
What I want to obtain is that every time a project has excess hours greater than 0% (hence, the projects with the red cells), an alert is being sent, both to the project manager which belongs to the project, but also to other selected persons in the organization (such manager of the project manager). As alerts in dashboards are limited to gauges, KPI's and cards I have tried to make cards per unique project but with potentially thousands of projects and new projects coming in every day this is not maintainable.
Does anyone know how I can fix this? Thank you in advance for your help!
Hi! robbert-bi
You have to look out of Power BI for this. You can use Python scripts or Power Automate (PA).
For PA you can use dax like:
AlertFlag = IF([Excess Percentage] > 0, 1, 0)
then you can create a table viz and necessary use other necessary cols, use it in PA viz and create a flow to send out emails.Solution:
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Add an Alert Flag: Create a calculated column in Power BI: AlertFlag = IF([ExcessPercentage] > 0, 1, 0)
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Power Automate Integration: In Power BI Service, trigger a Power Automate flow for flagged rows. Use "When a data-driven alert is triggered" in Power Automate to send emails to project managers and stakeholders.
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Test & Activate: Test the flow and activate it for real-time alerts.
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9 Replies
Hi! robbert-bi
You have to look out of Power BI for this. You can use Python scripts or Power Automate (PA).
For PA you can use dax like:
AlertFlag = IF([Excess Percentage] > 0, 1, 0)
then you can create a table viz and necessary use other necessary cols, use it in PA viz and create a flow to send out emails.Hi AnkitKukreja. Thank you very much for your reply! I will look into this. However, isn't there a solution in Power BI itself? Or with Data Activator?
Solution:
-
Add an Alert Flag: Create a calculated column in Power BI: AlertFlag = IF([ExcessPercentage] > 0, 1, 0)
-
Power Automate Integration: In Power BI Service, trigger a Power Automate flow for flagged rows. Use "When a data-driven alert is triggered" in Power Automate to send emails to project managers and stakeholders.
-
Test & Activate: Test the flow and activate it for real-time alerts.
-
Hi robbert-bi ,
I just wanted to kindly follow up to see if you had a chance to review the previous response provided by community members. I hope it was helpful. If yes, please Accept the answer so that it will be helpful to others to find it quickly.
Thank you.
