Forum Discussion
Helper IEmail to particular people based on trigger, Power Automate
Hi,
I’m working on a complex Power BI automation task and could use some guidance.
The dataset is refreshed every Sunday, and here’s what I’m trying to achieve:
Every Monday, I want the system to automatically check the data from the previous week.
If there are any variances (e.g., Variance Count > 0), an automated email should be sent to the respective managers or leads with the details.
I have a report that displays variance-related data, with person names in rows and metrics like Total Variances, Variance Amount, and Charges as columns. The data is structured in a hierarchy, like this:
Lead A
Manager 1
Person 1 | 0 Variances | $0 | $0
Person 2 | 2 Variances | $60 | $10
Manager 2
Person 3 | 1 Variance | $20 | $5
Person 4 | 2 Variances | $25 | $10
Lead B
Manager 4
Person 5 | 4 Variances | $22 | $20
Person 6 | 0 Variances | $0 | $0
Manager 5
Person 7 | 2 Variances | $45 | $10
Person 8 | 0 Variances | $0 | $0
There’s also a separate table with a date hierarchy, tracking this data by week.
I have tried some Power Automate flow creation methods, but I got stuck.
Any links or guidance are appreciated!!
4 Replies
- d_m_LNK
Super User
Using an alert in the power bi service would be a good solution for your issue. If you open your published report in the power bi service and right click on the variances column > select "Add Alert"
You will then be able to set the conditions of when you want to send the alert based on that field behavior:
I think this is what you are looking to do and would be a good fit for what you are trying.
If this helps please consider accepting it as a solution. Thanks!
- Jidnyasa2904
Hi d_m_LNK ,
Thank you for helping, really appreciate your solution!
I had initially considered setting up alerts, but I’m running into a challenge:
I need the email notifications to go to only the relevant manager or lead.For example, if Manager 1 has two direct reports and only one of them has a variance, the email should include only that person's variance details and be sent only to Manager 1.
Similarly, if Manager 2 has multiple team members with variances, their email should include only their team's relevant data.
Is there a way to structure the flow to make that possible?
- KNP
Hi Jidnyasa2904,
You'd probably get more help asking this in the Power Automate forum but I'll see what I can do.
The overall flow could look something like this.
The 'Run a query against a dataset can be whatever you need it to be, in my case...
I then use the following for my condition logic...
The HTML step in my case is just...
I hope this helps.
v-venuppuCommunity Support
Hi Jidnyasa2904 ,
Thank you for reaching out to Microsoft Fabric Community.
Thank you KNP d_m_LNK for the prompt response.
Can you please post the question in Power Apps community to answer your question effectively as this is Fabric community.
You can use below link to Post your question:
Microsoft Power Platform Community Forum ThreadIf this post helps, then please consider Accepting as solution to help the other members find it more quickly, don't forget to give a "Kudos" – I’d truly appreciate it!
Thank you.
