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I have matrix in a dashboard as follows.
Assignment Name | Employee name | Assignment date | Completion date | Manager Name |
Assignment1 | Paula | 01-Jun-20 |
| Y |
| John | 01-Jun-20 | 02-Jun-20 | X |
| Jenny |
|
| X |
| Tim | 01-Jun-20 | 03-Jun-20 | Y |
Assignment2 | Paula |
|
| Y |
| Peter | 02-Jun-20 | 03-Jun-20 | Z |
| John | 03-Jun-20 |
| X |
| Sam | 02-Jun-20 | 03-Jun-20 | Y |
Here,
1. Here, our primary goal is to create an alert in dashboard for blank assignment date and completion date. How can we achieve it?
2. We require to send weekly email to the respective managers on a weekly basis notifying their team members status, i.e.,members who have not been given any assignment and members who are yet to complete the assigned course.
3. Secondly, we require to send direct emails automatically to individual team member (every 15 days) with copies to managers to complete the courses assigned if not completed yet.
Can this be achieved through PowerBI and PowerAutomate? Please brief a little on steps.
Solved! Go to Solution.
1. Here, our primary goal is to create an alert in dashboard for blank assignment date and completion date. How can we achieve it?
Create measures to check empty dates:
THESE ARE POWER FLOWS (what is your data source and email mechanish.)
2. We require to send weekly email to the respective managers on a weekly basis notifying their team members status, i.e.,members who have not been given any assignment and members who are yet to complete the assigned course.
Scheduled flow
set your weekly schedule on the day you wish it to send
complete flow
3. Secondly, we require to send direct emails automatically to individual team member (every 15 days) with copies to managers to complete the courses assigned if not completed yet.
Create a flow that runs every 15 days and based on the information in your database the body can be constructed to do that and send it to the team emember and with O365 connector you can find their maanger and send it to them too.
the flow guys willbe better suited to assis you with this.
1. Here, our primary goal is to create an alert in dashboard for blank assignment date and completion date. How can we achieve it?
Create measures to check empty dates:
THESE ARE POWER FLOWS (what is your data source and email mechanish.)
2. We require to send weekly email to the respective managers on a weekly basis notifying their team members status, i.e.,members who have not been given any assignment and members who are yet to complete the assigned course.
Scheduled flow
set your weekly schedule on the day you wish it to send
complete flow
3. Secondly, we require to send direct emails automatically to individual team member (every 15 days) with copies to managers to complete the courses assigned if not completed yet.
Create a flow that runs every 15 days and based on the information in your database the body can be constructed to do that and send it to the team emember and with O365 connector you can find their maanger and send it to them too.
the flow guys willbe better suited to assis you with this.
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