Send Notification e.g. Email via Filter Word

[tksnota01]

Hi,

Is it possible to send automatic notifications using power bi via specific keyword?

The screenshot shows when payroll is selected then an email template will be send to all email addresses.

Thanks...tksnota01

[DataNinja777 · Accepted solution]

Hi @tksnota01 ,

In Power BI, it is not possible to directly send automatic notifications like emails based on slicer selections such as a specific keyword. However, this can be achieved by integrating Power BI with Power Automate. The approach involves using a DAX measure in Power BI to detect when a particular keyword (e.g., "payroll") is selected. You can then create a card visual that reflects this condition, and configure a data-driven alert on the card in the Power BI service. Power Automate can be triggered by this alert to send an email to the relevant addresses.

To set this up, first create a DAX measure in Power BI that outputs a value when the keyword "payroll" is selected:

Keyword_Trigger = IF(SELECTEDVALUE('Keyword Table'[Keyword]) = "payroll", 1, 0)

Then, add a card visual with this measure and pin it to a dashboard. In the Power BI service, set a data alert on this card when the value is 1. In Power Automate, create a flow using the "Power BI – When a data-driven alert is triggered" connector. Within the flow, add a condition to check that the value equals 1, and then use the "Send an email (V2)" action to send your email to addresses in your dataset, such as those listed in your "Opened For (Email)" column.

This setup effectively allows Power BI to notify users via email when a specific keyword like "payroll" is selected, although the actual automation relies on Power Automate rather than Power BI alone.

Best regards,

[Anonymous]

Hi @tksnota01,

As we haven’t heard back from you, we wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?
If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,
Vinay Pabbu

[Anonymous · Accepted solution]

Hi @tksnota01,

As we haven’t heard back from you, we wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?
If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,
Vinay Pabbu

[Anonymous]

Hi @tksnota01,

As we haven’t heard back from you, we wanted to kindly follow up to check if the solution provided for the issue worked? or Let us know if you need any further assistance?
If our response addressed, please mark it as Accept as solution and click Yes if you found it helpful.

Regards,
Vinay Pabbu

[DataNinja777 · Accepted solution]

Hi @tksnota01 ,

In Power BI, it is not possible to directly send automatic notifications like emails based on slicer selections such as a specific keyword. However, this can be achieved by integrating Power BI with Power Automate. The approach involves using a DAX measure in Power BI to detect when a particular keyword (e.g., "payroll") is selected. You can then create a card visual that reflects this condition, and configure a data-driven alert on the card in the Power BI service. Power Automate can be triggered by this alert to send an email to the relevant addresses.

To set this up, first create a DAX measure in Power BI that outputs a value when the keyword "payroll" is selected:

Keyword_Trigger = IF(SELECTEDVALUE('Keyword Table'[Keyword]) = "payroll", 1, 0)

Then, add a card visual with this measure and pin it to a dashboard. In the Power BI service, set a data alert on this card when the value is 1. In Power Automate, create a flow using the "Power BI – When a data-driven alert is triggered" connector. Within the flow, add a condition to check that the value equals 1, and then use the "Send an email (V2)" action to send your email to addresses in your dataset, such as those listed in your "Opened For (Email)" column.

This setup effectively allows Power BI to notify users via email when a specific keyword like "payroll" is selected, although the actual automation relies on Power Automate rather than Power BI alone.

Best regards,

[tksnota01]

Thanks...will it send the template email automatically after setting up this process?

[Anonymous]

Hi @tksnota01,

Yes, once you've set up the process with Power Automate, it will automatically send the template email after the data alert is triggered.

Regards,

Vinay Pabbu