Send alert email to project approver

[Anonymous]

Hi,

I have a Power BI table (project_id, created_by, approved_by, project_date) which looks like the following. I want to send an alert email to the approver when two conditions are met:

- project_date is today's date

- project approver is also the project creator.

Can I use Power Automate to do it? 

project_id	created_by	approved_by	project_date	** NOTES **
1001	A	W	2/2/2022
1002	B	Z	2/11/2022
1003	C	W	1/7/2022
1004	E	E	3/13/2022	<- project date is not today's date. Not sending any email
1005	A	F	12/24/2021
1006	A	F	4/1/2022
1007	C	W	4/11/2022
1008	F	F	4/7/2022	<- project date is not today's date. Not sending any email
1009	B	B	4/16/2022	<- Project date is today's date. Send alert email to B
1010	W	W	4/16/2022	<- Project date is today's date. Send alert email to W

[Icey · Accepted solution]

Hi @Anonymous ,

Alerts can only be set on tiles pinned from report visuals, and only on gauges, KPIs, and cards. Alerts cannot be set on a table visual.

And alerts only work on data that is refreshed. When data refreshes, Power BI looks to see if an alert is set for that data. If the data has reached an alert threshold, an alert is triggered.

Reference: 

Data alerts in the Power BI service

Tutorial:Set data alerts on the Power BI service dashboards

So what's your scenario? When data is refreshed, a new project will be added into the table visual. And then you want to send an email if the two conditions are met?

If so, you need to create a single card visual and put into a measure like so:

Condition Measure =
VAR MaxProjectId_ =
    CALCULATE ( MAX ( 'Table'[project_id] ), ALLSELECTED () )
VAR MaxProjectId_date =
    CALCULATE ( MAX ( 'Table'[project_date] ), 'Table'[project_id] = MaxProjectId_ )
VAR MaxProjectId_creator =
    CALCULATE ( MAX ( 'Table'[created_by] ), 'Table'[project_id] = MaxProjectId_ )
VAR MaxProjectId_approver =
    CALCULATE ( MAX ( 'Table'[approved_by] ), 'Table'[project_id] = MaxProjectId_ )
RETURN
    IF (
        MaxProjectId_date = TODAY ()
            && MaxProjectId_creator = MaxProjectId_approver,
        1,
        0
    )

 Then pin this card to dashboard and set an alert based on it. And for using Power Automate to send an email, you can refer to this official document:

Integrate Power BI data alerts with Power Automate - Power BI | Microsoft Docs

Best Regards,

Icey

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