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Ismael0102
New Member

send emails to collogues when limit is reached

hey,

 

We have 5 consultants that are responsible for 100 clients.
Each client can put a domain on archive modus. When 1 client reaches more then 5 domains on archive I want to send an email to the responsible consultant.

I have a powerbi dataset and a dashboard. 
The thing is, I have a matrix  with the client names and with the count of domains on archive modus.
Is there a way just to say:

When client Z has 5+ domains then send email to consultant A.

2 REPLIES 2
christinepayton
Super User
Super User

If you need to schedule the email to go to a specific person, not yourself, there's a couple of Power Automate options. One is premium and uses the row-level security to run on a paginated report (Guy in a Cube did a video on this), the other is the "query a Power BI dataset" action in Power Automate. The latter only requires a pro license for the flow owner; it takes that data and loops over it to send an email to specific users. I did a tutorial on how to set it up here: https://youtu.be/5-0KH0IiDjU?si=5i2Y-7b7CRFR4k3I 

PijushRoy
Super User
Super User

Hi @Ismael0102 

Create a Dashboard and create a Alert
https://learn.microsoft.com/en-us/power-bi/create-reports/service-set-data-alerts 
Or
Power Automate is the best way to send alert mail with an advance option
Please check - https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-flow-integration 

If solved your requirement, please mark this answer as SOLUTION.
If this comment helps you, appreciate your KUDOS

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