Alerts for each country in Power BI Dashboard

[sathishsam]

I am having a simple Population data for each country (50 countries). I created an alert in the dashboard for a overall population. Is it possible to create an alert for each country or selected countries. I know i can create seperate tile for each country and do that.. but that would be a tedious effort. 

FYI - this dataset is refreshed on a daily basis and not a real or near-real time data

Please help me.. thanks in advance

[v-veshwara-msft]

Hi @sathishsam ,
Thank you for posting your question in Microsoft Fabric Forum Community.
To address your query, the solution provided by @saud968 of using Power Automate to create automated workflows can work, but as an alternative you can also use Data Activator in Fabric.
Process of using Data Activator:
>Firstly i created a dataset with 50 countries including their population and threshold as below

Here i also created a DAX measure 'Alert' and included in the table visual

Alert =

IF(

    MAX('PopulationData'[Population]) > MAX('PopulationData'[Threshold]),

    1,

    0

)
>Then i published the report to the service and added an alert to the report directly by clicking on 'Add alert' which you can see by hovering over the table visual.

After that you will be prompted to add measure and set the condition on which the alert is based on ,
here you can add the measure you created and in the condition you can set when the measures becomes 1.
You can also specify the action to take like sending a Teams message or an Email.
>You will also have an option to 'Open in Activator' there itself and you can set the conditions in the activator also.
Here is the image of the activator where i set up the alert.

 

>After that whenever the alert condition is met you will get a Teams notification like this

>Since your data is refreshed on daily basis you can set Scheduled Refresh for Dataset of the report .

This way you can avoid creating separate card visuals for each country and setting up alerts.
Hope this helps.
Please reach out for any assistance and if you prefer Power Automate please reach out for any steps.

Please consider accepting as solution if it meets your needs and a Kudos would be appreciated.

Thanks and Regards.
Vinay kumar Eshwara.

[sathishsam]

Thank you Vinay!

I followed your instructions, however for some reasons, i am not able to see Bell icon or Set Alert for a table or any other visual. Not sure if its out of the box from Power BI / Fabric

[v-veshwara-msft · Accepted solution]

Hi @sathishsam ,

Thank you for sharing that!
It looks like I initially missed that this feature—setting alerts directly in reports—is currently in public preview and requires specific licensing. I apologize for any confusion caused earlier.
Public Preview:
>The ability to set alerts directly in reports is currently in public preview. To use this feature, you need:
         A Premium or Fabric license or the workspace you are using should have Premium license.
         Or you can enable it via the Fabric free trial.
       (or)
>The public preview feature may not yet be enabled for your tenant. Admins may need to opt into the preview via the Power BI admin portal.
Set alerts on Power BI reports (public preview) - Power BI | Microsoft Learn

Action Steps for You:
>Verify your license type. If you’re on Pro, consider enabling a Fabric free trial to access this feature.
>Once done, you’ll be able to set up alerts directly in the report.

Alternative Approach with Power Automate:
>If upgrading to Premium or using the Fabric trial isn’t an option, you can use Power Automate to set up notifications based on your dataset refresh and threshold conditions.
>I can guide you through the steps to configure this in Power Automate if you'd like.

Please Accept as solution if this meets your needs and a Kudos would be appreciated.
Thanks and Regards
Vinay kumar Eshwara

[saud968]

There are a few strategies you can consider to streamline this process:

Dynamic Alerts Using DAX: You can create a measure using DAX (Data Analysis Expressions) that dynamically calculates the population for each country. Then, set up a single alert on this measure. This way, the alert will trigger based on the conditions you set for each country.

Power Automate Integration: Use Power Automate to create workflows that trigger alerts based on specific conditions in your dataset. This can help automate the process and reduce the need for manual setup.

Custom Visuals or Scripts: If you are comfortable with coding, you can create custom visuals or use scripts to automate the creation of alerts for each country. This might involve some initial setup but can save time in the long run.

Best Regards
Saud Ansari
If this post helps, please Accept it as a Solution to help other members find it. I appreciate your Kudos!

[sathishsam]

Thank you for the suggestions, Ansari.

1. For the Dynamix Alerts, are you telling to create measure for each country (50) and then create cards for each and set alert in Power BI Dashboard?

2. Not sure if we can directly access the dataset in Power Automate. Can you please point to some examples

[saud968]

1. Creating Alerts for Each Country in Power BI
You don't need to create a separate measure and card for each country. Instead, you can create a single measure and use it dynamically across different visuals. Here’s a more efficient approach:

Create a Measure:

Create a measure that calculates the value you want to monitor. For example, if you want to monitor sales, you can create a measure like this:
Total Sales = SUM(Sales[Amount])
Use a Slicer:

Add a slicer to your report to filter by country. This way, you can dynamically change the country being monitored without creating separate cards for each one.
Set Alerts:

Pin the card visual to a dashboard and set alerts on this card. The alert will trigger based on the value displayed, which changes according to the selected country in the slicer.
2. Accessing Power BI Dataset in Power Automate
You can directly access Power BI datasets in Power Automate to create automated workflows. Here are some examples and steps to get you started:

Run a Query Against a Dataset:
You can use the "Run a query against a dataset" action in Power Automate to fetch data from a Power BI dataset. Here’s a basic example:

Create a Flow:

In Power Automate, create a new flow and choose a trigger (e.g., a scheduled trigger or a button click).
Add Power BI Action:

Add the "Run a query against a dataset" action.
Select the workspace and dataset you want to query.
Enter your DAX query to fetch the required data.
Example DAX Query:

EVALUATE
SUMMARIZECOLUMNS(
'Sales'[Country],
"Total Sales", SUM('Sales'[Amount])
)
Use the Data:

You can use the fetched data in subsequent actions, such as sending an email or creating a file.

For detailed steps and examples, you can refer to these resources:

Set data alerts in the Power BI service.
Power Automate – Get data from a Power BI dataset.
How to Run a Query against a Dataset Using Power Automate.


Best Regards
Saud Ansari
If this post helps, please Accept it as a Solution to help other members find it. I appreciate your Kudos!

[sathishsam]

still not clear on the first approach

I can create slicer and card for population, but when i can only pin Card into Dashboard and set alert, we cannot dynamically set alerts for each country

[saud968]

Let's break down the first approach in more detail to see how we can make it work for your scenario:

Dynamic Alerts Using DAX and Power Automate
Create a Measure for Population:

In Power BI Desktop, create a measure that calculates the population for each country. For example:
Total Population = SUM(PopulationData[Population])
Use a Slicer for Country:

Add a slicer to your report that allows you to select different countries. This slicer will filter the data based on the selected country.
Create a Card Visual:

Add a card visual to display the Total Population measure. This card will dynamically update based on the country selected in the slicer.
Pin the Card to the Dashboard:

Pin this card visual to your Power BI dashboard. This card will now reflect the population of the selected country.
Set Up Alerts:

Go to your Power BI dashboard, click on the card visual, and set up an alert. This alert will trigger based on the population value displayed in the card.
Limitation and Workaround
The limitation here is that Power BI alerts are set on static values in the dashboard tiles. To dynamically set alerts for each country, you would need to manually change the slicer selection and set alerts for each country, which is indeed tedious.

Alternative Approach with Power Automate
To overcome this limitation, you can use Power Automate to create a flow that sends alerts based on conditions in your dataset:

Create a Flow in Power Automate:

Use the Power BI connector in Power Automate to create a flow that triggers when your dataset is refreshed.
Add Conditions for Each Country:

In the flow, add conditions to check the population for each country. If the population exceeds a certain threshold, send an alert (e.g., email, Teams notification).
Automate the Process:

This flow will run automatically whenever your dataset is refreshed, sending alerts based on the conditions you set for each country.

Best Regards
Saud Ansari
If this post helps, please Accept it as a Solution to help other members find it. I appreciate your Kudos!

[sathishsam]

that is the pain point which i mentioned in my question. I will have to select 50 different countries and pin each Card into Dashboard and create seperate alerts

[saud968]

Try using Power Automate

Automating Alerts with Power Automate
Create a Flow in Power Automate:

Go to Power Automate and create a new flow. You can start with a scheduled flow that runs daily, matching your dataset refresh schedule.
Add Power BI Action:

Use the "Run a query against a dataset" action to fetch the population data for all countries. Here’s an example DAX query:
EVALUATE
SUMMARIZECOLUMNS(
'PopulationData'[Country],
"Total Population", SUM('PopulationData'[Population])
)
Parse the Data:

Add a "Parse JSON" action to parse the results of your query. This will allow you to work with the data in subsequent steps.
Loop Through Each Country:

Use an "Apply to each" action to loop through the list of countries and their populations.
Set Conditions and Send Alerts:

Inside the loop, add conditions to check if the population exceeds your threshold. If it does, use actions like "Send an email" or "Post a message in Teams" to send alerts.
Here’s a simplified example of how the flow might look:

Trigger: Scheduled trigger (e.g., daily).
Action: Run a query against the Power BI dataset.
Action: Parse JSON to handle the query results.
Action: Apply to each (loop through countries).
Condition: If population > threshold.
Action: Send an email or Teams message.
Example Flow Steps
Create a Scheduled Flow:

Trigger: Recurrence (set to daily).
Run a Query Against Dataset:

Action: Power BI - Run a query against a dataset.
Workspace: Select your workspace.
Dataset: Select your dataset.
Query: Enter the DAX query provided above.
Parse JSON:

Action: Parse JSON.
Content: Use the output from the previous step.
Schema: Generate from sample data.
Apply to Each:

Action: Apply to each.
Output: Use the parsed JSON array.
Condition and Alert:

Condition: Check if the population exceeds the threshold.
If true: Send an email or post a message in Teams.
This approach will automate the alerting process, saving you from manually setting up alerts for each country.

Best Regards
Saud Ansari
If this post helps, please Accept it as a Solution to help other members find it. I appreciate your Kudos!