Forum Discussion
Create alerts on an embedded report.
Hello guys,
i'm looking for a way to set alerts on my embedded report. Today the report is integrated in my web app and my customers access the report via the web app.
I'm using RLS (through the embed token with USERNAME() and CUSTOMDATA()) and it's working prety well so far.
But what now if the customer wants to set alert on some visuals ?
The customer see the report without any powerbi account, directly in my web app.
After some research, i came to two solutions :
- Use Power Automate and Power BI REST API.
Check periodically some values and compare them with the rules created in Power.
Send an email if a target is reached.
With this method the customer is not independant and can't create himself its alerts. - Create my own alerting module in my web app to give my user the ability to manage their own alerts.
Then check periodically some values from the report via API.
And compare the values with the target created via my own module.
And send an email by myself if a target is reached.
The second option looks more confortable for the end user of the user but will take a lot of effort to put it in place.
Is there maybe another solution or method that i'm missing to make alerts available to my customers via my embedded report ?
Thanks in advance
11 Replies
Dashboard component can help in setting predefined alerts based on KPIs.
Hi Anonymous ,
The first thing to take into consideration is that the native function of "alerts" in Power BI is on Dashboards only. So, if youare embedding a dashboard, and you have allowed for alerts to be created, then you should be ok.
However, if you have this as a report or an app that the users are using, then your best bet for an "alert" is the Power Automate route.
BUT, if you are able to do it, I am wondering if the Dynamic Subscriptions might be a better solution. You can learn about them here: Create a dynamic subscription for a Power BI report (Preview) - Power BI | Microsoft Learn
Hey Anonymous ,
I was understanding that you wanted to send an alert and by using Power Automate you can send an alert to individuals based on their email address. However, if they are going to see the report, they will have to have a license. If you are wanting users to set their own alerts and see the report, then I would definitely go with allowing users to set their own alerts.
Probably they can create personal bookmarks and/or subscribe to report to get updates. However, number of subscription has limitations so you may want to set up dynamic subscriptions in case it may work for your situation.
This may also be an option ( I am not sure if license will be needed): with Public URL, probably they can access via Power BI mobile app and they can set it as default report to open.
