Email Alerts by Specific Users Upon Reaching a Threshold

[rbriga]

Hi, I've been researching this, but couldn't find a definitive answer.

Scenario (Simplified):

I have a table visual that looks like:

Customer	Customer Success Manger (Internal Employee)	Customer Goal	Customer Actual	Achieved %
Customer_Name_A	Employee_Name_1	200	180	90%
Customer_Name_B	Employee_Name_1	300	200%	67%
Customer_Name_C	Employee_Name_1	200	250	120%
Customer_Name_D	Employee_Name_2	250	200	80%
Customer_Name_E	Employee_Name_2	100	150	150%

Business Requirement:

Once a month, send an email to each Customer Success Manger (Internal Employee) with a list of customers with less than 100% achieved. For example, Employee_Name_1 (their email is in the dataset) would get this email:

"Dear Employee_Name_1, the following customers are not achieving their goals:

Customer	Customer Success Manger (Internal Employee)	Customer Goal	Customer Actual	Achieved %
Customer_Name_A	Employee_Name_1	200	180	90%
Customer_Name_B	Employee_Name_1	300	200%	67%

Browse the full report here: [Link]"

How can I achieve those automated emails per user?

If needed be, I can create Power Automate flows and a paginated report.

I would appriciate your help!

[StefanoGrimaldi]

hey, for this havent see a direct way to do it via power bi service, but you could have it done using power automate. 

you can do a automatic scheduled task (theres a new preview feature to get a value from a specific object on the power bi dataset but havent try it) make it dowload the dataset to a specific sharepoint location maybe in a excel format or a specific table visual you have filterd with the data u need as, email, result etc. 

make a second task that activates as soon as the first one finish and make it retrieve the email list one by one and the result to send via a loop function of power autoamte and inside the loop the email to send etc etc. 

hope this give a north or a idea at least. 

[rbriga]

That's an interesting posibility. My organization doesn't broadly use Sharepoint, but perhaps I can make it work. I'll study looping through a mailing list and post here if I could make it work.

[StefanoGrimaldi]

nice, hope it works if I get any other idea for it will be sure to coma back to the post and send it.