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vanillacone2025's avatar
vanillacone2025
New Member
8 months ago
Solved

How to send automated emails based on report data

Hi folks, 

 

I want to have a report in PowerBI automiatically send an email to me when:

  • a date range on a column is nearing 6 months from today (ex: July 2026)
  • a percentage amount hits 20%  (for funds usage)

Is this possible in Power BI? I prefer to do it here than excel because the data is live. 

 

Thanks.

 

  • KarinSzilagyi's avatar
    KarinSzilagyi
    8 months ago

    vanillacone2025 Based on the error message you probably only have a Pro Workspace, not a Fabric Workspace (the error message mentions that you'd need to start a Fabric Trial, which was disabled by your admins). They are different types of licenses. 

    Without a Fabric License your best shot is to set up a custom solution with Power Automate. Here's a quick video I found on that matter: https://www.youtube.com/watch?v=Q64hFdbkGrE  (Warning: I didn't test this myself, but it matches what I know about the topic from a few years ago)

4 Replies

  • Hi vanillacone2025 do you have just a Power BI Pro Workspace or a Fabric Workspace? Fabric Activator would be the easiest solution if you're using Fabric Workspaces, otherwise it's a bit more tricky, since you would need to build a custom solution using Power BI + Power Automate with a DAX measure that evaluates to TRUE/FALSE and a Power Automate flow polling the dataset to check the current state of your Measure.

    Regular Power BI Subscriptions (which is usually the go-to for automated Report E-Mails) will just send an E-Mail with the current state of your report at fixed intervals, regardless of whether a specific condition is met or not right now.

    • vanillacone2025's avatar
      vanillacone2025
      New Member

      Hi Karin, 

       

      When I click "Add Alert" above at each column header, I get following error messages:

       

      ā€ƒ

      ā€ƒ

      Are there any alternatives if I can't creat Activator?

       

      Thanks

      • KarinSzilagyi's avatar
        KarinSzilagyi
        Icon for Super User rankSuper User

        vanillacone2025 Based on the error message you probably only have a Pro Workspace, not a Fabric Workspace (the error message mentions that you'd need to start a Fabric Trial, which was disabled by your admins). They are different types of licenses. 

        Without a Fabric License your best shot is to set up a custom solution with Power Automate. Here's a quick video I found on that matter: https://www.youtube.com/watch?v=Q64hFdbkGrE  (Warning: I didn't test this myself, but it matches what I know about the topic from a few years ago)