PBI X Email alerts x Flow

[Anonymous]

Hi everyone,

I'm trying to create alerts to send to my manager the tasks that are running late. So, basically, I need to send him a email alert with all the tasks that are due one day before they actually end.

So, for instance, if there are 3 tasks below 100% and they are due tomorrow (10/17), PBI will send him an email with these 3 tasks. But since I have over 200 tasks, I did not want to use KPI cards to generate thoses alerts, I mean I don't want to create 200 cards for this, and also because, each year the tasks are prolly gonna be different.

Therefore, can anyone give me a suggestion on how I should proceed to get a more automated and better solution?

Thank you!

[Seth_C_Bauer · Accepted solution]

@Anonymous I would do it this way.

1) Create a Report page that dynamically determines which tasks are running late.

2) Create a Card to count the number of tasks

3) Pin the Card to a dashboard

3) Create an alert that will trigger if >1

4) Boss logs in, clicks on the tile and sees the list which will vary/change/etc.

This also gives you the flexibility to add additional information on the report, modify things etc, without reseting the alert, etc.

[Seth_C_Bauer · Accepted solution]

@Anonymous I would do it this way.

1) Create a Report page that dynamically determines which tasks are running late.

2) Create a Card to count the number of tasks

3) Pin the Card to a dashboard

3) Create an alert that will trigger if >1

4) Boss logs in, clicks on the tile and sees the list which will vary/change/etc.

This also gives you the flexibility to add additional information on the report, modify things etc, without reseting the alert, etc.

[Anonymous]

Hi @Seth_C_Bauer, thanks for you answer.

I already created a calculated column to check if a task is running late, but the manager wants to get an email with thoses tasks, and not log in into PBI to see which tasks are late 😞

[Seth_C_Bauer · Accepted solution]

@Anonymous You might be able to use Microsoft Flow here... I believe you could accomplish what you want via that method.

[Anonymous]

It is possible, Mr @Seth_C_Bauer. But, unfortunately, not for my scneario, because the company would have to invest on Flow Premiun, since the database we use doesn't have a free connector on Flow. Anyways, I think I've created the best solution I could find under PBI current limitations, now I just have to present and explain those limitations regarding automation in PBI.