Send Power BI Reports to multiple PIC in One Email for alerting / reminding

[indraazzikra]

Hi All,

Hope this message finds you well.

That report is in Power BI report.

I need to send dynamic email to Sales Email, and cc PIC email for list of PO number that will expire in several category (<1week, <1Month, <2Month, <3Month) and several condition (Daily, weekly, monthly).

Example:

1. for PO numbers that will expire <1week, email will send every day (daily) to related Sales Email & PIC Email. 

2. for PO numbers that will expire <1Month, email will send every monday (weekly) to related Sales Email & PIC Email. 

3. for PO numbers that will expire <2Month & <Month, email will send every 1st of month (Monthly) to related Sales Email & PIC Email. 

I know that on power BI subscription is only can send email individually, cannot send multiple "to" & "cc" in one email.

And I have no idea if that can be performed by Power Automate or other apps.

Kindly need your suggestion and information for this case.

Thank You.

Indra Permana

[tharunkumarRTK · Accepted solution]

@indraazzikra 

you can leverage power bi dynamic subscripitions feature,  I think for your requirement you need to create one  dynamic subscription for each frequency (Weekly, monthly, daily etc)

https://powerbi.microsoft.com/en-us/blog/dynamic-subscriptions-are-now-available-for-power-bi-report...

Please be informed, you cannot put anyone in CC with power bi subscriptions, if that is a key requirement then you need to use power automate flow. 

https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-automate-power-bi-report-export

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[SaiTejaTalasila · Accepted solution]

Hi @indraazzikra ,

You can use power automate flows.

Take a blank table visual in your report and keep all your columns and apply a filter on that visual category=<week and use performance analyser to capture the m-query.(You need to do the similar thing for remaining 2 requirements). Take a scheduled cloud flow and take run a query against a dataset and paste the copied dax query and phrase json and in the next step you can pass your values as parameters.Next you can continue with the below articles.

https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-automate-power-bi-report-export

https://community.fabric.microsoft.com/t5/Developer/Using-a-filter-on-PDF-Export-in-Power-Automate-M...

Distribute Power BI Report Visuals through Email Body using Power Automate

https://www.linkedin.com/pulse/distribute-power-bi-report-visuals-through-email-body-ikram-ph-d?utm_...

I hope it will be helpful.

Thanks,

Sai Teja 

[tharunkumarRTK · Accepted solution]

@indraazzikra 

you can leverage power bi dynamic subscripitions feature,  I think for your requirement you need to create one  dynamic subscription for each frequency (Weekly, monthly, daily etc)

https://powerbi.microsoft.com/en-us/blog/dynamic-subscriptions-are-now-available-for-power-bi-report...

Please be informed, you cannot put anyone in CC with power bi subscriptions, if that is a key requirement then you need to use power automate flow. 

https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-automate-power-bi-report-export

Need a Power BI Consultation? Hire me on Upwork

Connect on LinkedIn

Did I answer your question? Mark my post as a solution!
If I helped you, click on the Thumbs Up to give Kudos. Proud to be a Super User!