Forum Discussion
Set alerts on table visualization
- 1 year ago
Hi! robbert-bi
You have to look out of Power BI for this. You can use Python scripts or Power Automate (PA).
For PA you can use dax like:
AlertFlag = IF([Excess Percentage] > 0, 1, 0)
then you can create a table viz and necessary use other necessary cols, use it in PA viz and create a flow to send out emails. - 1 year ago
Solution:
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Add an Alert Flag: Create a calculated column in Power BI: AlertFlag = IF([ExcessPercentage] > 0, 1, 0)
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Power Automate Integration: In Power BI Service, trigger a Power Automate flow for flagged rows. Use "When a data-driven alert is triggered" in Power Automate to send emails to project managers and stakeholders.
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Test & Activate: Test the flow and activate it for real-time alerts.
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Hi AnkitKukreja. Thank you very much for your reply! I will look into this. However, isn't there a solution in Power BI itself? Or with Data Activator?
- robbert-bi1 year agoHelper I
Hi AnkitKukreja . Yes I know that I can only use a KPI, gauge or card and that is exactly the problem, because I have a table visualization. So I can't work with a KPI, gauge or a card.
But if I understand you correctly, it is not possible in Power BI and I will have to use Power Automate?
- AnkitKukreja1 year agoSuper User
Yes Power Automate or Python scripts might help! I haven't tried python myself though, but there will be a way to achieve this with python.
- robbert-bi1 year agoHelper I
Thanks AnkitKukreja. So below you will find the steps that I took now based on your explanation. Can you advise how to fix this?
- I created an "AlertFlag" column in the table visualization and then I pinned this table to a "dashboard".
- I created 4 cards, the first one filtered on Project ID equal to "1", the next one filtered on "2", etc. and then I pinned these cards to the same "dashboard". See the first screenshot below.
- In the dashboard I can only set alerts on the cards as you also mentioned. So, I created alerts on the four cards.
- Then I go to Power Automate, I create a flow from the template "Send an e-mail to any audience when a Power BI data alert is triggered". This flow only lets me choose from the alerts which I created in the "dashboard".
- So what I did here is creating cards, pinning them to a dashboard, creating Power BI alerts and then using the specific "Alert Id" in Power Automate. However, this is not what I need, because I have more than 1000 projects in the table and new projects keep coming in.
How do I create a Power Automate flow which looks at the entire AlertFlag column in the table that I created? And then for each Project ID which has AlertFlag = 1, send an email to the Project Manager?