Forum Discussion
Set alerts on table visualization
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.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 . 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?
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.
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?
Hi! robbert-bi
I haven't tried this, but I will definitely try it. If you are using the Fabric Capacity, please try the set alert option on the table itself.
Create alerts in Power BI and use them in Fabric Activator - Microsoft Fabric | Microsoft Learn