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robbert-bi's avatar
robbert-bi
Helper I
1 year ago
Solved

Set alerts on table visualization

Hi all. I have a challenge regarding alerts in Power BI Service. I have a table visualization which looks like below (I recreated it in Excel, but it looks the same in Power BI). Every record represe...
Need Help
  • AnkitKukreja's avatar
    AnkitKukreja
    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.

     

     

     

     

  • rohit1991's avatar
    rohit1991
    1 year ago

    Solution:

    1. Add an Alert Flag: Create a calculated column in Power BI: AlertFlag = IF([ExcessPercentage] > 0, 1, 0)

    2. 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.

    3. Test & Activate: Test the flow and activate it for real-time alerts.

AnkitKukreja's avatar
AnkitKukreja
Super User
1 year ago

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-bi's avatar
robbert-bi
Helper I
1 year ago

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?