Trigger Email through Power BI | Unseen option in Power BI - trigger Email to defaulters 👍
5.9 هزار بار بازدید -
11 ماه پیش
-
- You should have a
- You should have a Power BI account and Power Automate (Flow) account.
- You should have access to the dataset or report in Power BI that you want to trigger the email from.
- You should have a destination email address where the email will be sent.
*Step-by-Step Instructions:*
1. *Create a Power BI Data Alert (if not already created):*
- In Power BI Service, go to the report or dashboard you want to create an alert for.
- Select the visual or element you want to create an alert for.
- Click on "More options" (three dots) and select "Create alert."
2. *Set up the Data Alert in Power BI:*
- Configure the conditions for the alert. For example, you can set a condition to trigger the alert when a certain data threshold is met or exceeded.
- Specify the frequency of the alert (e.g., daily, weekly).
- Define the alert recipients (your email address or others).
3. *Create a Flow in Power Automate:*
- Go to the Power Automate portal (https://flow.microsoft.com/).
- Click on "Create" and select "Automated cloud flow" (or another appropriate trigger based on your use case).
4. *Set up the Trigger for Power BI Data Alert:*
- Search for and select the Power BI trigger. This trigger is typically named "When a data-driven alert is triggered."
5. *Sign in to Your Power BI Account:*
- Sign in with the same account you used to create the data alert in Power BI.
6. *Configure the Trigger:*
- Select the workspace and dataset associated with your Power BI report.
- Choose the specific data alert you created earlier.
7. *Add an Action:*
- Click on "+ New Step" and then search for "Send an email" or "Office 365 Outlook - Send an email" depending on your email provider.
8. *Configure the Email Action:*
- Set up the email by specifying the recipient's email address, subject, and email body.
- You can use dynamic content from the Power BI trigger to populate email content with relevant data from your report.
9. *Save and Test Your Flow:*
- Click "Save" to save the flow.
- Test your flow by triggering the data alert in Power BI (e.g., by meeting the condition you set in step 2).
10. *Enable and Monitor Your Flow:*
- Once you're satisfied with the flow's setup and testing, enable it to run automatically when the data alert is triggered.
Download Link :- https://docs.google.com/spreadsheets/...
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Facebook :- Facebook: Excelworldofknowledge
Twitter - Twitter: SohanDey3
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- You should have access to the dataset or report in Power BI that you want to trigger the email from.
- You should have a destination email address where the email will be sent.
*Step-by-Step Instructions:*
1. *Create a Power BI Data Alert (if not already created):*
- In Power BI Service, go to the report or dashboard you want to create an alert for.
- Select the visual or element you want to create an alert for.
- Click on "More options" (three dots) and select "Create alert."
2. *Set up the Data Alert in Power BI:*
- Configure the conditions for the alert. For example, you can set a condition to trigger the alert when a certain data threshold is met or exceeded.
- Specify the frequency of the alert (e.g., daily, weekly).
- Define the alert recipients (your email address or others).
3. *Create a Flow in Power Automate:*
- Go to the Power Automate portal (https://flow.microsoft.com/).
- Click on "Create" and select "Automated cloud flow" (or another appropriate trigger based on your use case).
4. *Set up the Trigger for Power BI Data Alert:*
- Search for and select the Power BI trigger. This trigger is typically named "When a data-driven alert is triggered."
5. *Sign in to Your Power BI Account:*
- Sign in with the same account you used to create the data alert in Power BI.
6. *Configure the Trigger:*
- Select the workspace and dataset associated with your Power BI report.
- Choose the specific data alert you created earlier.
7. *Add an Action:*
- Click on "+ New Step" and then search for "Send an email" or "Office 365 Outlook - Send an email" depending on your email provider.
8. *Configure the Email Action:*
- Set up the email by specifying the recipient's email address, subject, and email body.
- You can use dynamic content from the Power BI trigger to populate email content with relevant data from your report.
9. *Save and Test Your Flow:*
- Click "Save" to save the flow.
- Test your flow by triggering the data alert in Power BI (e.g., by meeting the condition you set in step 2).
10. *Enable and Monitor Your Flow:*
- Once you're satisfied with the flow's setup and testing, enable it to run automatically when the data alert is triggered.
Download Link :- https://docs.google.com/spreadsheets/...
*********FOLLOW ON*************
Facebook :- Facebook: Excelworldofknowledge
Twitter - Twitter: SohanDey3
Instagram :- Instagram: gyanontube
Telegram :- https://t.me/Gyanontube
______________________
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