Monday, February 26, 2024

How to set an alert to Power BI Report?

 As of my last update in January 2022, Power BI itself doesn't have a built-in feature for setting alerts directly on a report. However, you can achieve a similar outcome by using Power BI's subscription feature along with email alerts. Here's how you can set up email alerts for a Power BI report:

  1. Create a Subscription: Open your Power BI report in the Power BI service.

  2. Navigate to Subscriptions: In the report view, click on the "Subscribe" button located in the toolbar at the top of the report.

  3. Configure Subscription: In the subscription window, configure the settings according to your requirements. This includes selecting the recipients, frequency (e.g., daily, weekly), and delivery format (e.g., email).

  4. Set Subscription Schedule: Define the schedule for the subscription to send out emails. You can choose to receive updates on a daily, weekly, or other basis.

  5. Save Subscription: Once you have configured the subscription settings, click on "Apply" or "Save" to save the subscription.

  6. Set Alerts Based on Subscription Content: In your report, create visuals or measures that represent the conditions or thresholds you want to monitor. For example, you might create a measure that calculates sales exceeding a certain threshold.

  7. Configure Email Alerts: Set up the visuals or measures in your report to trigger email alerts when certain conditions are met. You can use conditional formatting or create calculated columns or measures that evaluate specific conditions.

  8. Test Alerts: Before finalizing, it's a good practice to test the alerts to ensure they trigger correctly based on your defined conditions.

By setting up subscriptions and configuring email alerts based on specific conditions within your report, you can effectively create a mechanism for receiving alerts when certain criteria are met. While this method doesn't provide real-time alerts within the Power BI interface, it allows you to receive notifications via email based on scheduled updates.

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