Power BI Service allows you to set Data Alerts to notify you when data in your dashboards changes beyond limits you set.
Before moving further you have to know:- How to create a Dashboard in Power BI?
- Alerts can only be set on tiles pinned from report visuals, and only on Gauges, KPIs, & cards.
- If you are Power BI Pro license user then you can set alerts on tiles in any other workspace, too.
- Only you can see the alerts you set, even if you share your dashboard.
- The dashboard owner can’t see alerts you set on your view of their dashboard.
- Data Alerts does not support card tiles with date/time measures.
- You cannot use String Data type here because Alerts only work with numeric data types.
- Alerts only work on refreshed data. They don’t work on static data.
So, Let’s start with an example, Sample Dataset for Dashboard.
|Year||Actual Sales||Target Sales|
Step-1: Open Dashboard in Power BI Service. Here, we have two visuals: 1- Card & 2- Gauge Visual. I will set Data alert for Card visual.
Step-2: Now click to ellipse icon of card visual > Select Manage alerts.
Step-3: To create a new alert, click to “Add alert rule“. Ensure the Active slider is set to On, and give your alert a title. Titles help you easily recognize your alerts.
Step-4: Here, Alert notifies you once a day if the number of total Sales goes above 3900000.
Notification Frequency: Power BI checks to see if it’s been more than an hour or more than 24 hours. (depending on the option you selected) since the last alert.
Step-5: To check the alert, increase some sales values in backend and refresh the dataset manually or you can set the schedule refresh time.
Step-6: If you’ve set the alert to send you an email, you’ll get mail something like this in your Inbox.
Step-7: After sometime you will get the notification in Power BI Service & dashboard visual too.
How to Manage Data Alerts?
Click to Setting icon > Select Settings > after that click to Alerts tab
From here you can modify & delete the existing alerts.
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