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Power BI Alerts: Stay updated

In the world of perpetual and strenuous competition, being the CEO of a company is draining and extremely challenging. Amid constant worries about the growth of an organization, many things need to be taken care of! For meeting all of our goals on time, we are always in a rush and there is a constant shortage of time. Isn’t it? To save you time, Power BI has a very special feature called ‘Alerts’ which we are going to talk about here in this blog. This feature makes your business more personalized, planned, and highly efficient. As we know, there are certain metrics of business that require special attention, and missing out on them can be a big loss.

Let me ask you! How about getting notified every time there is a specific drop or rise in the value of a metric, you’re keen on e.g., stock availability, sales performance, and so on! With Power BI, your only job is to set a threshold for the specific parameter that you want to track, and then you are notified when any of your chosen metrics is past the threshold limit through your notifications. Power BI also generates an e-mail regarding the same.

‘Power BI Alerts’ is a unique BI feature that isn’t time-consuming at all, whereas, on the contrary, it helps you save time and lets you focus on the larger picture. It takes care of your important metrics so you can focus better on the improvements, the upcoming creativity, and market trends. With the luxury of being able to set up to 250 alerts across your models, Power BI provides you tremendous hold over your important KPIs, as the reaction time of this amazing tool will blow your mind. It is super quick and spontaneous.

Let’s find out some noticeable facts about Power BI Alerts!

  • Power BI alerts work only with numeric data types.
  • Alerts work only on refreshed data and then trigger accordingly.
  • As long as your data stays past the threshold for metrics, Power BI will keep on generating alerts every hour or every day based on the customizations you have opted for.
  • Merging Power BI alerts with Microsoft Flow helps organizations to create an organized flow of work across the various groups in creating certain tasks with proper management ensuring thresholds.
  • Tiles with date/time measures aren’t supported by Power BI Alerts.
  • The Power BI alerts only work for the tiles pinned from the reporting visuals on KPIs, cards, and gauges.

Power BI alerts are extremely helpful to track your regular performances and help in keeping you updated.

How to Set up an alert:

It is very easy to set alerts for your metrics.

  1. First, you have to open my Workspace.

2. After opening the workspace, then you have to choose the dashboard that you are going to work with e.g., here I am choosing the finance dashboard.

3. Then select the visual from the dashboard e.g., gauge visual or the card visual. Here, I am choosing cash flow from the financial dashboard.

4. Pin the visual in the new dashboard as shown below:

5. Then, go to the dashboard and click on the three-dot icon on the top right corner, then select ‘Manage alerts’.

6. Now, adjust the threshold limit, whether high or low for your alert. There is also an option to set a mail alert while setting this up once you scroll. Click on save and close and now it’s done.

See! It’s so easy!! right? As mentioned above you can set up to 250 alerts like this on your Power BI interface.

Whenever there is a certain drop or rise in the value of a metric, Power BI will create an alert in the notifications and emails on the refreshed data. Alerts help you save time and smartly help you in taking care of your company. You must try this out! It’s the best way out to keep you updated and one step ahead in maintaining the overall health of your company.

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Connect with us now and let us help you with all your Power BI queries. Our data analysts here at EClytics are supremely talented to handle all your woes.

I hope you enjoyed reading and found this helpful!

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