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Turn insight into action using Microsoft Flow and Power BI | Microsoft Power BI-blog | Microsoft Power BI
Office 365 + Power BI
Today, I am happy to announce availability of te Power BI data alert connector for Microsoft Flow. By combining te power of Power BI data alerts with te hundreds of actions available for Flow, we’re making it easier than ever to go from insight to deep, meaningful action.
Microsoft Flow is a SaaS offering for automating workflows across te growing number of applications and services that business users rely on. You can set up Flows to take care of te important, repeating tasks that take place daily in your organization. For example, you can create a Flow to text you via SMS when your manager sends you an e-mail marked as  “high importance.” Or, automatically create a to-do item in Wunderlist when a customer e-mails your support line.
Data alerts are a recently released Power BI feature, which allow you to be notified whenever a tile on your dashboard meets a particular criteria. For example, you can set up an alert to send a push notification whenever tile “Daily Deliveries” > 10000. With this release, we are adding te Power BI data alert connector to Flow. This means that from a Power BI data alert, you can now trigger actions in dozens of other popular apps and services. Send an e-mail to a Security Group with te value of te alert. Post to a Slack channel with a link to te tile. Create a card in Trello based on te alert name. Te list of possibilities is expansive, and it’s only getting bigger – new connectors are being added to Flow every week.
Get Started with Power BI and Flow
Ready to get started? What follows is a tutorial walkthrough for setting up your first flow. In this basic example, we’ll send out an e-mail to a broad audience whenever a Power BI data alert is triggered. You could imagine using a similar Flow to notify your support team whenever incident volume spikes.
Firstly, go to Power BI and set up a data alert if you haven’t already. If you need help, you can find te documentation for that process here.
With te alert set up, go to Flow, and sign in with your Work or school account.
Once you’re signed in, go to “My Flows” in te top left, and create a blank Flow by clicking on “Create from blank.”
Te first thing you’ll want to do is create a trigger, which is an event which sets te Flow in motion. Search “Power BI” in te boks titled “Search for more triggers”, and select te Power BI data alert option which shows up in te dropdown.
Next, select te name of te alert that you’d like to use to trigger te Flow.
Now, you’ll want to add an action to be performed when te Flow is triggered. In this case, we’ll add an action to send an e-mail. Click te “+ New step” boks below te Power BI trigger to start creating a new option. In te search boks, type “Outlook” choose te Outlook “Send an email” action.
Note: this tutorial assumes that you have an Exchange Online mailbox. If not, you can also try using te SMTP action, which allows you to send e-mail to any SMTP server.
Now, you can populate te fields of te boks as you would with any email. Keep in mind that te mail will be sent from your account.
Also, notice that when you click into any field in te e-mail action, a boks appears on te right, which allows you to add information from te data alert to te e-mail. For te Power BI data alert trigger, this information includes:
alertTitle: te name of te Power BI data alert
alertThreshold: te threshold at which te alert is triggered
isAlertTriggered: whether or not te alert was triggered – notice that this will always be True if te Power BI data alert is your trigger
tileURL: te URL to te tile on which te alert was set up
tileValue: te value of te tile at te time when te alert was triggered
Once you are satisfied with your e-mail, select Create Flow in te top bar to create your Flow, and you’re done!
Te next time this data alert is triggered, te Flow you just configured will activate, sending te e-mail that you configured to your target audience.
For more ideas on Flows, check out te Flow templates page to see a gallery of te most popular ideas. We’ve also added several Flow templates with te Power BI connector, including te one featured in te tutorial above.
Also, stay tuned to te Power BI blog, as we’ll be releasing something new Flow connectors in te weeks to come.
Have an idea for another way that Power BI can connect to Flow? Head to te Power BI UserVoice and cast your vote to make your voice heard.
Made a cool Flow? Share it with te community! Either post in te comments below, or in te Power BI forums. Who knows, your Flow might even be featured in te next Power BI Flow blog post!
Power BI Data Alert documentation
Flow Getting Started documentation
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