Microsoft Flow and Power BI

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Microsoft Flow is a SaaS offering for automating workflows across the growing number of applications and SaaS services that business users rely on. With Flow you can automate tasks by integrating your favorite apps and services (including Power BI) to get notifications, synchronize files, collect data, and more. Repetitive tasks become easy with workflow automation.

Get started using Flow now.

Watch Sirui create a Flow that sends a detailed email to colleagues when a Power BI alert is triggered. Then follow the step-by-step instructions below the video to try it out yourself.

Create a flow that is triggered by a Power BI data alert

Prerequisites

This tutorial will show you how to create two different flows; one from a template and one from scratch. To follow along, create a data alert in Power BI, create a free Slack account, and sign up for Microsoft Flow (it's free!).

Create a flow that uses Power BI - from a template

In this task we'll use a template to create a simple flow that is triggered by a Power BI data alert (notification).

  1. Sign in to Microsoft Flow (flow.microsoft.com).

  2. Select My flows.

    Flow menubar

  3. Select Create from template.

    My flows menubar

  4. Use the Search box to find Power BI templates and select Send an e-mail to any audience when a Power BI data alert is triggered > Continue.

    search results

Build the flow

This template has one trigger (Power BI data alert for new Olympic medals for Ireland) and one action (send an email). As you select a field, Flow displays dynamic content that you can include. In this example we'll included the tile value and the tile URL in the message body.

flow template

  1. From the trigger dropdown, select a Power BI data alert. Select New medal for Ireland. To learn how to create an alert, see Data alerts in Power BI.

    alert dropdown

  2. Enter one or more valid email addresses and then select Edit (shown below) or Add dynamic content.

    Send an email screen

  3. Flow creates a title and message for you which you can keep or modify. All the values you set when you created the alert in Power BI are available for your use -- just place your cursor and select from the gray highlighted area.

    Send an email screen

  4. For example, if you created an alert title in Power BI of We won another medal, you can select Alert title to add that text to your email Subject field.

    create the email text

    And, you can accept the default Email body or create your own. The example above contains a few modifications to the message.

  5. When you're done, select Create flow or Save flow. The flow is created and evaluated. Flow lets you know if it finds errors.

  6. If errors are found, select Edit flow to fix them, otherwise, select Done to run the new flow.

    success message

  7. When the data alert is triggered, an email will be sent to the addresses you indicated.

    alert email

Create a Flow that uses Power BI - from scratch (blank)

In this task we'll create a simple flow from scratch that is triggered by a Power BI data alert (notification).

  1. Sign in to Microsoft Flow.

  2. Select My flows > Create from blank.

    Flow top menubar

  3. Use the Search box to find a Power BI trigger and select Power BI - when a data driven alert is triggered.

Build your flow

  1. From the dropdown, select the name of your alert. To learn how to create an alert, see Data alerts in Power BI.

    select the name of the Alert

  2. Select New step > Add an action.

    add a new step

  3. Search for Outlook and select Create event.

    build the flow

  4. Fill in the event fields. As you select a field, Flow displays dynamic content that you can include.

    continue to build the flow

  5. Select Create flow when done. Flow saves and evaluates the flow. If there are no errors, select Done to run this flow. The new flow is added to your My flows page.

    Complete the flow

  6. When the flow is triggered by your Power BI data alert, you'll receive an Outlook event notification similar to this one.

    Flow triggers Outlook notification

Next steps