Microsoft Flow and Power BI
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.
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
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).
Sign in to Microsoft Flow (flow.microsoft.com).
Select My flows.
Select Create from template.
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.
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.
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.
Enter one or more valid email addresses and then select Edit (shown below) or Add dynamic content.
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.
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.
And, you can accept the default Email body or create your own. The example above contains a few modifications to the message.
When you're done, select Create flow or Save flow. The flow is created and evaluated. Flow lets you know if it finds errors.
If errors are found, select Edit flow to fix them, otherwise, select Done to run the new flow.
When the data alert is triggered, an email will be sent to the addresses you indicated.
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).
Sign in to Microsoft Flow.
Select My flows > Create from blank.
Use the Search box to find a Power BI trigger and select Power BI - when a data driven alert is triggered.
Build your flow
From the dropdown, select the name of your alert. To learn how to create an alert, see Data alerts in Power BI.
Select New step > Add an action.
Search for Outlook and select Create event.
Fill in the event fields. As you select a field, Flow displays dynamic content that you can include.
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.
When the flow is triggered by your Power BI data alert, you'll receive an Outlook event notification similar to this one.