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Power BI service for business users
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Power BI Desktop
Requires Pro or Premium license
Use this tutorial to set alerts in the Power BI service to notify you when data on a dashboard changes above or below limits you set. Alerts can be set on tiles pinned from report visuals or from Power BI Q&A. Alerts can be set only on gauges, KPIs, and cards. When you set an alert, the only person who sees those alerts is you.
Alerts only work on data that is refreshed. When data refreshes, Power BI looks to see if an alert is set for that data. If the data reaches an alert threshold, an alert is triggered.
This tutorial covers the following.
Alerts can be created in the Power BI service by customers with any license type. Set alerts on dashboard tiles:
Only you can see the alerts you set, even if you share your dashboard. Data alerts are fully synchronized across platforms; set and view data alerts in the Power BI service, in the Power BI mobile apps, and in Power BI for Teams.
Warning
These alerts provide information about your data. If you view your Power BI data on a mobile device and that device gets stolen, we recommend using the Power BI service to turn off all alerts.
Alerts can be set on three types of tiles (gauges, KPIs, and cards) on a Power BI dashboard. This tutorial uses the Sales and Marketing sample. To follow along, open the sample from the left nav pane Learn tab. Open the Market share report page and pin the % Units Market Share card to a dashboard.
From a dashboard gauge, KPI, or card tile, select the ellipses (...).
Select the alert icon,
or Manage alerts, to add one or more alerts for the Market share card.
On the Manage alerts pane, select + Add alert rule. Ensure the slider is set to On, and give your alert a title. Titles help you easily recognize your alerts.
Scroll down and enter the alert details. In this example, we create an alert that notifies us once a day if our market share increases to 40% (.4) or higher. We opt to have Power BI send us an email when an alert is triggered. Triggered alerts also appear in our Notification center.
Select Save and close.
When the data being tracked reaches one of the thresholds you set, several things happen. First, Power BI checks to see if more than an hour has passed, or more than 24 hours (depending on the option you selected), since the last alert was sent. As long as the data is past the threshold, you get an alert.
Next, Power BI sends an alert to your Notification center and, optionally, in email. Each alert contains a direct link to your data. Select the link to see the relevant tile.
When you set the alert to send you an email, you find something like this in your Inbox. This email is from an alert we set for the Sentiment card.
Power BI also adds a message to your Notification center.
Open your Notification center to see the alert details.
There are many ways to manage your alerts: from the dashboard tile itself, from the Power BI Settings menu, on an individual tile in the Power BI mobile app on the iPhone, or in the Power BI mobile app for Windows 10.
If you need to change or remove an alert for a tile, reopen the Manage alerts window. All the alerts that you set for that tile are displayed.
To modify an alert, select the arrow to the left of the alert name.
To delete an alert, select the trashcan to the right of the alert name.
Select the gear icon from the Power BI menubar.
Under Settings select Notifications > Power BI Alerts.
From here you can turn alerts on and off, open the Manage alerts window to make changes, or delete the alert.
Delete the alerts you created in this tutorial. Select the gear icon from the Power BI menubar. Under Settings select Notifications > Power BI Alerts and delete the alert.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Create dashboards in Power BI - Training
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Certification
Microsoft Certified: Power BI Data Analyst Associate - Certifications
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