Power BI - Add an alert to a visual Tutorial

In this video, you will learn how to add an alert to a visual using Microsoft 365. The video covers the steps to create an alert and demonstrates how to customize it for your specific needs.
This will help you enhance your visualizations and stay informed about important data changes.

2:24
3619 views

Available in Microsoft365

Objectifs :

This tutorial aims to teach users how to add an alert to a visual on a Power BI dashboard, enhancing their ability to monitor key metrics effectively.

Chapitres :

Introduction to Dashboards
In this section, we will explore the purpose of a dashboard in Power BI. A Power BI dashboard is a single-page interface, often referred to as a canvas, that utilizes visualizations to convey a narrative. These visualizations are derived from reports, each based on a specific dataset. Essentially, a dashboard serves as an entry point to the underlying reports and datasets.
Pinning a Visual to the Dashboard
To begin, we will pin a visual that represents the number of orders to our dashboard. This process involves selecting the visual from the report and pinning it to the dashboard. Users can choose to maintain the current theme or customize it as desired. In this case, we will create a new dashboard named 'Alert Dashboard' and pin the visual accordingly.
Managing Alerts
Once the visual is pinned, we can navigate to the dashboard to manage alerts. By selecting the 'Manage Alerts' option, users can add an alert rule. This involves clicking on the appropriate button to initiate the alert setup. We will configure an alert for the number of orders, setting the alert title as 'Alert for Number of Orders.'
Setting Alert Conditions
In this section, we will define the conditions for the alert. The alert rule will be set for the count of orders, with a condition that triggers the alert when the number exceeds 2500. Users can choose the frequency of alerts, with options such as 'at most every 24 hours' or 'at most once an hour.' For this tutorial, we will select the 24-hour option and proceed to save the settings.
Receiving Alerts
After configuring the alert, users will receive an email notification whenever the quantity of orders surpasses the specified threshold of 2500. This feature ensures that users are promptly informed about significant changes in their data, allowing for timely decision-making.
Conclusion
In conclusion, this tutorial has demonstrated how to add an alert to a visual on a Power BI dashboard. By following these steps, users can effectively monitor key metrics and receive timely notifications, enhancing their data analysis capabilities.

FAQ :

What is the purpose of a Power BI dashboard?

The purpose of a Power BI dashboard is to provide a single-page view that uses visualizations to present data and insights, serving as an entryway to underlying reports and datasets.

How do I add an alert to a visual in Power BI?

To add an alert to a visual in Power BI, first pin the visual to your dashboard, then navigate to 'Manage Alerts' and set the alert rule by defining the condition and threshold for the alert.

What types of conditions can I set for alerts?

You can set various conditions for alerts, such as numerical thresholds (e.g., greater than a specific amount) and frequency of notifications (e.g., every hour or every 24 hours).

Can I customize the frequency of alerts in Power BI?

Yes, you can customize the frequency of alerts in Power BI, choosing options such as receiving alerts at most every hour or once every 24 hours.

What happens when the alert condition is met?

When the alert condition is met, you will receive an email notification informing you that the specified threshold has been exceeded.

Quelques cas d'usages :

Sales Monitoring

A sales manager can use Power BI dashboards to monitor the number of orders in real-time. By setting an alert for when orders exceed 2500, the manager can quickly respond to high sales volumes and adjust inventory or staffing as needed.

Performance Tracking

A project manager can track project performance metrics through a Power BI dashboard. By adding alerts for key performance indicators (KPIs), the manager can ensure that the project stays on track and address any issues promptly.

Financial Oversight

A financial analyst can utilize Power BI to monitor expenses. By setting alerts for when expenses exceed a certain threshold, the analyst can take immediate action to control costs and maintain budget compliance.

Customer Service Management

A customer service team leader can set up a dashboard to track the number of support tickets. By adding alerts for when ticket volumes exceed a certain number, the leader can allocate resources effectively to ensure timely responses.

Glossaire :

Dashboard

A dashboard is a single-page interface, often referred to as a canvas, that utilizes visualizations to present data and tell a story. It serves as an entry point to underlying reports and datasets.

Power BI

Power BI is a business analytics tool by Microsoft that enables users to visualize data and share insights across their organization or embed them in an app or website.

Visualization

Visualization refers to the graphical representation of data and information, making it easier to understand trends, patterns, and insights.

Pinning

Pinning is the process of adding a visual from a report to a dashboard in Power BI, allowing users to easily access and monitor key metrics.

Alert

An alert is a notification that is triggered when certain conditions are met, such as when a specific metric exceeds a predefined threshold.

Condition

A condition is a specific criterion that must be met for an alert to be triggered, such as a numerical value exceeding a certain amount.

Email Alert

An email alert is a notification sent via email to inform users when a specific condition, such as exceeding a threshold, has been met.

00:00:03

to add an alert to visual off a dashboard.

00:00:08

Let's backtrack a little.

00:00:09

What is the purpose of a dashboard?

00:00:12

A Power BI dashboard is a single page,

00:00:16

often called a canvas,

00:00:18

that uses visualization to tell a story.

00:00:21

The visualizations on the

00:00:23

dashboard comes from reports,

00:00:24

and each report is based on one data set.

00:00:28

In fact, one way to think of a

00:00:32

dashboard is as an entryway into the

00:00:36

underlying reports and datasets.

00:00:38

So, Online on this report,

00:00:42

I'm going to pin this visual that

00:00:45

represents the number of orders

00:00:47

and I'm going to add a condition.

00:00:50

I want to be alerted when

00:00:52

the amount is above 2500.

00:00:54

To do so, I'm just going to pin the visual first

00:00:59

and then from here I'm going to.

00:01:02

Well, I can keep the current theme, why not?

00:01:05

And I'm going to say a new dashboard

00:01:08

and I'm going to give it a name.

00:01:10

"Alert dashboard"

00:01:14

I'm going to pin it.

00:01:17

And then we'll just go to the dashboard.

00:01:21

And then it will.

00:01:23

Allow me to go on the "..."

00:01:28

And here I have manage alerts.

00:01:32

And to add an alert rule,

00:01:34

I just click here.

00:01:36

I'll leave this button active

00:01:38

alert for numbers of orders.

00:01:40

Alert title is alert for number of orders,

00:01:43

that's fine.

00:01:44

Set alerts rule for count of order number.

00:01:47

That is fine, condition above and I

00:01:50

just mentioned the amount and we said 2500.

00:01:54

And I can choose better at

00:01:56

most every 24 hours.

00:01:57

Or I could say at most once an hour.

00:02:00

I'll leave it on 24 hours

00:02:01

and I say save and close.

00:02:10

As soon as the quantity of orders

00:02:13

goes beyond 2500, I will obtain an

00:02:16

email alerting me to that effect.

00:02:19

Now you know how to add an alert to visual.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

4831 Views

Microsoft Power BI Video Training – Advanced

Dashboard, indicators (KPIs), activity tracking are part of your daily vocabulary? Discover how to quickly glean insights from your data usi...

ALL COURSES