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Power BI Video Series | Episode 7

In this video series, Trainer Steven Knight covers key aspects of using Power BI Reports and Dashboards, in eight short & accessible episodes. This video is applicable for both Windows and Mac operating systems, and simply requires the use of an up-to-date web browser.

This episode covers how to manage alerts and subscriptions on Power BI. 

Manage alerts

On cards containing key values within a dashboard or report select the overflow menu (…). Then select Manage Alerts. Within this menu, you can set up custom alert rules. Give the alert a title, and set condition (Above, Below) and threshold (i.e. Below by 100). Then you can select the frequency, opting to be notified either every 24 hrs or every hour if the data changes.

Once this is complete you will now receive an email according to your settings. However, you are also able to use Microsoft flow to use alerts to influence larger parts of your work environment.

Some examples of options available when pairing Flow and Alerts include:

  • Make an announcement on teams
  • Trigger task in the planner
  • Send request approval to purchasing officer

 

Subscribe

To stay up to date with dashboards and reports use Subscribe feature to receive regular updates on the overall status of the report or dashboard. Find this option in the top document ribbon.

Choose to receive email notifications, daily, weekly or when the data refreshes.

You also have the option to select the frequency and duration of these notifications. Allowing you to monitor updates during critical periods in your organisation.

 

 


If you found Episode 7 of our Power BI Video series helpful be sure to keep an eye out for the next installments coming soon. 

Catch up on past episodes:

Accessing Shared Reports | Power BI Series | Episode 1

Accessing Apps | Power BI Series | Episode 2

How to Navigate Power BI | Power BI Video Series | Episode 3

Filters and Interactions| Power BI Video Series | Episode 4

Using Bookmarks | Power BI Video Series | Episode 5

Exporting Data | Power BI Video Series | Episode 6


To learn more about Power BI and our range of training options. View Power BI Courses

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Excellent course which was very well presented by Steve. Looking forward to getting hands on and applying the learnings. Thanks -Power BI Beginner Brisbane
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Steven was very clear and passionate about the course. I really enjoyed it and I feel much more confident using it after the course. Thank you so much. -Power BI Beginner Brisbane
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The faciitator was great and very engaging. Was awesome that he kept checking in with how everyone was progressing to make sure nobody was left behind! The course was informative. However, I found that a large amount of the session I had already accomplished in my own time. So a more detailed description on the course overview/syllabus documents would be useful, explaining that it was an introductory level review for each of the components - as I feel the intermediate session would have been more benificial to me. -Power BI Beginner Melbourne
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Great course. Taught me a variety of skills. Jagg is very welcoming and down to earth. -SharePoint Site Owner Adelaide
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Excellent course, keep up the good work! -SharePoint Site Owner Adelaide
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Great introduction to BI :-) -Power BI Beginner Melbourne
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I thoroughly enjoyed the course - Ken is entertaining and engaging, I will be back for the intermediate course -Power BI Beginner Melbourne
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Ken Powell was an excellent presenter. He is very knowledgeable and explains everything very clearly and concisely. I would definitely recommend the course to anyone wanting to be able to confidently start using Power BI. -Power BI Beginner Melbourne
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Very thorough and informative. Great program and the trainer demonstrated that very well. -Power BI Beginner Canberra
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Very knowledgeable facilitator. At times, it was a bit fast but I got there in the end. Thank you. -Power BI Beginner Melbourne
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Excellent customization of course for audience good interactive learning well paced -SharePoint Site Owner Canberra
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Great training from John. Very informative and patient when anyone asked questions or needed assistance. -Excel Beginner Remote Online
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The course was very helpful , I will be using these new skills to complete my quarterly report's . I found each chapter very useful and cant wait to use these new skills at work . John was extremely helpful and very patient . -Excel Beginner Melbourne
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John made it learning excel seem easy. He was patient, thorough and positive. I honestly didn't think I would come away with some of the skills I learned today and I thought it may be a bit boring, but the day went really quickly and John maintained my interest the whole time. -Excel Beginner Melbourne
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great :) cant wait to come back.. -Excel Beginner Melbourne
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