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In this Power BI case study, I'll walk you step-by-step through the process of creating a custom notification centre functionality in Power BI.
The notification centre will be part of the report. It shows a red circle with a count of the significant events that have occurred since the last time you viewed the report. This is designed to mimic the experience users are used to on their phones or tablets.
You'll then have the option to open a panel to view these notifications. Finally, you'll be able to clear these notifications, just like you would in an app on your phone. This will zero the count of notifications and mark them as read.
The neat thing about this approach is that this will be tailored for each individual user that is logged into Power BI. This means that someone who hasn't viewed the notifications will still see an alert circle and count until they have marked them as viewed. This is just as you'd expect on your phone or tablet.
The case study uses a SharePoint List, Power BI and a PowerAutomate Flow to achieve this functionality as well are lots of measures. I'll take you through each of the elements and explain how I put this functionality together.
👍Tip: This is a longer video so why not try increasing the playback speed to 1.5 or even higher to save time. Research has shown that this can speed up your learning! You'd be surprised how well it works!
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⏩ Video Navigation
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00:00 - Introduction
01:20 - Big Picture Overview
04:13 - Demo of Notification Centre Functionality
07:09 - Notification Centre for Different User
09:30 - Overview of Data Model
14:37 - Base Measures
18:44 - KPI Threshold Measures
19:44 - KPI Value vs Threshold Measures
23:30 - Threshold Conditional Formatting Measures
25:50 - Report Notification Message Overview
27:35 - KPI Alert Message Measures
32:25 - Weekly Notifi KPI Report Summary Measure
40:18 - Measures for Bell Indicator and Count
47:40 - Notification Viewed By CU Measures
49:32 - Formatting Log Text and Background
51:08 - Formatting Notification Circle Colour
52:47 - Show/Hide Notification Table
54:48 - Notification Centre Header Text
56:05 - Creating the Power Automate Flow
01:03:32 - Final Testing
01:06:45 - Summary of Case Study
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🎓 Power BI Dashboard Training
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📁 Resources
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👉Article series on creating a maintenance management system data model and how to address the human factors of data collection for improved data quality. (This is not just relevant to maintenance and reliability data).
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