Set Up Automatic KPI Trackers | Dynamic Alerts in Power BI Desktop

Make sure nobody overlooks any important KPI developments by setting up dynamic alerts. With DAX measures and some design tricks you can create automatic KPI trackers that assist the end users what to focus on.
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⏱️ TIMESTAMPS ⏱️
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00:00 Intro
00:56 Alert measure logic and structure
02:17 Creating a basic version of the alert measure
08:16 Improving the notification list design and testing
10:07 Adding more KPIs to the alert measure
12:47 Adding more fields to the alert measure
15:35 Integrating the alerts in a notification tooltip
17:13 End
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[@hi55us2]

Adding features like this also helps a lot with helping drive user adoption. Everyone will want to see this week's notifications!

[@utubeAgape]

I like this because it adds value for report consumer to quickly get a pulse of what is happening with the business. Thank you!

[@brettwilson3795]

Great video, will help with those that just look for the overview and not / can't analyse the information.

[@roo72]

Serendipity, was just working on something similar. Thanks!

[@nishantkumar9570]

Thank you so much for such an insightful explanation. Awesome

[@azidburn80]

Following you since a couple of days and want to tell you that your content is awesome. Keep up the great work and may thanks.

[@HowtoPowerBI]

Thanks Roman! Much appreciated! 😎

[@ca1ifax]

As always, amazing work! Kinda surprised though that you didn't add a parameter like you always do to have a dynamic threshold. :)

[@virajphadnis]

Very useful as always, Nice, will use it as an value add in my dashboards. Thanks Bas!

[@HowtoPowerBI]

That’s awesome let me know how it goes!

[@tushardesai4966]

Hello Bas, greatly appreciate your videos. I have a request- can you share knowledge on creating one graph from two slicers? Thank you.

[@matiasmejail6201]

Maybe this information can be useful for someone: (it was for me) that you should not create a comparison in the last step, just a true condition is valid there. When not, this will not work. But we can add conditions in the relevant variable.

[@tomduffhues622]

Automagically indeed . Very nice Bas.

[@HowtoPowerBI]

😀thx Tom

[@paulrockliffe2378]

This is great, really enjoyed this as it was on my list of things to work out. A couple of thoughts; you could output the alerts via two Measures, one the text, the other the value. That would let you align all your values by using two columns in the visual, it's a little neater and you can then sort by the largest change or do other stuff using the change values. Then you have the option of using PowerAutomate to put your alerts into a Teams message or Adaptive Card and get the alerts out without your users opening the reports first. Embed Power App to let users sign up to the notifications perhaps? I would love to know if it's possible to let the users set their own alert levels for the stuff they care about? I guess you need a PowerApp to collect some info then build a table for all users, then I get stuck. Row Level Security on that table maybe?

[@J44YC33]

Amazing videos. Thanks for all your work 👌

[@neelterdal]

OMG Bas! This is awesome 👍 Thanks for the tip! I have an unrelated question: Can we do a page navigation with hierarchy? For example sales pages have a different hierarchy, ops has a different one and so on! Help would be appreciated

[@natibelay6157]

My favorite power bi developer

[@ramonmmbarbosa]

Mindblowing dude, thanks!

[@PedroCabraldaCamara]

Amazing Bas!! Thank you so much

[@andersgustavsson213]

Great video as usual 🙂 Question about something else, do you have a video where you show how to highlight a button that is pressed? I thought it was in one of your earlier video but remember which one.

[@sanjaybnarayan]

Hey Bas! I just love your videos on power bi and it has helped me great way in my career. Can you make video on: Like using slicer...by choosing an option in slicer....it should navigate to new page or window...and the same should work for multiple choices....opening multiple windows on same sheet...I know I'm asking too much....hope you would help me out on this. Thanks and Regards

[@quentinmartiny1615]

Really good video thanks!

[@wilsonho47]

Thank you Bas! Total blew my mind!

[@HowtoPowerBI]

Glad to hear this Wilson!

[@CHQAQC]

Ones again excellent video and content? Follow up question: Is it possible to push notification alerts to users via email in a power bi report or is it only available in dashboard? e.g. a power automate flow which automatically is triggered when a predefined alert limit has been achieved.

[@normandass6053]

Amazing Mate, the best trick :)

[@andreibuja6397]

Hi, even though I have followed the exact same formulas, I get nothing in the notifications because apparently the value for my WoW% measure is always 0, which is not because if I put the measure in a matrix and I check its value on a weekly trend, it's all the time higher/lower than 0, the same if I add the parameters for which I want to display it (ex: Class/Manufacturer in your case). So any ideas why the "Alerts" formula sees my Wow% value as 0 all the time for every parameter when in reality it is not ? Thank you for your great work.

[@roscaacinitram3058]

Impresionante, gracias brother..

[@rogeriodornellas2115]

Just amazing!😃

[@AT-LT]

Very Good, can you add a nofication Date to the Alert Header somehow?

[@mirrrvelll5164]

Great video! Do you have in plan to make some video on alerts (data drive) in Power BI Service? Is there any possible options to tweak those 0/1 possibilities when you add alerts ranges? For instance, I got a table with Location vs Daily Sales, and I would like to know how many locations got daily sales, which locations sales was less than maybe last week/month (same period) or if there is no sales at the given day? Now what I need to do is to open daily sales report and check there for any differences and to locate what/where, instead of receiving notification on my Email,phone of some issue.

[@tinaflemons4022]

Definition of awe·some extremely impressive or daunting; inspiring great admiration, - ENOUGH SAID ***How to Power Bi with Bas*** Thank you

[@brando2818]

Always great content, keep it up

[@HowtoPowerBI]

Definitely will - thanks Brando 😊

[@carloscorominola7254]

Excellent video. Congratulations. Carlos

[@HowtoPowerBI]

appreciate it, thanks Carlos!

[@egbertdejong6377]

As always fantastic content- thnaks !

[@HowtoPowerBI]

Glad you think so Egbert!

[@adityasrivastava6564]

I have connected my outlook to power BI and added a automated flow that will refresh the dataset every 5 mins. I want that when a new mail arrives from a specific sender with a specific subject then a pop up window will open with a sound and shows the message body of that email or whatever I want in my power BI server

[@kellyyang5810]

Thanks for sharing.

[@HowtoPowerBI]

Thx for watching Kelly :)

[@rohitmeena7764]

Love from India 🙂

[@HowtoPowerBI]

Love back from germany 😁

[@rmthibodeaux]

Amazing Video Bas! You’re killing it on the reg.

[@HowtoPowerBI]

thx a lot Mike!

[@helloworldtt9271]

how to add the punctuation though?

[@balaji_906]

Fantastic video

[@HowtoPowerBI]

Thx Balaji

[@rahulmaurya9444]

Owsome idea 👍

[@HowtoPowerBI]

Thanks Rahul!

[@carstenbuchmann2077]

Hello Bas, I really appreciate your work. Visually clean and appealing. So I'd like to ask you which software are you using to create your videos? Thanks a lot!

[@HowtoPowerBI]

Thx! This is premier pro

[@pocheng5438]

Can you teach whta is windows key function in 15:28

[@NikoSuomiUlkoilee]

Really nice tips all around

[@HowtoPowerBI]

Thanks Niko!

[@NikoSuomiUlkoilee]

​@@HowtoPowerBI No problem at all! Really being inspired by your videos in recent weeks. I had some creative ideas also back in the days, but the reporting has gotten so stale in few projects that I had lost the inspiration to investigate and find new things within the Power BI. But these little tips and tricks you are presenting, are a great reminder, that you can do something out of the box with PBI as well! You are not only limited with the basic graphs you are provided. It is only up to you, to utilize the tool Power BI with your own imagination. So a BIG thank you, for reminding me, that PBI is capable to do amazing things as well. And with a little bit imagination, one can create informational and neat looking reports! And in addition, these kind of functionalities like alerts, might seem a little thing, but it is actually a massive improvement for report UI and for the users. SO once again, thanks thanks thanks thanks thanks.

[@sukoi2113]

I took pride as a power bi developer, all because of you and your vision. Thank you for being on earth with me. 🦾

[@christophesirigu7063]

Hi PowerBI community! Can we set alert of a value of a table? or we only can do it by measure?

[@SB-ld6xn]

Hey Bas.. can you please make a video on Waterfall Visual and challenges faced while working with financial data

[@chrisa8203]

Use the free Simple waterfall chart add-on. It works way better than the default chart. You can add measures as bridge items too.

[@astralyog]

Fan of you!

[@HowtoPowerBI]

Thanks a lot for watching my videos!

[@HerrAby]

unlucky the pbix isnt available :(

[@HowtoPowerBI]

you can download the pbix following the download link in the description 🙂

[@hmmm8158]

Too hard!