-MOD-4-5A_2015-1080-Endoding
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One of the most important things
you need to know
is when your data changes.
This could be because you have a sales number
and you need to know when
you hit that threshold,
or you need to know if something
drops below a certain level.
You'll need to know these things.
And the best way to do that in Power BI
is to set an alert that lets you know
whenever your number changes.
So I'm going to show you how
to do that now.
Whenever you're looking at a dashboard,
you'll be able to set an alert
on three different types of tiles.
It could be a single number tile,
a KPI tile, or a gauge tile.
In my case, I'm interested in sales,
so I'm going to set it on this tile.
To set the alert, you open the menu,
and you pick this little bell-like icon.
From there, you'll see
an alerts pane open up.
And from here you can add
as many alert rules as you want.
Currently I have none set,
so I'm going to ahead
and add alert rule.
From here, I can do things
like set the title for the alert.
So I want to call this sales alert.
And I can set the condition.
So in my case, I want to know
when the sales reach is above
$450,000.00.
I can also set the notification frequency.
So I can choose either to set it
once every 24 hours, or once an hour.
What this does is once my sales
hit above $450,000.00,
I'll get a notification.
And if I leave it at once every 24 hours,
even if my threshold reaches above
$450,000.00 again later,
I will not get a notification until tomorrow.
And I can also choose to
send me an email whenever the alert happens,
or if I uncheck this, I'll only get
an alert in the notifications pane
in Power BI.
So I'm going to go ahead
and save this.
And now my alert is set,
and as the data continues to change,
Power BI will check and see if
the alert threshold has been hit,
and once it is, I'll get a notification.
So once my data changes,
I'll see that notification and
I'll show you what that looks like.
Now I'm back, and now the number has changed.
So I see that my alert has happened.
I can see both on the tile itself,
I can see that there has been
an alert, and I can see it
in my notifications pane.
So when I open the notifications pane,
I can see that
my sales alert has gone off,
and it has exceeded $450,000.00,
and the actual number is
$458,000.00 and some change.
And from here I can also go to the tile
and see more detail.
In addition to the alert in Power BI,
I also set it so it gives me an email.
So you can see here
I have this email,
and it tells me that I got an alert
and what has exceeded, and I can also
from here jump to the tile or the dashboard,
or even get additional insights
if I was curious about why it changed.
This is good if I really need to know
where my alert has been triggered.
This email helps me keep track of that
without having to constantly check Power BI.
So with the power of alerts, you can always know
whenever some data you care about changes.
And you'll be able to jump to it
and start learning and getting
insights from that as well.