Use the Power Automate visual in Power BI to send notifications for SELECTED items

This tutorial is about using the Power Automate visual and integration with Power BI to send Outlook email or Teams notifications based on data in your dataset. This is a button-click trigger using applied filters for more control over what exactly we send notifications for.

If you’re tired of asking people to update their tasks/cases/opportunities/tickets each week and want to automate the process, but want to choose which items to send notifications for, this one is for you! 🙂

We are using Planner data in the example. If you want to get your own Planner dataset, tutorials for that are here:

⏲️ TIMESTAMPS
0:00 Demo
2:30 Tutorial start
3:00 Assignees
4:00 Power Automate visual config
5:08 Create the Power Automate flow
6:34 Hyperlink to the item
9:27 Teams notification
11:10 Outlook email
12:24 Important tip
14:00 More important tips

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#automation #notifications #powerbi #powerautomate

[bi-ome]

For anyone in the new Planner UI, the hyperlink for the tasks for the dynamic links can be found using "copy link" while looking at a task in Planner. The URL has changed from the one in this video, but the old link will still go to the new UI. The new link format looks like this:
There is a ?tid=GUID_HERE at the end of the links in the new UI - I believe this is the tenant ID, if you take that chunk off it'll auto-populate and work fine (or you can leave it in).

[macieyr]

Thanks for this very instructive video. Would be good to update this in the context of the modified links in the new planner.

[akkoordvanwassenaar]

again, perfectly demonstrated Power BI and Power automate functionality. Due to lack of time and other projects with higher priority on my list. I will definitely build myself this exact solution showed and explained so perfectly in your video series. Thank you very Much Miss Payton for your excellent content. Greetings from the Netherlands.

[DavidSheppard-pn]

Hi Christine, this is a fantastic guide and resource! If I wanted to set up a similar Flow that did not require selection, but grabbed every row from the visual or visuals on a page, what would I select for the "Apply to each" output instead of "Power BI data item"? Would that just be Power BI data, or Body?

[sholder]

It is so hard to find Power BI -> Power Automate content. There is so much potential!

Your videos added to my knowledge, but it’s not exactly what I’m searching for. Where did you go to learn this stuff?

[carlottafabris]

Hi! Very helpful video, I stumbled on it because I am searching a solution for my problem.
I have a report with many pages and various maps. I would like to be able to select a hexbin on a map and then apply this selection to every page of the report.
I am trying with drillthrough but it is not really what I need. Any idea on how I could achieve this?
Thanks!

[weziwemenze]

Thank you for the video, it’s very helpful.

Please may you assist on how we can get comments from Planner tasks