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RLewisWPINY
Frequent Visitor

Trigger Message Customization

I have a report in PBI and I've created an alert and a data activator. 

  • I have the action set to a Teams message. When the intended recipient of the report recieves an alert that a threshold has been passed, I'd like the alert to also have a link back to the report. 
  • How can I dynamically configure the intended audience? For example, I have ten schools. When enrollment drops below 80%, I need to message the principal. If schools A, B, and C are all below 80% enrollment, then I need to send a message to three different principals. I only want to send the relevant data in the teams message. 
  • I will have row level security enabled on the report. 
2 REPLIES 2
v-xingshen-msft
Community Support
Community Support

Hi @RLewisWPINY ,

According to your description, if you want to return a link to the person who receives the alert when it is sent out, you can set it in the exciter, and enter the link you want to return in the message, as shown in the following figure:

vxingshenmsft_0-1739340172470.pngvxingshenmsft_1-1739340950570.png

2.Based on your second question, if you want to send messages to different principals, you can set up another rule in the exciter to define each different principal through the condition of condiction, so that it can be distributed to different principals at the same time the enrollment of their school

vxingshenmsft_2-1739342088401.png

3.If you want to set up RLS for different principals, it can be divided into two parts, manual and automatic:
We can set up multiple RLS permissions locally, and then after publishing to the service, we fill in the corresponding mailboxes one by one to set up the RLS

vxingshenmsft_3-1739344731320.pngvxingshenmsft_4-1739344742673.png

However, if you have too many users, it is time-consuming to set it up step by step, so you can also use the Username function to make your own judgment.

At this point, he will automatically recognize which account is logged in, and then he will judge for himself and display only the data that should be displayed under that account.

 

[SchoolName] = LOOKUPVALUE('Table (2)'[SchoolName], 'Table (2)'[Email], USERNAME())

 

vxingshenmsft_5-1739344956658.png

If you still have questions about RLS usage you can check out the pbix file I uploaded, hopefully I've answered all of them, I'd be honored if I could help you!

Hope it helps!

Best regards,
Community Support Team_ Tom Shen

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

 

 

 

 

Thank you for your responses Tom. 


Regarding my first question, I can add in the entire URL, but cannot create a hyperlink. The user will have to copy and paste the URL to access the PBI report. 

I am not following your second suggestion to set up a new rule to send each principal their own indivual email. It appears a new rule is a new email/action. If I set up a new condition and have the text value = principal name, how can I also have a condition that flags when an enrollment falls below 80%? If I am adding a new rule to distribute the emails to the relevant principals, shouldn't that information get added to the action section?

 

 

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