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Hi everyone,
I'm trying to create alerts to send to my manager the tasks that are running late. So, basically, I need to send him a email alert with all the tasks that are due one day before they actually end.
So, for instance, if there are 3 tasks below 100% and they are due tomorrow (10/17), PBI will send him an email with these 3 tasks. But since I have over 200 tasks, I did not want to use KPI cards to generate thoses alerts, I mean I don't want to create 200 cards for this, and also because, each year the tasks are prolly gonna be different.
Therefore, can anyone give me a suggestion on how I should proceed to get a more automated and better solution?
Thank you!
Solved! Go to Solution.
@Anonymous I would do it this way.
1) Create a Report page that dynamically determines which tasks are running late.
2) Create a Card to count the number of tasks
3) Pin the Card to a dashboard
3) Create an alert that will trigger if >1
4) Boss logs in, clicks on the tile and sees the list which will vary/change/etc.
This also gives you the flexibility to add additional information on the report, modify things etc, without reseting the alert, etc.
@Anonymous You might be able to use Microsoft Flow here... I believe you could accomplish what you want via that method.
@Anonymous I would do it this way.
1) Create a Report page that dynamically determines which tasks are running late.
2) Create a Card to count the number of tasks
3) Pin the Card to a dashboard
3) Create an alert that will trigger if >1
4) Boss logs in, clicks on the tile and sees the list which will vary/change/etc.
This also gives you the flexibility to add additional information on the report, modify things etc, without reseting the alert, etc.
Hi @Seth_C_Bauer, thanks for you answer.
I already created a calculated column to check if a task is running late, but the manager wants to get an email with thoses tasks, and not log in into PBI to see which tasks are late 😞
@Anonymous You might be able to use Microsoft Flow here... I believe you could accomplish what you want via that method.
It is possible, Mr @Seth_C_Bauer. But, unfortunately, not for my scneario, because the company would have to invest on Flow Premiun, since the database we use doesn't have a free connector on Flow. Anyways, I think I've created the best solution I could find under PBI current limitations, now I just have to present and explain those limitations regarding automation in PBI.
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