Designing Data Visualization Strategy | PL-600 Exam Preparation

Sales Dashboard Notification | Power Platform Solution Architect Exam

Question

You design the data visualization strategy for a company.

The company wants its sales manager to receive an email when the numbers on the sales dashboard have been changed.

What three items will you use in your design for this requirement?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E. F.

Correct Answers: B, C and.

E.

Power Platform integration between Power BI and Power Automate helps the user to be proactive with their data.

For example, you can set up Power BI data alerts when data has been changed on the Power BI dashboard.

This alert can serve as a trigger for Power Automate's automated flow.

Power BI limits the data visualizations that can trigger such an alert to three: KPI, Card (single number tile), and Gauge.

Suppose you want to create a Power BI data alert from a Card (a single number tile) on the dashboard.

You can click on a tile and then on the three dots with "More options" (Number1)

On a new menu, select the "Managed alerts" option (Number 2)

After that, Power Bi Service presents a new "Managed alert" panel on the right (Number 3)

You can use this panel to add a new or edit the already created alert.

You input an alert name (Number 3), condition, frequency.

And then save and close a panel.

At the bottom of this screen, Microsoft directly links the Power Automate to create a new automated flow based on the just made alert (Number 5).

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After the alert is created, you can use an alert name as an Alert ID in your automated flow trigger.

When a data driven alert is triggered (Preview)

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All other options are incorrect.

For more information about Power BI data visualizations and alerts, please visit the below URLs:

To meet the requirement of sending an email to the sales manager when the numbers on the sales dashboard have been changed, the following three items can be used:

  1. Power BI Alert: Power BI alerts are used to notify the user when a particular condition is met. It allows users to set up alerts on specific visuals, pages, or the entire report. In this case, we can set up an alert on the sales dashboard so that when the numbers are changed, an email will be sent to the sales manager.

  2. Power Automate Automatic Flow: Power Automate is a cloud-based service that allows users to create automated workflows between different applications and services. An automatic flow can be used to monitor changes in the sales dashboard, and when a change is detected, the flow can be triggered to send an email to the sales manager.

  3. Power BI Card: Power BI cards are used to display a single metric or value on a report page. In this case, we can add a card to the sales dashboard to display the total sales value. When this value is changed, the card will be updated, and the change can trigger the Power Automate flow to send an email to the sales manager.

  4. Power Automate Instant Flow: Power Automate Instant Flow is a cloud-based service that allows users to create manual workflows between different applications and services. An instant flow can be used to monitor changes in the sales dashboard, and when a change is detected, the flow can be triggered manually to send an email to the sales manager.

Based on the options provided, the three items that can be used to design the data visualization strategy to meet this requirement are:

  • Power BI Alert
  • Power Automate Automatic Flow
  • Power BI Card

Power BI Alert can be set up to send an email to the sales manager when the numbers on the sales dashboard have been changed. Power Automate Automatic Flow can be used to monitor changes in the sales dashboard and trigger an email to the sales manager when a change is detected. The Power BI Card can be used to display the total sales value, and when this value is changed, it can trigger the Power Automate flow to send an email to the sales manager.