Three Data Visualizations for Setting up Alerts on Sales Dashboard

Correct Answers: C, D and F

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

You can set up Power BI data alerts when data have been changed on the Power BI dashboard.

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

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

If you want to create a Power BI data alert from a Card (a single number tile) on your dashboard, you can click on a tile and then on the three dots with "More options" (Number1)

It will open a menu, and you can select the "Managed alerts" option (Number 2)

After that, Power Bi Service opens 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 need to input an alert name, condition, frequency.

And then save and close a panel.

On the bottom of this screen, Microsoft provides a direct link to the Power Automate to create a new automated flow based on just created alert (Number 4).

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

All other options are incorrect because you cannot set up an alert for these visual tiles.

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Sure, I'd be happy to provide a detailed explanation!

To set up an alert using Power BI, you first need to create a data visualization that will act as the trigger for the alert. This visualization should display the key information that the sales team needs to monitor, such as sales figures or revenue targets. When the data in this visualization changes, Power BI can automatically send an email notification to the sales team.

The question asks which of the following visualizations can be used to set up the alert:

A. Pie chart: A pie chart is a circular graph that displays data as slices of a whole. While pie charts can be useful for showing the relative proportions of different categories, they may not be the best choice for triggering an alert. This is because changes in the size of a single slice may not be significant enough to warrant an email notification.

B. Key influencers: Key influencers is a data visualization in Power BI that helps you understand what factors are driving a particular outcome. While this visualization can be useful for analyzing data, it is not a good choice for triggering an alert. This is because key influencers displays a range of different data points, and changes in any one of them may not be relevant to the sales team.

C. KPI: A KPI (Key Performance Indicator) is a type of data visualization that displays a single value, such as total sales or revenue growth. KPIs are often used to track progress towards specific business goals. They are a good choice for triggering an alert, as changes in a KPI value can indicate a significant shift in business performance.

D. Card: A card is a simple data visualization that displays a single value, similar to a KPI. However, unlike a KPI, a card does not have a target or threshold value. Cards are a good choice for triggering an alert if you want to monitor a specific data point, but don't have a predefined target or threshold value.

E. Bar chart: A bar chart is a graph that displays data as bars of varying lengths. Bar charts can be useful for comparing values across different categories. However, like the pie chart, changes in a single bar may not be significant enough to warrant an email notification.

F. Gauge: A gauge is a circular visualization that displays a single value as a needle pointing to a specific position on a dial. Gauges are often used to display progress towards a specific goal, such as a sales target. They are a good choice for triggering an alert if you want to monitor progress towards a specific target value.

In summary, the three data visualizations that can be used to set up an alert from the sales dashboard are KPI, card, and gauge. These visualizations display a single value, making it easy to monitor specific data points and trigger an alert when that data changes.