In this video, I explain how to combine Power BI Metrics (formally Goals) with Power Automate to set up automatic alert notifications when the value of a Matric is outside its target values.

Note: At the point of recording this video Metrics were called Goals.

First I'll set up 2 Metric status codes. 'At Risk' if the current value of critical maintenance backlog is close to the target threshold and 'Overdue' if the value exceeds the target threshold.

I'll then set up a Power Automate flow to use the 'when current value of goal changes' trigger to monitor for changes in the Metric value. It'll trigger a flow whenever there is a change. The flow will first check if the status is either At Risk or Overdue and then send a chat message to a Teams channel if it's At risk or sends an email to the Metric owner if it's Overdue.

It's a great way to automatically and proactively monitor the value of your Metrics without having to visit the Metrics Scorecard every day.

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Video Navigation
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00:00 - Intro - what we will cover
01:26 - Setting up a new Metric goal
02:24 - Adding automatic status rules
03:20 - Create 'When current value of goal changes' Power Automate
05:20 - Set-up the 'Get a Goal' Power Automate action
06:05 - Add a switch statement to the Power Automate Flow
07:55 - Adding an action to post a message to Teams
10:53 - Adding an action to send an Email notification
13:13 - Testing posting a message to Teams
15:47 - Testing sending an email

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Related Videos
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Mini-Course Pt3 - Power BI Metrics - Use Power Automate to Create Teams Message When Check-Ins Added
https://youtu.be/d-ScZ1rpap0

Mini-Course Pt1 - How to Use Power BI 'Goals' to Quickly Create a Maintenance KPI Balanced Scorecard
https://youtu.be/zzbLVgmNSsE
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Power BI Dashboard Training
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FREE Power BI Quick Start Course - Learn how to create your first dashboard in around 90 minutes!
https://effectivedashboards.com/power-bi-quick-start-create-a-pbi-dashboard-in-90-minutes/

Power BI Quick Start PLUS - Learn how to craft KPI management dashboards that really do help you, your boss, and your peers make better decisions!
https://effectivedashboards.com/power-bi-quick-start-plus/

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Resources
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Access to the source PBIX files for my YouTube videos:
https://effectivedashboards.com/courses/free-resources/

Article series on creating a maintenance management system data model and how to address the human factors of data collection for improved data quality. (This is not just relevant to maintenance and reliability data).
https://effectivedashboards.com/data-articles/