This is the second part of a case study on using Power BI Scorecard Metric Check-In notes to add narratives to data points in a Power BI visual.

In the first video (link below) I explained that each Metric Scorecard has its own dataset. However, after updating a metric check-in the dataset doesn't refresh automatically. The result of this is that you'd need to set up a scheduled refresh to pull the newly entered check-in notes through into the PBIX report.

In this video, I cover a solution to this issue. There is a Power Automate trigger that is activated whenever a new check-in note is added to a Power BI Metric. There is also a Power Automate action that can trigger a data set refresh. These are exactly what we need to automate the whole process. Allow you to enter notes against a metric and see them in your power bi report (almost) instantly.

I'll take you through the steps I've taken to create the Power Automate Flow.

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Video Navigation
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00:00 - Intro
00:47 - Explaining the Issue that Needs Solved
03.17 - Create the Power Automate Flow to Refresh the Dataset
05:05 - Adding an Action to Create a Teams Message
07:35 - Testing the Flow
08:35 - Checking the Flow Output
09:25 - Checking the Outcome in Power BI and Teams
09:58 - Summary

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Related Videos
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The first part of this video - How to Add METRIC Check-in NOTES As Narratives in POWER BI REPORTS
https://youtu.be/N6LasIdsgwM

Power BI Metrics Playlist
https://youtube.com/playlist?list=PLop0lNuba3nkSdZKi8Sr3L7Ynt88YkeRt

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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/course/how-to-add-metric-check-in-notes-as-narratives-in-power-bi-reports/

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/