Microsoft Power BI can transform your company’s data into actionable information, but you still have to find a way to share that information with the decision-makers in your company. One of the best ways to accomplish this task is through Power BI email scheduling.
Power BI dashboards provide a comprehensive view of your business by pulling together reports, images, Excel workbooks, and much more. With Power BI email scheduling, you can now set up a dashboard subscription to get a 360-degree view of your business delivered to your inbox as often as you want.
With Power BI email scheduling, you can also configure Power BI software for how often you want to receive the emails. If your data does not change regularly, then you won’t be bombarded with unnecessary emails. Your email updates will come only as regularly as your data refreshes but no more than once a day. Therefore, if you have non-critical data that only changes once a week, you will only receive an email once a week.
Because you can create distinct dashboards using your company’s dataset, you can customize each report and share only the information each user needs to see. This capability is highly effective since it avoids a lot of clutter that users may be dealing with in their day-to-day life.
Choose Your Triggers
Your Power BI email subscriptions can be based on your trigger points that you choose. For example, if you are the operations manager of a company and you want an email alert whenever resource count reaches a certain threshold, you can certainly do so. Third-party applications like PBRS offer this function and many more.
Advantages of Power BI Email Scheduling
The advantage to sharing a Power BI dashboard versus mass distribution is that you can target and customize each report for a specific individual, group, department, or entire company as needed. Once you have created your Power BI dashboard, sharing the data with relevant individuals is not difficult at all. Scheduling enables you to automate the whole process, and this can be done with tools like PBRS (Power BI Reports Scheduler). Here is a video of the main features of PBRS: