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Power Platform Community / Forums / Power Automate / PowerBI visual data dy...
Power Automate
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PowerBI visual data dynamically email to users listed in the visual

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Posted on by 70
Hello Everyone, 
 
I have created a Matrix visual in PowerBI. There are a lot of measures used.  I am trying to to figure out a way to send emails out to each member who is listed in my visual and attach the data next to their name.  Here is some reference to the visual DAX query and screenshots - (For email, I want to loop through all the members and send the data in that row with the headers.) Please help

DAX Query- 
 
EVALUATE
SUMMARIZECOLUMNS(
    'My Team List'[Emp Name],

    /* Filters */
    TREATAS({"Offshore"}, 'My Team List'[Location]),
    TREATAS({"L1"}, 'My Team List'[Role]),

    /* Measures */
    "Total_Score", [Total Score],

    "Monthly_Audit_Score", [Monthly Audit Score],
    "Monthly_Audit_Score_Points", [Monthly Audit Score Points],

    "Escalation_Count", [Escalation Count],
    "Escalation_Points", [Escalation Points],

    "Assessment_Score", [Assessment Score],
    "Assessment_Score_Points", [Assessment Score Points],

    "CTTR", [CTTR],
    "CTTR_Points", [CTTR Points],

    "FCR__", [FCR %],
    "FCR_Points", [FCR Points],

    "CSAT_Count", [CSAT Count],
    "DSATs", [DSATs],
    "CSAT__", [CSAT %],
    "CSAT_Points", [CSAT Points],

    "Case_Resolved__", [Case Resolved %],
    "Case_Resolved_Points", [Case Resolved Points],

    "AHT", [AHT],
    "AHT_Points", [AHT Points],

    "Occupancy__", [Occupancy %],
    "Occupancy_Points", [Occupancy Points],

    "Login_Hours", [Login Hours],
    "Timely_Login_Points", [Timely Login Points],
    "BTO_Compliance_Points", [BTO Compliance Points],

    "Office_Days_Last_Month", [Office Days (Last Month)],
    "Home_Days_Last_Month", [Home Days (Last Month)],

    "Unplanned_Leave_Points", [Unplanned Leave Points],
    "Feedbacks_Count", [Feedbacks Count],
    "Feedback_Points", [Feedback Points],

    "Appreciation_Count_B", [Appreciation Count (B)],
    "Appreciation_Points_Bonus", [Appreciation Points (Bonus)],

    /* Attributes needed for email */
    "Emp_Email", MIN('My Team List'[Emp Email]),
    "My_Email_ID", MIN('My Team List'[My Email ID])
)

ORDER BY
    [Total_Score] DESC,
    'My Team List'[Emp Name]


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  • Verified answer
    Valantis Profile Picture
    6,735 on at
     
    Your DAX query is already set up correctly — it has the email fields you need so you're most of the way there.
     
    The cleanest way to do this is through Power Automate:
    1. Create a scheduled flow (monthly trigger)
    2. Add the Power BI action "Run a query against a dataset" and paste in your DAX
    3. Parse the JSON response and loop through each row with "Apply to Each"
    4. Inside the loop, add Outlook's "Send an email" action — use Emp_Email as the To field and My_Email_ID for CC
     
    For the email body, enable HTML and build a simple table with the metrics and points. It'll look clean and be easy to read.
     
    One thing to do before sending to everyone test it first by adding a condition that redirects all emails to your own address.
    Also double-check the column names after your first test run, as the API returns them in TableName[ColumnName] format which can catch you off guard.
     

     

    Best regards,

    Valantis

     

    ✅ If this helped solve your issue, please Accept as Solution so others can find it quickly.

    ❤️ If it didn’t fully solve it but was still useful, please click “Yes” on “Was this reply helpful?” or leave a Like :).

    🏷️ For follow-ups  @Valantis.

    📝 https://valantisond365.com/

     

     

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