Power BI Blog: Dynamic Per Recipient Subscriptions

Welcome back to
this week’s edition of the Power BI blog series.  This week, we discuss ‘Dynamic per recipient’
subscriptions.

Microsoft has recently
announced the General Availability of ‘Dynamic per recipient’ subscriptions for
Power BI and paginated reports.  ‘Dynamic
per recipient’ subscriptions are designed to simplify distributing a personalised
copy of a report to each recipient of an email subscription.  You define which view of the report an
individual receives by specifying which filters are applied to their version of
the report.  The feature is now available
in Sov. Clouds as well.

You may create a ‘Dynamic
per recipient’ with a simple drag and drop experience.  First, subscribe to the report by selecting ‘Subscribe
to report’ and then ‘Create Subscriptions’.

Select the ‘Dynamic
per recipient’ subscription.

Connect to data
that has recipient email, names or report parameters.

Then, select and
filter data that you want in your subscription.  You probably only want to send emails
conditionally.  To do that, you can
filter the data in the Filter pane.

You can select the
recipient email addresses and the email subject from the dataset that you
connected to by selecting ‘Get Data’.

You may then map
your data to the subscription.

Then schedule the
subscription and save it.

The subscriptions
will be triggered based upon the schedule that you have set up.  Personalised reports may be sent to up to a
thousand recipients.

In the meantime,
please remember we offer training in Power BI which you can find out more about here.  If
you wish to catch up on past articles, you can find all of our past Power BI
blogs here.