You can get insights of your data stored in Power BI in Cascade with this integration. A lot of actions can trigger the updates to Cascade - when progress is modified in a BI scorecard, or a row is added to the file, and so on. If you're storing your KPIs like in-store sales, employee retention, sales from different regions, completion percentage of a goal, project man-hours spent, and so on, you can get those values to be automatically updated in Cascade with this integration!
Every time the value changes in the BI goal, Cascade automatically updates those for you! This integration with Cascade is enabled through Power Automate!
Before you proceed, it's important that these pre-requisites are met:
- A 'measure' in Cascade that has Power Automate chosen as the tracking type, initial and target values defined.
- A BI goal that has the measure's progress value (that needs to be updated in Cascade).
- Microsoft 365 or Dynamics 365 license with Power Automate capabilities. Also this works best with the online version of Power BI.
See How to Use Power Automate with Cascade article to establish a connection between Cascade and Power Automate. Though you can define any trigger from Power BI, we're now going to look at the most frequently used trigger - when current value of a goal changes!
In the Power Automate's Cascade environment page, click Update a measure in Cascade when a Power BI goal changes.
When you select Power Automate from the measure's tracking section, a modal pop-up redirects you to Power Automate. You'll now see the Power Automate's Flow interface.
1. Set up the Trigger:
Once logged into the Microsoft account, the BI workspace, and the scorecards are automatically synced to Power Automate! Now, from the drop-down list, select the BI workspace, the scorecard in which the measure resides. Select the column in which the progress will be updated in the Goal ID, so that every time a value changes here, the flow is triggered!
2. Update Measure in Cascade:
Currently, with Power Automate integration, you can only update a measure's progress. However, we'll be adding more actions and triggers in future! If there're any additional triggers or actions that you would like to see us support, please let us know via live chat!
The template is prefixed to choose the app and event (update measure) and lets you to connect your Cascade account directly in this step! Select the account, or create a new one to connect to!
You'll need to sign into your Cascade account within Power Automate to give it the permissions it needs to update information. However, if you wish to create a new connection, click the three dots against the Update Measure title, click +Add new connection. All these connections will be available in Data > Connections from the left navigation pane!
Choose the workspace, plan, the relevant measure (those with numerical fields are automatically listed) and its value, and click Save.
From the left navigation pane, click My Flows, and choose this flow that we just created. Under the 28-day run history, click All runs to refresh the flows to see if the flow failed or succeeded. If successful, the value will be updated in the Cascade's measure! If failed, click on it, and from the Error details that's displayed, analyze the issue or report to us to get it fixed!
You've now successfully established the trigger and action. Now, with ease and no efforts from you, your values will get updated automatically in Cascade, every time there's a change in the values in the Power BI goals!
Go to Cascade, and in the measure that you chose Power Automate as tracking, you'll see the progress updated! It might take a while to reflect the progress. Click More Info to look at the historical progress values!
For more help with the Power BI-Power Automate workflows, please refer here in Power Automate Help Center!
My Power Automate flow failed. How should I proceed?
Click My Flows, and choose the flow that you're working on. Now, click on the flow that failed, and from the Error details displayed on the right sidebar, analyze it or report to us to fix it.
There is a connection error with Power Automate!
From the left navigation pane, click Data > Connections, and delete the connection that you used. Now, when you start with the flow, it'll establish a new connection. At any point in time, you can click the three dots against the action title, and click +Add new connection.