25.8 Subscriptions and Alerts
Start with a problem
Rani wants the sales page in her inbox every morning and an alert if daily sales drop below ₹1,000.
Explain simply
A subscription emails a snapshot of a report page on a schedule. A data alert notifies when a dashboard tile crosses a threshold.
Show the data
| Month | Total Sales (₹) | Target (₹) |
|---|---|---|
| Apr-2026 | 900 | 1,000 |
| May-2026 | 1,200 | 1,100 |
About this data: This table uses columns: Month, Total Sales (₹), Target (₹). This table uses columns: Item, Result. This table uses columns: Wrong result, Reason, Correction. Values shown are the lesson examples already on this page (not a new dataset).
Fictional sample data. Practice file: monthly_targets_fy2026_27.csv (source: src/practice/).
Demonstrate
- Report › Subscribe to report › add Rani, choose page, Daily 08:00 IST › Save.
- Pin the Total Sales card to a dashboard.
- Tile › … › Manage alerts › Add rule: Below 1,000 › Save.
Show the result
Your result should look like this (fictional sample):
| Item | Result |
|---|---|
| Subscription | Email at 08:00 IST |
| Alert (April value ₹900) | Triggered |
| Alert (May value ₹1,200) | Not triggered |
Explain what happened
Subscriptions push content; alerts check the tile after each refresh.
Explore further
- Subscriptions respect RLS of the recipient.
Detailed reference for this lesson:
Subscriptions – on a report or dashboard, click Subscribe (Subscribe to report). Choose recipients, frequency (daily, weekly, after data refresh…), time and format; the e-mail contains a snapshot image and/or attachment and a link. Users see only data they are allowed to see.
Data alerts are set on dashboard tiles of type card, KPI or gauge (steps in Module 24.5). They are checked when the data refreshes.
Newer alerting
Simple bhashet sangaycha tar, in Fabric-enabled tenants you may also see Set alert on report visuals, which uses Fabric Activator to trigger e-mails or Teams messages when conditions are met.
Ravindra Bagale's Tip
A common subscription mistake is subscribing managers to a report page that is filtered to your own test selection. Clear or set the filters you want them to see before subscribing, and check the first e-mail yourself. Try it once more, then move on.
Ravindra Bagale's Tip – मराठी
Subscription मधली एक common चूक म्हणजे तुमच्या स्वतःच्या test selection ने filter झालेल्या report page ला managers चं subscription करणं. Subscribe करण्याआधी filters clear करा किंवा त्यांना जे दिसायला हवं ते set करा, आणि पहिला e-mail स्वतः चेक करा. पुन्हा एकदा करून बघा, मग पुढे जा.
Ravindra Bagale's Tip – हिंदी
Subscription की एक common गलती है managers को ऐसे report page का subscription देना जो तुम्हारे अपने test selection से filter है. Subscribe करने से पहले filters clear करो या वह set करो जो उन्हें दिखना चाहिए, और पहला e-mail ख़ुद check करो. एक बार फिर करके देखो, फिर आगे बढ़ो.
Fix common mistakes
| Wrong result | Reason | Correction |
|---|---|---|
| No alert option | Visual is a bar chart | Use card/KPI/gauge tile |
| Email at wrong time | Time zone | Set IST |
| Alert never fires | Data not refreshed | Check refresh |
Practise independently
Practice task
Which month would trigger a below ₹1,000 alert?
Hints
- Compare to 1,000.
Solution
April (₹900).
Think like a professional
Alerts reduce report checking; agree thresholds with the business.
Deepen this topic (Why / What / How)
Fictional Maharashtra example. Numbers and workspace names below are practice data only.
Why: Managers forget to open the App; subscriptions and alerts bring numbers to them.
What: Email subscriptions send snapshots; data alerts fire when a dashboard tile crosses a threshold.
How — set one useful alert:
Vertical steps (one under another)
- Pin one KPI tile to a dashboard.
- Set a data alert with a clear threshold (e.g. Cancel % > 5).
- Add a morning subscription for Page 1 of the App/report if licensed.
- Do not spam — one alert beats ten.
- Teams / Excel / embed paths in Ch 42.
Tiny example: Fictional: alert when Pune Cancel % > 5% for yesterday.
Ravindra Bagale's Tip
Friends, alerts need dashboard tiles — reports alone do not host classic data alerts.
Ravindra Bagale's Tip – मराठी
मित्रांनो, classic data alert साठी dashboard tile लागतो.
Ravindra Bagale's Tip – हिंदी
दोस्तों, classic data alert के लिए dashboard tile चाहिए।
Go deeper next
This Chapter 25 page is the overview. For the full Service deep lesson, open Ch 42 · Subscriptions, Alerts, Teams, Excel and Embedding. Chapters 37–44 are the deep Service series; Chapter 44 is the publish–secure–refresh–share capstone.
Quiz (5 questions)
1. Data alerts typically watch:
2. Subscriptions help when:
3. Alert spam is:
4. Teams/Excel/embed deepen in:
5. Cancel % alert example belongs on:
Practice tasks (12) — hints only, no full answers
- Task. Write the business question this 25 8 subscriptions and alerts page answers in one sentence.
Hint: Name the user and the decision. - Task. List three mistakes learners make with 25 8 subscriptions and alerts.
Hint: Use Fix common mistakes as a seed. - Task. Draw a 5-box flow on paper for 25 8 subscriptions and alerts (fictional MH Ops).
Hint: Photo counts as artefact. - Task. Explain 25 8 subscriptions and alerts to a friend in 60 seconds using Why/What/How.
Hint: Record voice memo if you can. - Task. Open the linked deep chapter and write three new facts not on this overview page.
Hint: Cite section titles only. - Task. Create a checklist of 7 ticks before you call 25 8 subscriptions and alerts “done”.
Hint: Include a verify step. - Task. Invent fictional refresh/share/role data that fits 25 8 subscriptions and alerts.
Hint: Keep IST times. - Task. Map who is Admin / Member / Contributor / Viewer for a fictional workspace using 25 8 subscriptions and alerts.
Hint: Least privilege. - Task. Write an interview STAR story that uses 25 8 subscriptions and alerts.
Hint: 45–60 seconds. - Task. Find one unused habit you will stop (e.g. My workspace for team content) related to 25 8 subscriptions and alerts.
Hint: Be specific. - Task. Link 25 8 subscriptions and alerts forward to the correct Ch 37–44 lesson and say why.
Hint: One sentence why. - Task. Teach 25 8 subscriptions and alerts back using Marathi or Hindi tip language once.
Hint: Keep English terms for product UI.
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