Concepts → Data Alert
About a data alert
A data alert is a scheduled job that evaluates an alert condition. If the alert condition evaluates to True, the scheduled job for a data alert sends an email data notification to one or more users, one or more groups of users, or one or more email addresses.
About an alert condition
An alert condition can be an Aggregated Table or a Listing Table insight. You create the insight from the Alert Editor with the Analyzer.
The insight must have at least one measure pill that is a column or a formula column. When the Aggregated Table or Listing Table returns one or more rows, then the condition evaluates to True. When the Aggregate Table or Listing Table returns zero rows, then the condition evaluates to False.
Often an insight filter such as an individual, aggregate, or distinct filter defines the filter expression for the alert condition. As a measure filter only affects only the related measure, it is by itself not an ideal choice for defining an alert condition.
Create a data alert with the Alert Editor
There are two ways to create a data alert with the Alert Editor:
Set Alert
You must have edit access rights to the given dashboard. For a given insight, in a dashboard tab that allows for a filter expression, in the More Options menu (⋮ vertical ellipsis), select Set Alert.
Scheduler
To create a data alert from the Scheduler using the Alert Editor, follow these steps:
- Select Data Notifications.
- In the Action bar, select +New → Create Data Notifications.
Properties of a data alert
You can edit the following properties of a data alert in the Alert Editor:
| Property | Control | Description |
|---|---|---|
| Name | text box | Enter the name of the data notification job you are creating. |
| Description | text box | Enter a description for the data notification job. |
| Type | radio button | Select the type of the attachment you want to send via email: ● HTML ● xlsx ● CSV |
| Target | selection | Select the dashboard tab to export as the give type for the email data notification. |
| Condition → (pen icon) | button | Select the edit button for the Condition section to open the Analyzer and create a condition for the alert. |
| Condition | table | Displays the output of the condition you create in the Analyzer. |
| Start by | date and time | Select the date and time for the alert to start working. |
| Recurrence | radio button | Select the recurrence of the alert to be one of the following: ● Daily ● Weekly ● Monthly ● No Recurrence |
| Recurrence → Every | increments and drop down menu | Select the number of recurrences per day, week, or month. This option is not available when you select the No Recurrence option. |
| Recurrence → No End | radio button | Select to keep the alert active with no end date. |
| Recurrence → End by | radio button | Select to set an end date for the alert to be completed. |
| Send To | list | List of emails the dashboard is sent to. |
| Send To → + | button | Select to open the Send to form. |
| Send To → + → Add | button | Search names, groups, or emails, and then select Add to add them to the list of Send To emails. |
| Send To → + → Cancel | button | (Optional) Select to close the Send to form and cancel any selection. |