Data Alerts in Dashboard Schedule

Data Alerts in Dashboard Schedule

The Data Alerts option is available within the Dashboard Schedule configuration. It allows users to receive automated alerts based on predefined conditions.

  • When a configured condition is met, an email notification is sent to the specified recipient email addresses.
  • The data is evaluated against the alert condition according to the dashboard’s scheduled frequency.
  • If the condition is satisfied during the scheduled run, the system triggers an email alert to notify the recipients.
  • If the condition is not met, the mail notification is not triggered.

To configure schedule – Refer Schedule in the Dashboard.

The ‘Alert’ option is available in the Schedule Details.


To configure the Data Alerts, follow the below steps:

1.    Fill the Schedule Details as mentioned in- Refer Schedule in the Dashboard.

2.     Click checkbox beside Alerts to enable Data Alerts configuration. This will add 3rd configuration – ‘Alert’ in the right side pane of schedule modal as highlighted in the above figure.

3.      Fill the Email details.

4.     Click Next

5.      Fill the details for Message & Attachments.

6.    Click Next

7.      Alert configuration page is displayed.


8.      Configure Data Alert as below:

Option 1: Enter Alert Name

Option 2: Select column dropdown shows Measure columns from all available dataset in the dashboard. Select column.

Option 3: Gear icon shows the aggregation options- Sum, Count, Count Distinct, Maximum, Minimum, Average, None. Select any of the aggregate options.

Option 4: Select the operator from the available operators.

Option 5: Inbox to add value.

Option 6: The toggle option to set the alert Active or Inactive.

Option 7: Delete icon to Delete the Alert.

Option 8: Add Alert -button to add another alert.

9.      Click Save button.

10.  As per scheduled frequency, the data is verified for the condition- Births (sum) Is Greater Than -300

11.  If the data condition is satisfied then mail notification is sent to the recipients with Data Alert condition details.

 

Notes:

·         Any number of Alerts can be added on any column and with any aggregation.

·         When Alert configuration is enabled, then the mail notification is only triggered when condition is satisfied.

·         The mail notification only mentions the Alert details with met Data Alert conditions.

·         PPT/PDF is also sent in the mail as per configuration in the Dashboard schedule.

 



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