Data alert provides the users to track certain conditions and respond it to a specified recipients via mail when a certain predefined threshold is met.
Follow these steps to create the new data alert with the desired dashboard.
Actions in the dashboard grid context menu and select
Create Schedule to schedule the corresponding dashboard.
Schedule option from the side menu to create a schedule.
Schedules can be created for respective dashboard. Enter the schedule
Name and then
Data Alerts needs to be enabled.
Data alert screen has the option to add conditions for the desired dashboards. Each condition has the source column name, aggregation, and target column to compare. A
Where Condition can be added as globally or for each condition. After the successful validation, the user can be navigating to the next screen, otherwise, the error message displayed at the top of the dialog box and the screen remains exists until the successful validation.
Widget that you want to add the threshold condition and select any one of the
Condition. By Default, the condition will be
Value Changes - Checks whether the filtered value changes and can be evaluated either expression or a single column.
If it is an expression, the user can be notified when it satisfies the condition.
The user can add the expression as per their need as follows.
To switch the expression to a single column click on the close button as below,
Add Comparison Target to add expression.
If it is a single column, the user can be notified when there is a change in the column value compared to the previous value.
Increases - Checks whether the filtered value increases once.
Continuously Increases - Checks whether the filtered value increases continuously.
Decreases - Checks whether the filtered value decreases once.
Continuously Decreases - Checks whether the filtered value decreases continuously.
Wherecondition for each filter by clicking the
Add Where Condition.
In data alert, a new option is included to create expressions with the combinations of unbounded data source columns of selected widget and multiple functions. For instance, [Sum(Column1) - Sum(Column2)].
Create expression columnslabel at the top of filter in the data alerts screen.
In previous dialog box, create expressions column lists all the saved expressions of the appropriate data source.
You can add a new expression by providing values to name and expression input fields.
Functions and column settings drop-downs provides multiple functions and data source columns of selected widget to create expressions.
Addto add a default expression name in the name input field.
Expression name can also be changed.
Functions and column settings are categorized under various types and they can also be filtered by the first drop-downs underneath their headings.
While clicking the functions, the example and short description of them are displayed at the left.
Expression can be inserted into its input field by double clicking the required values from the functions and column settings drop-downs.
When you clicked any expression in this list, the appropriate name and expression is filled in the right-panel. You can update this saved expression and can be saved again.
Expressions can be deleted by clicking the close icon, which is visible on hovering the custom expressions list.
Backbutton to close the custom expression dialog box.
Where condition for two or more filters by clicking the
Add Global Where Condition.
Email editor provides an option to edit the email body of the data alert mail and embed the selected database column values into the email body. The
Select Field describes the database columns that are chosen on data alert screen. The values of each inserted column can be replaced while sending mail by Bold BI.
Dashboards can be scheduled on
hourly, daily, weekly, monthly and yearly.
Dashboards can be exported as Image, PDF and Excel. Exported dashboards can be sent to individual users or groups or to external recipients.
Name, data alert, schedule type, email content, export format, and the recipients can be changed in the
Edit schedule dialog box.
Schedules can be made to run on demand by clicking the
Run Now option in the schedule grid context menu. Dashboard get exported in the specified format and sent to the recipients, if the threshold condition is met.
Data alert can be deleted from the dashboard server when it is no longer required. Click
Actions in the schedules grid context menu and select
Delete to delete the data alert.