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.
Click Actions
in the dashboard grid context menu and select Create Schedule
to schedule the corresponding dashboard.
Otherwise, click 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.
Select the Widget
that you want to add the threshold condition and select any one of the Condition
. By Default, the condition will be Value Changes
.
1.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,
Click 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.
2.Increases
- Checks whether the filtered value increases once.
3.Continuously Increases
- Checks whether the filtered value increases continuously.
4.Decreases
- Checks whether the filtered value decreases once.
5.Continuously Decreases
- Checks whether the filtered value decreases continuously.
Add Condition
.
Where
condition 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 columns
label 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.
Add
to 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.
Save
.
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.
Back
button to close the custom expression dialog box.
Add common 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.