Hybrid Data Hub - Creating Alerts

Introduction

Admin users with Viewer or Admin Permissions for Analytics can create alerts which are automatically delivered to their e-mails according to a pre-defined set of conditions. Before you proceed, please familiarize yourself with Custom Admin Roles (if needed).

If you attempt to create an alert for any e-mail address other than yours, an error message will appear.

If you want to set up alerts to a team manager or another employee who needs them, you can use automatic e-mail forwarding.

Contents

• How to create alerts
  • Name your alert
  • Setting alert conditions
  • Sending alerts to email
  • Setting alert frequency
• How to Edit, Duplicate, and Delete Alerts

How to create alerts

To create an alert for a dashboard widget:

1. Click on the widget's bell icon :

2. If there are no existing alerts, the Alert Creation dialog opens where you can specify several components of your alert:

• Custom title
• Alert conditions
• Recipients
• Frequency
• Permissions (this setting is also dictated by whether the alert is configured to allow following)

Name your alert

1. Click on the alert title and enter a new one, if needed.

2. Click away from the field or hit Enter to see your update.

The alert title will appear in any publicly visible alerts that are listed in the alert view window on that tile. The title will also appear in the alert notifications.

Setting alert conditions

In the Condition drop-downs in the alert creation window, you can set the components that tell Data Hub how to check the tile data for changes and the kinds of changes that trigger an alert notification.

Note: All the filters applied to the dashboard become part of the alert conditions.

The alert condition is represented by these components:

• The list of fields or table calculations that appear in the dashboard tile's visualization
• The change that the selected field, fields, table calculation, or table calculations must undergo to trigger the alert notification
• The magnitude of the change that would trigger the alert notification

These conditions include the following:

• Is greater than
• Is less than
• Is equal to
• Is greater than or equal to
• Is less than or equal to

If the query contains a date or time field, these additional conditions are available:

• Increases by
• Decreases by
• Changes by (a combination of Increases by and Decreases by)

Sending alerts to email

Enter your e-mail in the field below the Where to send it drop-down menu:

Note: If you attempt to create an alert for any e-mail address other than yours, an error message will appear.

You will receive an email with information about the alert and an option to unfollow the alert. If you choose to unfollow the alert, your email address will be removed from the list.

Setting alert frequency

Under the Frequency section of the alert creation window, you can set the frequency at which Data Hub checks your data for changes and sends an alert notification, if the alert conditions are met. The default frequency is Daily at 05:00.

The available frequency options are as follows:

• Monthly on a specified Day of the month (the default is the 1st of the month) at a specified Time (the default is 05:00)
• Weekly on a specified Day of the week (the default is Sun for Sunday) at a specified Time (the default is 05:00)
• Daily at a specified Time (the default is 05:00)
• Hourly at a specified interval (the default is to check the data every hour) with specified Start and End times (the default is 05:00 and 17:00). With hourly intervals you can have Data Hub check the data at these intervals:
  
  • Hour
  • 2 hours
  • 3 hours
  • 4 hours
  • 6 hours
  • 8 hours
  • 12 hours
• Minutes at a specified interval (the default is to check the data every 15 minutes) with specified Start and End times (the default is 05:00 and 17:00). With minute-based intervals, you can have Data Hub check the data at these intervals:
  
  • 15 minutes
  • 30 minutes

When you're finished, click on Save Alert to save the alert. The alert emails you'll receive will look like this in general:

How to Edit, Duplicate, and Delete Alerts

If alerts have already been created, the Alerts window appears in place of the Alert Creation dialog. Here, you can click on the Actions menu button for each alert and choose:

• Edit alert (rename, change conditions, etc.)
• Duplicate
• Delete

You can also click here:

This will display all the filter details for the widget tied to the alert. All the filters applied to the dashboard become part of the alert conditions.