How to build alerts based on a data point within a visual. From Tips & Tricks - Vol 1/21
Sneak: Alerts from Presentation Visual
The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use cases.
Build alerts based on a given data point within a visual in order to receive notifications about changes in the data. Users can build two types of alert:
Basic: a basic alert lets you know when the given data point either increases, decreases, or stays the same. You can set a basic schedule for the alert job and determine whether it should be distributed via the alerts feed or via email.
Advanced: configure an advanced alert to set up an advanced schedule, a triggered launch, and advanced distribution.
To learn more about the Alerts feature, including the Alerts Builder wizard, click here.
Adding Alerts in Present
- To configure alerts from a presentation, open the saved presentation in runtime. (View Presentation or Pyramid Symbol in top left corner)
- Right click on the required data point or cell and choose Built New Alert from the context menu.
- Select how the Alert is delivered to you
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