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

  1. To configure alerts from a presentation, open the saved presentation in runtime. (View Presentation or Pyramid Symbol in top left corner)

  2. Right click on the required data point or cell and choose Built New Alert from the context menu.

  3. Select how the Alert is delivered to you

If you have questions about these tips (or improvements) please let us know in a comment.

P.S. We will post previous Tip&Tricks as well as all new ones to keep this information active and available to all users.



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