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Setting conditions for alerts

When you create a data alert, you can set up multiple conditions that need to be fulfilled to trigger the alert. Each condition compares one of the measures or dimensions in the alert with a value, a measure, or the current set. You can combine multiple conditions with AND and OR. You can also create multi-step conditions by grouping conditions and applying them in order.

For more information about alerts, see Monitoring data with alerts.

In the condition you can compare the value with:

  • Another value that can be fixed, or calculated by an expression.

  • Another measure.

  • An aggregation of the current data set.

You can compare using an offset, a value that you want to offset the returned value by.

Comparing with a value

You can compare the measure or dimension value with a value that can be fixed, or calculated by an expression.

  • Select Value in Compare with.

Note: The expression is calculated at the alert evaluation level. This means that it will not be calculated by the dimension that you used to split up the measure in Refine your data > Show by dimension.

Comparing with another measure

You can compare the measure or dimension value with the value of another measure used in the alert.

  • Select Measure in Compare with.

You can define an offset, a value that you want to offset the returned value by. This can be either a number or a percentage.

Comparing with the current set

You can compare the measure value with an aggregation of the current data set. You cannot compare a dimension with the current set.

  • Select Set (advanced) in Compare with.

The following aggregations are available:

  • Average

    This compares the measure with the average of the values in the current data set.

    You can define an offset. This is a value that you want to offset the returned value by. This can be either a number or a percentage.

  • Min

    This compares the measure with the minimum of the values in the current data set.

    You can define an offset. This is a value that you want to offset the returned value by. This can be either a number or a percentage.

  • Max

    This compares the measure with the maximum of the values in the current data set.

    You can define an offset. This is a value that you want to offset the returned value by. This can be either a number or a percentage.

  • Percentile

    This compares the measure with the value of a selected percentile value in the current data set.

    For example, if you select Operator: Greater than and Percentile: 90, the comparison is if the measure is greater than the 90th percentile value of the measure set.

  • Standard deviation

    This compares the measure with the boundary of a multiple of standard deviations from the mean of the current data set. Use a positive number to compare with the upper boundary, and a negative number to compare with the lower boundary.

    For example, if you select Operator: Greater than and Standard deviation: 1.5, the comparison is if the measure value is greater than the boundary value of 1.5 standard deviations from the mean of the data set.

You can define an offset, a value that you want to offset the returned value by. This can be either a number or a percentage.

Using an offset when comparing

You can define an offset. An offset is a value that you want to offset the returned value by when you compare with a measure or the current set. This can be an absolute value, a calculated value, or a percentage. You can use this to set a threshold to trigger the alert.

Example:  

You may want a threshold of 10% when you compare your sales with the average sales of the current set. The alert should trigger only if the sales are 10% greater than the average sales. In this case you would use the following settings in the condition:

  • Operator: Greater than
  • Compare with: Current set
  • Aggregation: Average
  • Offset: 10
  • Offset as percentage: Checked

Multi-step conditions

You can group conditions and apply each group of conditions in order. This allows you to filter by a measure value before looking for outlier values.

  • Use the Ungroup () button to split the conditions in two groups.

  • Use the Group () button to merge two groups to one group.

  • Use Then to specify that the next condition group is evaluated only for values that are true from the first condition group. You need at least two groups to use Then.

Example:  

You have a visualization that shows sales and gross margin for a number of stores. You want to see the worst performing 10% of stores in terms of gross margin %. Additionally, you only want to see the results from stores with sales over $50,000.

  1. Create an alert and add the measures for sales and gross margin.
  2. Create a condition using the sales measure.

    • Operator: Greater than
    • Compare with: Value

    • Value: 50000

  3. Create another condition using the gross margin measure. This should be placed after the condition already created.

    • Operator: Less than
    • Compare with: Current set
    • Aggregation: Percentile
    • Percentile: 10
  4. Click the button between the two conditions.

    The conditions are now in separate groups.

  5. Select Then.

The alert will now first find stores with sales greater than $50,000. Then it will evaluate to find the 10% of these stores with lowest gross margin.

Supported operators

When you compare the values, you can use the following operators:

  • Greater than (numeric)
  • Less than (numeric)
  • Equal to (numeric and text)
  • Not equal to (numeric and text)
  • Includes (text)
  • Starts with (text)
  • Ends with (text)