Training by Example: Use Case — Metrics and Alerting

This is part one of the fifth use case in the Training by Example series. Review it after finishing the Training by Example: Use Case — Catalog,  Training by Example: Use Case — Bursting, Training by Example: Use Case — Exceptions Report and Training by Example: Use Case — Changes Report.

In this example, a business unit that oversees the company's Wine Sales requests a series of metrics for employees that demonstrate a high-level perspective of sales, costs, and profits by sales channel. Those metrics have to be included in weekly Bursts. Additionally, a Daily Alert should be distributed if:

  • Sales are higher/lower by 10% over the same day of week last week
  • Cost is higher/lower by 2 Std (standard deviations) of 30-day average
  • Profit is higher/lower by 15% for the same day of the week over the last 12 weeks 

Use the example workflow outlined below to:

  • Learn how to build a Metric from Dataset
  • Discover how to create an aggregated Metric
  • Understand how to create and customize a KPI Alert Rule and add it to the Daily Alert distribution

Make sure you have completed all the following steps before beginning this Use Case:

  • Created an SQL Data Source
  • Created a Category
  • Built an SQL Dataset
  • Added a User Map
  • Created a Dimension
  • Created a Folder
  • Built a Burst

Content Creation

A Metric is an Element that charts a key measure across time. A Metric may include up to 2 Dimensions and each defined Metric is limited to a single measure showing trends over time.

In this section, you will learn to create a Metric from the Dataset. Besides that, you will create an Aggregated Metric. Aggregate Metrics are not bound to any particular Data Collection Trigger.  The Metric's data is updated automatically each time its Source Metric's data is updated or changed.

Distribution of Content

KPI Alert Rules are created to notify Users about changes occurring in Metrics. With the help of KPI Alert Rules, you can define in what circumstances Metric Insights will alert you about the changes.

In this section you will create several KPI Alert Rules via the Alert Rules Wizard and subscribe them to a specific User Group. For more information about the Wizard refer to [KPI Alert Rules] Wizard, types, criteria, user subscriptions.

Congratulations! You finished the workflow!

You are done. Great job!