KPI Alert Rules Wizard Overview (v7.0.1+)
KPI Alert Creating Wizard is a tool that can help the User create a KPI Alert Rule. This Article describes the options the Wizard offers and explains how to use them.
Security Requirement: Power and Regular Users should have a "Create KPI Alerts" Privilege assigned to them either directly or via Group Membership to be able to create KPI Alerts.
Creating a New KPI Alert Rule
From Content Menu
Access Content > Alerts > KPI Alerts and click [+ Add KPI Alert Rule]
The User also has to select either to create a new Metric or set a KPI Alert Rule for the existing Metric that can be chosen from the drop-down menu.
From Element Tile
Open the Tile Preview, click the bell icon and then [+ New Rule]
KPI Alert Wizard
KPI Alert Type
- Choose which Type of Alert Rule you plan to create:
- Fixed Value: This will compare the latest measurement value to a specific threshold that you set
- Prior Value: Compare the latest measurement value to a prior value for the same metric (e.g., value from the same time last year)
- Average of Prior Values: Compare the latest measurement value to the average of values recorded recently
- Recent Volatility Levels: Compare the latest measurement value to the standard deviations of the average of values recorded recently
- Combination of Multiple Alerts: This one is a flexible way to customize your criteria
For a detailed explanation for each option, visit: KPI Alert Rule Types Detailed Overview.
- Set rule visibility: Choose whether you want to use this Alert Rule individually (Private) or other Users can subscribe to it as well (Public)
Alert Criteria
This window is going to have a different set of Alert criteria options depending on the Alert Rule Type selected previously.
The process of setting the Alert criteria is similar to constructing a sentence: you choose conditions and the values that are going to serve as a reference.
NOTE: Be aware that if the data values that should trigger an Alert are fetched in bulk, you might face the issue when the Alert is not triggered for the values it is supposed to. The number of latest values that can trigger an Alert is to be set in the Alert Window parameter within the Measurement Interval used for the Metric. For more information, see the Update Measurement Interval Settings article.
Content
- Subject: Provide different Subject lines displayed for Email and Phone alerts
- Customize Alert Text: The text that displays on Viewers and in emails for this Alert
- Alert Payload: You can choose to add Other Element by selecting it from the drop-down list or attach Nothing
- Additional message: Add optional message
- Preview: This section will display the content as you change it. The User can also trigger a Test Alert to be generated
Click [Finish] when you are done.