Add alerts

To add a new alert to a workspace you should go to the ‘Add’ Page & click on ‘Alert’. Then you will be given the option to choose which data point you want to create an alert for. You can only select data points that have data connectors attached (as Connetra needs to use that connection to run the alert).

Once you have selected the data point for which you want to create an alert, you need to select the date column on which you want the alert to run. Connetra will already filter this down to columns that have the required date format. Nex you need to select the data granularity (day/week/month etc) and the lookback timeframe that will be considered for the alert. This will determine the number of complete periods which the alert will consider.

Next, you need the metric to which you will tie this alert (this has to be a numerical column) and you need to determine the criteria which will cause the alert to fire.

There is the ‘Other Filter’ option if you want to add an additional dimension criteria to your alert.

In order to help you with the alert creation, in the top right corner you will see a preview of the selected table for which you are creating the alert, so that you can see the available columns.

Secondly, once you have added the appropriate alert conditions, you will be required to ‘Check Alert’ prior to setting the alert schedule. This is to check that the data connection works for the table selected, and also so that you can see a preview of the alert bar chart, which is a visual representation of the alert you have just created.

The x-axis is the granularity selected, with the number of bars indicated by the timeframe considered. The y-axis is the metric selected and the alert condition placed on this metric is shown by the red dotted line, to allow you to easily see whether or not the alert would fire based on the current criteria.