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Data Alerts

Data alerts allow a Ping user to create a variety of alerts which will check their data in a Qlik Sense application. This check is performed as a user session which impersonates the user ensuring all application and data access security is respected.

Alerts can be created on a schedule or when an application reload completes through a reload task in Qlik.

For additional information on specific settings for alerts you can read the following pages:
Drill into Dimension Alerts
Broadcast Alerts
Managed Shared Alerts
Sharing Alerts
Custom Notifications and HTML Emails
Daily Digest Email

 

HOW TO CREATE A DATA ALERT

  • Click My Alerts from the top menu bar to see a list of all the alert records you own.
  • Click the Create Alert button at the bottom of the table to create a new one
  • Enter the Alert Name. It is suggested that this name is as descriptive as possible so that you can easily find it to edit it later. This name will also be presented in the notifications you receive.
  • Select the channel(s) you wish to be alerted through in the Deliver to dropdown. You can choose one or many delivery channels.
    Click ’Next’ to move to the Data Source section
  • Select the Application you wish to query for this alert. For Qlik Sense alerts this is the application name that you see in the Qlik Sense Hub and the list is grouped and listed alphabetically according to those streams. Only applications that have been published to a stream in Qlik are shown in this list so no My Work .
  • Select the Measure to query for the alert. The list that populates is the list of master item measures that exist in the application in Qlik Sense. If you wish to enter your own Qlik expression syntax you can click on the advanced slider and enter the label and expression manually.
  • Select the Default Sheet in the Qlik Sense Application. This is required as we need to pass the sheet as part of the URL to connect you back to the Qlik application with the relevant selections and sheet reference.
  • Click Next to move to the Data Source section .
  • Use the radio buttons to select filter by dimension or filter by bookmark

Filter by Dimension

  • Select a ‘Filter by Dimension’ field from the dropdown. This is a list of the master item dimensions that are available in the application.
  • Select the value(s), one or many, to add to the filter. and click the ‘Add Filter’ button once selected.
  • Repeat this process for any additional fields you wish to add filters for.
    NOTE: if you select a dimension that already has filters the previous ones will be overwritten. Edit functionality is coming soon.
  • Select Get Filtered Value to view the filtered value

Filter by Bookmark
(Introduced in version 2019.03.02)

  • Select the Qlik bookmark you wish to use to set the filters for the alert.
  • Select Get Filtered Value to view the filtered value.
  • Click Next to move to the Alert condition section
  • Select the Condition Type from the dropdown provided. The list of condition options will grow with time, the current available options are:
    • Manual Entry
      Compares a specific entered numeric value to the actual scanned measure value.
    • A second measure value
      Compare the actual scanned measure value with a second measure actual scanned value. A basic example would be Sales amount compared to Budget amount which are both scanned from Qlik at the same time.
    • A second measure actual value
      Compares the second measure scanned value against a specific entered numeric value. This allows you to use a second measure as a type of filter. For example, I wish to show the % Margin (Alert measure) values of all stores where the sales (second measure) are over 10,000.
    • Last scanned value +- n%
      Compares the actual scanned measure value with the stored value for that record from the last scan that Ping completed. This allows you to see changes in values over time which may not be easily available in the Qlik application.
  • Depending on the condition type you will be asked to enter additional information.
    • Condition will be the operator in the comparison, for example
      greater than, less than, equal to etc for those conditions where comparison with a fixed value or a second measure.
      plus, minus or plus/minus (both) where comparison against the last scanned value
  • The 3rd field will have a different label depending on the condition type, for example.
    • Enter condition value where you should enter a numeric format (percentages as decimals, i.e. 50% = 0.5 )
    • Select second measure from master item measures
    • Enter Offset Percentage for last scanned value alerts (percentages as full numbers, i.e. 50% = 50)
  • You have the option of making your conditions more complex with the and/or switch. This enables you to have two conditions working together to really target your alert triggers,
    • Click on the And/Or slider to activate the additional condition option.
    • Choose And or Or in the select dropdown
    • The rest of the steps are the same as above for the second condition.
    • Click ‘Next’ to move to the Drill into Dimension section

You can skip this section if you only want to evaluate the top line number.

  • If you wish to evaluate the alert condition(s) across each line in an array of values split by a dimension, for example comparing sales versus budget across all stores, then:
  • select the dimension field. This is a list of the master item dimensions that are available in the application.
  • Sort order for the drill to dimension table (introduced in version 2019.03.02)
    The output of a drill to dimension alert is a table of dimension values with their associated measure value which can be sorted by the dimension label, by the measure value or by an additional expression. This provides all of the options to group your table, alphabetically, numerically or aging buckets in a logical order without the need to change anything in the source application.
    Once a dimension is selected additional entry fields will show:

    • select sort by to choose which field in the table to sort by, the dimension field, the measure field or an additional expression that will not be shown in the table.
    • select sort order to choose from ascending or descending
    • If you have chosen expression as the sort by option you will see an entry box for the sort by expression. You will need to enter an aggregate expression (max, min, avg, sum, etc) that will return a single value for each row of the array, for example Max([AgeBucketSortOrder]).
  • Click Next to move to the Alert Schedule section
  • Select the type of Trigger you would like to set; on reload or scheduled.
    An on reload trigger will run the alert after each successful reload of the Qlik application. A reload is when the data changes in Qlik (excluding direct connect setups) so is the primary means of triggers for Qlik applications. A scheduled reload allows you to set time based reload options.
  • Enter a Scan Until date.
    This functionality will automatically populate for 30 days in the future is left blank. If you intend to have a long standing alert trigger please ensure you enter a date here manually. We are working on functionality to provide more options to make it default to run until manually stopped but to allow these changes as necessary.
  • If you would like the notification to only send as part of a daily digest summary email then click on the Daily Digest slider (Introduced in version 2019.03.02). See the Daily Digest Email page for more details on this functionality.
  • Scheduled trigger options
    • You have the option of setting the trigger ‘Hourly’ (multiple times in a day) or Daily (once per day)
    • Hourly triggers allow you to set:
      • The day of the week that the alert should trigger.
      • The interval between scans in hours and minutes (which can be less than 1 hour).
      • The start and end time for the scans. It is assumed you would monitor during certain times of the day, i.e. working hours, so this functionality allows you to manage the notifications you are sent so that you are not alerted when you don’t need to be.
    • Daily triggers allow you to set:
      • The day of the week that the alert should trigger.
      • The specific time of day that the alert should trigger.
  • Notification Frequency (introduced in version 2019.03.02)
    This functionality allows you to ensure you are not sent notifications over and over again simply because the application has been reloaded in Qlik for other purposes. These settings allow you to choose a frequency of being notified that will control how many times in a period you are notified. Options are:

    • every time [default]
    • only the first each hour
    • only the first each day
    • only the first each week
    • only the first each month
    • only once (and never again)
  • Click Next to move to the Distribution Settings section

(Introduced in version 2019.02.07)
NOTE
: This section will not appear for all users as it is controlled by user privileges.

You can skip this section if you are only setting this alert up for yourself and do not wish to send a notification from this alert to any other users.

  • There are two types of distribution options to select from:
    • Broadcast Alerts
      The scan of the data is completed once as the owner of the alert, the result is then shared to many.
    • Managed Shared Alerts
      The scan of the data is completed for each recipient individually so the data security for each user is respected.
  • Select the user group(s) and/or individual user(s) to whom the alert should be set up for. Add each set and the table will populate.
  • The table will provide feedback on the subscription and license status of the users that have been selected to receive this alert. As the owner you will be able to re-subscribe users if they request this.

(Introduced in version 2019.03.02)
You can choose to customize the notification text. This includes the email subject and mobile push notification message and the body of the email which can be adapted. You will need knowledge of HTML and CSS to manipulate the body template. Please review the detailed instructions on what is possible on this dedicated page.

You can skip this section if you do not want to change the default notification (recommended)

  • To modify the notification setting, click on the customize notification slider
  • On the notification subject line you can enter text or construct a free text plus variable string.
  • You can import a template into the email message body area using the options above the text area and the templates you can download here. It is important to note that html can behave differently in different email clients so we have created our templates to be as consistent as possible, This does mean they are more complicated so you will need reasonable knowledge of HTML and CSS to manage this.
  • User the preview button to check your html is formatting correctly.
YOU’VE COMPLETED THE ALERT SETUP!
  • Click Save to create the alert record and be returned to the My Alerts page.