Alerts

You can set up alerts in a presentation to notify you when the values in your discovery increase, decrease, or stay the same. In advanced cases, you can also configure alerts that trigger an advanced schedule, launch, or distribution, or that notify you that your model has been updated. For example, you might set up an alert to distribute a notification using email if the costs for a given product increase.

Alerts can be configured in Present (as described here), in Discover, or in the Content Manager.

Note: This feature is available with Enterprise licensing only.

The following video demonstrates Alerts:

Basic and Advanced Alerts

There are two types of alert:

  • Basic: Lets you know when the given data point increases, decreases, or stays the same. You can set a basic schedule for the alert job and determine how it should be distributed. Note: You can also trigger the alert schedule to run when the underlying data model is reprocessed.
  • Advanced: Lets you set up an advanced schedule, a triggered launch, and advanced distribution. You can:
    • Create a triggered schedule using the Dynamic and Common PQL functions. The trigger formula can even incorporate the LLM PQL function.
    • Set a process date condition that will trigger the alert schedule when the underlying data model is reprocessed.
  • Click here to learn about the Alerts feature from Discover help

Adding Alerts in Present

To configure alerts from a presentation at runtime:

  1. Right-click the required data point or cell.
  2. From the Extended Operations menu, choose Build New Alert and then the change you want to be alerted about from the context menu.

    3. The Alerts Builder opens.

  3. Define the details of your Alert.

    4. The dialog lets you set: the alert's name and message, when it should be sent, its schedule, and the distribution method for it. You can also select the Advanced checkbox to access and configure the Advanced settings.