KNOWLEDGE BASE

How to Create Conditional Data Driven Alerts


Published: 21 Jun 2017
Last Modified Date: 21 Jun 2017

Question

How to set conditional data driven alerts based on thresholds in the underlying data or based on the time of day.

Environment

  • Tableau Server 10.3

Answer

Data driven alerts is a new feature starting in Tableau Server 10.3. The ability to set specific conditional data driven alerts is still based on workarounds.

Workaround for conditional alerts based on time of day:

Option 1

Change the time interval that the Server checks for to confirm when conditions are true.(See link in upper right)

Option 2

Change the extract refresh schedule, since server also checks alerts whenever extracts in the related workbook are refreshed.

Workaround for conditional alerts based on when the underlying data reaches a threshold of N or more records:

Option 1

Create a secondary view counting the records and create an additional alert on the secondary view.

Option 2

Create a filter on the view to only show the bars with N or more records in the underlying data. 
 

Additional Information

The ability to set specific conditional data driven alerts is not a functionality that currently is built into the product.
Did this article resolve the issue?