Creating Conditional Data Driven Alerts

Published: 21 Jun 2017
Last Modified Date: 20 Jul 2023

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

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.

Workaround for conditional alerts based on when the value for a particular dimension reaches various thresholds

Option 1

Create multiple graphs with a filter for each dimension value
Apply a data driven alert to each graph separately

Additional Information

The ability to set specific conditional data driven alerts is not a functionality that currently is built into the product. Voice your support for the implementation of this feature by adding your vote to the following Community idea: Specific Conditional Data Driven Alerts.