Skip to main content

Microstrategy Alerts setup

Alerts Editor

Alerts can be sent to an email address or to an iPhone, iPad, or Android device with MicroStrategy Mobile. This allows users to be notified of data that is likely to be important for making business decisions. You can also have formatting automatically applied to metric values in the report, to draw immediate attention to the data that meets the alert's threshold conditions. For example, when the Inventory Count data in a report falls below 1,000 units, you can have the report sent to you, with the values below 1,000 displayed in red text.
You can specify a subject and message to display for the alert, as well as a report or document to be displayed when viewing the alert, as described below. You can receive and view alerts on a mobile device even if the MicroStrategy Mobile application is not running.
Prerequisites

  •   
  • You must have the MicroStrategy Distribution Services product installed and MicroStrategy Web must be configured to use Distribution Services.
  • You must have the Use Send Preview Now privilege to send a preview of the report to the selected recipients as soon as the alert is created.
  • For alerts to be sent to mobile devices:
    • Mobile device users must have the Use MicroStrategy Mobile and Mobile View Document privileges.
    •
  • For alerts to be sent to email addresses:
    • You must have the Web Subscribe to History List privilege to send a report or document to the History List.
    • You must have the Use Link to History List in Email privilege to send a link to the location of a report or document in the History List via email.
The Alerts Editor contains the following areas:

  • A toolbar at the top of the Alerts Editor, which contains options to create threshold conditions, specify the formatting to apply to data that meets the threshold condition, and so on.
  • A list of the threshold conditions: The middle area of the Alerts Editor lists all the threshold conditions defined for the report object selected in the toolbar. To create a threshold condition, from the Filter On drop-down list, select the attribute or metric to create the condition based on, then define the condition. 
  • The Delivery Settings section, which contains options to determine who receives the alert, how often to send the alert, what format to use to send the alert, and so on.
The options in each area are described in greater detail below.

The toolbar

The toolbar at the top of the Alerts Editor contains:

  • A drop-down list (at the far left), containing the name of each metric in the report. To create a new threshold condition, select a metric whose values you want to have automatically formatted, then click Click here to add a new condition. For detailed steps to define alerts, including steps to create threshold conditions.
  • Add Condition Add Condition icon: Add a new threshold condition to the alert.
  • Clear All Clear All icon: Delete all the threshold conditions for the report object selected in the drop-down list.
  • Cell Formatting Cell Formatting icon: Change the formatting that is automatically applied to data that meets the threshold condition. To format the threshold values by adjusting the font, color, alignment, and other options, make the appropriate selections within the Font, Number, Alignment, and Color and Lines tabs. 
  • Format Metric Only Format Metric Only icon: Select this option to apply formatting only to the metric values that meet the threshold condition. This option is selected by default.
  • Format Subtotals Only Format Subtotals Only icon: Select this option to apply formatting only to metric subtotal values that meet the threshold condition.
  • Format Metric and Subtotals Format Metric and Subtotals icon: Select this option to apply formatting to both metric values and subtotals.

Delivery Settings

The following Delivery Settings options are available:

  • Name: Type a name for the subscription.
  • Schedule: Select a schedule or event to use to determine when to deliver the alert. The schedule choices available are created in the Schedule Manager in Desktop. 
  • To: Select the recipients to send the alert to, then click OK.
  • Send: Determine where the report is delivered. The options available may vary depending on the privileges you are assigned. For more information on the required privileges, see the prerequisites. This setting is only available for alerts sent to an email address. The options are:
    • Data in email: The report is displayed in the email.
    • Data in email and to history list: The report is displayed in the email and is also delivered to the History List.
    • Data and link to history list in email: The report is displayed in the email, along with a link to the History List location of the report.
    • Link to history list in email: A link to the History List location of the report is provided in the email.
    •
  • Delivery format: Select the format in which to send the report. If you select a format other than HTML, you can reduce the size of the attachment by selecting the Compress contents check box. When Excel or PDF is chosen, the report is included as an attachment in the email. This option is only available for alerts sent to email addresses.
  • Compress contents: Determine whether to reduce the size of the attachment by including the report in a zip file. This option is only available for alerts sent to email addresses.
  • Device type: Determine the type of mobile device you want to send the report to. This option is only available for alerts sent to a mobile device.
  • Target Application: Select the type of application you want to send the report to. This option is only available for alerts sent to a mobile device.
  • Subject: Type a description of the report, to display in the subject of the email or mobile notification. For mobile device alerts, the subject should not exceed 25 characters.
  • Message: Type a message to display in the body of the email or mobile notification. For mobile device alerts, the message should not exceed 50 characters.
  • Send a preview now: Determine whether to send a preview of the report to the selected recipients as soon as the alert is created.
  • Send all data. Format cells that meet condition: Select this option to send the report in which the alert is defined, with formatting applied to the metric values that meet the alert condition.
  • Send different report or document: You can specify a report or document to send as part of the alert notification when the alert's conditions are met. For example, when a metric in a report meets the conditions of the alert you have defined, you can choose to send a related report to a user's mobile device. Select this option to specify the report or document you want to send. Browse to and select the report or document to send in the email, then click OK. To be sure the system can successfully execute the selected report, ensure that the report contains default prompt answers.
  • Update application badge with the value of this metric: Select this option to update the badge next to the MicroStrategy Mobile application icon on a mobile device when the threshold condition is met. From the drop-down list next to the check box, select the metric that contains the number that you want to display next to the application icon. If there are multiple rows of data for this metric on the report, the mobile device will display the first value shown on the report for the selected metric. This option is only available for alerts sent to a mobile device.
  • Advanced Options:
    • Password protect zip file: Select this option to password protect a report included in a zip file. Select the Password protect zip file check box and type a password for the zip file. This option is only available for alerts sent to email addresses. This option is available only when the Compress Contents check box is selected.
    • Zip File Name: Type a name for the zip file in the Zip File Name field. This option is only available for alerts sent to email addresses. This option is available only when the Compress Contents check box is selected.
    • Do not deliver after: To specify an expiration date for the alert, select the Do not deliver after check box and choose a date from the calendar.
    • If you have selected multiple recipients, the following options are displayed:
      • Allow recipients to change delivery settings: Allow the recipient to change subscription delivery settings, such as the expiration date of the subscription.
      • Allow recipients to change personalization: Allow the recipient to view and change personalization settings, such as prompt answers for the report.
      • Allow recipients to unsubscribe: Allow the recipient to unsubscribe from the report.

Labels:

Comments

Post a Comment

Popular posts from this blog

Microstrategy Custom number formatting symbols

Custom number formatting symbols If none of the built-in number formats meet your needs, you can create your own custom format in the Number tab of the Format Cells dialog box. Select  Custom  as the Category and create the format using the number format symbols listed in the table below. Each custom format can have up to four optional sections, one each for: Positive numbers Negative numbers Zeros Text Each section is optional. Separate the sections by semicolons, as shown in the example below: #,###;(#,###);0;"Error: Entry must be numeric" For more examples, see  Custom number formatting examples . To jump to a section of the formatting symbol table, click one of the following: Numeric symbols Character/text symbols Date and time symbols Text color symbols Currency symbols Conditional symbols Numeric symbols For details on how numeric symbols apply to the Big Decimal data type, refer to the  Project Design Guide . ...
3 comments
Read more

HyperIntelligence Training Videos

HyperIntelligence  Training Videos           Design and build hyper cards Optimizing Datasets for HyperIntelligence Using the HyperIntelligence for Office Outlook Add-In Building HyperIntelligence Cards Using HyperIntelligence for Mobile on Android Deploying HyperIntelligence for Outlook Insights On-The-Go: HyperIntelligence for Mobile Building HyperIntelligence Profile Cards Designing Custom HyperIntelligence Cards Using the Calendar with HyperIntelligence for Mobile
4 comments
Read more

Administration standards to optimize network data transfer speeds

Optimization standards to help developers work with the System Administrator to optimize network data transfer speeds: Place all server components in the same segment to minimize latency between the Intelligence Server, Web server, data warehouse server, and metadata server Expand bandwidth and minimize latency between servers and clients to ensure that bottlenecks do not occur when data is requested over your network Use HTTP compression between the Web servers and Web clients to achieve maximum throughput between these components Configure a Web proxy server to handle caching and reduce the load on the Web server
1 comment
Read more

Microstrategy Dossiers explained

Microstrategy  Dossiers With the release of MicroStrategy 10.9, we’ve taken a leap forward in our dashboarding capabilities by simplifying the user experience, adding storytelling, and collaboration.MSTR has  evolved dashboards to the point that they are more than dashboards - they are  interactive, collaborative analytic stories . Ultimately, it was time to go beyond dashboards, both in concept and in name, and so  the've  renamed VI dashboards to  ‘ dossiers ’.  Dossiers can be created by using the new Desktop product or Workstation or simply from the Web interface which replaces Visual Insights. All the existing visual Insights dashboards will be converted to Dossiers   With MicroStrategy 10.9, there was an active focus on making it easier to build dashboards for the widest audience of end users. To achieve this, some key new capabilities were added that make it easier to author, read, interact and collaborate on dashboards ...
7 comments
Read more

Customers Who Live in the Same City as Call Centers

Customers Who Live in the Same City as Call Centers Your new utility company has call centers located throughout the country, and your recent surveys indicate that customers who live in the same city as a call center are particularly satisfied with service due to extremely rapid repairs during power outages. To begin your new advertising campaign, you want to generate a list of Call Centers that coincide with Customer Cities. The following steps create an attribute-to-attribute qualification filter that generates the list of desired cities. To Create an Attribute-To-Attribute Qualification that Compares the Call Center and Customer City Attributes In MicroStrategy Web, log in to a project. Open any folder page (for example, click Shared Folders on the home page). Click the  Create Filter  icon  . From the Object browser on the left, select the  Customer City  attribute from the Customers hierarchy and drag it to the filter pane on the right. Change  Qualify...
1 comment
Read more

Apply or Pass-through functions in Microstrategy

Ap ply (Pass-Through) functions MSTR Apply functions provide access to functions or syntactic constructs that are not standard in MicroStrategy but are provided by various RDBMS systems.. Syntax common to Apply functions Apply Function Name   ("expression with placeholders", Arg1, Arg2, Arg3, …ArgN) where: Apply Function Name  – is a generic name used for the predefined pass-through functions described above expression with placeholders  – is the string describing the actual expression or syntax that the engine uses while generating the SQL and which is sent to the RDBMS. The placeholders are represented by #0, #1, and so on. "#" is a reserved character for MicroStrategy. Arg  – is an argument that replaces the parameter markers in the pattern. Arg1 replaces #0, Arg2 replaces #1, and so on. There are   five  pre-defined Apply functions to replace regular, predefined functions of the same type. For more details, cli...
6 comments
Read more

MicroStrategy URL API Parameters

MicroStrategy URL Structure The following table summarizes the root URL structure used for every request to MicroStrategy Web. Environment Main Application URL Administration URL J2EE http://webserver/MicroStrategy/servlet/mstrWeb http://webserver/MicroStrategy/servlet/mstrWebAdmin .NET http://webserver/MicroStrategy/asp/Main.aspx http://webserver/MicroStrategy/asp/Admin.aspx Every request sent to MicroStrategy Web calls a central controller. Parameters are appended to  Main.aspx  or  mstrWeb  (in a .NET and J2EE environment, respectively) to indicate to the controller how the request should be internally forwarded and handled. The following examples show a URL for accessing a MicroStrategy folder when the user does not have an existing session. The URL contains not only the parameters needed to connect to MicroStrategy Web, but also the parameters needed to log on and create a session. J2EE environment: <a href="http:...
2 comments
Read more

mstrio – Python and R wrappers for the MicroStrategy

mstrio – Python and R wrappers for the MicroStrategy REST APIs Connecting to MicroStrategy  Create a connection to the Intelligence Server using   Connection()   and    connect()  in Python and R, respectively. Required arguments for the   Connection()  function are the URL for the MicroStrategy REST API server, MicroStrategy Intelligence Server username and password, as well as the MicroStrategy project name. By default, the   connect()  function anticipates your MicroStrategy Intelligence Server username and password. LDAP authentication is also supported. Use the optional argument    login_mode=16    in the    connect()  function for LDAP authentication.  Extract data from cubes and reports  To extract data from MicroStrategy cubes and reports, use the   get_cube()  and   get_report()  functions. Use...
8 comments
Read more

Create an alert-based subscription in MicroStrategy Distribution Services

Create an alert-based subscription in MicroStrategy Distribution Services on Web Subscription to a report or Report Services document which will be executed when a certain conditional threshold is met based on another executing report. For example, a scheduled report executes which shows the Revenue by day for the past week. If the Revenue on any one day falls below a certain value, a subscription to another report or Report Services document can be triggered and delivered to a recipient. An alert based subscription can only be created directly on a report; however, another report or Report Services document can be delivered when the alert based subscription is triggered. Note: you need a grid report to create an alert and you cannot create if you want to create on a document with text boxes. The following example will walk through the basic steps on how to setup a subscription based on an alert like this: Follow the brief  steps bel...
3 comments
Read more