October 31, 2019

Creating an Alert

To create an alert from a dashboard, hover over the bell icon in the upper right of the tile.

Clicking the bell will list the public alerts and your own private alerts in a new pop-up window, and you can click the Create Alert button at the bottom. If no alerts currently exist for that tile, clicking the bell icon will open the alert creation pop-up:

At least one numeric measure or table calculation is required to set up an alert. Field options are limited those visible in the tile’s visualization.

In the alert creation pop-up, you can specify several components of your alert:

  •     Custom title
  •     Alert conditions
  •     Recipients
  •     Frequency
  •     Visibility

Naming an Alert

The default alert title indicates which conditions need to be true for the alert to be triggered. If you would like to rename your alert, click once on the alert title, enter a custom title, and click away from the field or hit the Enter key to save. Your custom alert title will appear in any public alerts listed in the alert view pop-up on that tile. The custom title will also appear in the alert email notification.

You can hover over the custom title of any alert in the alert view pop-up to see what conditions trigger that alert.

Setting Alert Conditions

In the Alert if drop-down in the alert creation pop-up, you can set alert conditions for any dimension, measure, or even cell in the query. These conditions include:

  •   is greater than
  •   is less than
  •   is equal to
  •   is greater than or equal to
  •   is less than or equal to 

If the query contains a date field, additional conditions are available:

  •   increases by
  •   decreases by
  •   changes by

Setting Alert Notifications

Under the Notify by section of the alert creation pop-up, you can designate the recipients of the alert email notification. By default, your email will be listed, and you can add others as necessary. Each recipient will receive an email with a link to the dashboard for which you’ve set up the alert.

Setting Alert Frequency

You can set the frequency at which you’ll receive an alert notification — once the alert conditions are met — under the Send section of the alert creation pop-up. Frequency options include:

  •    hourly
  •    daily at a specified hour (the default is 5 a.m.)
  •    weekly at a specified hour (the default is 5 a.m.) on a specified day of the week(the default is Sunday)
  •    monthly at a specified hour (the default is 5 a.m.) on aspecified day of the month (the default is the first of the month) 

Click the tooltip next to your selected frequency options for a summary of how often your alert notifications will be sent.

Setting Alert Visibility

Alerts are marked Public by default, which means that any Looker user with permissions to access the underlying content of the dashboard tile can see your alert and its settings listed on the alert view pop-up. They can also follow, or subscribe, to your alert, so that they can receive email notifications when your alert’s conditions are triggered.

You can also set your alert to Private so that it is viewable only to you.

Unfollowable Alerts

Even if you have marked an alert as Public, users will not be able to follow it if its content:

  •    is based on any models with database connection strings containing user attributes
  •    contains filters based on user attributes
  •    is based on any models with access grants
  •    is based on models to which they do not have access 

Alerting with Dashboard Filters

Alerts will take into account the dashboard’s existing filters. The number of filters applied to the alert will appear in the alert view pop-up. Clicking the filter link will show more details about the filter or filters applied to that alert.

Click Done to close the filter detail pop-up.

Any alerts created before adding or modifying a dashboard filter will not pick up changes to the dashboard filter. You would need to create a new alert after the dashboard filter is modified.

Viewing Alerts

Clicking on the bell icon on the top right of the tile will display a list of its public alerts (you may need to scroll to see the entire list):

In the alert view pop-up, the default alert title indicates which conditions need to be true for the alert to be triggered. If an alert has a custom title, you can hover over the title to see the conditions trigger that alert. You can hover over the icons to the right of the alert title to see the method and frequency of that alert’s notification scheme. For example, the first alert listed in the image above has the alert condition ‘Any Total Sale Price’ is greater than 15. When that condition is true, an email notification will be sent every day at 5 a.m.

Following Alerts

You can follow, or subscribe, to some alerts to receive email notifications when the alert conditions specified by the alert’s creator are triggered. You are also automatically following any alert on which the creator has listed you as a recipient.

To subscribe to an alert, click on the bell icon for a tile with alerts and then click Follow.

To unsubscribe to the alert, click Unfollow in the alert view pop-up or Unfollow this alert at the bottom of your alert notification email.

Modifying an Alert

You can click the three-dot menu to the right of the alerts listed in the alert view pop-up to edit, duplicate, or delete alerts that you own. Modifying your alert settings will also change those settings for users following your alert.

Admins can edit, duplicate, delete, or pause any alert.

To edit an alert, click Edit Alert to open a pop-up to edit the existing alert settings; when you’re finished editing, click Update Alert. To duplicate an alert, click Duplicate to open a pop-up pre-populated with the existing alert settings, and then click Create Alert. To delete an alert, click Delete and then confirm in the resulting pop-up.

Click Done to close the alert view pop-up.

Receiving an Alert Notification

Your alert email notification includes the value that triggered the alert, a visualization of the dashboard tile and a link to the alert tile’s dashboard, as well as options to unfollow or, depending on your permissions, edit the alert. If you choose to unfollow the alert, you will be removed from the alert’s recipient list and will no longer receive notifications when the alert is triggered. If you unsubscribe on behalf of a group email address, no group members will receive that alert notification.

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