Dashboard Alerts & Guided Analytics

• Enables content and layout of dashboard to change based on information analyzed
• Sections or links can be defined to only appear when there is “interesting” information in the data

Types of Guided Analytics


1.Adding a link to a dashboard, that only appears if a condition is met

2.Making reports appear on the dashboard, when a condition is met, Requires two things

• A report to run, that determines whether the event has happened
• A report, or link, that you want to appear

Step 1 : Create a “Trigger” Report


• Create a report that checks for your condition
• Has a branch fell below its sales threshold?
• Has a product’s year on year sales fallen?
• Use filters to check for the condition
• If the report returns rows, the trigger will be met
• Save to the Web Catalog

Step 2 : Add Guided Analytics Link to Dashboard


• Drag and drop from Dashboard Objects palette
• Add to dashboard, just under the report to which it is related

Step 3 : Edit the Guided Analytics Link Properties


• Select the report that is run to determine whether the link is displayed
• Select whether any rows, or no rows, is the trigger
• Enter link text
• Select report, dashboard or URL to link to

Step 4 : View Link in Dashboard (if Triggered)


• Link only appears if condition is met
• Guides user to the next action they should take

Making Sections Display Conditionally


• Individual sections can be displayed conditionally
• Select “Guided Navigation” from the section properties
• Pick the report to run