Just want to make sure you would only want to receive an alert when the daily new transactions exceed $100,000.
If so, I think for the visualization you will need to limit the date to only current date and then set the alert there.
Please let me know if I misunderstood the question.
Yes. That's exactly what I'm trying to do. Do I have to set anything
specific in the dashboard to show the current day and make the alert work?
On Thu, Oct 26, 2017 at 10:09 AM, jiayi zhang <email@example.com>
2 of 2 people found this helpful
In this case, I would recommend you to keep the original visualization and then have a new small visualization but only limited to the most recent date. Set the alert 'Amount Greater than or equal to $100,000 on the small visualization only. So you will only receive the alert for the most recent date and can still view the overall trend.
To limit the date to only show ‘Latest date preset’, you only need to drag the date to the filter and use the ‘Relative Date’ (e.g. Today).
Here is the link from Tableau about ‘Filter dates for Data Driven Alerts’:
Hope it helps!
Thanks! I appreciate it.
Hmm... So, could there be a future feature to only alert on the most recent date after each refresh? Seems like this issue is also related to lack of segment-specific alerts:
Currently, Tableau alerts would fire if any segment on any date in in the view crosses a threshold. Typically, we want to alert only on the most recent date. Currently, the only solution is to create a separate view isolating each segment for just the most recent date. And, the view sent when an alert is fired would still not be optimal for human consumption, since we can more easily interpret data with context (with multiple segments and dates).