Multiple alerts can be set for the view on Tableau Server by setting the alerts one after another.
+ Open the view.
+ Select the numerical axis
+ Select 'Alert' in the navigation bar
+ Set up alert to be triggered at desired value.
+ Repeat for additional alerts.
To review the alerts that are set for the user that is currently logged in, select the user name in the top right corner, select 'My Content' > 'Alerts'. A list of the configured alerts will be listed and can modified or deleted from this screen.
Hope this helps!
Has somebody confirmed this response? The process as described doesn't seem to work for me.
What happens when you attempt to set multiple alerts with the process above? Does the second alert overwrite the first?
Thanks Patrick for following up on the thread. Each time I set an alert, it's applied to all segments in the worksheet. A second alert does not overwrite the first, but each alert would fire if any one of the segments cross the specified thresholds.
In the original poster's example, it would be like setting two alerts, one at 4,000 and one at 1,500. In this case, alerts for both East and South could fire if either cross the threshold. The original poster and I want to specify segment-specific thresholds (i.e., 4,000 threshold only applies to East, 1,500 only to South).
Sorry for the delay in my reply. Are each of the segments (East, South, West... etc.) in the same worksheet in the view? If so, I believe this level of configuration detail in the Tableau Server alerts is not yet available in the product. I would suggest submitting it as an Idea to the Tableau Community Ideas Forum.
The Tableau Product mangers review the Tableau Ideas forum to road map for future releases.
Yes, the original poster and I want each segment in the view and to set different alert thresholds for each segment. Ideally, we should be able to click on each line in the view and set a specific threshold for it.
Many of us use Tableau specifically because it simplifies the visualization of many segments in a single view. Needing to create separate views for each segment so that an alert can be set specific to it defeats the strength of Tableau in my opinion.
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The suggestion to enable alerts on individual marks or segments within a view is a good one and it's captured in the development backlog. In the meantime, one workaround is to use saved Custom Views to alert on specific segments of a view. Using the Superstore workbook as an example, you can do a "Keep Only" for a particular region, save it as a custom view and create an alert on that particular view.
Hope this helps,
Thanks, Candy. When you say "backlog", do you mean there's not a current expected date on development/release of the feature?
I can see your proposed solution (creating a custom view for each segment) is better than creating a separate worksheet for each segment. However, I think being able to set segment-specific alerts within a view is a pretty reasonable expectation.
Hi George - yes that's correct. The backlog is a list of feature items we want to work on, but don't have a committed date yet. We do see the use case to alert on specific segments only as a needed functionality.
This feedback has been really helpful, feel free to raise any other use cases you have in the forums.
Here is a workaround that would require knowing what those thresholds would be before publishing the viz. Created a calculated field with those thresholds pre-defined.
For the attached example:
(ATTR([Region]) = "East" and SUM([Sales])<=3900)
OR (ATTR([Region]) = "West" and SUM([Sales])<=4000)
Then setup a dual axis and set your alert on the second axis to fire threshold hits 1. See attached workbook 10.4. Not perfect, but it works.