Target and Thresholds

In Infoveave, targets and thresholds enable you to define the significant points in your data and provide notifications when a measure reaches a specific level. Target enables you to visualize the difference between the desired score and the actual measure of an indicator on a certain date. Thresholds define a normal range of measures for an indicator and alert you when certain events occur, such as when a measure reaches an all-time high or low.

Tip

Targets enable and allow you to visualize the difference between the desired score on a certain date and the actual measure of an indicator.

Steps to Setup Targets and Thresholds

Access Targets & Thresholds

1. To create and set up a Target and Threshold based on your available Datasource, click on Target and Thresholds.All Targets and Thresholds, created by you or shared with you will be displayed.
2. To formulate a fresh formula, click on New Target and Threshold.
3. Enter the Target and Threshold Name.
4. Select the required Measure, Dimensions from their respective list.
5. Select alert frequency for the date dimension such as years, quarters, months, weeks, or days.
6. After configuring all measures and dimensions, define their aggregation type as either sum or average.
7. Click on Save, to save Target & Threshold configuration.

Tip

Infoveave allows you to select up to Five dimensions for target and threshold.

Download Target & Threshold Template.

Target and Threshold template serve as the foundation for your Target and Threshold values. The downloaded Target and Threshold template allows you to define your targets and thresholds values in the templates before uploading them back into Infoveave.

1. To define the Target and Threshold values, start by downloading the template.
2. Click on the ellipsis icon, on the required Target and Threshold.The download template dialog box will appear showcasing the selected dimension values.
3. Select the date range based on the frequency you desire.
4. Choose between Percentage or Value of target based on the type of value you want to insert in the template.
5. Select the dimension(s) items for each dimension on which you want to apply the targets and thresholds.If you wish to select all available dimensions values, you can use the Select All option.
6. Click the Download button to download the template in .csv format.
7. Open the downloaded template and define the targets and three threshold values.The threshold values are represented as “Below,” “Average,” and “Above,” corresponding to Threshold_1, Threshold_2, and Threshold_3.

Upload Target & Threshold Template.

Uploading the Target & Threshold template back to Infoveave, allows you to bring the configured targets and thresholds back into Infoveave.

1. Click on the Upload Template icon to initiate the process.The upload template dialog box will appear for you to upload the configured template.
2. Browse your local storage and select the template file created in previously.
3. Confirm the upload, by clicking on the Data Upload button.The system will process the data for integration.you will receive a success notification on the upload of the template.
4. To verify the uploaded template and ensure it accurately reflects your target and threshold values, click on preview option.

Note

For one target and threshold created, four alerts will be created by deafult.

Activate Target & Threshold Alert

1. Infoveave set up four Alerts, for every Target and Threshold, to access the alerts, click on Automation Alerts .All Alerts, set by you or shared with you will be displayed under the tabs My Alerts and Shared Alerts respectively.
2. To activate an alert, click on Enable Alert icon.
3. To configure/customize the alert message, select a relational operator from the drop-down list, and choose the notification type click on Edit icon .
4. Update the Alert Message field with the desired message. This message will be displayed when the condition set in the alert is met.
5. Select a Relational Operator from the dropdown menu to define the relationship between the measure and the alert rule. For example, greater than, less than, or equal to.
6. Under Notification Type, choose the desired type notifications type for the alert. This includes success, error, information, and warning.
7. To add a new action for the alert, click on Add Action. This will allow you to select either a specific activity or a workflow to be initiated when the alert is triggered.
8. If you want the selected activity or workflow to be executed automatically when the alert condition is met, enable the Is Automated checkbox.
9. Once you have made all the desired changes, click Save to apply the updated settings to the alert.

Tip

By default, all Target and Thresholds Alerts are disabled.