Amazon QuickSight is a cloud-based business intelligence tool that allows users to create interactive dashboards, reports, and data visualizations. One of the key features of QuickSight is the ability to set threshold alerts on tables and pivot tables. Threshold alerts are notifications that are triggered when certain conditions are met in your data. In this article, we will discuss how to set threshold alerts on tables and pivot tables in Amazon QuickSight.
Step 1: Create a Table or Pivot Table
The first step in setting up threshold alerts is to create a table or pivot table in QuickSight. To create a table, go to the QuickSight homepage and click on the “New analysis” button. From there, select “New data set” and choose the data source you want to use. Once you have selected your data source, you can start building your table by dragging and dropping fields onto the canvas.
To create a pivot table, follow the same steps as above but select “Pivot table” instead of “Table” when creating your analysis. Pivot tables allow you to summarize and analyze large amounts of data quickly.
Step 2: Define Your Thresholds
Once you have created your table or pivot table, you can start defining your thresholds. Thresholds are conditions that trigger an alert when they are met. For example, you may want to set a threshold for when sales exceed a certain amount or when inventory levels fall below a certain threshold.
To define your thresholds, click on the “Visualize” button in the top menu bar and select “Thresholds” from the dropdown menu. From there, you can select the field you want to set a threshold for and define the conditions that will trigger an alert. You can set thresholds based on absolute values or percentages.
Step 3: Set Up Your Alerts
Once you have defined your thresholds, you can set up your alerts. Alerts can be sent via email or SMS and can be customized to include specific information about the threshold that was triggered.
To set up your alerts, click on the “Alerts” button in the top menu bar and select “New alert” from the dropdown menu. From there, you can select the threshold you want to set an alert for and choose the recipients who will receive the alert. You can also customize the message that is sent with the alert.
Step 4: Monitor Your Data
Once you have set up your thresholds and alerts, you can start monitoring your data. QuickSight will automatically check your data against your thresholds and send alerts when they are triggered. You can also view your data in real-time and make adjustments to your thresholds as needed.
In conclusion, setting up threshold alerts on tables and pivot tables in Amazon QuickSight is a powerful way to monitor your data and stay informed about important changes in your business. By following these simple steps, you can set up threshold alerts and start receiving notifications when important thresholds are met.
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