Dynamic Pulse Alerts
Analytical Need Sisense Pulse is a centralized location where you can stay on top of your most important KPIs across multiple dashboards or manage your data and build alerts. In order to create a pulse alert, you need to have an indicator and define a threshold for it. When that threshold is met, a notification is sent with the relevant message to the list of recipients that was defined. Often times we might require our pulse alert to be flexible and to change over time according to how I perform. Modeling Challenge On our use case, the Sales Manager wants to receive an alert if the yesterday's sales performance is below the average. When defining thresholds, we are required in giving a static number. As that said, would defining a static number of my average sales per day work for the long run? As companies continue to grow, a static number of the average sales per day probably won't give me a good indication as time goes by. How do we create a dynamic pulse alert to meet that need? Solution We will need to create a formula that calculates the difference from my yesterday's sales to a dynamic average sales by day calculation. Steps: 1) First, we will need to calculate yesterday's sales performance: Next, we will create another calculation of the average sales per day, using a multi-pass aggregation. Here's a link for more information about multi-pass: 3) Now, we can subtract the average sales from the total sales yesterday, allowing us to understand how well have we performed yesterday compared to the average: Here's our indicator after performing the formula: 4) We can now use the 'Add to Pulse' and define our threshold. If the total sales are lower than 0, we are underperforming and we would want to send an alert to the relevant people.Disable "Add To Pulse" Feature On Widgets
DISABLE "ADD TO PULSE" FEATURE ON WIDGETS FOR ALL VIEWERS Few businesses don't want their Users (Viewers) of the dashboard to add pulse alerts from the visualizations of the dashboard. Though we don't have any feature in the current version of the product that lets you turn the 'Add to Pulse' off for specific widgets/dashboards or for all dashboards/widgets, we could turn the feature off for all dashboards/widgets for a specific user role using the REST APIs. To perform this change, log into Sisense with your Admin credentials and go to Admin Tab > REST API (on the left pane) Under the REST APIs, go to 0.9 and choose the PUT endpoint of */roles /{idOrName} /manifest /{path} - Using the 'Try Out' feature, enter the following value for the different parameter required for executing this api end point. IdOrName: consumer Path: /widgets Manifest: { "add_to_pulse": false } Note: If you have already done some customization done on the user role: 'consumer', then use the POST request of the same endpoint. Once you execute the api endpoint, confirm if you get a response code of 200 which marks that the change has been made to the role settings. After performing this using the api endpoint, the 'Viewers' of the dashboard will not have the ability to add to pulse but the settings of the designers and the admins will stay the same.Customize Slack Pulse Notifications
In some cases, we'd like to be able to customize the Slack notification footer to include our own company name. By default, Sisense sends the alert with the footer "Sisense Alerts" as can be seen in the screenshot below: How do I customize the footer? In version 7.2 and above, open %ProgramFiles%\Sisense\app\galaxy-service\src\features\alerts\eventSubscriptions\actionCenter.js line 102: sendToSlack(user, alert, event) { var message = this.getNotificationData(alert, event, user).message; var data = { 'username' : 'Sisense', 'attachments': [ { 'fallback': message, 'color': '#ffcb05', 'text': message, 'footer': 'Sisense Alerts',<------------ CHANGE FOOTER HERE 'mrkdwn_in': ['text', 'pretext'] } ] }; .... Then restart Sisense.Galaxy service.See your data come to life with Sisense Pulse
How do I find insights without having to dig through lots of dashboards & data? This question is being asked by many of our customers who are looking for the easiest way to identify and stay on top of important business events. To address this need, Sisense introduced a new capability, Sisense Pulse. Sisense Pulse, allows users to receive automated smart alerts about administrative events and KPIs right in the app. Pulse notifications can be delivered and monitored in a number of ways. The Pulse Feed provides streaming updates list and the Pulse Page provides a centralized portal for monitoring the user’s most important KPIs. Notifications can also be sent through email, through the Sisense mobile app, and through other enterprise apps like Slack and Zapier. Pulse events can be used to create automated workflows, which tie notifications into other applications for data-intelligent automation of business processes. To help you learn more and get started with Sisense Pulse, we kicked off 2017 with a Sisense Pulse training webinar (40~ min). In this webinar, we explore what Pulse is, how to set auto-notifications and proactive alert system. Specifically, we cover the following: Setting up smart alerts for KPI's Setting up alerts for administrative events in the Sisense application Sharing alerts with Sisense users through push notifications and the Pulse page Q&A Summary Below are the questions that were raised in the webinar. You are welcome to add comments for any further questions you might have. Can I set up filter criteria on the pulse page so that all my KPI's are using the same filter criteria? The Pulse page and feed display alerts across multiple dashboards, therefore the alerts shouldn't have the same filter criteria. Are Pulse tiles always considered to be Alerts? Yes, a tile represents an alert. Is there a limit to the number of KPI's you can add to Pulse? A user may add up to 30 alerts (data and system alerts) to her/his personal Pulse. Can tiles in the Pulse page be moved around? The tiles are sorted alphabetically. In the future, we are planning to add drag & drop capabilities and allow the user to manually sort the tiles. Do scripts work with Pulse alerts? We don't support scripts at the moment. Can an Admin create an alert for a defined user group? Admins and designers can create alerts for individual users and users groups. Viewers may create alerts of their own, but cannot share them. Can you edit the notification email? Yes. A notification message can be customized through the alert’s Advanced Settings. Additional resources include: Sisense Pulse documentation Alert on M2M Risk KB article