Quicksight Alerts Triggered at Datetime

Question & Answer
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Hi Team,

I wonder if I can set QS alert at a specific time on a day for example 12:00pm everyday? In current case, if I pick As frequently as possible or Daily at most then I will get false alerts or I will not get the alert that I am looking for.
Thank you!

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Hello @TonyY, I think for a situation like this, a scheduled report would likely be the better solution. Alerts are looking for some kind of threshold with a metric. Due to their nature, there isn’t really a schedule for something like that to be breached. Rather, it may be beneficial to set up a schedule for an email report for every day at at 12pm that would contain the information you are wanting to see. This is something that could also be utilized by other people who have access to the dashboard, rather than an alert which is only sent to a single individual.

I’ll link some documentation below to provide information about the set-up process. I hope this helps!

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Hello @TonyY, I will mark my above response as the solution. If you have any further questions on this issue, please let me know and I can assist you further. Thank you!

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Hi @DylanM , thank you for your reply. I am actually looking for setting up alerts for example if a metric increased by 2% today comparing to yesterday. And my stakeholder is only interested in getting the alerts rather than the whole dashboard. I can set up auto-forward in my email for all my stakeholders but I kind of need the right alert data to do that so setting the alerts at a specific date time would help.

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Hello @TonyY, in that case, maybe you would want to create a KPI that would show percent difference between the value from yesterday and the value from today. Then you can set your alert based on that percent difference value returned from that KPI. I think that would likely be the best way to achieve the solution you are looking for!

Search the page for the section that says Value to track, that contains information related to the solution you are looking for.

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Hi @DylanM , yes I am using the KPI, I would probably go for scheduled report if alerts won’t work, thanks

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I noticed that daily alert times can be set at in the Dataset summary tab. This help us because our datasets are connected to a data product table which is refreshed 8AM daily. We set the alert schedule to be 9:00 AM so anyone setting alerts on a KPI from the dashboard will receive the desired alert against the most recent data.

Of course, this does not help much for situations where the dataset is against live data. In that case, I would think you will want to set the Notify me to “As frequently as possible”

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Hi @dlindaue, welcome to the QuickSight Community. Usually, it’s best to post a new question to get the fresh response. To answer your question, setting up daily alert times is a crucial feature for ensuring that stakeholders receive timely notifications based on the most recent data updates. Your approach of scheduling the alerts for 9:00 AM, considering your data refreshes at 8:00 AM, is optimal for datasets that are updated daily. This ensures that any KPI alerts sent out are based on the freshest data available, enhancing decision-making accuracy.

For scenarios involving live data, setting alerts to “As frequently as possible” is indeed the best practice. This configuration allows users to receive real-time notifications as soon as the data meets the specified conditions, ensuring immediate awareness of critical changes. Here’s a breakdown of how to manage these settings effectively:

Daily Refreshed Data

  1. Dataset Summary Tab:
  • Navigate to the Dataset Summary tab in Amazon QuickSight.
  • Ensure that your data product table is set to refresh at 8:00 AM daily.
  1. Setting Alert Times:
  • Set the alert schedule for 9:00 AM, one hour after the data refresh. This buffer period ensures that the data has been fully updated and processed before alerts are triggered.
  • This can be done by configuring the schedule in the dataset settings or within the specific alert settings for KPIs.

Live Data

  1. Alert Frequency Settings:
  • For datasets connected to live data sources, adjust the alert frequency to “As frequently as possible”.
  • This setting ensures that alerts are sent out immediately when the conditions set for the alert are met, allowing for real-time monitoring and swift responses.
  1. Creating Alerts:
  • When creating an alert on a dashboard or KPI, choose the “As frequently as possible” option under the alert frequency settings.
  • Define the conditions that should trigger the alert (e.g., a threshold being met or a specific value appearing).

Additional Tips

  • Testing Alerts:
    • Regularly test your alert configurations to ensure they trigger as expected. This can be done by temporarily adjusting the conditions to something that will trigger an alert during your testing period.
  • Monitoring Data Refreshes:
    • Monitor the data refresh processes to ensure they complete successfully and on time. Any delays in data refresh could affect the accuracy and timeliness of your alerts.
  • User Training:
    • Educate users on how to set and manage their own alerts within QuickSight. Provide guidelines on choosing appropriate alert frequencies based on the nature of their datasets.

By leveraging these alert settings effectively, you can ensure that your team stays informed with the most current data, whether it is updated daily or in real-time. This approach enhances the utility of Amazon QuickSight as a robust tool for data-driven decision-making.