Targets and Thresholds
Contents
Overview
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.
- Targets enable and allow you to visualize the difference between the desired score on a certain date and the actual measure of an indicator.
Create Targets & Thresholds
Steps to create and set up a Target and Threshold
- To create and set up a Target and Threshold based on your available datasource, click on Automation Target and Thresholds .
- All Targets and Thresholds, created by you or shared with you will be displayed under the tabs “My Targets and Thresholds” and “Shared Targets and Thresholds” respectively.
- Use the search option to look for any existing Target and Thresholds.
- Use the Filter by Datasource/Mode option to filter the Target and Thresholds based on the datasource or mode.
- To switch the view between Card View and List View, click on the respective icons near to the search bar.
- To create a New Folder in the Target and Thresholds, click on the Folder icon.
- To download the list of all existing Target and Thresholds, click on the Download icon. It delivers the details on (• Entity Id Name • Description • Content Tags • Created By • Created By User • Created On • Folder • Datasource Id • Datasource Name • Is Folder Public)
- Targets and Thresholds with the Production tag indicate that they are linked to a job in production.
- To formulate a fresh formula, click on New Target and Threshold.
- Enter the Target and Threshold Name.
- Select the Datasource you want to use from the drop-down list.
- Select the required Measure, Dimensions from their respective list. Select frequency for the date dimension such as years, quarters, months, weeks, or days.
- After configuring all measures and dimensions, select their aggregation as either sum or average.
- Click on Save, to save Target & Threshold configuration.
- Infoveave allows you to select up to Five dimensions for target and threshold
- The fields to select the measures, dimensions, date and frequency appears only after selecting the Datasource.
- By default, Infoveave corresponding four alerts under the Alerts section, one for Target and three for Thresholds.
- To formulate a fresh formula, click on New Target and Threshold.
- Enter the Target and Threshold Name.
- Select the Datasource you want to use from the drop-down list.
- Select the required Measure, Dimensions from their respective list. Select frequency for the date dimension such as years, quarters, months, weeks, or days.
- After configuring all measures and dimensions, select their aggregation as either sum or average.
- Click on Save, to save Target & Threshold configuration.
You will navigate back to the section “Target & Threshold” in Infoveave.
To define Target and Threshold values, start by downloading the template. Click on the Download icon, and the download template dialog box will appear.
Select the date range based on the frequency you desire. Then, choose between Percentage or Value of target on the type of value you want to insert in the template.
Next, select the dimension(s) items for each dimension on which you want to apply the targets and thresholds. If you wish to apply them on all dimensions, you can use the “Select All” option.
Click the “Download” button to download the template in .csv format.
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.
After making the necessary changes in the template, click on the “Upload” icon to upload the updated template.
The upload template dialog box will appear. Attach the updated template containing the new target or thresholds, and then click on “Data Upload” to apply the changes.
- Alternatively, you can also download and upload the Target & Threshold template directly from the Edit option.
