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Targets and Thresholds

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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. The section explains on how to 

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Create Targets & Thresholds

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

Follows to steps to setup targets on any of your datasource

Select the Datasource

  1. Click on Automation Targets and Thresholds . All Targets and Thresholds, those created by you or shared with you will be displayed.
  2. To create new Targets and Thresholds, click New.
  3. Enter the name and select the datasource and date dimension from drop-down list.

Define the measures and Dimensions

  1. Select the required Measure, Dimensions from their respective list. Select frequency for the date dimension such as years, quarters, months, weeks, or days. Understand more from the section Measures and Dimensions.
    • After configuring all measures and dimensions, select their aggregation as either sum or average.
  1. Click on Save, to save Target & Threshold configuration.
    • By default, Infoveave creates four alerts, one Alert for Target and Three Alerts for Thresholds.

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

To know more about alerts, see Infoveave Alerts.

  1.  You can now see the created targets and Thresholds under Automation Targets and Thresholds.

Manage Targets & Thresholds

You can manage the Infoveave targets & thresholds with the options to download template, upload template, set alerts, share, edit, move to a folder, add a description, and delete.

Download the Template

  1. Click Download  to download the target and thresholds template.
  2. Alternatively, click on Edit  to make changes in target and threshold configuration.
    • Download the template for targets and thresholds by clicking on Download Template.
  1. After clicking on download icon , the download template dialog box will be displayed.
    • Click Date  to select date range based on frequency.
    • Check Percentage or Value based on what type of value you want to insert in a template.
    • Select all dimension item from each dimension on which you want to apply target and thresholds. Click Select All if you want to apply on overall dimension.
  1. Click Download to download template with all dimension items in .csv format.

Define the Target and Threshold Values

  1. In the template define the targets and three threshold values.
    • The threshold values are set as Below, Average, and Above. It respectively corresponds to Threshold_1, Threshold_2 and Threshold_3

The data in the template is purely based on the dataset selected for the illustration purpose. 

Infoveave accepts only .xlsx & .csv format for the template.

Upload the Alert Template

  1. Click Upload  to upload the target and thresholds template to existing widgets.
  2. After clicking on upload, upload template dialog box will be displayed. Attach updated template with new target or thresholds and click on Data Upload.
  3. Click on Edit  to view the targets and thresholds that is set.
    • You may even choose to upload the template from here using the Upload Data button.
    • Delete the target and threshold with the Delete button.
  1. Click on Save, to save Target & Threshold configuration.

Configure the Target and Threshold Widget

  1. Create target & thresholds widget using the freshly created target threshold and add in Infoboard. Then,
    • Pick the Infoboard from Insights Infoboards
    • Click Add Widget  in Infoboard and select Create New Widget.
    • Select the chart from under the Targets and Thresholds Chart.
    • In the new widget dialog box, select target and thresholds from drop-down list.
    • Configure measure and dimensions and click Save to create widgets. It will get added in the Infoboard.

To know more about creating new widgets click here .

Manage Target and Threshold

  1. To view the associated alerts that were automatically generated under My Alerts click the Alerts  icon.
  2. Share the targets and thresholds with the team/role from the share option.
    • Choose between the options
    • To share with the users, select the “share with users” tab. Pick the user(s) with whom the targets and thresholds needs to be shared from the share dialogue box.
    • Choose the “share with role” tab to make a targets and thresholds available to a certain work role. From the dialog box, choose a role.
    • Select the users from the presented list of users.
      • If you wish to share your targets and thresholds with all, then select Share With Everyone.
    • Select the user from the available list and click  to share the targets and thresholds.
    • To remove a particular user/role from the shared list, select the user/role and click  .

    • Click Save to share your targets and thresholds with the selected users.

      • Shared personals receive a notification after the successful share.
    • To unshare a targets and thresholds, just unselect users or uncheck the Share With Everyone.
  1. Edit any of your targets and thresholds with the Edit option.
  2. To move to a folder, create a folder by clicking the New Folder option, then drag the targets and thresholds into the desired folder using the drag-and-drop feature.
    • You may also choose a folder from a drop-down menu by clicking the folder symbol on the targets and thresholds.
  1. Click “Add Description” and fill out the description details to add a description to the targets and thresholds.
    • Select the Editor Type.
    • Add necessary Tags (if required).
    • Add Description and Content.
    • Click Ok
  1. If you want to delete targets and thresholds, click on Delete .
    • Type in “delete‘ in the text box.
    • Click Yes.