Using dynamic values

The subject and body of an alert notification can contain substitution values from the actual business situation or alert condition that you are creating. When you choose to insert dynamic values, you are taking advantage of KPI parameters that have already been defined and eliminating a future need to change a message, for example, whenever a KPI target value changes.

Tip: To include a "%" in the final text, add a "#" to escape it. This makes sure it is not used as a delimiter for the dynamic values. Example: Entering 10#% will be displayed as 10%

The following example can help you define your own message content using dynamic values when creating an alert from the dashboard.

  1. On the Alert Content tab, select Define your own content.
  2. For Subject, accept the default name for the alert. For this example, the alert name is Number of new loans for the month has reached target.
  3. Under Body, the default parameters (derived from the selections on the Conditions tab) are displayed: %/Number_of_New_Loans/name% Equals target %/Number_of_New_Loans/target%. Each parameter is enclosed in percent signs.
    %/Number_of_New_Loans/name%
    The KPI name.
    Equals target
    The condition selected.
    %/Number_of_New_Loans/target%
    The target value that has been defined for the KPI.
    If the target value defined for the KPI is 4, the alert notification for this example could be similar to:

    Subject: Number of new loans for the month has reached target
    Message: Number of new loans equals target 4    .

  4. Change the body of the message so that the output reads:

    Good job! The number of new loans for the current month is 4, which means we have reached our target number of 4.

    1. Under Body, delete the existing text and type: Good job! The number of new loans for the current month is
    2. Enter a space and then click Insert Dynamic Value.
    3. Under the KPI name (Number of New Loans), select Value, and click OK. The parameter is inserted into the body of the message: %/Number_of_New_Loans/value%.
    4. Type the remainder of the message: , which means we have reached our target number of
    5. Enter another space and then click Insert Dynamic Value.
    6. Under the KPI name (Number of New Loans), select Target, and click OK. The parameter is inserted into the body of the message: %/Number_of_Completed_Loans/target%.
  5. Click OK to save changes or continue to the Notifications tab to complete alert creation.
Parent topic: KPIs