Setting alerts on a dataset

Setting alerts at the dataset level is more flexible in some ways than setting the alert at the card level. In fact, dataset alerting was created to address several limitations of setting alerts at the card level. Those card-level limitations included only having one criterion and only being able to include the triggered value and not additional information in the alert. Let's create an alert using the dataset alert feature and see how some of these limitations were overcome. Let's make an alert for the West Region to alert the sales manager, which triggers immediately when each account in the region drops 50% or more below the prior year's sales and creates a task for the manager to follow up.

Creating a supporting materialized view for the alert

We need to create an account aggregate view and then create a materialized dataset from the view to support the alert.

Important Note

Views, fusions, and beast modes are not supported...