tableau alerts +/- a range

A couple of weeks ago I wanted to set up a server alert when a daily count was either over or under a specific range. This was the first time I had tested out server alerts and was disappointed to find out that the alert threshold was a hard coded value. Since then, I have tested out a few ideas and I think for what I am looking to do the steps below are the best solution I have come up with.

I generated an Excel sheet with random values by day using the RANDBETWEEN() function. I altered a couple of records to make sure I have values that would exceed or be below my range. I brought the sheet into Tableau and then created a few calculated fields for my range.

  • Window Average – WINDOW_AVG(SUM([Widgets]))
  • Upper- WINDOW_STDEVP(SUM([Widgets])) + [Window Average]
  • Lower – [Window Average] – WINDOW_STDEVP(SUM([Widgets]))

I then created a simple line chart with indicators for when the daily value was +/- the upper and lower values. I also added the above calculations as references lines.

It is easy for me to now see where I have issues with my widget numbers. But, I want a alert to go out to a group of people when the widgets are above or below that range. After testing out a few different options the solution I ended up with was to create an additional chart that just had the widget counts for those days that were outside of the range.

To get the above chart I created a boolean calculated field that looked to see if the widget count was above the high value or below the low value and applied that as a filter. Over or Under – SUM([Widgets]) > [Upper] OR SUM([Widgets]) < [Lower].

I then created a bar chart with the indicators for just the days that are outside my range and added that to a dashboard. I can then create an alert off the second chart where the value is greater than or equal to zero.

It isn’t exactly what I want but I think this is the best solution that I tried. I’d love to hear from anyone else who has tackled this to see what solutions you’ve come up with.

Thanks for reading!

Published by

Kate Brown

golfer, yogi, history major data loving person

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