Adding or modifying facts and ranges

Use this procedure to select and locate the information to base the notification on. This information can consist of:

  • InfoSets
  • Facts
  • Conditions
  • Documents
  1. Click Notification > Add.
  2. Specify search criteria in the Search For field.
  3. To restrict your search, select the check boxes corresponding to the categories to be searched.
    Select to search for existing notifications that contain conditions. Conditions can be as simple or as complex as you want.

    For example, if the fact you selected is sales, you can apply a condition of greater than $100,000 so that your notification contains only data pertaining to sales over $100,000.

    You can also build complex conditions. For example, you can build a condition that finds customer with over $100,000 in forecasted sales who reported a bug with a severity of two or above that has not been responded to in the last three hours.

    Select to search for existing notifications that contain single facts or ranges of data.

    For example, if your InfoSet is Product Sales by Region, you can specify Total Sales for the Eastern Region as a fact.

    Facts are reusable. After you save a fact, you can search for it in Step 1 of the Notification wizard and choose to include it in another notification.

    Select to search for an existing InfoSet. An example of an InfoSet might be Product Sales by Region.

    The order of the InfoSet is not directly related to the order in the notification. Columns that are keys are displayed first, followed by attributes, and finally measures. Within the column type, keys, attributes, and measures, the column should follow the order in the InfoSet, for example, the first key is followed by the second key.

    For information about using the colopt variable to change the order in which the InfoSet appears in the notification, see Adding or modifying table parameters.

    Select to search for existing documents that were uploaded to the server. Documents types can be spreadsheets or URLs.
  4. Click Search. A list of all items that matched your search criteria is displayed. The best matches are displayed first. If more than one page of search results is returned, click Next Page to view the next page of results.
  5. To perform an advanced search, click Launch the Browser. The Search screen displays.
    Note: You can click the Open the Browser every time I am on this screen check box to have this screen display every time you go to the Notification wizard.
  6. Specify the information types to base the notification on.
    Contains existing notifications that were created from InfoSets and include both a link to InfoSet data, Facts, Ranges, Facts and Range,) and conditions on that data. For example, Sales > $100,000.

    To select a condition, click the Add link. To create a new condition based on the existing conditions, click the New link, which takes you to the Notification wizard.

    Contains data selections that contain no conditions. These items can only be delivered when updated.

    To select a report or fact, click the Add link. To add conditions to a report or fact, click the New link, which takes you to the Notification wizard.

    Contains InfoSets, from which you can select either one or more fact or ranges.

    You can select from an InfoSet more than once. This option allows you to create any number of combinations of facts and ranges.

    This information type contains documents that were uploaded to the server from an external source.

    You cannot work with other data types when using documents, so you are only able to select one document.

    Note: If the My Selections section contains items and you add a document, the other items are removed from the My Selections section.
  7. If the information type is InfoSet, select a fact from that InfoSet and click the Fact link. The Pick Facts screen is displayed.

    The Use Position-based lets you choose whether your selections should be based on the actual entities concerned or any entity that is listed in the same position in the InfoSet.

    This makes it easy to select items based on their relative position, such as the first five items in the InfoSet, ordered according to the query specified for the InfoSet.

  8. If the information type is InfoSet, select a range from that InfoSet, click the Range link. The Select Range of Facts screen is displayed.
    Lists all of the fields designated as measures by a system administrator using the InfoSet Wizard. Select the option corresponding to the measure included on the notification.
    Lists all other, non-measure selections. To select multiple columns, hold down the CTRL key while clicking.

    All selects all items. Additional selections defined using Personal Variables can display above the All selection in the list.

    If the key you want to select is not listed you can specify the value in the box under the list.

    You can specify to match keys that contain a word or words by starting with a *. For example *laptop matches with 14 inch laptop and 16 inch laptop. You can specify multiple words and the search matches with any key containing any of those word, including embedded words. For example, the search will match *new rock with New York, Newton, Little Rock and Rocklegde.

    You can also use * to select rows of data based on the values of attributes. For example, if the InfoSet has an attribute column containing a job applicants skills, you can specify *accounting to select rows.

    This feature is also available on the subscription customization page.

    Make this a parameter
    Select this check box to allow users that subscribe to this notification to pick alternative selections.

    If you only selected one item in the Process Name field, the subscriber can make a single selection.

    If you selected multiple items in the Process Name field, the subscriber can make multiple selections.