You can use worksheets to indicate that a metric has reached a defined threshold.
In addition, you can use Report to automatically generate and distribute a report when a metric reaches a defined threshold within a specified time frame.
For more information about Report, see the Data Workbench Report Guide.
To create a metric indicator using a worksheet
Define the contents of the cells of the worksheet.
In Column A, enter the name of the desired metric (for example, Visitors).
In Column B, enter the value of the desired metric (for example, =Visitors).
In Column C, enter the low threshold of the metric.
In Column D, enter the high threshold of the metric.
In the formula cell (Column E), right-click and click Format > Indicator, then click one of the following:
Repeat Step 1 for other metrics for which you want to create indicators.
The resulting worksheet would look something like the following example:
For the Up or Down indicator, use the following formula:
(metric value - low threshold)/(high threshold - low threshold)*2 - 1
For example: =(b2-c2)/(d2-c2)*2-1
Three outcomes are possible for each metric when using this formula with the Up or Down indicator:
The following worksheet illustrates what the example formula =(b2-c2)/(d2-c2)*2-1 would display:
For the Check indicator, you use a formula that indicates whether you want to be notified when the metric value is above or below the threshold you specify. For example:
If you want to be notified when the value is below the threshold you set, you could use the following format:
threshold - metric
For example: =(c2-b2)
If you want to be notified when the value is above the threshold you set, you could use the following formula:
metric - threshold
For example: =(b3-c3)
When a check mark displays, the formula evaluated to a positive number. When an X displays, the formula evaluated to a negative number.
There are two possible outcomes for each metric when using the Check indicator:
The following worksheet illustrates what the example formulas =(c2-b2) and =(b3-c3) would display: