Configure Alerts in Excel Add-in

[Former Member]

Hello,

We are trying to configure alerts in Excel Add-in and we have a few questions we would like to expound:

• - Preconfigured alerts: We have noticed that every template has its own preconfigured alerts. How do we modify these alerts (colour, key figures, etc.)?

• - New alerts: When we access to Edit View/Alerts and select “Add Alert” we only are able to see one or two preconfigured alerts which are not working and we cannot create new ones. How can we create new alerts in Excel?

• - Alert Dashboard: Even activating the preconfigured alerts we still see a 0 in the number of alerts. Is this correct?

I would really appreciate if you could help us with this issue.

Please don’t hesitate to contact me if you need further information.

Thank you very much in advance.

Best regards,

[parveen_kumar6 · Accepted solution]

Hello Albert

You can go to the edit view screen to add/modify the alerts. Select the alert section.

Here you can add new alerts or modify the existing alerts. Kindly refer to the below screenshot for more details.

Hope this helps.

Thanks

Parveen Kumar

[Former Member · Accepted solution]

Hi Parveen,

Many thanks for your answer!
We are trying to configure alerts as you explain, but the system is not taking any change into account.

Thanks!

[satish_waghmare3 · Accepted solution]

Hi Albert,

The alerts will be triggered only if the scenario raises an exception. Please make sure scenario meets the exception condition.

For Example - Capacity Overload Alert triggers only if the Capacity Demand is greater than the available Capacity Limit (or alternatively, referred as Available Capacity or Capacity Supply or CAPASUPPLY) at Resource Location Level.

Also check ResourceLocation Master datatype to know whether your resource type defined as Finite or Infinite

I am also copying below text from IBP - FAQ blog.  May be this will help too.

Key figure alerts are configured key figures that include a formula evaluation to determine if an alert exists.  Key figure alerts are visible in the webUI via the sidepanel and in the Excel UI.  These alerts are configured during the implementation.  The end user applies the alert in the Excel UI for the current planning view / filter.

Please check on this.

Thank you

Satish Waghmare

[yeushengteo · Accepted solution]

Hello

First check if the alert KF has a value of greater than 0 on the excel. If >0, then it means the alert calculation definition is correct. Also provide a name for your alert when setting it up in the Excel

Try it...

Regards,

YS

[Former Member · Accepted solution]

Hi YS,

In order to complete your comments:

Alert Key Figure

Calculated key figures with user-defined criteria that monitor and manage the execution of business plans. Alert key figures must be calculated. They cannot be stored or edited.

Alert key figures can only have the values" 0" or "1", meaning that the alert itself is either ON or OFF. Alerts typically check conditions on other key figures, such as TargetRev vs. ConsensusRev > 10%.

Thanks for your help!