Set Analysis, Bookmarks and Alerts

[#1]

Hi,

I'm trying to create a sales drop alert that also show which merchants experienced the sales drop. I'm able to create a simple alert using this expression:

=Sum(Aggr(If(Sum(Sales)>1, 1), Merchant)) > 0

However, this won't allow me to display the merchant with the sales drop in the alert. What I need to do is create a bookmark that selects merchants whose sales are below a certain level, for instance:

Sum(Sales)<90

Then I can create an alert with the condition along with a display message to show the affected merchants:

=Count(Merchant) > 0

My question is: how do I save a bookmark for this expression: Sum(Sales)<90?

I've attached a sample doc I've been working out of. Any help would be greatly appreciated.

Best,

Matt

[pat_agen · Accepted solution]

Hi Matt,

follow these steps:

1 add a drop down list for merchants. to do this click on one of your charts, go into chart properties, go to presentation tab, select merchant and tick Dropdown select.

2. no select the date 29/3/2011 so that you can see some Merchants with less than 90 in the sum(sales) expression.

3. clcik on the drop down list icon you have just created.

4. then type =Sum(sales)<90 in the search box.

5. 2 Merchants are selected

6. click on Bookmarks-> Add bookmark

be careful to tick the box "make bookmark apply on top of current selections"

You now have a bookmark which will always select merchants with sum(sales)<90.

But be aware if you recall the bookmark and there are now Merchants with sum(sales)<90 nothing will be selected.

to check what you have done reselect 29/3/2011. recall you bookmark. the press ctrl Q to see your current selections. you will see that the selection for Merchnats is sum(sales)<90.

hope this is clear.

[#3]

Works perfectly. Thanks for taking the time to help me out, really appreciate it.

Matt

[#4]

how do you do this using maximum.  I want to create a bookmark that sets the filter to the current month using the max([Fiscal Year and Month]) function.

[#5]

Hi Debbie,

I would try the following:

1) Go to advanced search (ctrl+shift+f)

2) Search In >  Fiscal Year and Month

3) Search Expression >  = Month(Now())

4) Click on bookmarks > add bookmark

Hope that helps,

Matt

[#6]

So how did you mange to show the merchants in the alert also? can u show the example? Is it possible to do in an email also?