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Former Member

Configure Alerts in Excel Add-in


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,

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1 Answer

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    Former Member
    Oct 22, 2015 at 08:59 AM

    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.


    Parveen Kumar

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    • Former Member Former Member

      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!