How to display alerts in IBP Excel

[former_member503200]

I am working on IBP Alerts and wondering how can I display all the list of alerts system generated by product x Location. I believe you can get the list in Alerts dash board. Dash board icon in Excel showing 0 alerts. How to make alerts to display in Excel alerts dash board..

[ayanbishnu1981 · Accepted solution]

Hi Jeff

Apart from what you have identified, their are 2 more ways to view alert in IBP excel addin. Especially alert by time bucket

1) you can configure the the alert by color code using the EPM formatting sheet, where you can set basic logic to change color of each cell based on that defined logic. Mostly you can use >, <, >=, <= or <>.

2) In order to configure custom alerts based on complex requirement and that too by time buckets, you can use excel VBA macros for the same. But you need to ensure that all end users installs the excel macro file as a com addin, as and when they install the IBP addin.

regards

Ayan

[Irmi_Kuntze]

Alert in Fiori App (Custom specific Alert) and Excel Alert are decoupled:

For the Customer Specific Alert, you need Control Tower license, users can set them up individually them selves, very flexible, you have snooze functionality, can assign cases and visualize with Analytics, and from these alerts you can jump to a predefined Excel planning view template taking into consideration as selection the result of your alert definition. Users enter them with the App "Monitor Custom Alert" or "Customer Alert Overview", and meanwhile you can place them into your dashboard as well.

Excel Alerts are part of IBP Foundation and available with any license, they require to set up an Alert key figure and some threshold key figure in the backend planning area, and then they can be used together with conditional formatting defined in EPMFormattingSheet in Excel. When you are in Excel, the number of Alerts displayed in the red triangle button of the IBP-ribbon refers to that kind if alert. The logic of the alert key figure in the backend can be whatever you like, simple + or - over some complex cross-level logic, all your decision

In addition in Excel you can as well visualize without a specific Alert key figure with some simple logic and highlight key figures in red or bold or anything by pure EPM formatting combined with conditional formatting, but here you are limited to more simple logic as explained by Ayan. In that case the red triangle does not show up any values from your definition.

And surely, with VBA code you can do as good as your developer is 🙂

Cheers, Irmi

[former_member503200]

So, there is no functionality to filter without control tower. Thanks for the info.

Jeff

[Irmi_Kuntze]

IIn Excel, you need to load all first and than you can filter

In the Web UI, you can additonally use Analytics and filter by key figure values, which I use for alerting purposes sometimes as well, and you dont need Control Tower for that.

[former_member503200]

I just want to know is the functionality is available in IBP or not. Any info is appreciated.

thx

Jeff

[former_member503200]

I was able to figure out updating the dash board. My another question is there a way to display all the alerts in a list by time bucket, product and location.

thx

jeff