Indicator thresholds

Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, like when a score reaches an all-time high.

When a threshold is triggered, the instance generates an email notification. This message is associated with the indicator and the message is directly available via the Analytics Hub or KPI Details.

A threshold can be personal or global. A personal threshold is visible only to the user that created it and appears as a light grey dotted line, a global threshold is visible to all users and appears as a dark grey dotted line. Personal thresholds appear only on the Analytics Hub and KPI Details. The matrix of threshold visibility follows:

Table 1. Features that show thresholds

Platform Analytics experience feature	Equivalent Core UI feature	Global or Personal targets
KPI Details	Analytics Hub	Global and personal
Time series Platform Analytics data visualizations	Time series Performance Analytics widgets	Global
Dashboards in Platform Analytics containing time series data visualizations that show thresholds	Responsive dashboards containing Time series Performance Analytics widgets that show thresholds	Global
Proactive analytics insights cards on Platform Analytics dashboards, which show thresholds being breached	No equivalent	Global
UI Builder pages containing time series data visualizations that show thresholds	No equivalent	Global

Global thresholds can also appear on Performance Analytics time series widgets and data visualizations. Platform Analytics dashboards can alert viewers to events related to thresholds through proactive analytics insights cards.

Create or edit a threshold

Create a threshold to define the range of scores considered normal.

Before you begin

Role required: Any role for your own personal thresholds. The pa_threshold_admin role or a role containing it (pa_power_user, pa_admin, or admin) for global thresholds and for personal thresholds created by other users.

About this task

Thresholds can be set for any indicator. You can specify a breakdown and element combination and a time series aggregate that a threshold applies to.

Procedure

1. Open KPI Details for an indicator.
   If you are not using Platform Analytics, open the Analytics Hub instead.
2. To limit the threshold to a subset of the scores, select a breakdown and a breakdown element.
   You can also select a 2nd-level breakdown and element. You can select more breakdowns if the indicator has data snapshots enabled.
3. If the threshold should apply only to a specific aggregation of the data, select a time series aggregation.
4. Click the threshold icon ().
   The Thresholds panel opens.
5. In the Thresholds panel, select either a Global or a Personal threshold.
   Personal thresholds are visible only to you, although users with the admin role can edit or delete them Personal thresholds are not visible on widgets.
6. Either create a new threshold or edit or delete an existing threshold:
   • To create a threshold, click the plus + sign.
   • To edit an existing threshold, click it in the Thresholds panel.
   • To delete an existing threshold in the Analytics Hub , click the delete icon.

     To delete an existing threshold in KPI Details, open it for editing and click Delete.

7. If you are creating or editing a threshold, select the condition that triggers the threshold notification.
   The condition can be when the score reaches an all-time high, or when the score falls lower than a specific value.
8. Click Save.

What to do next

After you create a threshold, set up threshold notifications.

Related concepts

• KPI Details

Configure which users receive a threshold notification

Configure which users should receive an email when a threshold is reached.

Before you begin

Role required: The pa_threshold_admin role or a role containing it (pa_power_user, pa_admin, or admin)

About this task

This procedure applies to global thresholds. Notifications for personal thresholds are sent only to the owner of the threshold.

Procedure

1. Navigate to All > Platform Analytics Administration > Indicators > Thresholds.
   If you are not fully migrated to Platform Analytics, the path is All > Performance Analytics > Indicators > Thresholds
2. Open a threshold.
3. In the Users related list, click Edit.
4. In the Edit Members screen, select and add members.
5. Click Save.

What to do next

Besides the notifications for each indicator, you can also send notifications with an overview of all indicators for which the threshold is reached. For more information, see Configure threshold overview notifications.

Configure the threshold comment

The Check PA Thresholds job triggers the PA threshold reached comment script action, which adds a comment for the indicator that has reached the threshold.

Before you begin

Role required: admin

About this task

The comment is displayed when you open KPI Details or the Analytics Hub for the indicator. Configure the threshold comment to display different text.

Procedure

1. Navigate to All > System Policy > Events > Script Actions.
2. Open PA threshold reached comment.
3. Modify the buildMessage function within the script.
4. Select Update.

Configure threshold overview notifications

Besides the notifications for each indicator, you can also send notifications with an overview of all indicators for which the threshold is reached.

Before you begin

Role required: admin

About this task

This procedures describes how to access the summary notification and change the users who receive the notification as well as the content of the notification.

Procedure

1. Navigate to All > System Policy > Email > Notifications.
2. Select PA Thresholds Notification.
3. Optional: Add users or groups to the Who will receive section by clicking the lock icon for either Users or Groups and then selecting the appropriate users or groups.
4. Optional: Change the content of the message by modifying the Message field.
5. Click Update.

Related topics

• Notifications