Quick BI:Configure Monitoring and Alerts

Limitations

Only Professional Edition supports monitoring and alerts.

Configure Monitoring and Alerts

Entry Points

1. Entry points for monitoring and alerts in a dashboard

   Access the metric monitoring configuration page from a dashboard:

   1. From the dashboard Edit page:

   2. From the Published View of the dashboard:

      1. Click Create Monitor.

      2. Go to Chart > metric monitoring > Create Monitor.

      3. Go to metric monitoring > select the target chart > Create Monitor.

      4. Go to metric monitoring > Create Monitor > select the target chart > click OK.

      5. Card Dashboard > Create Monitor.

         

• Entry points for monitoring and alerts in a spreadsheet

  Access the metric monitoring configuration page from a spreadsheet:

  1. Click the icon to open the Preview view, or click the icon to Open in New Window.

     

  2. In the spreadsheet preview view, click metric monitoring > Create Monitor.

     

Monitoring Metric Settings

On the Metric monitoring configuration page, configure the Monitored metrics, Alert rule, and Push notification sections.

1. This example uses a Line Chart. Configure the Monitored metrics section first.

   

   1. Select a measure to monitor (①). Click the icon (②) to set the Data display format and Field display name (③) under Adjust measure.

      

      Note

      When monitoring a detail table or spreadsheet detail data, you can set the aggregation method.

      

   2. Click the icon to configure Filters. Only data matching the filter conditions triggers alerts. If the chart has associated query controls or existing filters, those conditions are automatically synchronized.

      

   3. Monitor the measure target directly, or split by dimension. Select the split by dimension checkbox to choose dimensions to monitor. The system shows All dimension values by default and dynamically loads new values from the database.

      

      Select specific dimension values to monitor. For example, select area as the dimension and choose East China and North China to monitor each region separately.

      

      Note

      • Dimensions from the chart and associated query controls with active filters are available.

      • You can add up to 5 split dimensions.

      • You cannot select date or time fields to split by dimension.

      • Up to 10,000 dimension value combinations are supported. Excess combinations are not monitored.

   4. Select the detection frequency: Hourly, Daily, Weekly, or Monthly. All frequencies except Hourly support multiple selections.

      

   5. Optionally enable fluctuation analysis (off by default). Available when the aggregation method is Sum or Count. Select a Comparison object and an Analysis dimension.

      

2. Configure the alert rule.

   1. When the Filter field is a measure target, add alert conditions based on the measure value or period-over-period change rate.

      For example, if monitoring Profit Amount at a Daily frequency, click the icon to choose an aggregation method (Measure Value, Day-over-Day, Day-over-Week, or Day-over-Month), then set the Filter Type and Value.

      

      Note

      Available period-over-period comparison options depend on the detection frequency:

      • vs. Previous Hour: Compares with the previous hour.

      • vs. Same Time Previous Day: Compares with the same time on the previous day. For example, compares 8:00 AM today with 8:00 AM yesterday.

      • day-over-day: Compares with the previous day.

      • week-over-week: Compares with the previous week.

      • month-over-month: Compares with the previous month.

      • day-over-week: Compares a specific day of the week with the same day in the previous week. For example, compares this Wednesday with last Wednesday.

      • day-over-month: Compares a specific day of the month with the same day in the previous month. For example, compares the 15th of this month with the 15th of last month.

   2. When the Filter field is a non-measure target, alert conditions are based on the measure value only. Switch between And/Or operators and add multiple conditions under each operator.

      

Push Notification Settings

After configuring the monitoring metrics, set up push notifications.

1. Optionally enable push notifications. When set to On, configure the following parameters:

Parameter	Description
Push channel	Channel Add one or more notification channels: DingTalk, Feishu, Lark, Email, or custom channel. To use DingTalk, Feishu, or Lark for alerts, first link your account to the corresponding mini program. For more information, see Activate the DingTalk mini program (public cloud), Activate the Feishu mini program (public cloud), and Activate the Lark mini program (public cloud). To use Email for alerts, first bind an email address in Account Settings & Management > Account Binding. To use a custom channel, first add a custom bot to push messages to an external API. Custom channel. Configure multiple recipients, including users and user groups. Important Alerts can only be sent to users and user groups within your organization. This parameter is displayed only when the notification method is Email.
Alert time	Choose Alert immediately when an exception is detected or Consolidate alerts by custom interval. Note This option is only available when the detection frequency is set to Hourly or Daily. The Consolidate alerts by custom interval option is not supported for a custom channel.
Message content	Choose Default or Custom. In Default mode, you cannot modify the message title and description. In Custom mode, you can modify the Message title (①) and Message description (②), and you can see a Message preview (③). The Message description supports rich text editing: parameters, field settings, bold, italic, underline, font color, alignment, line spacing, lists, links, metrics, and @mentions. Add parameter You can add the following parameters. Field settings Select a measure value and set its Data display format and Calculation method. @mention Click the @ icon or type @ to open a dropdown list and select a member to mention. Note @mentions are only supported in Feishu group alerts sent through the "Quick BI mini program" bot. Other channels display @mentions as plain text. Note The message description is limited to 100 characters. Custom channels do not support customized message content.
Attach image	No image is attached by default. Enabling this option may delay notifications by about 10 minutes. Select Attach to use a metric detail preview or a custom image as the thumbnail. A custom image can be uploaded from a local file or a URL.
Report link	Choose Default or Custom. The default is a link to the corresponding dashboard. You can provide a custom link.

2. Select a Recipient in the Test message sending section to send a test notification.

   

Publish the Monitoring Rule

Set the Publish rule and historical data retention period.

• Exception settings

  The system stops the monitoring task after 5 consecutive exceptions (empty query results, query errors, or task failures).

  • Ignore empty query results: When enabled, empty results are not treated as exceptions. For example, if Payment Amount returns empty, the system still evaluates alert conditions for Number of Buyers and Average Order Value.

  • Notify owner of other exceptions: When enabled, the system notifies the monitor owner on data retrieval failures, query errors, or task failures. The task stops after five consecutive failures.

• Publish settings

  • Allow users other than recipients to view: When enabled, users with the required permissions can view this monitoring rule and subscribe to its alerts.

• Advanced settings

  • Historical data retention: Set the retention period (default: 30 days, maximum: 1,000 records).

Click Publish Now to publish the monitoring rule.