Component Warning in Task Schedule

Version

Application Scenarios

You often need to analyze abnormal data values when creating components for better guiding business development.

However, detecting abnormal values manually is inefficient. You may expect the system to proactively notify relevant personnel after abnormal values appear.

Functions

By using Warning Judgment in Task Schedule, it is possible to actively push the abnormal values of the components to the user for timely processing or optimization.

Warning Judgment:

1. Supports table components in FineBI templates, not chart components or non-FineBI templates.

2. Allows setting warning conditions for the analyzed result fields in the component.

3. Supports Email Notification and Client Notification.

The Sales and Profit Analysis dashboard under Business Theme > Sales Management > A Chain Supermarket Sales Report has a component called MOM Growth Rate of Growth Profit Margin.

Set up a scheduled task to check whether there are values of Gross Profit-Chain Growth Rate less than 0 in the component MOM Growth Rate of Growth Profit Margin at 18:00 every day. If there are values less than 0, it is necessary to email the sales manager of the sales department.

Setting a Sender

The scheduled task requires sending an email to the sales manager of the sales department, so a sender is necessary, otherwise the sending will fail.

Log into FineBI as the admin, choose Manage > System > Mailbox, click Add Sender to add a sender, and click OK.

Note:

1. The configuration steps may vary based on the type of the sender's email. For details, see Mailbox.

2. After configuration, click Send Test Mail to ensure that the mailbox is available.

Setting a Recipient

You need to first bind a mailbox for the sales manager Alice to email her in the scheduled task.

Log into FineBI as the admin, choose Manage > User > All Users to edit the user information of Alice (sales manager) and enter her Mailbox information, and click OK.

Note:

This example only demonstrates how to configure the user's mailbox in FineBI. The admin can also configure mailboxes when synchronizing or manually adding users. For details, see Adding Users, Importing Users, and Synchronizing Users.

Adding a Task

Log into FineBI as the admin, choose Manage > Task Schedule > Task Management, and click Add Tasks to add a scheduled task.

Basic Settings

1. Set Profit_Data as Task Name.

2. Click Edit in Default User Group.

Select Sales Manager in Sales department, and click OK.

Note:

In this step, you can also not set Default User Group. When setting the email recipient, you can send the email to a specified mailbox, but cannot associate the email with the user of the decision-making platform.

Confirm that All Departments:Sales department:Sales Manager is selected in Dept., and click OK to finish setting the default user group.

Click Next.

Task Scheduling Object

1. Object Type: BI Template

2. Select Template: the Sales and Profit Analysis dashboard under Business Theme > Sales Management > A Chain Supermarket Sales Report

3. File Name: ${today()} Profit Data

4. Accessory Archive: pdf

Click Next.

1. Set execution frequency

Select Detailed Frequency Setting as Frequency, and click Add.

Set 18:00 as Time.

Select Daily as Execution Date, and Select All as Month.

Click OK to successfully add the detail frequency.

Tick the detail frequency added in the previous step.

Conditions: Warning Judgment

Select component: MOM Growth Rate of Growth Profit Margin

Early warning condition: The value of Gross Profit-Chain Growth Rate is Less than 0.

Click Next.

File Processing

1. Select Email Notification as the Processing method.

2. In the Email Notification settings:

Sender: The FineBI system is default sender, and you can select other senders from the drop-down menu.

Recipient: Default User Group

Subject: ${today()} Profit Data

Mail Content: Today's MOM growth rate of gross profit margin is less than 0, please pay attention to the abnormal values in time.

Tick Body preview component content.

Tick Use Attachments.

Click Save.

Demonstration

Since the task is executed at 18:00 every day, the task effect cannot be seen immediately.

To see the effect immediately, you can go to Manage > Task Schedule > Task Management to find the task, and select Run Once.

After the task is executed once, Alice, Sales Manager in Sales department, receives an email from the FineBI system in her bound mailbox.

The email content is shown in the following figure:

Prerequisite

To use the Warning Judgment function, the following prerequisites need to be met.

Object Type

Warning Judgment only takes effect on FineBI dashboards.

You need to select BI Template in Task Schedule > Dispatcher Object > Object Type, otherwise the Warning Judgment task cannot be set.

Selecting a Template

Warning Judgment only takes effect on table components in FineBI dashboards.

You need to select a dashboard containing table components in Dispatcher Object > Select Template, otherwise there will be no available components in Warning Judgment.

Selecting a Component

After selecting Warning Judgment as Conditions, you can select a component in Select component.

1. Component options include all table components with data permissions in the dashboard, sorted by component creation date.

2. The FineBI system can only perform Warning Judgment on one table component in a task, and does not support multiple selections.

3. After a component is selected and a warning condition is added, switching another component will clear the previous set warning condition.

Note:

Warning Judgment only supports table components in FineBI templates, not chart components or non-FineBI templates.

Warning Condition

Allow selecting result fields of table components, including dimensions and indicators.

1. Dimension

• Display grouped result values and other ungrouped original values.

• The date field is the original value grouped by year, month, and day.

• The same field will be displayed in the order of display in the analysis area.

2. Indicator

• Display result values, excluding row grand totals and row subtotals within a group.

3. Result filters, table properties, and hidden fields cannot be set.

Task Execution

During the execution of the warning task:

1. The system will first check if the warning conditions are abnormal (such as missing field permissions and missing fields).

• If the warning conditions are abnormal, the warning task will fail to execute.

• If the warning conditions are normal, the warning task will continue to execute.

2. After the normal judgment of the warning conditions, the corresponding warning judgment is executed in sequence according to the task user group.

• If the task executes abnormally on user A, the system will skip. The skipped user will be marked in the task execution details.

• If the task executes successfully on user B, the system will send a warning notification.

• The system will execute sequentially until the task is completed, and the failure of execution on a single user does not affect the remaining users.

Scheduling Result

1. If Dispatcher Result is not ticked, the system will determine whether to send warnings to the entire user group based on the data permissions of the component owner.

2. If Dispatcher Result is ticked, the system will determine whether to send warnings to a user based on the data permissions of each member of the user group.

After Dispatcher Result is ticked, different data results can be sent to different users based on the set row and column permissions.

Scheduling Cycle

To ensure the efficiency and availability of warning tasks, it is advised that the execution frequency of warning tasks should not be less than one hour.

Invalid Condition

After the scheduled task is set, the conditions for warning judgment may be marked in red and become invalid.

1. Cause

• When a field is missing, the field will be highlighted in red, and a prompt will pop up: The current field is missing.

• When the corresponding user does not have permission of this field, the field will be highlighted in red, and a prompt will pop up: No permission for this field.

Note:

Changing the grouping type of a field will not affect the execution of user's warning tasks.

If the corresponding warning conditions can still be matched after the group is changed, the corresponding warning will still be triggered.

2. Condition Type

• OR Condition: If a single warning condition become invalid, it does not affect other valid conditions.
• AND Condition: If any AND Condition in the scheduled task become invalid, the task execution will fail.

Email Notification

If a scheduled task is configured Warning Judgment, Body preview component content will be added in File Process > Email Notification > Email Notification.

Body preview component content is ticked by default.

1. If Template Preview in Content is also ticked, the component content will be displayed first in the email body, followed by template content.

2. If Use Attachments is also ticked, the component content will be displayed in both the email body and the attachment.