AUTOMATED ALERTS AND EMAILS SENDING BASED ON DATA LOADED IN QLIKVIEW.

We have a feature in qlikview to create Alerts. Using this feature, its possible to validate the data loaded in qlikview and send email to the corresponding user to take action regarding the issue. The same is explained with a simple example below. Scenario of Example: Sending an alert email, if the sale is below the Budget value of a company. To do this, we have to do the following steps. 1. Having desired data 2. Configuring Email 3. Validating data and configuring alert. Loading sample data into the qlikview and creating a table box.

Step 1: Having Desired Data In this example, weve loaded an inline table of salesperson and their sales amount particulars.

Step 2: Configuring Email To configure email, click SettingsUser Preferences. Then, click Mail Tab. Fill out the sender, recipient email addresses, port number and smtp server details. In the Authentication Method drop down, select AUTH LOGIN and check the Send MIME Encoded option as mentioned in the below screenshot.

Step 3: Validating Data and Configuring Alert To create Alert, click ToolsAlerts. Shortcut key for Alert Window is Ctrl+Alt+A. Click Add button to create alert.

Enter the data validation condition to check whether the sales is <20000$.
sum([SALES AMOUNT IN DOLLARS]<20000)

Add the recipients email address, mail subject and a suitable message. Under Events, check On Post Reload and On Open and Show Popup. This will alert when opening the qlikview as well as after the QVW reload. Check the Mode as Interactive.

Click OK button to close the Alert window. Try reloading the QVW by clicking on the Reload button, will validate the data and throw the alert as mentioned in the screenshot below. Also, the email will be sent to the email address which is configured in the alert wizard.

Following is the screenshot showing the email alert.

Advantages: No need of Macro functionality to send email alert. Data level validation accomplishing is simple.