Configuring Thresholds

Use the Configure Thresholds page to configure the basic threshold settings for the grids and charts. Note that all threshold settings are applied for both classic and fluid views.

For the grids, the thresholds will appear as colored cells if the cell values are over the threshold values that you have specified.
For the charts, the values in the Reference Areas and Reference Lines fields from the sub product PeopleSoft Charting are applied.

Access the Configure Thresholds page by:

Selecting Reporting Tools > Pivot Grid > Pivot Grid Wizard.
Accessing the Specify Data Model Options page - Step 4 of the wizard.
Clicking the Define Thresholds link displayed under Define Threshold column in the Specify Axis Information grid.

Field or Control	Description
Data Source Column	Displays the name of the field for which the threshold is being defined. Note: Only fields that are set to Value can apply threshold.
Threshold Type	Set the threshold type. The available options are: Distinct Range If the Distinct option is selected: Pivot Grid displays the Threshold Value field that enables you to specify a single threshold value. This value is plotted on the chart as a single line. In the grid any value crossing the distinct threshold value has the grid cell marked with color. A single threshold value is considered as having crossed the threshold if that single threshold value is plotted on the Pivot Grid model and that single threshold value is above the value set in the Threshold Value dropdown list. If the Range option is selected: Pivot Grid displays the Lower Limit and Higher Limit fields that enable you to specify a range of minimum and maximum threshold values. A range value is a part of the threshold if that range value is plotted on the Pivot Grid model and that range value falls in the limit range.
Threshold Value	Specify a single threshold value. The field is available when the Threshold Type is set to Distinct.
Lower Limit and Higher Limit	Specify a range of minimum and maximum threshold values. These fields are available when the Threshold Type is set to Range.
Threshold Color	Select one color from the list of 18 available colors. The color that you select in this list will appear in the grids and the charts for the values that are above the threshold. The available colors are derived from the supported colors for PeopleSoft Charting. Note: Only one color can be specified for a threshold.
Threshold Description	Enter the text that will appear when you hover over the charting reference areas and lines.
Criteria	Set a condition to trigger a verification of a threshold violation when the condition is met. The dropdown values are displayed according to the Threshold Type. Distinct Equal To Not Equal To Greater Than Less Than Range In Range Above Range Below Range Out of Range Note: A consolidated notification for each fact is sent to users when the criteria matches.
Default Notification List	Select users by their user ids or roles to receive the notification.

In addition to setting the notification conditions in the Configure Thresholds dialog box, you can opt to disable user personalization of threshold. By default pivot grid allows user personalization of threshold from the pivot grid model views of the threshold. See Display Options.

Use the Configure Threshold dialog box to configure threshold settings for individual data points on the X-axis. Note that all threshold settings are applied for both classic and fluid views.

To access the Configure Threshold dialog box:

In the Pivot Grid Viewer, select any data point on the grid or chart to display the Actions menu.
Select the Configure Threshold menu option to display the Configure Threshold dialog box.

Field or Control	Description
Visual Representation	Select the visual representation type to display the threshold in Pivot Grid Viewer: Block Gradient Note: Block and Gradient representation of thresholds for individual data points is only available in the Pivot Grid Viewer for Chart only views in Fluid mode.
Color	Select one color from the list of 18 available colors. The color that you select in this list will appear in the grids and the charts for the values that are above the threshold. The available colors are derived from the supported colors for PeopleSoft Charting. Note: Only one color can be specified for a threshold.
Enable Alerts	Use this switch to enable or disable alerts.
Alert Criteria	Set a condition to trigger a verification of a threshold violation when the condition is met. The drop down values are displayed according to the Threshold Type. Distinct Equal To Not Equal To Greater Than Less Than Range In Range Above Range Below Range Out of Range
Apply To All	Set this switch to N to apply the threshold configuration to a single data point. Set this switch to Y to apply the threshold configuration to all data points on the X-axis.

This option is available when the chart contains a dual Y-axis. You can set thresholds for a dual Y-axis from the Threshold Personalization dialog box in Pivot Grid Viewer.

Note: The behavior of the Dual Y axis feature applies to both classic and fluid views.

To access the Threshold Personalization dialog box:

In the Pivot Grid Viewer, select the Options Menu.
Select the Threshold Options menu option to display the Threshold Personalization dialog box.

Pivot Grid administrators have to set the frequency at which notifications are sent to users. Only authorized users get the notification. For details see Configuring Notification Frequency.

Authorized users can personalize thresholds on the pivot grid model from the viewer. Opt to change threshold values of a model from the Options Menu. See Describing the Options Menu.