What is a Schedule in Kubit?

Once you've created a Report or Dashboard you may want to monitor the metrics displayed regularly. Rather than manually refresh the report or Dashboard you can create a Schedule to refresh them.

When a Schedule executes all data on the Report or Dashboard will be updated to the most recent data.

How to Create a Schedule

Schedules can be created on the object you want to refresh via the vertical three-dot menu in the upper right-hand corner.

Currently, only Admin, Governor, and Creator Roles can create a Schedule. Reach out to your Kubit Admin to enable this feature if it's not available to you.

The experience is consistent for Reports or Dashboards.

1. Click the three-dot menu in the upper right corner and select Create New Schedule
2. Once the Schedule modal appears you can configure a Name and Description
3. Set your Schedule refresh frequency for your Report or Dashboard. Every Day, Week, or Month?
   1. It's important to consider how often the underlying data is refreshed and visualized.
   2. If data is refreshed or visualized Weekly then select Week as your refresh schedule.
4. Select the time of day this Schedule will execute. The Schedule will execute according to your Browser timezone.
5. If you are refreshing a large dashboard or several items it's best to schedule the refresh outside of regular working hours. This ensures your queries are performing at the highest level.
6. Select Recipients to get notified when your Schedule has been executed.
   1. You can send notifications via email and/or connect to Slack and share with a Channel.
      1. Learn more about how to enable the Slack integration .
7. Determine if you always want to be notified or only when an Anomaly is detected on your report or Dashboard.
   1. Don't worry, both options will refresh your data no matter what.
8. Hit Create and you're set!

When Alert Only is toggled on the Dashboard will be refreshed as configured but an email or Slack notification will be sent only when at least one chart on the Dashboard contains an anomaly .

Modify a Schedule

You can navigate to the schedules in the Data Management section. Once you see the list of all schedules you can click on the three-dot menu and:

Go to Dashboard or Analysis to find the relevant schedule

Execute Now to immediately refresh the item and send it to the recipients (if Alert Only conditions are met).

Edit the Schedule and change the name, description, recipients, recurrence and alert-only flag

Pause to stop the schedule from executing without deleting it.

This is most useful when data issues are being fixed and until it is resolved it's better to not refresh and alarm other stakeholders.

Delete will delete the Schedule forever.

Using the Slack Integration

Learn about setting up your Slack integration here .

Things to consider:

• You can send a Schedule to both email recipients and Slack channels.
• You can only add 1 Slack channel to a schedule.
• If you send the notification to yourself, you'll find the notification in the Apps section in Slack.

Anomaly Detection

For every time series analysis, Kubit's anomaly detection engine automatically calls out outliers as red dots on the chart.

• Behind the scenes, a machine learning algorithm builds a model based on historical data that considers seasonalities, skips known incidents, and reduces false alarms.
• Mouse-over shows the Z-score and (in some cases) MAD of the incident data points compared to the predicted values.
  • Here is a helpful guide on how to interpret the values.
    • The Z-score measures how far a point is away from the mean (average) and large absolute values of the Z-score suggest an anomaly. So the farther away from 0 the more severe the anomaly, both positive and negative.
    • MAD stands for median absolute deviation from the median. So in contrast rather than using the mean the MAD score uses the median. This helps smooth out the anomalies in the data set that may skew up the mean and result in a less impactful anomaly.
• Kubit will display the score that triggered the anomaly so you're sure to know how we came to the finding.

Anomaly Detection is applied only to line charts such as Query or Funnel. One chart can contain multiple anomalies

Custom Alert Monitors in Query

When a Query is monitoring critical KPIs it's important to be alerted when a measure or compound measure dips below or above a certain threshold. Previously Kubit detected these anomalies using our own model but now you are able to set thresholds yourself!

When creating a schedule for the Query report, follow the same flow of:

• Naming the Schedule
• Setting the refresh timeframe
• Adding recipients to the emails of that Report and any Alerts

The newly added functionality allows you to set thresholds of when an alert will fire on a given day.

• Click "Custom Threshold Met"
• Input the parameters, meaning if any value on the chart is Above/Below a specific number.
• You can also set Alerts based on % change from the previous day by adding a Comparison Analysis to your Query.