Notifications Builder - Adding an Excel Data Source
This article explains how to add an Excel Data Source to your Notifications Page. You only need to do this once then you can save the sheet for future use.
1. Download the Notifications Example and login to ipushpull
Click here to download the Notifications Example sheet. This sheet will walk you through the process of sending Notifications from Excel.
Open the example sheet.
Click the ipushpull tab (1) on the Excel ribbon then Login to ipushpull (2)
2. Pull your Notifications Page into the Excel sheet
Once you’re logged in, select the Notifications Page tab (1) and click on the green highlighted cell (2)
Click the Pull button (3). Choose the Manual option if you are offered a choice.
From your list of Folders and Pages, select the Notifications Page you just created and press Pull.
When prompted, select Yes to overwrite the selected cells in your sheet.
Your Notifications page will be inserted into the sheet.
3. Set the Notification Page to 'Live Push' so Notifications can be triggered
Click the down arrow under the Push button (1) and select Live. From your list of Folders and Pages, select your Notifications page again and press Live Push
When prompted to Choose a cell for your function, select cell A1 (2) then press the Push button
Finally click the Start button (1) to automatically push live updates to your Notifications Page.
If your pushes are working you will see the current time and the word Success in the Function Cell (2)
4. Connect your sheet to the live Notifications Page
In this step you’ll connect the example P&L Sheet tab of the Excel sheet to the live Notifications Page and trigger some notifications.
First, select the P&L Sheet tab. There are two tables on this tab. On the left is a list of traders and their current P&L. On the right is the sum total of the P&L for all Traders and a Limit that we'll use to trigger the notifications.
Now, select the Notifications Page tab. To send a Notification we need to set a trigger that will fire it.
We'll set up a trigger to send Notifications if the Total P&L < Limit. Use the following formula to do this (you can also copy it from the Formulas sheet). Copy this formula into cell D3 (1)
=IF(PnL_Table[Total P&L]<PnL_Table[Limit],TRUE,FALSE)
We'll set up a message containing data from the sheet. Use the following formula to do this (you can also copy it from the Formulas sheet). Copy this formula into cell F3 (2):
="Alert P&L lower than limit(" & PnL_Table[Limit] & ") : Current P&L = " & PnL_Table[Total P&L]
5. Trigger the Notifications
Select the ‘P&L Sheet' tab (1)
Now trigger the condition you set in the previous step by making the Total P & L (2) less than the Limit (3)
To do this, change the values in the column 'P&L’ (4) to lower values (5)
When the Total P&L (2) drops below the Limit (3), the trigger in your notifications page will change from False to True. Your Notifications Page will be updated and the Notification message will be sent to your Destinations.
You can check if your Data Notifications were successful by looking in Notifications History in the ipushpull app.
6. Troubleshooting
If your notifications haven’t arrived, check:
Have you logged into ipushpull and pressed the Start button on the Excel ribbon?
Are you pushing to the Notifications Page in your folder?
Are your Destinations correct?
If you’ve sent an email alert, is it in your spam folder?
Next steps
You have successfully completed attaching an Excel sheet (P&L Sheet) to your Notifications Page and triggered notifications to be sent to your Destinations.
Next steps:
I want to add another trigger, for example to send an alert if the total P&L goes over 1,000
I want to edit my emails and add another user to the list
I have added a new Teams Channel to my Destinations, how do I add this to an existing Notification Page in Excel?
I want to add Notifications to another Excel sheet
For further help visit the ipushpull Support site.