Create an Ad Hoc Monitor Job
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Run an Ad Hoc job for a standalone data analysis that will not be recorded in the Monitor Library.
Create and run Monitor Jobs to analyze your data per Object. Run an Ad Hoc job for a standalone analysis that will not be recorded in the Monitor Library. For example to only run one or two Analysis Types on a few fields, or to use Analysis Types or Fields that you have disabled in the Object Configuration for Library jobs.
Load and adjust the configurations as set in the Object Configuration, or set your own analysis job settings.
To run a data analysis job for recording in the Monitor Library, run a Configured Job (Library job) instead.
To run any Monitor Job, you need to have Monitor Admin permissions. Furthermore, all job calculations respect Salesforce permissions and field-level security.
Running an Ad Hoc job
To create a Monitor Job for one-time use, that will not affect the overall data analysis in the Monitor Library:
- In Plauti Monitor, go to tab Monitor Job.
- At top right, click Create Job.
You'll see an information banner stating that jobs started here will not store results in the Monitor Library.
3. Enter a descriptive Job Name.
4. Select the Object to analyze.
5. Either
- click Add Analysis to create a custom job, for example to analyze only one or two Fields with a few Analysis Types.
1 Select the Analysis Type.
2 If applicable, set parameters for the selected Analysis Type. See the ‘Analysis Type Parameters’ section below.
3 Select one or more fields to analyze.
4 Click Save.
Or
- click Load Library Analyses to use the analysis configurations, with your default and custom configurations, as set in the Object Configuration on tab Monitor Setup.
- The selected Analysis Types and Fields are displayed in the Analysis Types overview.
You can add more Analyses (with ‘+ Add Analysis’ above), edit the selected ones, or remove an Analysis Type from the job.
If you click ‘+ Add Analysis’ but there are no Analysis Types to select, all available Analysis Types for this Object are already included in the job.
7. When you have set up the job, click Start Job.
The ad-hoc Monitor Job is executed, and after a few moments it will appear in the Job Overview. The job is labeled Ad Hoc.
8. When the job is finished, click View Results to see the analysis results in detail. The Job Results open on the Monitor Job Results tab.
Fold open each Analysis Type to see its description and the analysis result details. Read more in Monitor Job Results.
Analysis Type Parameters
Depending on the Analysis Type you can adjust parameters such as thresholds, case-sensitivity, date ranges, etc.
- For Case Sensitive: toggle to Active to distinguish between upper and lower case characters.
- For Thresholds: the default threshold for this analysis type is used, as set in the Object Configuration.
- For Date Input Type: choose between a Fixed Date, or a Date Literal: a relative date such as the last 5 years (LASTNYEARS:5), or TODAY. Date Literal analyses calculate from the date the analysis job was run; the analysis results only update when you run another analysis job.
- A Threshold Date is used for example to analyze all values before or after that date.
- For Minimum Occurrences, enter a minimum number. If a certain value occurs less often than the set number, it will not be displayed in the results.