Monitors as Code

Overview

Monte Carlo developed a YAML-based monitors configuration to help teams deploy monitors as part of their CI/CD process. The following guide explains how to get started with monitors as code.

Prerequisites

1. Install the CLI — https://docs.getmontecarlo.com/docs/using-the-cli
2. When running montecarlo configure, provide your API key

Using code to define monitors

First, you will need to create a Monte Carlo project. A Monte Carlo project is simply a directory which contains a montecarlo.yml file, which contains project-level configuration options. If you are using DBT, we recommend placing montecarlo.yml in the same directory as dbt_project.yml.

The montecarlo.yml format:

version: 1
default_resource: <string>
include_file_patterns:
  - <string>
exclude_file_patterns:
  - <string>
namespace: <string - optional> 

Description of options inside the montecarlo.yml file:

• version: The version of MC configuration. Set to 1
• default_resource: The warehouse friendly name or UUID where YAML-defined monitors will be created. The warehouse UUID can be obtained via the getUser API as described here.
  • If your account only has a single warehouse configured, MC will use this warehouse by default, and this option does not need to be defined.
  • If you have multiple warehouses configured, you will need to (1) define default_resource, and (2) specify the warehouse friendly name or UUID for each monitor explicitly in the resource property to override default resource. (see YAML format for configuring monitors below).
• include_file_patterns: List of file patterns to include when searching for monitor configuration files. By default, this is set to **/*.yaml and **/*.yml . With these defaults, MC will search recursively for all directories nested within the project directory for any files with a yaml or yml extension.
• exclude_file_patterns: List of file patterns to exclude when searching for monitor configuration files. For example: directory_name/* , filename__* , *.format

Example montecarlo.yml configuration file, which should be sufficient for customers with a single warehouse:

version: 1

Example montecarlo.yml configuration file, for customers with multiple warehouses configured.

version: 1
default_resource: bigquery

Defining individual monitors

📘

Define monitors in separate YML files than montecarlo.yml

Your montecarlo.yml file should only be used to define project-level configuration options. Use separate YML files to define individual monitors.

Monitors are defined in YAML files within directories nested within the Monte Carlo project. Monitors can be configured in standalone YAML files, or embedded within DBT schema.yml files within the meta property of a DBT model definition.

Monitor definitions inside of yml files must conform to the expected format in order to be processed successfully by the CLI. Some example monitor configurations, defining the most basic options can be found below.

For an exhaustive list of configuration options and their definitions, refer to the Monitor configuration reference section below.

Example of a standalone monitor definition:

namespace: <string - optional>
montecarlo:
  custom_sql:
    - name: no_errors
      warehouse: default warehouse override
      sql: SELECT * FROM db.schema.results WHERE state = 'error'
      alert_conditions:
        - operator: GT
          threshold_value: 0

Example of monitor embedded within a DBT schema.yml file:

version: 2

models:
  - name: results
    description: Run results table
    meta:
      montecarlo:
        custom_sql:
          - name: no_errors
            sql: SELECT * FROM db.schema.results WHERE state = 'error'
            alert_conditions:
              - operator: GT
                threshold_value: 0

dbt ref resolution

In the snippet above, you can see an example of resolving dbt ref("<model_name>") notation for any string field within Monte Carlo monitor configs. Just wrap the ref in [[ ]] and make sure to quote the string as in the example above. To resolve refs, you must pass the --dbt-manifest <path_to_dbt_manifest> argument to the CLI when applying the monitor config with the path to your dbt manifest.json file (by default created in the target/ directory after running dbt commands like compile or run). Each dbt ref will be looked up in the manifest and replaced with the full table name. To use this feature you must be on version 0.42.0 or newer of the Monte Carlo CLI.

📘

Tip: Using monitors as code with DBT

If your organization already uses DBT, you may find that embedding monitor configurations within DBT schema.yml files may make maintenance easier, as all configuration/metadata concerning a given table are maintained in the same location. For an example DBT repo with some basic monitor configuration, click here.

Shortcut to building monitor configuration

If you want to get a head start on setting up monitors as code, visit the monitor details page of an existing monitor where you can find the YAML definition for that monitor's configuration.

Below is a screenshot of the YAML definition for an existing monitor within Monte Carlo.

Developing and testing locally

Once the Monte Carlo project is setup with a montecarlo.yml and at least one monitor definition in a separate .yml file, you can use the Monte Carlo CLI to apply them.

To apply monitor configuration to MC run:

montecarlo monitors apply --namespace <namespace>

Note in the above command, a namespace parameter is supplied. Namespaces are required for all monitors configured via Monitors as Code as they make it easier to organize and manage monitors at scale. Namespaces can either be defined by passing a --namespace argument in the CLI command or defined within the .yml files (see above for more details).

The apply command behaves as follows:

1. MC will search for all monitor configuration elements in the project, both in standalone and embedded in DBT schema files. All monitor configuration elements will be concatenated into a single configuration template.
2. MC will apply the configuration template to your MC account:
   1. Any new monitors defined since last apply will be created
   2. Any previously defined monitors present in current configuration template will be updated if any attributes have changed
   3. Any previously defined monitors absent from current configuration template will be deleted

Namespaces

📘

You can think of namespaces like Cloudformation stack names. It’s a logical separation of a collection of resources that you can define. Monitors from different namespaces are isolated from each other.

Some examples of why this is useful -

1. You have multiple people (or teams) working on managing monitors and don’t want to conflict or override configurations.
2. You want to manage different groups monitors in different pipelines (e.g. dbt models in CI/CD x & non-dbt models in CI/CD y).

Namespaces can also be defined within the montecarlo.yml file or within individual monitor definitions.

Namespaces are currently limited to 2000 resources. Support for this starts in CLI version 0.52.0, so please upgrade your CLI version if you are running into timeouts while applying changes.

To delete (destroy) a namespace:

montecarlo monitors delete --namespace <namespace>

This will delete all monitors for a given namespace.

Dry Runs

👍

The apply command also supports a --dry-run argument which will dry run the configuration update and report each operation. Using this argument just shows planned changes but doesn't apply them.

Integrating into your CI/CD pipeline

Deploying monitors within a continuous integration pipeline is straightforward. Once changes are merged into your main production branch, configure your CI pipeline to install the montecarlodata CLI:

pip install montecarlodata

And run this command:

MCD_DEFAULT_API_ID=${MCD_DEFAULT_API_ID} \
	MCD_DEFAULT_API_TOKEN=${MCD_DEFAULT_API_TOKEN} \
	montecarlo monitors apply \
			--namespace ${MC_MONITORS_NAMESPACE} \
			--project-dir ${PROJECT_DIR} \
                         --auto-yes

📘

Skipping confirmations

The --auto-yes option will disable any confirmation prompts shown by the command and should only be used on CI, where there's no interaction. Otherwise we recommend not including the --auto-yes so you can review what changes will be applied before confirming.

These environment variables need to be populated:

• MCD_DEFAULT_API_ID: Your Monte Carlo API ID
• MCD_DEFAULT_API_TOKEN: Your Monte Carlo API Token
• MC_MONITORS_NAMESPACE: Namespace to apply monitor configuration to
• PROJECT_DIR: If the montecarlo command is not run within your Monte Carlo project directory, you can specify it here. Optional.

Example projects with CI/CD

For some examples of monitors as code projects with CI/CD setup, checkout these repositories:

• Standalone Monte Carlo project
• Basic DBT project with monitors (GitLab)
• Basic DBT project with monitors (GitHub)

Monitor configuration reference

Common properties

• name: Uniquely identifies the monitor in the namespace. The name is necessary for us to track which monitor the definition maps to, so we can detect what changed or if it's a new monitor. If we stop seeing a given monitor name, we'll delete that monitor.
• warehouse (previous name: resource): Optional warehouse name can be set here to override the default warehouse set in montecarlo.yml. For metric_comparison monitors, you can use warehouse in source and target instead.
• description: Friendly description of the monitor.
• tags: Optional list of name/value tags to associate to the monitor.
• notes: Additional context for the monitor.
• audiences (previous name: labels): Optional list of audiences associated with the monitor.
• failure_audiences: Optional list of audiences to notify about run failures for this monitor
• priority (previous name: severity): Optional, pre-set the priority of alerts generated by this monitor. Only use 'P1' through 'P5' as custom values will be rejected.
• notify_run_failure : If set to true, errors while running the monitor will be notified to the monitor audiences.

🚧

Tables

table and tables fields passed in the config should contain valid full table ids. If the table doesn't exist in the assets page the validation will fail. Sometimes the catalog service takes time to detect newer tables, you can wait for the tables to be detected and then create monitors for them or (not recommended) you can apply the monitor config with --create-non-ingested-tables option to force create the tables along with the monitor. These tables will be marked deleted if they are not detected later on.

Validation Monitor

Defined under the validation property.

  validation:
    - name: <string> # required
      warehouse: <string> # optional - override default warehouse
      description: <string> # required
      notes: <string> # optional
      schedule:
        interval_minutes: <integer>
        start_time: <date as isoformatted string>
        timezone: <timezone> # optional - select regional timezone for daylight savings ex. America/Los_Angeles
        dynamic_schedule_tables: # optional - used to specify table for dynamic schedule
        	- <string> # accepts just one table.
      data_source:
        table: <string> # optional - need to pass either table or sql 
        sql: <string> # optional - need to pass either table or sql
      alert_conditions:
        conditions:
          - id: <string> # optional helps to reference error in alert conditions
            value: # optional - use this if type is set to UNARY
              - field: <string>
            left: # optional - use this if type is set to BINARY
              - field:
            right: # optional - use this if type is set to BINARY
              - literal: <string> or <integer> or <date> or <timestamp>
            sql: <string> # optional - use this if type is set to SQL
            predicate: # optional - use this if type is set to UNARY or BINARY
              name: <string>
            type: <string> # UNARY or BINARY or SQL
        operator: <string> # AND or OR
        type: GROUP
      notify_run_failure: <boolean> # optional
      event_rollup_count: <integer> # optional - enable to only send notifications every X incidents
      event_rollup_until_changed: <boolean> # optional - enable to send subsequent notifications if breach changes, default: false
      audiences: # optional
        - <string>
      failure_audiences: # optional
        - <string>
      priority: <string> # optional
      tags: # optional
        - name: <string>
          value: <string>

• data_source: Need to pass either table or sql
  • table: MC global table ID (format <database>:<schema>.<table name>)
  • sql: SQL for the data source (generally select * from table_name)
• alert_condition:
  • type: GROUP
  • operator: AND or OR (default is AND)
  • conditions: array of conditions. you can pass 4 types of conditions
    • id: pass in a string id for referencing an alert condition in case of errors.
  1. UNARY:
     • type: UNARY
     • predicate: refer the available UNARY predicate list for different field data types.
       • name: predicate name
       • negated: set to true if you want the condition to be negated.
     • value: users can pass multiple fields
       • field: pass in a field name
     • field: pass in a field name that exists in the data_source provided above
  2. BINARY:
     • type: BINARY
     • predicate: refer the available BINARY predicate list for different field data types.
       • name: predicate name
       • negated: set to true if you want the condition to be negated.
     • left: users can pass multiple fields
       • field: pass in a field name
     • right: users can pass multiple fields
       • literal: pass in integer or string or date or timestamp or boolean as a string
     • field: pass in a field name that exists in the data_source provided above
  3. SQL
     • type: SQL
     • sql: sql expression like field_name\< 100\
       
  4. GROUP: We can also pass Group as a condition in itself. (see examples below)

predicates:

UNARY:

• NUMBER: null, is_zero, is_negative, is_between_0_and_1, is_between_0_and_100, is_nan
• STRING: null, empty_string, all_spaces, containing_spaces, null_string, is_uuid, us_zip_code, us_ssn, us_state_code, us_phone_number, can_sin, ca_postal_code, fr_insee_code, fr_postal_code, de_postal_code, de_tax_id, ie_ppsn, is_postal_code, it_postal_code, it_fiscal_code, es_dni, es_postal_code, uk_postal_code, uk_nino, nl_postal_code, nl_bsn, tr_postal_code, tr_id_no, ch_oasi, pl_postal_code, pl_pesel, email, timestamp_iso_8061, timestamp_mm-dd-yyyy, timestamp_dd-mm-yyyy, timestamp_mm/dd/yyyy, timestamp_dd/mm/yyyy, true_string, false_string
• BOOLEAN: null
• DATE: null, in_past, in_future, today, yesterday, in_past_7_days, in_past_30_days, in_past_365_days, in_past_calendar_month, in_past_calendar_week, sunday, monday, tuesday, wednesday, thursday, friday, saturday, weekday
• TIMESTAMP: in_past, in_future, today, yesterday, in_past_7_days, in_past_30_days, in_past_365_days, in_past_calendar_month, in_past_calendar_week, sunday, monday, tuesday, wednesday, thursday, friday, saturday, weekday

BINARY:

• NUMBER: equal, greater_than, greater_than_or_equal, less_than, less_than_or_equal, in_set
• STRING: equal, contains, starts_with, ends_with, matches_regex, in_set
• BOOLEAN:equal
• DATE: equal, greater_than, greater_than_or_equal, less_than, less_than_or_equal
• TIMESTAMP: equal, greater_than, greater_than_or_equal, less_than, less_than_or_equal

Comparison Monitor

Defined under the metric_comparison property.

metric_comparison:
  - name: <string> # required
    description: <string> # required
    notes: <string> # optional
    source:
      - table: <string> # optional - need to pass either table or sql
        sql: <string> # optional - need to pass either table or sql
        warehouse: <string> # optional - override default warehouse
        connection_name: <string> # optional - override default connection name
        where_condition: <string> # optional
        segment_fields:
          - <string> # optional - can only contain one field
        segment_sql:
          - <string> # optional
    target:
      - table: <string> # optional - need to pass either table or sql
        sql: <string> # optional - need to pass either table or sql
        warehouse: <string> # optional - override default warehouse
        connection_name: <string> # optional - override default connection name
        where_condition: <string> # optional
        segment_fields:
          - <string> # optional - can only contain one field
        segment_sql:
          - <string> # optional
    alert_conditions:
      - metric: <string> # metric name, see below for allowed values
        custom_metric: # custom metric (when a metric name is not used)
          - display_name: <string> # required
            sql_expression: <string> # required
            target_sql_expression: <string> # required
        source_field: <string> # optional - field name
        target_field: <string> # optional - field name
        threshold_value: <float> # used for operators besides AUTO and range operators
        is_threshold_relative: <boolean> # optional - default is false
    schedule: # optional - fixed schedule by default
      - type: <string> # required - fixed, dynamic, cron, or manual
        interval_minutes: <integer> # required if fixed
        interval_crontab:
          - <string>
        start_time: <date as isoformatted string>
        timezone: <timezone> # optional - select regional timezone for daylight savings ex. America/Los_Angeles
        dynamic_schedule_tables: # optional - used to specify table for dynamic schedule
        	- <string> # accepts just one table.
    notify_run_failure: <boolean> # optional
    audiences: # optional
      - <string>
    failure_audiences: # optional
      - <string>
    priority: <string> # optional
    tags: # optional
      - <string>

• source and target: The data sources to compare. Must pass either table or sql
  • table: MC global table ID (format <database>:<schema>.<table name>)
  • sql: SQL for the data source (generally select \* from table_name\)
  • connection_name: Specify the connection (also known as query-engine) to use. Obtain the warehouse UUID via the getUser API as described here. Then obtain names of the connections in the warehouse via the getWarehouseConnections API as described here. Use ["sql_query"] as the jobType parameter in the getWarehouseConnections API call.
  • where_condition: SQL condition to use to filter the query results. Must not include the WHERE clause, which will be added automatically.
  • segment_fields: List of fields used to segment the monitor metrics. Only supports 1 field. The field must exist in the table. Must use either segment_fields or segment_sql or neither. Enables Monitoring by Dimension.
  • segment_sql: SQL expression used to segment the monitor metrics. Supports 1 custom SQL expression. Must use either segment_fields or segment_sql or neither. Enables Monitoring by Dimension.
• alert_conditions: List of configurations for metrics, fields, and breach conditions. A field may only be included once in a monitor. See section below for details.
• schedule
  • type: One of fixed(default), dynamic, cron, manual
  • interval_minutes: For fixed, how frequently to run the monitor
  • interval_crontab: How frequently to run the monitor (using a list of CRON expressions, check example below).
  • start_time: When to start the schedule. If unspecified, for fixed schedules, then start sometime within the next hour.
  • timezone: Optional - select regional timezone for daylight savings ex. America/Los_Angeles
  • dynamic_schedule_tables: - you need to pass an MC global table ID which belongs to the same warehouse as the monitor. Ideally the MC global table ID should be one of tables passed in source or target.

Comparison Monitor alert conditions

• operator: defaults to and only accepts GT. We compare if the absolute delta value is greater than threshold and raise error.
• metric: See the list of available metrics for full details. Use the value from the MaC Name column in this field.
• source_field and target_field:The source field name and target field name that should be monitored for this metric, operator, and threshold. The field types must be compatible with the metric.
  • Each field may only be included once in the monitor, regardless of metric.
  • The row count metric may only be used once in the monitor.
  • When using a custom metric, source_fieldandtarget_field should not be included; the fields used should be included directly in the SQL expression.
• custom_metric: Allows defining a custom metric based on a source SQL expression and target SQL expression instead of a predefined metric indicated in metric.
• threshold_value: Max acceptable delta between source and target
• is_threshold_relative: Whether or not threshold_value is a relative vs absolute threshold. is_threshold_relative: true would be a percentage measurement, is_threshold_relative: false would be a absolute measurement. Relative means the threshold_value will be treated as a percentage value, Absolute means the threshold_value will be treated as an actual count.

Metric Monitor

Defined under the metric property.

  metric:
    - name: <string> # required
      warehouse: <string> # optional - override default warehouse
      description: <string> # required
      notes: <string> # optional
      data_source:
        table: <string> # optional - need to pass either table or sql
        sql: <string> # optional - need to pass either table or sql
      where_condition: <string> # optional 
      aggregate_time_field: <string> # optional
      aggregate_time_sql: <string> # optional
      aggregate_by: day | hour # optional
      segment_fields:
        - <string> # optional
      segment_sql:
        - <string> # optional
      alert_conditions:
        - metric: <string> # metric name, see below for allowed values
          custom_metric: # custom metric (when a metric name is not used)
              display_name: <string>
              sql_expression: <string>
          operator: <string> # AUTO, GT, LT, etc. see below
          fields: # optional - monitor specific field list instead of all fields
            - <string> # field name
          threshold_value: <float> # used for operators besides AUTO and range operators
          lower_threshold: <float> # used only for range operators
          upper_threshold: <float> # used only for range operators
      sensitivity: <str> # optional - one of low, medium, or high
      collection_lag: <int> # time to delay collection in hours
      schedule: # optional - by default, fixed schedule with interval_minutes=720 (12h)
        type: <fixed, or dynamic> # required
        interval_minutes: <integer> # required if fixed
        start_time: <date as isoformatted string>
        timezone: <timezone> # optional -- select regional timezone for daylight savings ex. America/Los_Angeles
        dynamic_schedule_tables: # optional - used to specify table for dynamic schedule
        	- <string> # accepts just one table.
      notify_run_failure: <boolean> # optional
      audiences: # optional
        - <string>
      failure_audiences: # optional
        - <string>
      priority: <string> # optional
      tags: # optional
        - name: <string>
          value: <string>

• data_source: Need to pass either table or sql
  • table: MC global table ID (format <database>:<schema>.<table name>)
  • sql: SQL for the data source (generally select * from table_name)
• alert_conditions: List of configurations for metrics, fields, and breach conditions. A field may only be included once in a monitor for a given metric. See section below for details.
• sensitivity: Set sensitivity to one of high, medium or low. The sensitivity determines how lax are the thresholds generated by machine learning when using the AUTO operations in the alert conditions.
• segment_fields: List of fields or SQL expressions used to segment the monitor metrics. Supports up to 5 fields. The fields must exist in the table. Must use either segment_fields or segment_sql or neither. Enables Monitoring by Dimension.
• segment_sql: SQL expression used to segment the monitor metrics. Supports 1 custom SQL expression. Must use either segment_fields or segment_sql or neither. Enables Monitoring by Dimension.
• aggregate_time_field: Timestamp field to group the metrics by. Must use either aggregate_time_field or aggregate_time_sql or neither.
• aggregate_time_sql: Arbitrary SQL expression to be used as the timestamp field, e.g. DATETIME(created). Must use either aggregate_time_field or aggregate_time_sql or neither.
• aggregate_by: Either hour or day. When using hour, metrics will be aggregated in hourly buckets according to the provided field or expression. The field or expression must be of a timestamp type. When using day, metrics will be aggregated in daily buckets according to the provided field or expression
• where_condition: SQL condition to use to filter the query results. Must not include the WHERE clause, which will be added automatically.
• collection_lag: Time to delay metric collection, in hours. Only relevant when metrics are aggregated by time. Must be a multiple of 24 when using daily aggregation.
• schedule
  • type: One of fixed(default) or dynamic
  • interval_minutes: For fixed, how frequently to run the monitor
  • start_time: When to start the schedule. If unspecified, for fixed schedules, then start sometime within the next hour.
  • timezone: Optional - select regional timezone for daylight savings ex. America/Los_Angeles
  • dynamic_schedule_tables: - you need to pass an MC global table ID which belongs to the same warehouse as the monitor. Ideally the MC global table ID should be one of tables passed in the data source.
• connection_name: Specify the connection (also known as query-engine) to use. Obtain the warehouse UUID via the getUser API as described here. Then obtain names of the connections in the warehouse via the getWarehouseConnections API as described here. Use ["sql_query"] as the jobType parameter in the getWarehouseConnections API call.

Metric monitor alert conditions

• operator: accepts AUTO, GT, GTE, LT, LTE, EQ, NEQ, OUTSIDE_RANGE, INSIDE_RANGE. AUTO uses ML to detect breaches. All other operators require an explicit threshold.
• fields: List of field names that should be monitored for this metric, operator, and threshold. This field is optional and defaults to all fields in the table. The field type must be compatible with the metric.
  • Each field may only be included once in the monitor for a given metric (including as part of an "all fields" metric).
  • When using a custom metric, fields should not be included; the fields used should be included directly in the SQL expression.
• threshold_value: Breach threshold for the operator. Not used for AUTO, OUTSIDE_RANGE, or INSIDE_RANGE. For rate metrics, ensure the threshold is between 0 and 1 (not 0%-100%).
• lower_threshold: Lower end of threshold range for operators OUTSIDE_RANGE and INSIDE_RANGE
• upper_threshold: Upper end of threshold range for operators OUTSIDE_RANGE and INSIDE_RANGE
• metric: See the list of available metrics for full details, including whether AUTO is supported for each metric and which field types are compatible. All operators besides AUTO are compatible with every metric. Use the value from the MaC Name column in this field.
• custom_metric: Allows defining a custom metric based on a SQL expression instead of a predefined metric indicated in metric. It can use any operator except AUTO.

JSON Schema Monitor

Defined under the json_schema property.

  json_schema:
    - name: <string> # required
      warehouse: <string> # optional - override default warehouse
      description: <string> # required
      notes: <string> # optional
      table: <string> # required
      field: <string> # required
      timestamp_field: <string> # optional
      timestamp_field_expression: <string> # optional
      where_condition: <string> # optional
      schedule: # optional - by default, fixed schedule with interval_minutes=720 (12h)
        type: <fixed, or dynamic> # required
        interval_minutes: <integer> # required if fixed
        start_time: <date as isoformatted string>
        timezone: <timezone> # optional - select regional timezone for daylight savings ex. America/Los_Angeles
      audiences: # optional
        - <string>
      priority: <string> # optional
      tags: # optional
        - name: <string>
          value: <string>

• table: MC global table ID (format <database>:<schema>.<table name>
• field: Field in table to monitor
• timestamp_field: Timestamp field
• timestamp_field_expression: Arbitrary SQL expression to be used as timestamp field, e.g. DATE(created). Must use either timestamp_field or timestamp_field_expression or neither.
• where_condition: SQL snippet of where condition to add to query
• schedule
  • type: One of fixed (default), or dynamic
  • interval_minutes: For fixed, how frequently to run the monitor
  • start_time: When to start the schedule. If unspecified, for fixed schedules, then start sometime within the next hour.
  • timezone: Optional - select regional timezone for daylight savings ex. America/Los_Angeles
• connection_name: Specify the connection (also known as query-engine) to use. Obtain the warehouse UUID via the getUser API as described here. Then obtain names of the connections in the warehouse via the getWarehouseConnections API as described here. Use ["json_schema"] as the jobType parameter in the getWarehouseConnections API call.

Custom SQL monitor

Defined under the custom_sql property.

custom_sql:
    - name: <string> # required
      warehouse: <string> # optional - override default warehouse
      description: <string> # required
      notes: <string> # optional
      sql: <string> # required
      alert_conditions: <comparison> # required
      variables: <variable values> # optional
      schedule:
        type: <string> # must be 'fixed' or 'manual'
        start_time: <date as isoformatted string>
        interval_minutes: <integer>
        interval_crontab:
          - <string>
        dynamic_schedule_tables: # optional - used to specify table for dynamic schedule
        	- <string> # accepts just one table.
        timezone: <timezone> # optional - select regional timezone for daylight savings ex. America/Los_Angeles
      notify_run_failure: <boolean>
      event_rollup_count: <integer> # optional - enable to only send notifications every X incidents
      event_rollup_until_changed: <boolean> # optional - enable to send subsequent notifications if breach changes, default: false
      audiences: # optional
        - <string>
      failure_audiences: # optional
        - <string>
      priority: <string> # optional
      tags: # optional
        - name: <string>
          value: <string>

• sql: SQL to get the results for the monitor.
• query_result_type: Optional, can be set to SINGLE_NUMERIC to make the monitor use a value-based threshold
• sampling_sql: Optional custom SQL query to be run on breach (results will be displayed in Incident IQ to help with investigation).
• alert_conditions: See alert conditions below
• variables: See variables below
• schedule
  • type: Can be fixed (default) or manual or dynamic. Manual would be used for Custom SQL monitors used for Circuit Breakers.
  • interval_minutes: How frequently to run the monitor (in minutes).
  • interval_crontab: How frequently to run the monitor (using a list of CRON expressions, check example below).
  • start_time: When to start the schedule. If unspecified, for fixed schedules, then start sometime within the next hour.
  • timezone: Optional - select regional timezone for daylight savings ex. America/Los_Angeles
  • dynamic_schedule_tables: - you need to pass an MC global table ID which belongs to the same warehouse as the monitor. Ideally the MC global table ID should belong to one of the same tables passed in the sql.
• event_rollup_count: Optional - a Reduce Noise option to only send notifications every X incidents
• event_rollup_until_changed: Optional - a Reduce Noise option to send subsequent notifications if breach changes

Custom SQL monitor alert conditions

📘

alert_conditions are definitions of breaches, not expected return values. This section would be where you would define the logic for when to get alerted about anomalous behavior in your monitor. For example, if you make a Custom SQL monitor and pick:

• type: threshold
• operator: GT
• threshold_value: 100

When Monte Carlo runs your monitor and the return results are greater than 100, we will fire an alert to any routes configured to be notified about breaches to this monitor.

• type: threshold (default), dynamic_threshold or change. If threshold, threshold_value below is an absolute value. If dynamic_threshold no threshold is needed (it will be determined automatically). If change, threshold_value as change from the historical baseline
• operator: One of EQ, NEQ, GT, GTE, LT, LTE, or AUTO. Operator of comparison, =, ≠, >, ≥, <, ≤ respectively. AUTO is used only for dynamic_threshold (used by default, so does not need to be provided).
• threshold_value: Threshold value. Should not be provided for dynamic_threshold.
• baseline_agg_function: If type = change, the aggregation function used to aggregate data points to calculate historical baseline. One of AVG, MAX, MIN.
• baseline_interval_minutes: If type = change, the time interval in minutes (backwards from current time) to aggregate over to calculate historical baseline
• is_threshold_relative: If type = change, whether or not threshold_value is a relative vs absolute threshold. is_threshold_relative: true would be a percentage measurement, is_threshold_relative: false would be a numerical measurement. Relative means the threshold_value will be treated as a percentage value, Absolute means the threshold_value will be treated as an actual count of rows.
• threshold_sensitivity: If type = dynamic_threshold, one of low, medium, or high may be provided to adjust the sensitivity of the automatic thresholds. Defaults to medium. low results in fewer breaches while high results in more breaches.
• connection_name: Specify the connection (also known as query-engine) to use. Obtain the warehouse UUID via the getUser API as described here. Then obtain names of the connections in the warehouse via the getWarehouseConnections API as described here. Use ["sql_query"] as the jobType parameter in the getWarehouseConnections API call.

Custom SQL monitor variables

You can use variables to execute the same query for different combinations of values. Variables are defined as {{variable_name}} inside the query text. Then, you can define one or more values for each variable, and all combinations will be tested.

Here is an example defining the same query for several tables and conditions (4 queries will be executed):

custom_sql:
    - sql: |
         select foo from {{table}} where {{cond}}
      variables:
        table: 
            - project:dataset.table1 
            - project:dataset.table2
        cond: 
            - col1 > 1
            - col2 > 2 

You can also define runtime variables, which need to be provided when executing the monitor. Runtime variables are used to implement Circuit breakers. Runtime variables can only use manual scheduling, as you must provide their values before the monitor can be executed.

To declare a runtime variable, use the following format:

custom_sql:
    - sql: |
         select foo from {{table}} where field > {{threshold}}
      variables:
        threshold: 
          # variable is runtime
          runtime: true 
        table: 
          # static variables must use this format when mixed with runtime variables 
          values:
            - project:dataset.table1 
            - project:dataset.table2         
      schedule:
        type: manual

When running that monitor, you will need to provide a value for threshold as explained in Adding circuit breakers to your pipeline . The monitor will run two queries, one for each table, using the same provided threshold value.

📘

Runtime variables and monitor tables

We parse the SQL query to associate tables to the Custom SQL monitor. If we fail to parse the query, or the referenced tables have not yet been ingested, we won't associate any tables with the monitor.

When using runtime variables, we cannot predictably parse the query as the variable might be filled with any value. We will still aim to parse it, by replacing any runtime variables with a ''.

For example, if the query is: SELECT * FROM prod.analytics.invoices WHERE amount > {{amount}} we will attempt to parse it as SELECT * FROM prod.analytics.invoices WHERE amount > '{{amount}}', which in general provides better results.

You can check which tables are inferred from any given query by using the Query Parser.

Freshness Monitor

Defined under the freshness property.

  freshness:
    - name: <string> # required
      warehouse: <string> # optional - override default warehouse
      description: <string> # required
      notes: <string> # optional
      table: <string> / tables: <list> # required
      freshness_threshold: <integer> # required
      schedule:
        type: fixed  # must be fixed
        start_time: <date as isoformatted string>
        interval_minutes: <integer>
        interval_crontab: 
          - <string>
        timezone: <timezone> # optional - select regional timezone for daylight savings ex. America/Los_Angeles
      event_rollup_count: <integer> # optional - enable to only send notifications every X incidents
      event_rollup_until_changed: <boolean> # optional - enable to send subsequent notifications if breach changes, default: false
      audiences: # optional
        - <string>
      priority: <string> # optional
      tags: # optional
        - name: <string>
          value: <string>

• table: MC global table ID (format <database>:<schema>.<table name>)
• tables: Instead of table, can also use tables to define a list of tables (check example with Getting Started multiple tables below](https://docs.getmontecarlo.com/docs/monitors-as-code#example-with-multiple-tables)).
• freshness_threshold: Freshness breach threshold in minutes
• schedule
  • type: Must be fixed
  • interval_minutes: How frequently to run the monitor (in minutes).
  • interval_crontab: How frequently to run the monitor (using a list of CRON expressions, check example below).
  • start_time: When to start the schedule. If unspecified, for fixed schedules, then start sometime within the next hour.
  • timezone: Optional - select regional timezone for daylight savings ex. America/Los_Angeles
• event_rollup_count: Optional - a Reduce Noise option to only send notifications every X incidents
• event_rollup_until_changed: Optional - a Reduce Noise option to send subsequent notifications if breach changes
• connection_name: Specify the connection (also known as query-engine) to use. Obtain the warehouse UUID via the getUser API as described here. Then obtain names of the connections in the warehouse via the getWarehouseConnections API as described here. Use ["sql_query"] as the jobType parameter in the getWarehouseConnections API call.

Volume Monitor

Defined under the volume property.

  volume:
    - name: <string> # required
      warehouse: <string> # optional - override default warehouse
      description: <string> # required
      notes: <string> # optional
      table: <string> / tables: <list> # required
      alert_conditions: <comparison> # required
      volume_metric: <row_count or byte_count> # row_count by default
      schedule:
        type: fixed # must be fixed
        start_time: <date as isoformatted string>
        interval_minutes: <integer>
        interval_crontab: 
          - <string>
        timezone: <timezone> # optional - select regional timezone for daylight savings ex. America/Los_Angeles
      event_rollup_count: <integer> # optional - enable to only send notifications every X incidents
      event_rollup_until_changed: <boolean> # optional - enable to send subsequent notifications if breach changes, default: false
      audiences: # optional
        - <string>
      failure_audiences: # optional
        - <string>
      priority: <string> # optional
      tags: # optional
        - name: <string>
          value: <string>

• table: MC global table ID (format <database>:<schema>.<table name>
• tables: Instead of table, can also use tables to define a list of tables (check example with multiple tables below).
• volume_metric: Must be total_row_count or total_byte_count — defines which volume metric to monitor
• alert_conditions: See alert conditions below.
• schedule
  • type: Must be "fixed"
  • interval_minutes: How frequently to run the monitor (in minutes).
  • interval_crontab: How frequently to run the monitor (using a list of CRON expressions, check example below).
  • start_time: When to start the schedule. If unspecified, for fixed schedules, then start sometime within the next hour.
  • timezone: Optional - select regional timezone for daylight savings ex. America/Los_Angeles
• event_rollup_count: Optional - a Reduce Noise option to only send notifications every X incidents
• event_rollup_until_changed: Optional - a Reduce Noise option to send subsequent notifications if breach changes
• connection_name: Specify the connection (also known as query-engine) to use. Obtain the warehouse UUID via the getUser API as described here. Then obtain names of the connections in the warehouse via the getWarehouseConnections API as described here. Use ["sql_query"] as the jobType parameter in the getWarehouseConnections API call.

Volume Monitor alert conditions

• type: absolute_volume or growth_volume.

If absolute_volume:

• operator: One of EQ, GTE, LTE. Operator of comparison, =, ≥, ≤ respectively.
• threshold_lookback_minutes: if operator is EQ, the time to look back to compare with the current value.
• threshold_value: If operator is GTE or LTE, the threshold value

If growth_volume:

• operator: One of EQ, GT, GTE, LT, LTE. Operator of comparison, =, >, ≥, <, ≤ respectively.
• baseline_agg_function: the aggregation function used to aggregate data points to calculate historical baseline. One of AVG, MAX, MIN.
• number_of_agg_periods: the number of periods to use in the aggregate comparison.
• baseline_interval_minutes: the aggregation period length.
• min_buffer_value / max_buffer_value: the lower / upper bound buffer to modify the alert threshold.
• min_buffer_modifier_type / max_buffer_modifier_type: the modifier type of min / max buffer, can be METRIC (absolute value) or PERCENTAGE.

Query Performance Monitor

Defined under the query_performance property.

query_performance:
- name: <string> # required
  warehouse: <string> # optional - override default warehouse
  description: <string> # required
  notes: <string> # optional
  audiences: # optional
  priority: <string> # optional
  tags: # optional
    - name: <string>
      value: <string>
  selection:
  - field_name: snowflake_warehouse # the criteria to select on
    values:
    - MCD_DEMO_DW # depends on field_name
    operator: exclude | include
  alert_conditions:
  - threshold: 199.0
    metric: runtime_change
    baseline_agg_function: AVG
    threshold_lookback_minutes: 10080
  - threshold: 21600000.0
    metric: runtime
  - threshold: 2.0
    metric: consecutive_breach_count

• selection: list of criteria to include or exclude queries from the monitor
  • field_name: the kind of criteria to define
  • value: value to check the field against
  • operator: either include or exclude
• alert_conditions: when must the monitor trigger an alert.
  Is a list of three separate conditions:
  • runtime_change: increase of query run time compared to an aggregation over the last query run times in a given time window (e.g average of last tw`elve hours). Threshold is a percentage.
  • runtime: minimum run time to alert on
  • consecutive_breach_count: number of consecutive breaches of run time increases before the monitor alerts.

📘

Creating the right selection and alert_conditions

Performance monitors allow for a wide range of criteria, and the values might reference internal Monte Carlo IDs.

In order to create your Performance Monitors using Monitors as Code, you should create them from the UI and use the Generate YAML file at the bottom to get the proper selection criteria and alert_condition format.

Legacy Comparison Monitor

🚧

Legacy monitor

Starting May 14, 2025, new monitors should not be created using the comparison property.

Use the metric_comparison property to define new Comparison Monitors instead.

Defined under the comparison property.

  comparison:
    - name: <string> # required
      description: <string> # required
      notes: <string> # optional
      schedule:
        interval_minutes: <integer>
        start_time: <date as isoformatted string>
        timezone: <timezone> # optional - select regional timezone for daylight savings ex. America/Los_Angeles
        dynamic_schedule_tables: # optional - used to specify table for dynamic schedule from target resource
        	- <string> # accepts just one table.
      query_result_type: <string> # required, one of LABELED_NUMERICS, ROW_COUNT, SINGLE_NUMERIC
      source_sql: <string> # required
      target_sql: <string> # required
      source_resource: <string> # required
      target_resource: <string> # required
      alert_conditions:
        - type: <string> # only accepts source_target_delta
          operator: <string> # required GT, as we check if absolute delta value is greater than threshold.
          threshold_value: <float>
          is_threshold_relative: <boolean>
      notify_run_failure: <boolean> # optional
      event_rollup_count: <integer> # optional - enable to only send notifications every X incidents
      event_rollup_until_changed: <boolean> # optional - enable to send subsequent notifications if breach changes, default: false
      audiences: # optional
        - <string>
      failure_audiences: # optional
        - <string>
      priority: <string> # optional
      tags: # optional
        - name: <string>
          value: <string>

• alert_conditions: See alert conditions below
• query_result_type: Should be set to one of SINGLE_NUMERIC to make the monitor use a value-based threshold or LABELED_NUMERICS to make the monitor use a label-based-threshold or ROW_COUNT
• source_sql: SQL for source
• target_sql: SQL for target to compare with source.
• source_resource: Required Source warehouse name
• target_resource: Required Target warehouse name
• schedule
  • type: Must be fixed or dynamic
  • interval_minutes: How frequently to run the monitor (in minutes).
  • interval_crontab: How frequently to run the monitor (using a list of CRON expressions, check example below).
  • start_time: When to start the schedule. If unspecified, for fixed schedules, then start sometime within the next hour.
  • timezone: Optional - select regional timezone for daylight savings ex. America/Los_Angeles
  • dynamic_schedule_tables: - you need to pass an MC global table ID which belongs to the target warehouse / resource. Ideally the MC global table ID provided should be one of tables passed in the data source.
• event_rollup_count: Optional - a Reduce Noise option to only send notifications every X incidents
• event_rollup_until_changed: Optional - a Reduce Noise option to send subsequent notifications if breach changes
• source_connection_name: Specify the source connection (also known as query-engine) to use. Obtain the warehouse UUID via the getUser API as described here. Then obtain names of the connections in the warehouse via the getWarehouseConnections API as described here. Use ["sql_query"] as the jobType parameter in the getWarehouseConnections API call.
• target_connection_name: Specify the target connection (also known as query-engine) to use. Obtain the warehouse UUID via the getUser API as described here. Then obtain names of the connections in the warehouse via the getWarehouseConnections API as described here. Use ["sql_query"] as the jobType parameter in the getWarehouseConnections API call.

Legacy Comparison Monitor alert conditions

• operator: accepts only GT. We compare if the absolute delta value is greater than threshold and raise error.
• threshold_value: Max acceptable delta between source and target sql
• is_threshold_relative: Whether or not threshold_value is a relative vs absolute threshold. is_threshold_relative: true would be a percentage measurement, is_threshold_relative: false would be a absolute measurement. Relative means the threshold_value will be treated as a percentage value, Absolute means the threshold_value will be treated as an actual count.

Legacy Metric Monitor

🚧

Legacy monitor

Starting March 1, 2025, new monitors can no longer be created using the field_health property.

Use the metric property to define new Metric Monitors instead.

Defined under the field_health property.

field_health: # use 'metric' monitor instead
    - table: <string> # required
      name: <string> # required
      warehouse: <string> # optional - override default warehouse
      description: <string> # required
      notes: <string> # optional
      segmented_expressions:
        - <string> # Can be a field or a SQL expression
      timestamp_field: <string> # optional
      timestamp_field_expression: <string> # optional
      where_condition: <string> # optional
      lookback_days: <int> # optional
      aggregation_time_interval: <one of 'day' or 'hour'> # optional
      min_segment_size: <int> # optional -- by default, fetch all segment sizes
      alert_condition:
        - metric: <string> # metric name, see below for allowed values
          custom_metric: # custom metric (when a metric name is not used)
              display_name: <string>
              sql_expression: <string>
          operator: <string> # AUTO, GT, LT, etc. see below
          fields: # optional -- monitor specific field list instead of all fields
            - <string> # field name
          threshold_value: <float> # used for operators besides AUTO and range operators
          lower_threshold: <float> # used only for range operators
          upper_threshold: <float> # used only for range operators
      schedule: # optional - by default, fixed schedule with interval_minutes=720 (12h)
        type: <fixed, or dynamic> # required
        interval_minutes: <integer> # required if fixed
        start_time: <date as isoformatted string>
        timezone: <timezone> # optional - select regional timezone for daylight savings ex. America/Los_Angeles
      audiences: # optional
        - <string>
      priority: <string> # optional
      tags: # optional
        - name: <string>
          value: <string>

Click here to see the parameters of that property.

Dimension Tracking Monitor

As of October 2024, new Dimension Tracking monitors can no longer be created. Instead, use the Relative Row Count metric in a metric monitor.

Also, as of May 2025, all Dimension Tracking monitors created before October 2024 have been automatically migrated to Relative Row Count metric monitors.

If you have a dimension_tracking: section in your MaC configuration, you can use the command montecarlo monitors export-migrated-dt to export the MaC configuration for these automatically migrated monitors. You can add these monitors to your metric: section and then delete the old dimension_tracking: section. Note that if you are happy with the migrated monitors as they are and do not need to change anything about them, then no action is required.

Example monitors

The best way to look at example YAML for monitors, is to create and export a monitor YAML using the Monte Carlo UI. That will let you experiment with different field values and combinations and quickly get the right YAML to use in your monitor definition.

Here are some examples for quick reference:

montecarlo:
  validation:
   - description: Simple Validation breach test
     notes: Simple Validation breach test
     audiences:
       - audience_1
     failure_audiences:
       - audience_2
     schedule:
       interval_minutes: 60
       start_time: '2024-06-26T04:35:02+00:00'       
     data_source:
       sql: select * from project.dataset.table_name
     alert_condition:
       conditions:
         - id: sql_id_1
           sql: test_number < 100
         - id: unary_id_1
           predicate:
             name: 'null'
             negated: true
           value:
             - field: test_string
         - id: binary_id_1
           predicate:
             name: equal
           left:
             - field: test_boolean
           right:
             - literal: 'true'
       type: GROUP
       operator: AND
  metric:
    - name: metric_1
      data_source:
       table: project:dataset.table_name
      description: Test monitor
      aggregate_by: day
      aggregate_time_field: created_at
      schedule:
        interval_minutes: 60
      audiences: 
        - audience_1
      failure_audiences:
        - audience_2
      alert_conditions:
      	# Breach for anomalous unique rate (ML-based) on any field
      	- operator: AUTO
          metric: UNIQUE_RATE
        # Breach if null rate exceeds 5% on any field
      	- operator: GT
          metric: NULL_RATE
          threshold_value: 0.05
        # Breach if true rate <= 75% for these fields
      	- operator: LTE
          metric: TRUE_RATE
          threshold_value: 0.75
          fields:
            - boolean_field_1
            - boolean_field_2
        # Breach if max value is outside range [0,1] for these fields
      	- operator: OUTSIDE_RANGE
          metric: NUMERIC_MAX
          lower_threshold: 0.0
          upper_threshold: 1.0
          fields:
            - numeric_field_1
            - numeric_field_2
        # Using a custom metric
        - operator: LTE
          custom_metric:
            display_name: Unique text combination
            sql_expression: COUNT(DISTINCT CONCAT(text_field_1, text_field_2))
          threshold_value: 2    
  custom_sql:
    - name: custom_sql_1
      description: Test rule
      sql: |
         select foo from project.dataset.my_table
      alert_conditions:
        - operator: GT
          threshold_value: 0
      schedule:
        interval_minutes: 60
        start_time: "2021-07-27T19:00:00"
      severity: SEV-1    
 comparison:
   - description: Rule 1
     name: comparison_rule_1
     schedule:
       type: fixed
       interval_minutes: 60
       start_time: '2020-08-01T01:00:00+00:00'
       timezone: UTC
     query_result_type: LABELED_NUMERICS
     source_sql: select * from t1_id;
     target_sql: select * from t2_id;
     source_resource: lake
     target_resource: bigquery
     comparisons:
       - type: source_target_delta
         operator: GT
         threshold_value: 2.0
         is_threshold_relative: false