Using a state indicator

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1. Overview

A state indicator is a basic data visualization control that displays a different color and/or shape depending on the state of a measure. You typically use this type of control to visualize a metric set that already has states defined.

Related video: Introduction to State Indicators

2. Data preparation

As an example, consider the following metric set which has two states defined using a Constant formula value.

Metric set with two states
Metric set with two states

The green bars correspond to a Good state which is defined as line total values greater than or equal to a constant formula value of 2,000,000 (or 2M) for a particular month. The red bars correspond to a Bad state which is defined as line total values less than this constant value.

Setup for the metric set's Good state
Setup for the metric set's Good state

3. Create a dashboard

For this example, create a new dashboard from the main menu.

Drag the metric set from the Explore window to the canvas. It will appear as a bar chart like the one displayed in the Metric Set Designer.

Add the metric set to the dashboard
Add the metric set to the dashboard

The purpose of the chart in this example is just for confirmation that the state indicator (to be added later) shows the expected result.

4. Add a state indicator

Go to the toolbar, click Data Visualization, and then select State Indicator.

Add a state indicator from the toolbar
Add a state indicator from the toolbar

The state indicator appears on the canvas as an empty control which doesn't have any data yet. To add data, go to the Explore window and drag the metric set onto the state indicator.

Drag the metric set onto the empty state indicator
Drag the metric set onto the empty state indicator

The state indicator is now bound to data and appears as an ellipse (circle) by default.

State indicator appears as an ellipse
State indicator appears as an ellipse

With the state indicator selected on the canvas, go to the toolbar, click Filter, and then select Calendar.

In the Filter Binding panel, click the Default Value dropdown and select a month with data.

Add a calendar filter for the state indicator
Add a calendar filter for the state indicator

The purpose of the calendar filter is to show the effect on a state indicator control when the filter is set to different months (e.g., there are good and bad months concerning the monthly line total).

Switch to View mode and use the calendar filter. You'll see the state indicator change color accordingly and you can verify that this is correct by comparing against the chart.

The state indicator shows the Good state when May is selected
The state indicator shows the Good state when May is selected

The state indicator shows the Bad state when June is selected
The state indicator shows the Bad state when June is selected

5. State styles

When you add a metric set with states to a state indicator control, the State Group is automatically set and State Styles properties are added for each state.

State styles are automatically added
State styles are automatically added

Click on a state style to edit appearance properties such as Marker Symbol and Marker Fill.

Editing a state style
Editing a state style

Some available marker symbols
Some available marker symbols

Each state style also has other properties such as:

  • State - Identifies the metric set state associated with this state style (e.g., Good).
  • Display in Legend - Show information about this state in a legend.
  • Legend Text - The text to be displayed in the legend item that represents this state.

Text properties for a state style
Text properties for a state style

6. Using an image for a state

Instead of displaying a marker symbol for each state, you can upload and use your own images for the different states.

To do this, first prepare your images (one for each state) and upload them as image resources to Dundas BI.

Image for the Good state
Image for the Good state

For example, drag a PNG image file from Windows Explorer to the Dundas BI Explore window. Or, right-click on the Images folder in Explore and select Upload File. In the end, the Images folder should list the uploaded image files you want to display in a state indicator.

Image resources
Image resources

Next, edit the properties of each state style. Go to the Look section and do the following:

  • Set Marker Style to None.
  • Set Background Symbol to Rectangle.
  • Expand Background Fill and set Brush to Image.
  • Click Select Image and choose the image resource you previously uploaded.

State style properties for image option
State style properties for image option

7. Bypass the data cache

If you are planning to use a state indicator with real time data, it may be useful to turn off data caching to ensure you are displaying the latest results. This is discussed in the Introduction to State Indicators video as well.

To do this, select the state indicator control on the canvas, go to the toolbar, and then click Data Binding Panel.

Click Edit at the top of the Data Binding Panel.

In the Configure the Metric Set Binding dialog, select the Bypass Data Cache checkbox, and then click Submit.

Bypass data cache
Bypass data cache

8. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
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North America: 1.800.463.1492
International: 1.416.467.5100

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