Set up states on a metric set
You can set up states on a metric set to display some data differently when it falls within that state, based on comparisons with other values.
This can be used to call attention to certain data, or to otherwise customize visualization settings for certain data by setting up its State Styles.
Initially, when you create a state, a state group is automatically created and the new state is contained in this state group. A state group is a set of related states for evaluating the same measure, such as Good Sales and Bad Sales. You might have multiple state groups if a value could be in multiple states, such as a value that is both "good" and "lower than this time last year".
Related video: States
2. Setting up states
2.1. Create a metric set
For this example, create a new metric set from the main menu. You can also set up states the same way when editing a metric set on a dashboard or on any other view.
Drag two measures for comparison purposes.
Drag a hierarchy column under Rows in the data analysis panel.
2.2. Add a state
To create a state, click Set Up States on the toolbar. When editing a dashboard or any other view, you can find this option under Data Tools in the toolbar.
In the Configure State dialog, click the Measure drop-down and choose the measure that the states will be calculated for. You can leave this as (None) if you are only comparing with hierarchy values.
Give your state a Name and enter an optional Description.
Click Add condition.
A greater than expression is automatically added.
To change the operator used to compare against your measure, click the Greater Than sign button and choose another option such as Greater Than or Equal To from the drop-down menu.
Click Select a target and choose what to compare against. If you choose to compare a hierarchy's values, you will also choose what value to compare against - see the example below for details.
The new state has been added to a state group.
For our example below, we will repeat these steps with a Less Than comparison operator to create a Bad state.
In the Set Up States dialog, click Add a state to add a state to the state group.
Repeat the steps to configure the state.
Close the Set Up States dialog (or click the Preview button) to see your visualization updated with default settings reflecting your states.
2.3. Add another state group
If needed, you can set up another state group by specifying the Name, Description and the Measure that will determine the states.
In the Set Up States dialog, click Add to add another state group.
3. Visualizing states
To change the initial settings applied to values within each state, open the Properties window and find the State Styles property that corresponds with what is displaying those values. (The Set Up States dialog has a Visual button you can use as a shortcut.)
For example, a table visualization has state styles that can be applied in each column: click on a column in the Main tab.
In the Look tab, find State Styles. If your state group applies to this column's data, you will see state styles added automatically. You can also add your own and assign their State property to your state.
Click a state style to edit its properties. For example, change the Text for the Good state.
When re-visualizing, notice that the state style options are visualization-specific and have changed. For example, here is our table re-visualized to a Bar chart. In the State Styles found in the data point series, the fill color has been changed and markers added for the Good state.
4.1. Comparing against a constant
In the Configure State dialog, you can add a condition that compares your measure against a constant numeric value.
Click Select a target and choose the Constant (Formula) option.
Type the constant value in the numeric text box and then click Submit.
A new measure is added to the metric set with the caption Constant (value).
The constant is created as a formula measure. If you need to change the constant value you can do so by clicking its fx button in the data analysis panel. You can also update its caption by editing the measure from the data analysis panel.
You can also add conditions in the Configure State dialog to compare hierarchy values, even if you associated your state group with a measure. For example, add a condition that compares the Date hierarchy value for each metric set row against a specific Date value. This lets you set up a state group that highlights all Sales values between two dates. Or, you can set up a state group to highlight all Sales values of products that have a Color hierarchy value equal to Silver.
For the following example, create a table that displays product information using various hierarchies (you can include measures, but they are not required for this example).
Add a state. Since this example has no measures, leave the measure as (None).
In the Configure State dialog, click Add condition, then click Select a target and choose a hierarchy.
Unless this is a date/time hierarchy, the comparison operator turns into Equal To because this is the only operator that is supported. Click the button next to it in order to select a specific hierarchy value.
You can add more conditions to compare against additional hierarchies. In this example, we've chosen Color and ensured the Logical Operator is set to And.
The resulting metric set highlights values matching both conditions.