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.
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 another view.
Drag two measures for comparison purposes.
Drag a hierarchy column under Rows in the data analysis panel.
2.2. Add a 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".
To create a state group, click Set Up States on the toolbar. When editing a dashboard or another view, you can find this option under Data Tools in the toolbar.
In the Set Up States dialog, click Add a state group.
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 group a name and enter an optional description.
Click Submit to return to the Set Up States dialog. You'll see that your state group has been added to the list of state groups.
2.3. Add states to your state group
In the Set Up States dialog, click Add to add the first state to the group.
Enter a name for the state and an optional description.
Click Add Condition.
A greater than expression involving your measure is automatically added.
Click the Greater Than button and select 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 your state group.
Repeat the steps in this section but with a Less Than comparison operator for the Bad state.
Your state group now has two states.
Close the Set Up States dialog to see the table visualization updated with colors reflecting the two states (Good and Bad) for the selected measure measure.
3. Visualizing states
First, create a new dashboard with this metric set by clicking Add To New Dashboard from the toolbar.
The state coloring is achieved using state styles on the series. In the Properties window, click the series on the Main tab.
In the Look tab, under State Styles, you will see two state styles that were automatically created based on the metric set states (Good and Bad).
Click a state style to edit its properties. For example, change the Text for the Good state.
Right-click the table and use the context menu to Re-Visualize as a bar chart. Notice that the state style options are visualization specific and have changed. For example, change the Fill color and add Markers to 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 group. Since this example has no measures, leave the measure as (None).
Add a state. 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.