Conditions

Conditions and condition groups

Sometimes it is useful to look at a measure by grouping its possible values into levels. For example, given a percentage score on a test, we might group scores from 70% to 85% under the rating "satisfactory." In the Portal, the tools we use to do this are called Conditions and Condition Groups.

• A condition consists of an interval or string, a label, and a color (from a selected color palette).
• A condition group is a collection of conditions that together cover all the data.

Condition groups are defined separately from the metric and then linked to the metric or column. Two metrics that are built using the same column may use different condition groups. However, one condition group can apply to a variety of metrics.

Metric conditions provide highlighting on values within a metric, including charts, dials, and tables. Conditions can be defined with a static list or through a dynamic query.

Dynamic conditions allow a developer to create a single condition group for which its corresponding conditions' item boundaries (low and high values) are determined when the metric is generated.

Condition set editor

If permissions allow, you can add and maintain metric conditions using the condition set editor.

To open the editor:

1. Choose Content Definitions in the Navigation tree, and then Conditions.
2. Open the appropriate Metric Conditions folder.
3. To add a new condition, choose +New, and then Metric Condition Set.
   1. Enter a Name and Description.
   2. Set the Type to Static or Dynamic.
      1. If you select Static, choose the Data Connection.
   3. Select a Color Palette.
   4. Click Update.
4. To edit an existing condition, select the Metric Condition Set definition and click the Edit (pencil) button.
5. Based on the color palette selected, the editor displays condition options by color. For each condition item, update the condition attributes:
   1. Enter a Name for the threshold item.
   2. Add a Description of the item; this is displayed on the Comments page of a metric that uses the condition group.
   3. In the Condition Type field, select the operator used to evaluate the condition.
   4. In the Data Comparison field, enter the values being evaluated, based on the assigned operator.
   5. Use the Font Preview section to select the font color used for values falling within the range. This setting is only applied in HTML Table, Crosstab, and any of the Dynamic style templates to set font color.
6. To add a condition item, click the + button.
7. To remove a condition item, click the trash button on the item's card.
8. To disable an item, click the open circle button on the item's card.

Condition set properties

To view Condition Set properties, choose Content Definitions in the Navigation tree, and then Conditions.

Metric Condition Set definitions are stored in a Metric Condition folder. Open the folder and select the condition set to open the View Properties window.

Dynamic condition items

Dynamic condition items use a custom query and data connection to query a custom table to provide conditions or a static query that returns the rows using a union for each row.