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How to identify record IDs that transitioned from one state to another using metric instance

seemakisnay
Tera Contributor

Within Platform Analytics, I am building a dashboard that needs to show only the records that have undergone a specific state transition.

I am working with the metric_instance table and I already know:

  • the source table (Admissions)

  • the metric definition

  • the two state values involved

What I am trying to do is:

Identify and count only the record IDs where the metric value changed from State A to State B (for example, from Offer to Declined), rather than simply counting records that have ever been in either state.

At the moment, filtering metric_instance on:

  • Table = Admissions

  • Definition = [metric definition]

  • Value IN (State A, State B)

returns records that were in either state independently, but does not guarantee that a transition from A → B occurred.

 

My question is:
What is the correct way in Platform Analytics to identify and report on record IDs that have experienced a specific state transition (A → B)?

 

Thanks Seema

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