By the end of this section you will be able to:

...

• Right click on the view Debt levels by payment means in your dashboard
• Go to From the context menu, select Dashboard Options → Show Element DetailsTick the flag Dashboard Details.
  PhixFlow displays the configuration form for the dashboard. In the form:
• Go to the Dashboard Elements section. 
  The table of elements has a lot of columns. Use the scroll bar to view them. If you want to see more of the column headings, you can drag the column dividers.
• In the table of elements, double click Debt levels by payment means
  PhixFlow displays the configuration form for this dashboard element
  •  In the Data Retrieval Options section, select the Use Custom Default Filter box
Select the filter
• • In the Default Filter drop-down list, select Last 40 days
Save your changes, and
• • Press Image Added to save your changes and close the dashboard element form.
• PhixFlow has updated Dashboard Elements table with the new information.
  
  
  • Image Added
  • Press Image Added to save your changes to the dashboard and close form.
  • Now check the result of the filter
    

Using background filters

Over the next two exercises you will create a dashboard that supports investigation into debt issues. First, you will create a view with a background filter:

• Open the configuration form for the view Overall Debt Levels - you can do this directly from the stream configuration form for Overall Debt Levels by double-clicking on the view
• Set the Background Filter to Last 40 days
• Save your changes to the view
• Create a new dashboard, called Debt Investigation
• Drag the view Overall Debt Levels onto it
• You will see that the data appears with the filter Last 40 days applied, to check this:
  • Press - this will show that only 102 records are now shown
• Add a new filter:
  • Name: Cash Only
  • Conditions: PaymentMeans equals CASH
• The resulting data set will contain records with PaymentMeans = CASH and within the last 40 days (34 records showing)

...

• Add a filter to the view Overall Debt Levels on the dashboard Debt Investigation:
  • Name: select Payment Means
  • Conditions:
    • Where ALL the following are true
      • PaymentMeans equals _prompt.PaymentMeans
      • Press the ABC button - this will now say fx
  • When you have completed all these details press 
• A form will pop up prompting you to enter a value – type in CHQ and press OK
• The data will refresh to show entries for payment means CHQ (34 records showing)

...