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

• Create a dashboard
• Apply filters on dashboard charts
• Apply sort orders on dashboard grids

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Create a new dashboard

• In the left-hand sidebar in PhixFlow, press Image Removed - Show the list of dashboards

A list of all dashboards configured in this installation of PhixFlow will be shown.

• Press Image Removed - Add a new item to create a new dashboard
• When the dashboard details form appears, set Name to Debt Overview
• Leave the Owner field blank – it will default to you (Train)
• Tick the Public flag
• Leave All Users Can View Data ticked
• Leave Open Maximised unticked
• Press Image Removed

A new blank dashboard will appear.

• Drag the new dashboard to one side of your screen
• Bring up the model Dashboards and Forms 01-08: Views, filters and dashboards and drag this to the other side of your screen, so that you can see this and the dashboard pane
• Open the list of views from the hover menu on the Stream Overall Debt Levels
• Select Debt levels by payment means and drag it on to repository browser, find Image Added - Dashboards
• Press  Image Added - Add Dashboard
• Set the dashboard name to Debt Overview
• Press Image Added
• Drag your view Debt levels by payment means onto the dashboard pane
• Right click on the chart Debt levels by payment means in the dashboard and select Dashboard Options → Add Horizontal Bar
• Drag Debt levels by payment means 2 into the space
• Right click on the chart Debt levels by payment means in the dashboard and select Dashboard Options → Add Vertical Bar
• Drag Debt overview by payment means into the spacePress Image Removed - Save and lock the form layout Anchor_Ref343268368_Ref343268368 Anchor_Toc351986488_Toc351986488 Anchor_Toc402702607_Toc402702607

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• Press Dashboard Options → Lock the layout to see the resulting dashboard

Remove dashboard elements

• Open the Dashboard dashboard Debt Overview
• Press Image Removed - Modify the form Right click on any view and select Unlock the layout
  

You decide that you want to see, instead of Debt levels by payment means 2, two versions of Debt levels by payment means – one with all records, one with only records for the last 40 days.
You first need to remove Debt levels by payment means 2:

• Click in the banner of Right click on Debt levels by payment means 2 in the dashboard
• Press Image Removed - Show additional buttons
• Press Image Removed - Remove this item from the dashboard

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• and select Dashboard Options → Remove Element from Dashboard

Add view

• Drag Debt levels by payment means into the space on your dashboard
• Press Image Removed - Save and lock the form layout

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• Press Dashboard Options → Lock the layout to see the resulting dashboard

Set dashboard to maximise on opening

Set your dashboard to that it automatically maximises when it is opened:

• Press Image RemovedRight click on any view in the dashboard and go to Dashboard Options → Show Dashboard Details
• In the dashboard configuration form, tick Open Maximised
• Close and open the dashboard, it will now be maximised

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Apply filters on dashboards

You will now filter one of the views Debt levels by payment means to show only the last 40 days:

• Open the dashboard element details for the view:In the chart parameters configuration form:
  • Go to the copy of Debt levels by payment means in the top left hand corner
• In the banner press Image Removed
• Press Image Removed - Show chart details
• • Right click on the view and go to Dashboard Options → Show Element Details
  • Tick the flag Use Custom Default Filter
  • Select the filter Last 40 days
  • Press Image Removed - Apply
  • Press Image Removed - Close

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• • Press OK

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 LevelsGo the Advanced tab
• 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 (102 records showing), to check this:
  • Press Image Added - 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)

To verify this, open the Default View on the Stream stream Overall Debt Levels and apply the Cash Only filter; all CASH rows will be shown (100 records)

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A background filter can be set on a view, as in this exercise, or in the dashboard element properties

of

for the view on a dashboard

(press Image Removed on the view in the dashboard)

. When you set up the view assess whether you will always want the background filter to apply in all circumstances; or whether the background filter needed will vary across different dashboards.

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Using prompt for value filters

To complete the dashboard for investigating debt issues, you will now create a filter that will allow users to enter a value in a pop up form:

• 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)

Every time that this dashboard is opened the user will be prompted to enter a value. If you enter a value and want to change this, you can re-select the filter and you will be prompted to enter a new value.