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

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  • In the banner of the view Debt totals by payment means on the dashboard press 
  • Press  - Show chart details
    • In the form that pops up, update Element Name to DebtTotals
    • Press  - Apply
    • Press  - Close
  • To link Overall Debt Levels you must add a filter:
    • Name: by Payment Means
    • Conditions
      • Where ALL the following are true
      • PaymentMeans equals DebtTotals.PaymentMeans
        • (The expression DebtTotals.PaymentMeans gets the value of PaymentMeans from the selected record in the driving view)
      • Press the ABC button - this will now say fx
      • When you have completed all these details press Image Modified
      • Set this filter to be applied on the view in the dashboard:
        • In the banner press Image Modified
        • Press Image Modified - Show chart details
        • In the chart parameters configuration form:
          • Tick the flag Use Custom Default Filter
          • Select the filter by Payment Means
          • Press Image Modified - Apply
          • Press Image Modified - Close
  • Now add a filter to Overall payment levels:
    • Name: by Payment Means
    • Conditions
      • Where ALL the following are true
      • PAYMENT_MEANS equals DebtTotals.PaymentMeans
      • Press the ABC button - this will now say fx
    • When you have completed all these details press 
    • Set this filter to be applied on the view in the dashboard:
      • In the banner press
      • Press  - Show chart details
      • In the chart parameters configuration form:
        • Tick the flag Use Custom Default Filter
        • Select the filter by Payment Means
        • Press  - Apply
        • Press  - Close
  • Click on a row in the driving view (Debt totals by payment means)
  • Then press - Update the dashboard using the selected rows
  • You will see the other two views update to show only the rows for the payment means selected in the driving view

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