• Create a filter using an expression
• Set a default filter on a Stream View

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Create a filter using an expression

• Open the model Dashboards and Forms 01-08: Views, filters and dashboards
• Open the view Debt levels by payment means 2 from the Stream Overall Debt Levels

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• In the chart press
• Press 
• Configure the filter with the following details:
  • Name: Last 40 days
  • Private: not ticked
  • Conditions:
    • The condition dialogue starts with Where ALL the following are true - leave this as it is
    • Press Select – from the drop down list that appears, select CalculationDate
    • Press on equals - from the drop down list that appears, select greater than
    • Click just to the right of greater than - an edit box will appear; enter this formula:

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• • • Press the ABC button - this will now say fx
• When you have completed all these details press 

Your grid should now show only results from the last 40 days.

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Set default filter on a view

Since the view Debt levels by payment means 2 is too cluttered to be useful with all results showing, you decide to make the filter Last 40 days, that you created in the previous exercise, the default filter for this view:

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Close then open the view again – you will see that the filter has been automatically applied.

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Using the same filter on other views

You can use the filter you created in the previous exercise on any other view defined on this stream, but first you must associate the filter with the view:

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