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- Use the Phixflow task bar (grey bar at the bottom of the screen) to navigate back to the model
Dashboards and Forms 01-08: Views, filters and dashboards
- Double click on the stream
Overall debt levels
- Again using the PhixFlow task bar, select the dashboard you just created (
) to bring this back to the frontOverall Debt Levels
- The next step is illustrated by the video:
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- Go to the Views section
- To add a new view, click - Insert
- Configure the following details for the new view:
- Name:
Overall Debt Levels
- Display Type: Grid
- Press Apply
- In the View Attributes section, press - Show Stream Attributes
- Select all three attributes from the stream (not Count()) into the list of stream view attributes
- Name:
- Press to save your changes and close the stream view configuration form
You will now
To recap, the steps in the video were:
- Drag the icon in the top left hand corner of the stream config form onto the dashboard
- This creates a stream view - the stream view shows on the dashboard, and the configuration form for the view opens in the repository browser
- From the stream view configuration form, open the list of stream attributes
- Drag the attributes you want (in this case, all of them) from the list onto the header of the stream view in the dashboard
You can also see your new view in the list of views for the stream. View data in your view by right clicking your new view and selecting View Chart
You will see the data in the stream displayed in a table format – in fact, this is the same as the view you opened at the start of the exercise (the default view).
You can also see your new view in the hover menu view list – find this and open your new view from there (only a single click is needed to open a view from this menu)
Editing a Stream View
- Open the list of views from the hover menu
- Right-click on your new view and select Edit
- You will change the order of the columns in the grid:
- In the list of attributes under View Attributes, select
PaymentMeans
and drag it to the bottom of the list - Press
- Open the view
You will see the data in the stream, but with the columns re-ordered.:
- Hover over the stream
Overall Debt Levels
in the model - From the hover menu press - Show the list of Stream Views and select
Overall Debt Levels
Editing a Stream View
- Open the dashboard
Overall Debt Levels
- Right click on the data in the dashboard, select Show the Stream View Configuration
You can edit details of the view in the configuration form, but there are a number of change you can make directly to the view in the dashboard:
Re-order columns
To re-order columns:
- Grab a column heading
- Drag it, drop it in a new position
Freeze rows
You can freeze a number of columns
TODO: need new example to show this; view in this exercise too small
Set width
You can fix the width of a column. By default, columns are flex. To see this, maximise the dashboard - the columns widen to fit the overall size of the window. To fix a column with:
- Grab the right hand edge of a column heading
- Move it to set the width
- Maximise the view - you will see that the set column stays the same size, while the remaining columns flex
Set flex
If you fix the width of a column, you can return it to being a flex column:
- Right click on a column heading
- Select Set flex column
Quick filtering
As well as building permanent filters (you will do this in the next exercise), quick filters are available to you and the users you are creating this view for. To use a quick filter:
- Hover over a column heading
- A symbol appears
- You can select operators and enter value to filter on values in that column
- You can add clauses to this filter
- You can additionally filter on other columns, and these filter will apply together to further filter the data
Quick sorting
As well as building permanent sort orders (you will do this in a future exercise), you can apply a quick sort:
- Right click on a column heading in the stream view
- Select Sort Ascending or Sort Descending
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All of the view operations you have just performed are also possible on grid view of configuration data - with the exception of re-ordering columns. Open the stream
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