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

...

• Right click on the view Debt levels by payment means in your dashboard
• From the context menu, select Dashboard Options → Show 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
  • In the Default Filter drop-down list, select Last 40 days
  • Press  to save your changes and close the dashboard element form.
• PhixFlow has updated Dashboard Elements table with the new information.
  
  
  • 
• Press Image Modified 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 . 
  You can do this directly from the stream configuration form for Overall Debt Levels by double-clicking on the view
  Set
  • In the Basic Settings section, 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
    • has the Last 40 days
    applied, to check this:
    • Press Image Removed - this will show that only 102 records are now shown
    Add
    •  filter applied.
      The chart on the left shows the filtered data. The chart on the right shows the unfiltered data.
      Image Added    Image Added  
  • In the dashboard, press and 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)

  ...