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

  • Create a dashboard with multiple elements
  • Apply filters on dashboard charts
  • Apply sort orders on dashboard grids

Create a

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dashboard with multiple elements

The following video illustrates how to create a dashboard with multiple elements:


To recap the steps in the video:

  • In the repository browser, find - Dashboards
  • Press  - Add Dashboard
  • Set the dashboard name to Debt Overview
  • Press 

Create the dashboard by using some stream views you created earlier, and by creating a new view:

  • Drag your Open the configuration form for the stream Overall Debt Levels
  • Drag the 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 Dashboard Options → Lock the layout to see the resulting dashboardthe icon from the stream configuration form for Overall Debt Levels onto the space
  • Choose view type Grid, and drag on all attributes from the stream to create the new view
  • Go into App mode to see the results

Remove dashboard elements

  • Open the dashboard Debt Overview
  • 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:

  • Right click on Debt levels by payment means 2 in the dashboard the view Overall Debt Levels_1 and select Dashboard Options → Remove Element from Dashboard
Note

Removing a dashboard element only removes the view from the dashboard, it does not delete the view.

Add view

Since we have only removed the dashboard element, the view

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we created still exists. We will add it back into the dashboard:

  • Open the stream configuration form for Overall Debt Levels
  • Find the view Overall Debt Levels_1, and drag it into the empty space in your dashboard
  • Go into App mode - you should see that the dashboard is the same as before

Set dashboard to maximise on opening

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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:Go to the copy of Right click on the view Debt levels by payment means in the top left hand cornerRight click on the view and go your dashboard
  • Go to Dashboard Options → Show Element Details
  • Tick the flag Use Custom Default Filter
    • Select the filter Last 40 days
    • Press OK
  • Save your changes, and 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 can do this directly from the stream configuration form for Overall Debt Levels by double-clicking on the view
  • 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, to check this:
    • Press - 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)

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A background filter will always be applied – in addition to any other filter applied to the view. Once a background filter is applied on a view, it is not possible to see the data without this filter. In this way a background filters differ filter differs from a default filter – default filters can be overridden (or even removed) simply by selecting a different filterby users if they simply select a different filter, or even clear the filter entirely.


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

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