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

• Create a dashboard
• Apply filters on dashboard charts
• Apply sort orders on dashboard grids

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Create a new dashboard

• In the left-hand sidebar in PhixFlow, press - Show the list of dashboards

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• Drag the new dashboard to one side of your screen
• Bring up the model Dashboards and Forms 01-08: Views, filters and dashboards and drag this to the other side of your screen, so that you can see this and the dashboard pane
• Open the list of views from the hover menu on the Stream Overall Debt Levels
• Select Debt levels by payment means and drag it on to the dashboard pane
• Right click on the chart Debt levels by payment means in the dashboard and select 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 Add Vertical Bar
• Drag Debt overview by payment means into the space
• Press - Save and lock the form layout

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Remove dashboard elements

• Open the Dashboard Debt Overview
• Press - Modify the form layout

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• Click in the banner of Debt levels by payment means 2 in the dashboard
• Press - Show additional buttons
• Press  - Remove this item from the dashboard

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Add view

• Drag Debt levels by payment means into the space on your dashboard
• Press - Save and lock the form layout

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Set dashboard to maximise on opening

Set your dashboard to that it automatically maximises when it is opened:

• Press
• In the dashboard configuration form, tick Open Maximised
• Close and open the dashboard, it will now be maximised

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Apply filters on dashboards

You will now filter one of the views Debt levels by payment means to show only the last 40 days:

• Go to the copy of Debt levels by payment means in the top left hand corner
• In the banner press
• Press - Show chart details
• In the chart parameters configuration form:
  • Tick the flag Use Custom Default Filter
  • Select the filter Last 40 days
  • Press  - Apply
  • Press - Close

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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
• Go the Advanced tab
• 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 (102 records showing)
• 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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Using prompt for value filters

To complete the dashboard for investigating debt issues, you will now create a filter that will allow users to enter a value in a pop up form:

• 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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