By the end of this section you will be able to:
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- 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)
To verify this, open the Default View on the Stream Overall Debt Levels and apply the Cash Only filter; all CASH rows will be shown (100 records)
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 background filters differ from a default filter – default filters can be overridden (or even removed) simply by selecting a different filter. |
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A background filter can be set on a view, as in this exercise, or in the properties of the view on a dashboard (press |
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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
- Where ALL the following are true
- 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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