Page Comparison

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

...

• In the banner of the view Debt totals by payment means on the dashboard press press Image Modified
• Press Press Image Modified - Show chart details
  • In the form that pops up, update Element Name to DebtTotals
  • Press Press Image Modified - Apply
  • Press Press Image Modified - Close
• To link Overall Debt Levels you must add a filter:
  • Name: by Payment Means
  • Conditions
    • Where ALL the following are true
    • PaymentMeans equals DebtTotals.PaymentMeans

(The expression DebtTotals.PaymentMeans gets the value of PaymentMeans from the selected record in the driving view)

• • 
    
    • Press the ABC button - this will now say fx
  • When you have completed all these details press press Image Modified
  • Set this filter to be applied on the view in the dashboard:
    • In the banner press Image Removedpress Image Added
    • Press Image Removed Image Added - Show chart details
    • In the chart parameters configuration form:
      • Tick the flag Use Custom Default Filter
      • Select the filter by Payment Means
      • Press Image Removed Press Image Added - ApplyPress Image Removed
      • Press Image Added - Close
• Now add a filter to Overall payment levels:
  • Name: by Payment Means
  • Conditions
    • Where ALL the following are true
    • PAYMENT_MEANS equals DebtTotals.PaymentMeans
    • Press the ABC button - this will now say fx
  • When you have completed all these details press Image Removedpress Image Added
  • Set this filter to be applied on the view in the dashboard:
    • In the banner press Image Removed Image Added
    • Press Image Removed Press Image Added - Show chart details
    • In the chart parameters configuration form:
      • Tick the flag Use Custom Default Filter
      • Select the filter by Payment Means
      • Press Image Removed Press Image Added - ApplyPress Image Removed
      • Press Image Added - Close
• Click on a row in the driving view (Debt totals by payment means)
• Then press - Update the dashboard using the selected rows
• You will see the other two views update to show only the rows for the payment means selected in the driving view

...

• In the banner of the view Debt totals by payment means (the driving view) on the dashboard press Image RemovedPress Image Removed press Image Added
• Press Image Added - Show chart details
  • In the form that pops up, update the radio button Apply Selections to Auto
  • Press Image Removed Press Image Added - ApplyPress Image Removed
  • Press Image Added - Close
• Click in several rows in Debt totals by payment means – you will see the records in the driven views updating straight away