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  • Create a filter using an expression
  • Set a default filter on a Stream View

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The chart is cluttered. You will now add a filter to this view to limit the results to the last 40 days:

  • In the chart press
  • Press Press Image Modified
  • Configure the filter with the following details:
    • Name: Last 40 days
    • Private: not ticked
    • Conditions:
      • The condition dialogue starts with Where ALL the following are true - leave this as it is
      • Press Select – from the drop down list that appears, select CalculationDate
      • Press on equals - from the drop down list that appears, select greater than
      • Click just to the right of greater than - an edit box will appear; enter this formula:

dateAdd(now(), _DAY_OF_MONTH, -40)
This formula will take the current date, and then go back 40 days

      • Press the ABC button - this will now say fx
  • When you have completed all these details press press Image Modified

Your grid should now show only results from the last 40 days.

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  • Open the view for Debt levels by payment means 2:
    • Anywhere on the actual graph, right-click
    • In the right-click menu, select Show View
  • Go to the Advanced tab
  • Set Default Filter to Last 40 days
  • Press Image Removed Image Added

Close then open the view again – you will see that the filter has been automatically applied.

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  • Open the configuration form for the view Debt levels by payment means
  • Go to the Filters tab
  • Press
  • Drag the filter Last 40 days into the list of filters for this view
  • Press Image RemovedPress Image Added
  • Open the view Debt levels by payment means
  • Apply the filter Last 40 days

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