- 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
- 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
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
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 Press
- Open the view Debt levels by payment means
- Apply the filter Last 40 days
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