- Create a filter using an expression
- Set a default filter on a stream view
Create a filter using an expression
- Open the model
Dashboards and Forms 01-08: Views, filters and dashboards
Open the view dashboardDebt levels by payment means 2
from the streamOverall Debt Levels
(you created this in exercise 18 Create further Stream Views)
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
- Configure the filter with the following details:
- Name:
Last 40 days
- Conditions:
- The condition dialogue starts with Where ALL the following are true - leave this as it is
- Select
CalculationDate
- Press on contains - from the drop down list that appears, select greater than
- Enter this formula:
- Name:
Code Block |
---|
dateAdd(now(), _DAY_OF_MONTH, -40) |
...
- Press the ABC button - this will now say fx
- When you have completed all these details press
...
Since the view Debt levels by payment means 2
is too cluttered to be useful with all results showing, you decide to make the filter Last 40 days
, that you created in the previous exercise, the default filter for this view:
- Open the stream view configuration form for
Debt levels by payment means 2
- Set Default Filter to
Last 40 days
- Press
Close then open the view again – you will see that the filter has been automatically applied.Go into App mode to see the results
Using the same filter on other views
You can use the filter you created in the previous exercise on any other view defined on this streamthe underlying stream (Overall Debt Levels
), but first you must associate the filter with the view:
- Open the dashboard
Debt levels by payment means
- Open the stream view configuration form for the view
Debt levels by payment means
- Go to the Filters section
- Press
- Drag the filter
Last 40 days
into the list of filters for this view - Press
- Go into App mode
- Open the view
Debt levels by payment means
- Apply In the dashboard, apply the filter
Last 40 days
...
In PhixFlow, any filter defined on a view on a stream can be used on any other view defined on that stream. |
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