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

• Create linked views on a dashboard

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Create a linked view

Views on dashboards can be "linked" so that the results shown in one view can be filtered based on the rows selected in a "driver" view. If you did the User Course you will have used a linked view.

• Create a new dashboard Debt Analysis

You will drag some of the views you have created onto this dashboard, but also a view from a different Streamstream. First, find this view so that you know what data to expect in your dashboard:

• Open the model Dashboards and Forms 01-08: Views, filters and dashboards
• Hover over the Stream stream Overall payment levels
• Open the view Overall payment levels

The view shows the total amounts paid on each day by each payment method.

• Now return to your new dashboard, Debt Analysis
• Drag the following views onto the dashboard:
  • Debt totals by payment means from stream Overall Debt Levels
  • To the right of this, Overall Debt Levels from stream Overall Debt Levels
  • Underneath Debt totals by payment means, Overall payment levels from stream Overall payment levels

Now you will make Debt totals by payment means a driving view and link the other two views to it:

• In the banner of the view Right click on Debt totals by payment means on the dashboard press Image RemovedPress Image Removed - Show chart detailsIn the form that pops up, update Element and go to Dashboard Options → Show Element Details
• Set Name to DebtTotals
• Press Image Removed - Apply
• Press Image Removed - Close
To link
• Press OK

Add a filter to Overall Debt Levels

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:

• 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 Image Modified
  • Set this filter to be applied on the view in the dashboard:
    • In the banner press Image Removed
    • Press Image Removed - Show chart details
    In the chart parameters configuration form:
    • Right click on Overall Debt Levels on the dashboard and go to Dashboard Options → Show Element Details 
    • Tick the flag Use Custom Default Filter
    • Select the filter by Payment Means
    • Press Image Removed - Apply
    Press Image Removed - Close
    • Press OK

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 Modified
• Set this filter to be applied on the view in the dashboard:
  • In the banner press Image Removed
  • Press Image Removed - Show chart details
  In the chart parameters configuration form:Right click on Overall payment levels on the dashboard and go to Dashboard Options → Show Element Details 
  • Tick the flag Use Custom Default Filter
  • Select the filter by Payment Means
  • Press Image Removed - Apply
  Press Image Removed - Close
  • Press OK
• Click on a row in the driving view (Debt totals by payment means)Then press Image Removed - 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

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• selected

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• in

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