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You will create a line chart, plotted over time, of debt levels broken down by payment means:
- Press Press - Add a new item and select Line Chart (time)
Configure the following details:
Name
Debt levels by payment means
View Type
Line Chart (time)
Attributes and Formatting
Series
PaymentMeans
Show Legend
tick
Max
leave blank
Fixed Scale
leave unticked
Min
leave blank
Y-Axis Attributes
DebtLevel
X-Axis Attribute
CalculationDate
Different Label?
leave unticked
Vertical Axis Title
Debt level
Horizontal Axis Title
Date
Label angle
Horizontal
Show Values on Charts
leave unticked
You need to press Apply to see the following fields
Primary Axis Unit
Day
Primary Axis Format
Day in month
Secondary Axis Unit
Month
Secondary Axis Format
January, February
- Press Press
- Open the chart
...
- Add a new grid view, called Debt totals by payment means
- Drag the attribute PaymentMeans into the Stream View Attributes list
- Drag the attribute Count() into the Stream View Attributes list (this attribute is available on any grid view in PhixFlow, regardless of what attributes have been set up in the Stream)
- Drag the attribute DebtLevel into the Stream View Attributes list
- Now double-click on this attribute in the Stream View Attributes list
- You will see the stream view attribute configuration form:
- Set the Alias to TotalDebtLevel
- Select the Aggregate Function: Sum
- Press Press
- Press Press on the main stream view configuration form to save your changes
...
Now you will create a pivot view on the data in Overall Debt Levels to show debt totals by payment method and date.
- Press Press - Add a new item and select Pivot
- Configure the following details:
- Name: Debt levels by payment method and date
- Drag CalculationDate into Row Attributes
- Drag PaymentMeans into Column Attribute
- Drag DebtLevel into Value Attribute
- Drag DebtLevel into Total Attribute
- Press Press
View the results.
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In the left-hand sidebar in PhixFlow, press press - Show the list of Stream Views. A list of all stream views configured in this installation of PhixFlow is shown.
Your new views are included in this list (if some are missing, press press - Refresh at the top of the list).