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You will create a line chart, plotted over time, of debt levels broken down by payment means:

  • Press Press Image Modified - 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 Image Modified
  • Open the chart

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  • 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 Image Modified
  • Press Image Removed Press Image Added on the main stream view configuration form to save your changes

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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 Image Modified - 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 Image Modified

View the results.

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In the left-hand sidebar in PhixFlow, press press Image Modified - 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 Image Modified - Refresh at the top of the list).