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Now you will create a grid view on the data in Overall Debt Levels, but to show aggregated totals by payment method:

  • Add a new grid view, called Create a dashboard called Debt totals by payment means
  • Drag the attribute PaymentMeans into the View Attributes list
  • Drag the attribute Count() into the 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 View Attributes listNow double-click on this attribute the icon from the stream configuration form for Overall debt levels onto the dashboard
  • Select the view type Grid
  • Drag the following attributes onto the stream view heading:
    • PaymentMeans
    • DebtLevel
    • Count()
  • We want to group the results by PaymentMeans, and for each value of this, sum the DebtLevel:
    • Open the stream view configuration form
    • Double double-click on DebtLevelin the View Attributes list
    • You will see In the stream view attribute configuration form:
      • Set the Name to TotalDebtLevel
      • Select the Stream Function: Sum
      • Press Image RemovedImage Added
  • Press  on the main stream view configuration form to save your changes

View the resultsYou should now see an aggregate view with an entry per Payment Means - 3 rows in total - with, for each, a sum of entries for that Payment Means, and a total debt level.

Create a 3D pie chart

Now you will create a further chart on the stream Overall Debt Levels, to give an overview of proportions of debt by various payment means. Create a new dashboard and view and dashboard with the settings:

Name

Debt overview by payment means

Display Type

3D Pie Chart

DATA ATTRIBUTE

DebtLevel - make this an aggregate attribute. Once you have added it to the view:

  • Open the stream view configuration form
  • Double click it in the View Attributes list to open the view attribute configuration form
  • Set the aggregate function to Sum
  • Save your changes

LABEL ATTRIBUTE

PaymentMeans

Show Legend

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Show Values on Charts

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