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To complete the configuration, in :
- In the stream view configuration form open the list of attributes with - Show Stream Attributes
- Drag attributes from this list into configuration fields in the chart builder as: Series
Field |
---|
...
Attribute |
---|
...
SERIES |
...
PaymentMeans |
...
Y ATTRIBUTES |
...
leave blank
...
Fixed Scale
...
leave unticked
...
Min
...
leave blank
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Y-Axis Attributes
...
DebtLevel
...
X-Axis Attribute
...
CalculationDate
...
Different Label?
...
leave unticked
DebtLevel | |
X ATTRIBUTE | CalculationDate |
Notice that as you drag attributes across, they are added to the list of stream view attributes, with the appropriate role set.
- In the stream view configuration form, update the following settings
Field | Value |
---|---|
Show Legend | tick |
Vertical Axis Title | Debt level |
Horizontal Axis Title | Date |
Label angle | Horizontal |
...
Show Values on Charts
...
...
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
- Open the chart
- To update the dashboard into display mode (from design mode), anywhere on the view in the dashboard:
- Right click → Dashboard Options → Lock the layout
- You will now see you chart
To go back into design mode - that is, to see the chart builder - on the chart:
- Right click → Unlock the layout
When you are in design mode, from this right click menu you can also bring up the configuration for the view, and for the underlying stream.
Setting an upper limit
There is one data point in the data which is much greater than all the others, so movements in the levels of debt cannot be seen. Add a maximum value in the chart layout to exclude this outlier and generate a more useful graph:
- set Max under Vertical Axis, set Maximum Value to 30000
Then view the chart to see the results.
...
You decide you are only interested if there is a debt level of more than 5,000:
- set Min under Vertical Axis, set Minimum Value to 5000
Then view the chart to see the results.
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You now decide that you want to show the graph always including the Y-Axis starting at zero:
- Set the Min Minimum Value to 0
- Tick Fixed Scale
Then view the chart to see the results.
Note: Fixed Scale is relevant when the graph data changes. The Min Minimum Value and Max Maximum will always be plotted on the Y-Axis, even when the largest data value is lower than the Max Maximum Value and the lowest data value is larger than the Min Minimum Value.
Create a 3D bar chart
Now you will create a graph of the same data, but this time using a bar chart. Add a new view on the Stream stream Overall Debt Levels
:
Create a view with these settings:
- Name
...
- :
Debt levels by payment means 2
...
- Display Type
...
Different Label?
...
- : 3D Barchart
...
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
- Press Apply
- Create a dashboard with Name:
Debt levels by payment means 2
- Drag the view onto the dashboard
- Then complete the configuration using the chart builder and the stream view configuration view to update the following settings:
SERIES | PaymentMeans |
Y ATTRIBUTES | DebtLevel |
X ATTRIBUTE | CalculationDate |
Show Legend | tick |
Vertical Axis Title | Debt level |
Horizontal Axis Title | Date |
Label Angle | Sloping |
Show Values on Charts | leave unticked |
- Save the new view, and view the results
...
Now you will create a further chart on the Stream stream Overall Debt Levels
, to give an overview of proportions of debt by various payment means. Create a new view and dashboard with the settings:
Name | Debt overview by payment means | |
View Display Type | 3D Pie Chart | |
Attributes |
| |
Data Attribute | DATA ATTRIBUTE | DebtLevelLabel Attribute |
LABEL ATTRIBUTE | PaymentMeans | |
Show Legend | tick | |
Show Values on Charts | tick |
...
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
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 Streamstream)
- 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 Name to
TotalDebtLevel
- Select the Aggregate Stream Function: Sum
- Press
- Set the Alias Name to
- Press on the main stream view configuration form to save your changes
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