...
- 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:
| Field | Attribute |
|---|---|
SERIES | PaymentMeans |
| Y ATTRIBUTES | 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 |
Primary Axis Unit | Day |
Primary Axis Format | Day in month |
Secondary Axis Unit | Month |
Secondary Axis Format | January, February |
- Press
- 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
...
- Add a new grid view, called
Debt totals by payment means - Drag the attribute
PaymentMeansinto 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
DebtLevelinto the View Attributes list- Now double-click on this attribute in the View Attributes list
- You will see the stream view attribute configuration form:
- Set the Name to
TotalDebtLevel - Select the Stream Function: Sum
- Press
- Set the Name to
- Press
on the main stream view configuration form to save your changes
View the results.
Create a pivot view
Now you will create a pivot view on the data in Overall Debt Levels to show debt totals by payment method and date.
- 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
View the results.
Finding views in the Views List
In the left-hand sidebar in PhixFlow, 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 - Refresh at the top of the list).
By the end of this exercise you will be able to:
- Create a line chart (time series)
- Create a 3D bar chart
- Create a 3D pie chart
- Create an aggregate view
- Create a pivot view
Note in this exercise that you set Series, Y-Axis Attribute and X-Axis Attribute by dragging stream attributes into the boxes against these fields.
Create a line chart (time series)
- Open the model Dashboards and Forms 01-08: Views, filters and dashboards
- Open the Stream configuration form for Overall Debt Levels
- Go to the Views tab
You will create a line chart, plotted over time, of debt levels broken down by payment means:
...
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
...
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 to 30000
Then view the chart to see the results.
Setting a lower limit
You decide you are only interested if there is a debt level of more than 5,000:
- set Min to 5000
Then view the chart to see the results.
Fixing the scale
You now decide that you want to show the graph always including the Y-Axis starting at zero:
- Set the Min 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 and Max will always be plotted on the Y-Axis, even when the largest data value is lower than the Max and the lowest data value is larger than the Min.
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 Overall Debt Levels with these settings:
...
Name
...
Debt levels by payment means 2
...
View Type
...
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
...
Different Label?
...
leave unticked
...
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
The view looks very cluttered – but we will filter this later to make this more useful.
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 view with the settings:
...
Name
...
Debt overview by payment means
...
View Type
...
3D Pie Chart
...
Attributes
...
...
Data Attribute
...
DebtLevel
...
Label Attribute
...
PaymentMeans
...
Show Legend
...
tick
...
Show Values on Charts
...
tick
Create an aggregate view
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 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 on the main stream view configuration form to save your changes
View the results.
Create a pivot view
Now you will create a pivot view on the data in Overall Debt Levels to show debt totals by payment method and date.
- Press
- 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
View the results.
Finding views in the Views List
In the left-hand sidebar in PhixFlow, 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 - Refresh at the top of the list).