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| Field | Description | ||||||||
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| Name | The name of the view. By default, a space will be included before each capital letter. For example, the name CustSpendAverage will be displayed in the column heading as Cust Spend Average. | ||||||||
| Display Type | A number of chart types are available:
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| Default Sort Order | If specified, the default order in which data should be displayed. See Stream View Sort Order. | ||||||||
| Default Filter | Any filter on the stream can be selected as the default filter for this view. | ||||||||
| Background Filter | Any filter on the stream can be selected as the background filter for this view. When the user opens this view the background filter is applied first and any other filter applied to the view (either specifically created/selected by the user or automatically applied as the default filter described above) applied on top of the background filter. | ||||||||
Double-click Action | The default action to run when the user double-clicks on a row in a data grid; see Action. For example:
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| Drag Type | The drag type that will be used when dragging data from this view. See Drag Types and Drop Targets. | ||||||||
| Enable Filter Picker |
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| Form View |
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| Include History Records |
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View Attributes
A list of attributes displayed in the view. Click 
to show the list of attributes for the stream. Drag the attributes you want to add to the view into this list.
In the list:
- to edit the attribute's properties, double-click an attribute; see View Attribute Properties
- to delete an attribute, right-click and select
Insert excerpt _delete _delete nopanel true - to set pivot table options, right-click an attribute to open the pop-up menu, which has the options to:
- Make Pivot Value
- Make Pivot Column
- Make Pivot Row
- Make Pivot Label
- Make Pivot Row Total
When designing a chart, drag attributes from this list onto the chart builder in the dashboard.
Refresh Actions
A list of Refresh Actions which are all the actions that, following their execution, will cause this view to be refreshed.
To add a Refresh Action go to a the Actions tab and drag actions into this tab. The stream does not have to be the parent of this view.
Drop Targets
A list of the Drop Targets that this view will contain. To add a drop target, click on the + button at the top of the grid.
For each Drop Target you set the following fields:
| Field | Description |
|---|---|
| Name | The name of the drop target. |
| Drag Type | The drag type that this drop type is listening for. |
| Drop Action | The action that will run when something of the chosen drag type is dropped onto this view. |
Menu Items
OWN PAGE??
A list of the buttons, menus and sub-menus that will be presented on this view - which buttons are available to users depends on whether they have permissions to run these actions.
Only actions that belong to the parent stream can be added to a view.
There are three ways to add Lists and Buttons:
- Click on the Actions icon at the top of the grid.
- A popup window will appear listing all the available actions on the parent stream
- Drag an action from this popup form onto the grid
- If you drop onto an existing button you will be asked if you want to:
- create a new button, or
- create a list which will hold the new button and the button you dropped the new action on to
- If you drop onto an existing list, the dragged action will be added to the list
- Go to the Stream Details Actions tab and drag actions into this tab
- Use the '+' icon at the top of the grid
- You can decide if you want to create a button, menu or sub-menu.
For each button you set the following fields:
| Field | Description |
|---|---|
| Drop Action | Select a drop action. todo-Fiona what is this |
| Name | Available for sub-menus. The internal name of the action button. This name will be used to refer to this button in other configuration objects |
| Display Name | The name that will be presented to users when they open the form. |
| Order | The order that the button will be shown in the banner of the form, or, if the button is on a list (a menu or sub-menu), the order the button will appear in that list. |
| Menu Items | Available for sub-menus. todo-fiona more info |
Filters
The list of filters which will be available to users in the drop-down list of filters on the view.
There are two ways to add a filter to this list:
- Click on the filter button in this section
- A popup window will appear listing all the available filters on the parent stream
- Drag a filter from this popup into the list
- Go to the parent stream's filters and drag filters into this list
- see Filter
Access Permissions
For details about how to control access to a view, see Common Properties → Access Permissions.
Advanced
| Field | Description | ||||||||||||||||
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| Selection Attribute | This attribute will be used to determine the record selected. This is important when the data will be refreshed while users are looking at it - for example, if they run actions that run task plans to update the data, and which are set as refresh actions (see above). Setting this using a key field of the data means that after the refresh, the same record will be selected as before. | ||||||||||||||||
| Auto Save |
If a user makes a change to a view with Auto Save selected, then clicks
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| Auto Save Action | Visible only if the 'Auto Save' flag is ticked. Allows the user to define custom Auto Save action which is fired after an another row is clicked. | ||||||||||||||||
Row Selection Style | The style that will applied to rows in this view when they are selected. If set, this will override the default selected row style set in the System Configuration. | ||||||||||||||||
| Select First Row By Default |
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| Show Paging Bar | Available when Display Type is Grid.
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| Show Records Count |
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| Show Row Number |
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| Always Show the Column Filter Icon |
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| Periods | Number of processing periods from the stream to display on the chart. If a full set of data is generated in each period, then this will be 1. If the data is spread across processing periods in the stream - for example, each processing period only contains new data for that day, but we want to plot data across a number of days - then this number must be high enough to include all data of interest to show on a chart. | ||||||||||||||||
| Default Width | The default width of the view. If empty, the view's width will be set to the system default value. | ||||||||||||||||
| Default Height | The default height of the view. If empty, the view's height will be set to the system default value. | ||||||||||||||||
| Allow Multi-Select |
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| Frozen Columns | Number of columns frozen while scrolling the View horizontally. | ||||||||||||||||
| Excel Template | An Excel template can be linked to the view to specify the format the chart data should be exported in. The location that excel templates must be saved to is specified in the System Configuration. |
Style Settings
Options for styling grids,
see Style Properties.
Chart Layout
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Available when Type is one of the chart view options. PhixFlow only shows options that are relevant for the type of chart selected.
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To configure attributes to display as a chart:
Behind the chart builder you can see the chart. To show the chart without the chart builder overlay, either lock the layout or switch to
You can display up to 6 |
| Field | Description | ||||||||||||||||
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| Show Legend | When a series is used,
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| Display Legend Below The Chart | Available when Show Legend is ticked for charts with left axis only.
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| Show Controls | Available when Display Type is Barchart.
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| Mark Selection | Available when Display Type is Barchart.
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| Tooltip Number Format | Select or add a number format to be applied to a chart tooltip. | ||||||||||||||||
| Colour Map | Select or add a colour map. | ||||||||||||||||
| Group Spacing | Available when Display Type is Barchart. Specify a value between 0 and 1 to define custom spacing between bar groups. |
Chart Axis Options
| Horizontal Axis Section | Vertical Axis Section Left or right axis | Description | ||||||||
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| Show Horizontal Axis | Show Vertical Axis |
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| Horizontal Axis Title | Vertical Axis Title | Available when Show Horizontal/Vertical Axis is ticked. The label to appear below the axis. | ||||||||
| Title Style | Title Style | Available when Show Horizontal/Vertical Axis is ticked. | ||||||||
| Label Angle | - | Available when Display Type is Barchart, Barchart (stacked) and all Line Charts. The orientation of the values displayed along the horizontal axis. Select a value from the drop-down menu. | ||||||||
| Horizontal Axis Increment | Vertical Axis Increment | Specify the interval between tick marks on the axis. For example if the data values have a range from 1 to 100, specify a value of 5 or 10. | ||||||||
Force Horizontal Axis Ticks | - |
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| - | Logarithmic Scale | Available when Display Type is any type of Line Chart.
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Minimum Value Only for | Minimum Value For charts except | Specify a minimum value to show on the axis. If the data includes lower values, they will not be plotted. If no minimum is specified, PhixFlow scales the chart from the lowest data point. Compares min and max and then it compares to data and says I don't need it If over the range they don't have an effect unless you tick fixed scale If its smaller, you are chopping off those parts of the graph top and bottom It plots everything but then the top is chopped off - so the bar will go to the top or the line will disappear off or appear on | ||||||||
| Maximum Value Only for | Maximum Value For charts except | Specify a maximum value to show on the axis. If the data includes higher values, they will not be plotted. If no maximum is specified, PhixFlow scales the chart up to the highest data point. | ||||||||
Fixed Scale Only for | Fixed Scale For charts except |
Left axis you can choose, Right axis cannot be adjusted to the data.... For the right axis it will use the min and max, whatever the data is doing (so it is effectively always fixed). Right axis is different | ||||||||
| Horizontal Axis Increment | Vertical Axis Increment | Specify a value to use as increments on the axis | ||||||||
| Show Horizontal Gridlines | Show Vertical Gridlines |
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| Horizontal Axis Date Format | Vertical Axis Date Format | Available when the attribute selected for the axis is a date or date/time. | ||||||||
| Horizontal Axis Number Format | Vertical Axis Number Format | Available when the attribute selected for the axis is a number. | ||||||||
| Text Style | Text Style | Select or add a style with properties to specify the format of the text for the axis labels |
Chart Layout: Line Chart (time)
Available when Type Line Chart (time). These apply to the horizontal axis, which in this case is a time series:
| Field | Description |
|---|---|
| Primary Axis Unit | Units for date display along the horizontal axis. Choose a value from the drop-down list. Note, however, that only as many values will be displayed as can comfortably be fitted in the space available. |
| Primary Axis Format | Choose a format to display dates along the primary horizontal axis. |
| Secondary Axis Unit | Units for an optional, second date display along the horizontal axis. This might be used, for example, to create a graph where the months are shown along the primary horizontal axis (Primary Axis Unit = 'Month', Primary Axis Format = 'Jan, Feb') and the years are shown along a line below this, along the secondary horizontal axis (Secondary Axis Unit = 'Year', Secondary Axis Format = 'Four digit year'). |
| Secondary Axis Format | Choose a format to display dates along the secondary horizontal axis, if this is being used. |
Pivot View Properties
| Anchor | ||||
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For pivot views, the property tab includes the following settings.
| Field | Description | ||||
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| Pivot Column Source | This controls how the field given the role Pivot Column will be used to generate columns in the pivot stream. Choose from one of:
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| Pivot Column Expr | If Pivot Column Source == Expression, this expression must return either a list of values or a list of pairs of values (the values and corresponding labels). The expression can refer to any lookup pipe that is an input to the parent stream of the view. E.g.
In this example the resulting view displays three pivot columns. The pivot view only displays data where the value of the pivot column attribute equals one of the three quoted values - data that does not match any of the pivot column values is ignored. The pivot column labels are generated from the pivot values using the formatting rules of the Pivot Column field. In particular, the Label expression can be used to generate formatted label values automatically. If no formatting or Label expression is provided, a default label is generated. This is the recommended way of formatting column labels. E.g.
In the second example, the same data is displayed, but the column headers are provided in the second values for each pivot column. This method of setting column labels is not recommended, and is provided for compatibility with existing pivot views. | ||||
| Maximum Pivot Columns | This is the maximum number of pivot columns that can be displayed. If this is blank, the system-wide default in System Configuration is used. | ||||
| Include History Records | Todo-Fiona |
The stream view attributes for a pivot table must have the following roles set.
Todo-Fiona I can't see where to set the roles
To configure a pivot view, add attributes and set the role of each attribute according to these rules.
Each attribute must be assigned to one of these roles.
| Role | Description |
|---|---|
| Pivot Column | This field will be used to generate columns in the pivot table. See Configuring Pivot Details on the View below. Formatting of the column headings will be controlled by the formatting options set on this view attribute. A Pivot view must have one and only one Pivot Column attribute. |
| Pivot Row | This field will be used to generate the rows of the pivot. A Pivot View can have any number of Pivot Row attributes. |
| Pivot Label | If Pivot Column Source == View Data, this attribute provides the pivot column headings. In most cases, the number of values for the pivot label should be exactly the same as the number of values for the pivot column. A Pivot View can have at most one Pivot Column attribute. See Configuring Pivot Details on the View below. |
| Pivot Value | The values in this field will be used to generate the data values in the pivot. You must apply an aggregate function (Table Function) to this attribute - to provide the sum, max, min, etc. of these values for each row and column. A Pivot view must have one and only one Pivot Value attribute. |
| Pivot Row Total | Each Pivot Row Total attribute generates a value for each row calculated as an aggregate of the individual pivot column values. The aggregate function can be any single-valued Aggregate Function (Sum, Minimum, Maximum, Average, Count). A Pivot View can have any number of Pivot Row Total attributes. |
Grid View: How to Configure Coloured Rows
The colours of rows in grid views can be set by creating an attribute called gridRowColour, and adding this to the view. This value will not be shown in the grid.
The value of this attribute must evaluate to either a hexadecimal value representing a colour or to the lower case name of one of the basic HTML colours. Visit www.w3schools.com/tags/ref_colorpicker.asp to see how hexadecimal values correspond to real colours. The table below lists the basic HTML colour names:
| Aqua | Black | Blue | Fuchsia |
| Gray | Green | Lime | Maroon |
| Navy | Olive | Purple | Red |
| Silver | Teal | White | Yellow |
You are recommended to avoid dark colours as they make data in the grid very hard to read.
View Context Menu
| Show Record Details | Opens a window with all the information contained in that grid row |
| View Properties | Opens the properties tab for the stream view. |
| Table Properties | Opens the properties tab for the stream. |
| List Attributes <viewName> | Opens a list of all of the attributes (column headers) for this stream view. Attributes formatted in italics are present in the stream but are hidden in the grid. To change whether an attribute is hidden or visible, right-click the attribute and select Show this column or Hide this column. |