This page is for data modellers and application designers who want to select specific attributes to appear in a screen, and to format how the data will be displayed.

Overview

Use To display data on a screen, start by dragging a data view to display data component from a table on an application screen:

• as a data grid or chart
• sorted and ordered as required
• showing data from the latest run, or across all time.

To learn concepts about views and how to create them, see palette to the screen. PhixFlow displays a window in which you can select attributes from one or more tables; see  Understanding Data Views.

You can send data reports from PhixFlow by emailing the output of a File Exporter, a Task Plans, or a Screen.

Basic Settings

• Barchart: plot a quantity as a set of bars against a set of categories along the horizontal axis.
• 3D Barchart: a 3D version of the standard barchart.
• Barchart (horizontal)
• Grid: show data laid out in a grid.
• Line Chart (category horizontal axis): plot line, or lines, representing quantities against a horizontal axis of 'categories'. The categories are printed along the horizontal axis, ordered alphanumerically.
• Line Chart (numeric horizontal axis): plot line, or lines, representing quantities against a numerical horizontal axis.
• 3D Pie Chart: a 3D version of the standard pie chart.
• Pie Chart: show a quantity as a pie chart, grouped by a category.
• Pivot: show data laid out in a table, with data for values of one attribute broken out ('pivoted') into multiple columns; see Pivot Details section, below.
• Stacked Barchart: a bar chart where multiple series/multiple attributes per category are displayed in a stacked form.
• Line Chart (times series horizontal axis): plot line, or lines, representing quantities against a date/time value - an attribute of type Date or Datetime.

Double-click Action

The default action to run when the user double-clicks on a row in a data grid; see Action. For example:

• run an update action so that a user (with permission) can update the record
• open a read-only detailed view of the record.

View Attributes

A list of attributes displayed in the view. Click Image Removed to show view attributes window. Drag the attributes you want to add to the view into this list. If there are related tables, you can also drag in attributes from the related tables; see View Editor Window.

In the list:

When designing a chart, drag attributes from this list onto the chart builder in the screen.

Filters

The list of filters that will be available to application users in the drop-down list of filters on the view.

There are two ways to add a filter to this list:

1. Click on the filter button in this section
   • PhixFlow opens a list of all the available filters on the parent table.
   • Drag a filter from this popup into the list.
2. Go to the parent table'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

Available when Auto Save is ticked.

Row Selection Style

Available when Display Type is Grid.

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.

Available when Type is one of the chart view options. PhixFlow only shows options that are relevant for the type of chart selected.

To configure attributes to display as a chart:

1. Drag the table or view onto a screen.
2. Select the chart option you want.
3. Select the attributes you want to use on the chart.
4. PhixFlow creates the view and the screen displays a chart builder.
5. Drag attributes from the view properties onto the chart builder boxes.
   • Series and Series (right axis)
   • on the vertical axis: Y attributes and Y attributes (right axis)
   • on the horizontal :X axis  
   • Label attribute
   • For a horizontal bar chart or line chart, the chart builder boxes are:
   • Series, Y Attributes , X Attributes,  Label Attributes

You can display up to 6 

This page explains the properties you can set for the view. These properties affect 

• how the data is presented, for example in a form, grid or a type of chart
• charts legends, appearance and the attributes you want to use for the axes etc
• how records are filtered, sorted and ordered 
• whether or not the data displayed is from the latest analysis run, or across all time
• the appearance of the view, for example the styles that set borders, and headers
• the actions that an application user can run, for example when they:
  • double-click in the view
  • drop something onto the view
  • click a menu option in the view's header.

You can send data reports from PhixFlow by emailing the output of a File Exporter, a Task Plans, or a Screen.

Insert excerpt
_property_tabs _property_tabs name basic-h nopanel true

Basic Settings

View Attributes

A list of attributes displayed in the view. Click Image Added to show view attributes window. Drag the attributes you want to add to the view into this list. If there are related tables, you can also drag in attributes from the related tables; see View Editor Window. 

When you create a chart view, PhixFlow displays a skeleton chart builder in the screen canvas. You can drag attributes from this list onto the parts of the chart builder, such as the x-axis or the  y-axis. 

In the attribute list:

• to edit the attribute's properties, double-click an attribute; see View Attribute
• to delete an attribute, right-click and select 

  Insert excerpt
  _delete _delete nopanel true

   

Anchor
pivot-popup pivot-popup

Pivot View Pop-up Options

For pivot views, you must assign a purpose to each attribute. Right-click an attribute to open the pop-up menu, and select one of the purposes listed in the table below. For the additional properties available when Display Type is Pivot, see Pivot Details below.

Filters

The list of filters that will be available to application users in the drop-down list of filters on the view.

There are two ways to add a filter to this list:

1. Click on the filter button in this section
   • PhixFlow opens a list of all the available filters on the parent table.
   • Drag a filter from this popup into the list.
2. Go to the parent table'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

Chart Axis Options

Chart Layout 

Anchor
chartConfig chartConfig

Available when Type is one of the chart view options. PhixFlow only shows options that are relevant for the type of chart selected.

Chart Axis Options

For pivot views, the property tab includes the following settings.

This controls how the field given the role Pivot Column will be used to generate columns in the pivot table. Choose from one of:

• View Data - the pivot columns are generated directly from the data in the Pivot Column field. If a field has been given the role Pivot Label, the label values corresponding to values in the Pivot Column field will be used as pivot column headers. The is the simplest way to generate the pivot columns, but does not allow any control of the order of values, or the ability to handle missing values e.g. when generating standard reports

• Expression - the pivot column values are the result of an expression.

['20150101', '20150201', '20150301']

[['20150101', 'January 2015'], ['20150201', 'February 2015'], ['20150301', 'March 2015']]

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.

To configure a pivot view, add attributes (Todo - Fiona from where to where?). Each attribute must be assigned to one of the following purposes in the pivot chart. 

Available when Type Line Chart (time). These apply to the horizontal axis, which in this case is a time series:

Chart Layout: Line Chart (time) 

Anchor
line-chart line-chart

Available when Type Line Chart (time). These apply to the horizontal axis, which in this case is a time series:

Pivot Details 

Anchor
pivotViewConfig pivotViewConfig

 

When Display Type is Pivot, the following properties are available.

['20150101', '20150201', '20150301']

[['20150101', 'January 2015'], ['20150201', 'February 2015'], ['20150301', 'March 2015']]

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:

You are recommended to avoid dark colours as they make data in the grid very hard to read.

View Context Menu

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 table 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:

Menu Items

A view displays data on a screen. The header  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 table can be added to a view.

There are three ways to add lists and buttons:

1. Click on the Actions icon at the top of the grid.
   • A popup window will appear listing all the available actions on the parent table.
   • Drag an action from this popup form onto the grid.
   • If you drop onto an existing button, PhixFlow prompts you to:
     • either create a new button 
     • or create a list for the new button and the button onto which you dropped the new action.
   • If you drop onto an existing list, PhixFlow adds the dragged action to the list
2. Open the Table properties. Drag actions into Properties tab→ Actions section list.
3. Click the 

   Insert excerpt
   _add _add nopanel true

    icon in the toolbar to create a button, menu or sub-menu.

For each button, set the following fields: