- Create a filter using an expression
- Set a default filter on a stream view
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The chart is cluttered. You will now add a filter to this view to limit the results to the last 40 days:
- In the chart press
- Press
- Configure the filter with the following details:
- Name:
Last 40 days
- Conditions:
- The condition dialogue starts with Where ALL the following are true - leave this as it is
- Select
CalculationDate
- Press on equals - from the drop down list that appears, select greater than
Enter this formula
- Name:
...
, which will take the current date, and then go back 40 days
Code Block dateAdd(now(), _DAY_OF_MONTH, -40)
...
Press the ABC button - this will now say fx
Save your changes the stream view configuration form
- When you have completed all these details press
...
- .
- Your grid should now show only results from the last 40 days.
Set default filter on a view
Since the view Debt levels by payment means 2
is too cluttered to be useful with all results showing, you decide to make the filter Last 40 days
, that you created in the previous exercise, the default filter for this view:
- Open the stream view configuration form for
Debt levels by payment means 2
- Set Default Filter to
Last 40 days
- Press
Go into App mode to see the results
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You can use the filter you created in the previous exercise on any other view defined on the underlying stream (Overall Debt Levels
), but first you must associate the filter with the view:
- Open the dashboard
Debt levels by payment means
- Open the stream view configuration form for the view
Debt levels by payment means
- Go to the Filters section
- Press
- Drag the filter
Last 40 days
into the list of filters for this view - Press
- Go into App mode
- In the dashboard, apply the filter
Last 40 days
In PhixFlow, any filter defined on a view on a stream can be used on any other view defined on that stream. |
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