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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
To display data on a screen, start by dragging a data view component from a palette to the screen. PhixFlow displays a window in which you can select attributes from one or more tables; see Understanding Data Views.
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.
Basic Settings
CustSpendAverage
will be displayed in the column heading as Cust Spend Average
.The
categories are printed along the horizontal axis, ordered alphanumerically.For the additional options available when Display Type is any of the chart options except Pivot, see Chart Layout and Chart Layout: Line Chart (time), below.
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.
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:
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.
Pivot View
Purpose
Assign only one attribute to be the Pivot Column. The attribute generates columns in the pivot table.
Formatting of the column headings is be controlled by the formatting options set on this view attribute.
Assign any number of attributes to be Pivot Rows. These attributes generate the rows of the pivot.
Assign only one attribute to be the Pivot Column. If Pivot Column Source is 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.
Assign only one attribute to be the Pivot Value. The values in this attribute generate the data values in the pivot.
You must apply an aggregate function to this attribute in order to provide the Sum
, Minimum
, Maximum
etc. of these values for each row and column; see Aggregating Data for the aggregate functions.
Assign any number of attributes to be a Pivot Row Total. Each Pivot Row Total attribute generates a value for each row calculated as single-value aggregate of the individual pivot column values. Use any single-valued aggregate; see Aggregating Data for the single-value aggregate functions Sum
, Minimum
, Maximum
, Average
, Count.
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:
- 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.
- 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.
Select an action from the list, or clickWhen an application user clicks elsewhere in the screen, PhixFlow runs the selected autosave action.
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:
- Drag the table or view onto a screen.
- Select the chart option you want.
- Select the attributes you want to use on the chart.
- PhixFlow creates the view and the screen displays a chart builder.
- 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
Available when Show Legend is ticked for charts with left axis only.
Available when Display Type is Barchart.
Available when Display Type is Barchart.
Available when Display Type is Barchart.
Specify a value between 0 and 1 to define custom spacing between bar groups.Chart Axis Options
Left or right axis
The label to appear below the axis.
Available when Show Horizontal/Vertical Axis is ticked.
Select or add a style with properties to specify the format of the axis title text.
The orientation of the values displayed along the horizontal axis. Select a value from the drop-down menu.
Force Horizontal Axis Ticks
-
Minimum Value
Only for
Barchart (horizontal)
Minimum Value
For charts except
Barchart (horizontal)
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
Only for
Barchart (horizontal)
For charts except
Barchart (horizontal
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
Barchart (horizontal)
Fixed Scale
For charts except
Barchart (horizontal
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
Available when the attribute selected for the axis is a date or date/time.
Select or add a Date or Date/Time format to use for the value labels.
Available when the attribute selected for the axis is a number.
Select or add a Number Format for for the axis labels.
Available when Type Line Chart (time). These apply to the horizontal axis, which in this case is a time series:
Tip |
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Remember that when you create a pivot table, you must assign a purpose to each attribute, so that all the pivot table data is generated; see Pivot View Pop-up Options above. |
When Display Type is Pivot, the following properties are available.
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.
If Pivot Column Source is 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 table of the view.
E.g.
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['20150101', '20150201', '20150301'] |
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.
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[['20150101', 'January 2015'], ['20150201', 'February 2015'], ['20150301', 'March 2015']] |
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.
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.
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
Opens a list of all of the attributes (column headers) for this view. Attributes formatted in italics are present in the table 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.
Action Settings
Select the type of action that PhixFlow will run when the user double-clicks the view.
- No Action
- Stream Action
- Actionflow
Available when Double-click Action is Stream Action.
Select action that will run when something of the chosen Drag Type is dropped onto this view.
To show the list of available streams, clickAvailable when Double-click Action is Actionflow.
Select the actionflow that will run when the chosen Drag Type is dropped onto this view.
To show the list of available actionflows, clickRefresh 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 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 item properties panel is accessed from the view properties → Actions tab → Menu Item grid. Use the menu item properties to create menus and sub-menus that appear in the header of a view component. Associate the menu item with a table-action or actionflow that will run when the application user clicks on the menu item.
The view component on the screen is designed with a header bar. You can configure buttons, menus and sub-menus that are displayed in the view's header bar. Each button or menu item also has an associated table-action that runs when the application user clicks the item. You can only add table-actions from view's parent table.
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 Click on the
icon in the section's toolbar.Insert excerpt _actionflow _actionflow nopanel true - PhixFlow opens a list of the table-actions available on the parent table.
- Drag an a table-action from this popup form onto the grid.
- If you drop onto an existing buttonmenu item, 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 actionadd the action to the menu item.
- If you drop onto an existing listmenu item, PhixFlow adds the dragged action to the list
- Open the Table properties. Drag actions into Properties tab→ Actions section list.
- Click the
icon in the toolbar to create a button, menu or sub-menu.Insert excerpt _add _add nopanel true
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Basic Settings
Field | Description | ||||||||||||||||
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Click Action | Select the type of action that PhixFlow will run when the user clicks on the menu or sub-menu item.
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Actionflow | Available when Click Action is Actionflow. Save a new menu item before setting this property. To add an actionflow:
To create a new actionflow, click
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Action | Available when Click Action is Stream Action. To add a table-action:
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Name | Available for sub-menus. Enter the internala name of the action button. This name will be usedPhixFlow stores the menu item with this name. Use this name if you need to refer to this button in other configuration objectsmenu item elsewhere in PhixFlow. This is not the text that appears to the application user. | ||||||||||||||||
Display Name | Enter the menu text that application users see for the menu iteman application user sees. | ||||||||||||||||
Order | Specify a number that is the order that the menu item appears:
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Menu Items | Available for sub-menus. Lists The grid lists the menu items nested in this menu item. To add more menu items, click _add | _add | nopanel | true | |
Style Settings
For grid views, there are default styles set in System Configuration that determine the appearance of the grid on a screen. To apply different styles to a grid view, select the style from the drop-down.
, click
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Learn More
- View
- Table
- Understanding Data Views
- Viewing Data in a Table
- Linked and Driving Views or Forms
- Data Views - Toolbars and Menus
- Table
- View AttributeConfiguring Actions
- Using Table Actions
- Understanding Actionflows
For links to all pages in this topic, see Analysis Models for Batch Processing DataDesigning Screens.
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