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

Views allow you to present data from a table in the form you wish:

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

Reports can be sent out from PhixFlow by emailing the output of a File Exporter, a Task Plans , or a Screen.

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Basic Settings

View Attributes

A list of attributes displayed in the view. Click  to show the list of attributes for the table. Todo-Fiona - this is the new attribute window 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
• to delete an attribute, right-click and select 

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• 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 screen.

Filters

A The 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

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 table can be added to a view.

There are three ways to add lists and buttons:

For each button, set the following fields:

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 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

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 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

Style Settings

Options for styling grids,

see Style.

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.

Style Settings

Options for styling grids,

see Style.

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 

Chart Axis Options

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.

The 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.

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.

This field will be used to generate the rows of the pivot.

A Pivot View can have any number of Pivot Row attributes.

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.

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.

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:

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

View Context Menu

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:

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:

Pivot View Properties 

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pivotViewConfig pivotViewConfig

 

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pivotViewViewDetailsConfig pivotViewViewDetailsConfig

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

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

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

The 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.

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

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 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 properities. Drag actions into Properties tab→ Actions section list.
3. Click the 

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

For each button, set the following fields: