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Create a line chart (time series)

  • Open the model Dashboards and Forms 01-08: Views, filters and dashboards
  • Open the stream configuration form for Overall Debt Levels
  • Go to the Views section

You will create a line chart, plotted over time, of debt levels broken down by payment means:

  • Press Image Removed - Insert
  • Set:

    • Name: Debt levels by payment means

    • Display Type: Line Chart (time)

  • Press OK

The best way to configure views is to add them to a dashboard first. Create a dashboard for this view:

  • In the repository browser, find - DashboardsPress  Right click and select - Add Dashboard
  • Set the dashboard name to Debt levels by payment means
  • Click Apply to save your changes
  • In the repository, navigate to Dashboards, and find the dashboard you just created (Debt levels by payment means)
  • Right click on this and click Display to open your dashboard in a new windowUse the Phixflow
  • Open the model Dashboards and Forms 01-08: Views, filters and dashboards:
    • If you already have this open, use the PhixFlow task bar (grey bar at the bottom of the screen) to navigate back to the model
    • If this is not already open, in the repository, navigate to Analysis Models, find the model, right click and select Display
  • From the model view, double click on the stream Overall debt levels







  • Open the model Dashboards and Forms 01-08: Views, filters and dashboards
  • Double click on Open the stream configuration form for Overall Debt Levels
  • Go to the Views section

You will create a line chart, plotted over time, of debt levels broken down by payment means:

  • Press Image Added - Insert
  • Set:

    • Name: Debt levels by payment means

    • Display Type: Line Chart (time)

  • Press OK


  • In the stream configuration form, navigate to the Views section
  • Use the Phixflow task bar to reopen the dashboard Debt levels by payment means
  • In the stream configuration form for Overall debt levels, find the view you created (line chart), and drag this on to the dashboard Debt levels by payment means
  • Because you are in design mode, you will see a set of configuration fields

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Notice that as you drag attributes across, they are added to the list of stream view attributes, with the appropriate role set. For DebtLevel (Y axis), the correct role is Datapoint.

  • *** from dashboard right click and open stream view config form
  • In the stream view configuration form, navigate to Chart Layout, and update the following settings:

***

update Display Type to Line Chart (time)

FieldValue

Show Legend

tick

Vertical Axis Title

Debt level

Horizontal Axis Title

Calculation Date

Label angle

Horizontal

Primary Axis Unit

Day

Primary Axis Format

Day in month

Secondary Axis Unit

Month

Secondary Axis Format

January, February

Vertical Axis Title

Debt level
  • Press 
  • To update the dashboard into display mode (from design mode), anywhere on the view in the dashboard:
    • Right click → Dashboard Options → Lock the layout
  • You will now see you chart

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