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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 - 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 Press Right click and select - Add Dashboard - Dashboards
- 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 - 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 dashboardDebt 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:
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update Display Type to Line Chart (time)
Field | Value | ||
---|---|---|---|
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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