By the end of this section you will be able to:

...

A list of all dashboards configured in this installation of PhixFlow will be shown.

• Press Press Image Modified - Add a new item to create a new dashboard
• When the dashboard details form appears, set Name to Debt Overview
• Leave the Owner field blank – it will default to you (Train)
• Tick the Public flag
• Leave All Users Can View Data ticked
• Leave Open Maximised unticked
• Press Press Image Modified

A new blank dashboard will appear.

...

• Click in the banner of Debt levels by payment means 2 in the dashboard
• Press - Show additional buttons
• Press Press Image Modified - Remove this item from the dashboard

...

• Go to the copy of Debt levels by payment means in the top left hand corner
• In the banner press
• Press - Show chart details
• In the chart parameters configuration form:
  • Tick the flag Use Custom Default Filter
  • Select the filter Last 40 days
  • Press Press Image Modified - Apply
  • Press - Close

Anchor
_Toc402702610 _Toc402702610

Anchor
_Toc442889110 _Toc442889110

Using background filters

...

• Open the configuration form for the view Overall Debt Levels
• Go the Advanced tab
• Set the Background Filter to Last 40 days
• Save your changes to the view
• Create a new dashboard, called Debt Investigation
• Drag the view Overall Debt Levels onto it
• You will see that the data appears with the filter Last 40 days applied (102 records showing)
• Add a new filter:
  • Name: Cash Only
  • Conditions: PaymentMeans equals CASH
• The resulting data set will contain records with PaymentMeans = CASH and within the last 40 days (34 records showing)

  • To verify this, open the Default View on the Stream Overall Debt Levels and apply the Cash Only filter; all CASH rows will be shown (100 records)

    A background filter will always be applied – in addition to any other filter applied to the view. Once a background filter is applied on a view, it is not possible to see the data without this filter. In this way background filters differ from a default filter – default filters can be overridden (or even removed) simply by selecting a different filter.

    Anchor
    _Toc402702611 _Toc402702611

    A background filter can be set on a view, as in this exercise, or in the properties of the view on a dashboard (press on the view in the dashboard). When you set up the view assess whether you will always want the background filter to apply in all circumstances; or whether the background filter needed will vary across different dashboards.

    Anchor
    _Toc442889111 _Toc442889111

    Using prompt for value filters

    To complete the dashboard for investigating debt issues, you will now create a filter that will allow users to enter a value in a pop up form:
• Add a filter to the view Overall Debt Levels on the dashboard Debt Investigation:
  • Name: select Payment Means
  • Conditions:
    • Where ALL the following are true
      • PaymentMeans equals _prompt.PaymentMeans
      • Press the ABC button - this will now say fx
  • When you have completed all these details press press Image Modified
• A form will pop up prompting you to enter a value – type in CHQ and press OK
• The data will refresh to show entries for payment means CHQ (34 records showing)

...