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- Understand the components of a Stream Viewstream view
- Create a grid view
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Finding Streams and Stream Data
- Open the list of models
- Find and open the model
Dashboards and Forms 01-08: Views, filters and dashboards
- In the model view place your pointer over the stream
Overall Debt Levels
- A hover menu will appear – press press - Show the list of Stream Views and select Default View
The data contained in the Stream stream will appear.
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Create New Stream View
You will create a new grid view to show the data in the Stream stream in a table format.
To do this you must create a Stream View:
- Double-click on
Overall Debt Levels
to open the Stream stream configuration form - Go to the Views tab section
- To add a new view, click click - Add a new item - this opens a list of chart types that you can choose from – select Grid Insert
- Configure the following details for the new view: Press
- Name:
Overall Debt Levels
- Select all three attributes in the Stream Attributes list on the left-hand side
- Drag them across to the Stream View Attributes list on the right-hand side
- Before continuing, try some of the other options for adding and removing stream view attributes:
- Remove all attributes: drag them from the Stream View Attributes list back into the Stream Attributes list
- Drag CalculationDate into the Stream View Attributes list
- Press - Add any missing Stream Attributes to the end of the View
- The remaining stream attributes will be added to the view
- Name:
This button is useful when you have added attributes to the underlying stream and want to update a view to include all new attributes
- Display Type: Grid
- Press Apply
- In the View Attributes section, press - Show Stream Attributes
- Select all three attributes from the stream (not Count()) into the list of stream view attributes
- Press to save your changes and close the stream view configuration form
You will now see your new view in the list of views for the Stream.
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stream. View data in your view by right clicking your new view and selecting View Chart
You will see the data in the Stream stream displayed in a table format – in fact, this is the same as the view you opened at the start of the exercise (the default view).
You can also see your new view in the hover menu view list – find this and open your new view from there (only a single click is needed to open a view from this menu)
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Editing a Stream View
- Open the list of views from the hover menu
- Right-click on your new view and select Edit
- You will change the order of the columns in the grid:
- In the list of attributes under Stream View Attributes, select
PaymentMeans
and drag it to the bottom of the list - Press Press
- Open the view
You will see the data in the Streamstream, but with the columns re-ordered.