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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. Creating a line chart is illustrated by the following video:

• 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

To recap on the steps in the video:

• 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 window
• Use 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
  Dashboards and Forms 01-08: Views, filters and dashboardsDouble
  • , right click and select Display
• From the model view, double click on the stream Overall debt levels
• In the stream configuration form, navigate to the Views section
• Use the Phixflow task bar to reopen the dashboard From the PhixFlow task bar, bring the dashboard Debt levels by payment meansIn back to the front
• Drag the icon in the top left hand corner of 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

To complete the configuration:

• In the stream view configuration form, navigate to the Views panel
• Double click on the view you created (Debt Levels by Payment means) to open the stream view configuration form
• In the View Attributes panel, click on Image Removed- Show Stream Attributes
• Drag attributes from this list into configuration fields in the chart builder config form onto the dashboard
• Choose a Line Chart view
• This creates a stream view - configuration options for the stream view show in the dashboard; the configuration form for the stream view also pops up in the repository browser
• From the stream view configuration form, open the list of stream attributes
• Drag attributes into the configuration options on in the stream view as:

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. Data Point.

To see the chart, go into App mode. To update the configuration again, go back into Design mode.

To complete the configuration, we will label the axes:

• In the dashboard, right click on the view and select Image Added Show the Stream View Configuration
• In the stream view configuration form
, navigate to Chart Layout, and update
• :
  • Update the name of the view to Debt levels by payment means
  • Set the Display Type to Line Chart (time)
  • Enter the following settings:

• Press Image Modified
• 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

To go back into design mode - that is, to see the chart builder - on the chart:

• Right click → Unlock the layout

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• to save your changes

Go into App mode to see the chart.

Setting an upper limit

There is one data point in the data which is much greater than all the others, so movements in the levels of debt cannot be seen. Add a maximum value in the chart layout configuration to exclude this outlier and generate a more useful graph:

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Now you will create a graph of the same data, but this time using a bar chart. Add a new view on the stream Overall Debt Levels:

Create a view with:

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• Create a dashboard with Name: called Debt levels by payment means 2
• Click Apply to save your changes
• In the repository, navigate to Dashboards, and find the dashboard you just created (Debt levels by payment means 2)
• Right click on this and click Display
• Use the Phixflow task bar (grey bar at the bottom of the screen) to navigate back to the model Dashboards and Forms 01-08: Views, filters and dashboards 
• Double click on the stream Overall debt levels 
• In the stream view configuration form, navigate to the Views section
• Use the Phixflow task bar to reopen the dashboard Debt levels by payment means 2 
• In the stream configuration form for Overall debt levels, find the view you created (3D bar chart), and drag this on to the dashboard Drag the icon from the stream configuration form for Overall debt levels onto the dashboard
• Select the view type Barchart

• Drag attributes into the configuration options on in the stream view as:

  SERIES	PaymentMeans
  Y ATTRIBUTES	DebtLevel
  X ATTRIBUTE	CalculationDate

  
  

• Open the stream view configuration form
  • Update the name of the view to Debt levels by payment means 2
  Then complete the configuration using the chart builder and the stream view configuration view to update
  • Set the Display Type to 3D Barchart
  • Update the following settings:

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SERIES

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PaymentMeans

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• Save your changes the new view, and stream view configuration form
• Go into App mode to view the results

The view looks very cluttered – but we will filter this later to make this more useful.

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Now you will create a grid view on the data in Overall Debt Levels, but to show aggregated totals by payment method:

• Add a new grid view, called Create a dashboard called Debt totals by payment means
• Drag the attribute PaymentMeans into the View Attributes list
• Drag the attribute Count() into the View Attributes list (this attribute is available on any grid view in PhixFlow, regardless of what attributes have been set up in the stream)
• Drag the attribute DebtLevel into the View Attributes listNow double-click on this attribute the icon from the stream configuration form for Overall debt levels onto the dashboard
• Select the view type Grid
• Drag the following attributes onto the stream view heading:
  • PaymentMeans
  • DebtLevel
  • Count()
• We want to group the results by PaymentMeans, and for each value of this, sum the DebtLevel:
  • Open the stream view configuration form
  • Update the Name of the view to Debt totals by payment means
  • Double double-click on DebtLevelin the View Attributes list
  • You will see In the stream view attribute configuration form:
    • Set the Name to TotalDebtLevel
    • Select the Stream Function: Sum
    • Press Image RemovedImage Added
• Press  on the main stream view configuration form to save your changes

View the resultsYou should now see an aggregate view with an entry per Payment Means - 3 rows in total - with, for each, a sum of entries for that Payment Means, and a total debt level.

Create a 3D pie chart

Now you will create a further chart on the stream Overall Debt Levels, to give an overview of proportions of debt by various payment means. Create a new dashboard and view and dashboard with the settings:

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