Page Comparison

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

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To recap the steps in the video:

1. In the repository browser, find - Dashboards
2. Press   Add Dashboard
3. Set the dashboard name to Debt Overview
4. Press 

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1. Open the configuration form for the view Overall Debt Levels. 
   You can do this directly from the stream configuration form for Overall Debt Levels by double-clicking on the view
   • In the Basic Settings section, set the Background Filter to Last 40 days
   • Save your changes to the view
2. Create a new dashboard, called Debt Investigation
   • Drag the view Overall Debt Levels onto it
   • You will see that the data has the Last 40 days filter applied.
     The chart on the left shows the filtered data. The chart on the right shows the unfiltered data.
           
3. In the dashboard, press and add a new filter:
   • Name: Cash Only
   • Conditions: PaymentMeans equals CASH
4. The resulting data set will contain records with PaymentMeans = CASH and within the last 40 days (34 records showing)

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1. In the workspace, open the  Debt Investigation dashboard.
2. Add a filter to 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
   • Press  to save your changes.
3. Creating the filter also applies it, so in the dashboard, PhixFlow displays a box prompting you to enter a value.
4. Enter CHQ and press .
   The prompt is case-sensitive, so make sure you enter capital letters.
5. The data will refresh to show one blue data line for cheques (34 records).

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