Page Comparison

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To recap on the steps in the video:

1. In the repository browser, find Dashboards. Right click and select Add Dashboard
2. Set the dashboard name to Debt levels by payment means
3. Click Apply to save your changes
4. Open the model Dashboards and Forms 01-08: Views, filters and dashboards:
   1. 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
   2. If this is not already open, in the repository, navigate to Analysis Models, find the model, right click and select Display
5. From the model view, double click on the stream Overall debt levels
6. From the PhixFlow task bar, bring the dashboard Debt levels by payment means back to the front
7. Drag the icon in the top left hand corner of the stream config form onto the dashboard
8. Choose a Line Chart view
9. 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
10. From the stream view configuration form, open the list of stream attributes

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

    Field	Attribute
    SERIES	PaymentMeans
    Y ATTRIBUTES	DebtLevel
    X ATTRIBUTE	CalculationDate

    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 Data Point.

12. To see the chart, go into App mode by clicking "(ICON) App Mode" in the bottom-right hand corner of the platform. To update the configuration again, go back into Design mode.

13. To complete the configuration, we will label the axes. In the dashboard, right click on the view and select Show the Stream View Configuration

14. In the stream view configuration form:

15. Press  to save your changes
    • Update the name of the view to Debt levels by payment means

    • Set the Display Type to Line Chart (time)Enter the following settings:

      Field	Value
      Show Legend	tick
      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

      
      

16. Press  to save your changes
17. Go into App mode to see the chart.

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