By the end of this section you will be able to:
...
- In the banner of the view Debt totals by payment means on the dashboard press
- Press - Show chart details
- In the form that pops up, update Element Name to DebtTotals
- Press - Apply
- Press - Close
- To link Overall Debt Levels you must add a filter:
- Name: by Payment Means
- Conditions
- Where ALL the following are true
- PaymentMeans equals DebtTotals.PaymentMeans
- (The expression DebtTotals.PaymentMeans gets the value of PaymentMeans from the selected record in the driving view)
- Press the ABC button - this will now say fx
- When you have completed all these details press
- Set this filter to be applied on the view in the dashboard:
- In the banner press
- Press - Show chart details
- In the chart parameters configuration form:
- Tick the flag Use Custom Default Filter
- Select the filter by Payment Means
- Press - Apply
- Press - Close
- Now add a filter to Overall payment levels:
- Name: by Payment Means
- Conditions
- Where ALL the following are true
- PAYMENT_MEANS equals DebtTotals.PaymentMeans
- Press the ABC button - this will now say fx
- When you have completed all these details press
- Set this filter to be applied on the view in the dashboard:
- In the banner press
- Press - Show chart details
- In the chart parameters configuration form:
- Tick the flag Use Custom Default Filter
- Select the filter by Payment Means
- Press - Apply
- Press - Close
- Click on a row in the driving view (Debt totals by payment means)
- Then press - Update the dashboard using the selected rows
- You will see the other two views update to show only the rows for the payment means selected in the driving view
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