This page covers:
Viewing and Using Dashboards
| Anchor | ||||
|---|---|---|---|---|
|
...
You can display the charts generated by stream views in dashboards. You can also generate some types of charts without using a dashboard. For example, you can view the contents of a stream set in a grid; see Stream Set List.
...
Details for an individual stream item can be viewed by double clicking on a row. This bring up the Stream Item Form with displays details of the Stream Item selectedselected stream item (data record).
Chart buttons
Charts provides the standard grid icons.
...
Refresh the chart. | |
 | Select an existing (or predefined) Filter or create, delete and modify Filters. This causes the chart to refresh and display only those entries which match the selected Filter. |
 | Select an existing (or predefined) multi-column Sort Order or create, delete and modify Sort Orders. Note that data is ordered across all records which are implied by the Filter, not just the current page of data. |
 | Opens the download data form allowing the user to export just the selected items or all data on the chart as either an Excel file, a CSV (comma separated) file or as an HTML document. |
Display the number of records in the data, and the number of records currently being displayed. |
...
| Sort Ascending | Sort the data in this grid by this column in ascending order (0 to 9, A to Z) | ||
| Sort Descending | Sort the data in this grid by this column in descending order (9 to 0, Z to A) | ||
| Freeze Column | Freeze the column to keep it visible when you scroll through the other columns. | ||
| Unfreeze all Columns | Unfreeze all the columns so that the will all move if the grid is scrolled. | ||
| Set Flex Column | Flex columns adjust their size automatically to fit the space. | ||
| Hide This Columnthis Column | Use these options to expand or collapse grid columns in a dashboard. Hidden columns do not appear in the grid. To re-show a hidden column, right-click any grid row and select Show Attributes for View <viewName> → Hide this column | Hide this Column | Use these options to expand or collapse grid columns in a dashboard. |
| Show Hidden Columns |
Row Context Menu
| Show Stream Item Details | Opens a window with all the information contained in that grid row |
| Show Attributes for View <viewName> | Opens a list of all of the attributes (column headers) for this stream view. Attributes formatted in italics are present in the stream but are hidden in the grid. To change whether an attribute is hidden or visible, right-click the attribute and select Show this column or Hide this column. |
...
Any number of dashboards can be constructed by dragging predefined Stream Views onto a dashboard pane.
Things added to the dashboard in this way are known as dashboard elements. Dashboard elements are given short names which can then be used in expressions to refer to items selected in those Stream Views.
When you open an existing dashboard, it is locked by default. This means the dashboard cannot be edited, for example by selecting or moving elements and layout components. In design mode, right click on the dashboard area to unlock it. The previous locked status is remembered when switching back to design mode from app mode. To test buttons and actions that you have configured for a dashboard, you must switch to
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Dashboard Properties
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
The toolbar includes the button to
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Basic Settings
| Field | Description |
|---|---|
| Name | The name of the dashboard. |
| Open Maximised | If ticked, the dashboard opens fills the whole screen when it is opened. |
| Allow User to Resize | If ticked, the user can change the size of the dashboard while in app mode. All designers can still change |
| Show Toolbar | Show the toolbar on the dashboard. |
| Always On Top | Always keep the dashboard on top. |
| Keep Data | If ticked, the dashboard data is available and can be referenced even after the dashboard is closed. It can be used if the user wants to store global data available in the system. |
| Preload | If ticked, PhixFlow preloads the dashboard as it is setting up. Preloading adds to PhixFlow's setup time. |
When the user then opens the dashboard, the layout displays immediately. The data itself may still take time to load. Use this option for dashboards that the user will always want to open when they use PhixFlow. | |
| Cache Locally | If ticked, PhixFlow does not preload the dashboard. Instead, when the user opens the dashboard for the first time, PhixFlow caches it on the client computer. When the user closes and reopens the dashboard, the layout loads immediately. The data itself may still loads from the server. Use this option for dashboards that a user may want to open. |
Dashboard Elements
A list of the dashboard elements on this dashboard.
Access Permissions
...
For details about how to control access to a dashboard, see Common Properties → Access Permissions.
User Groups
A list of the user groups which can view this dashboard. This tab is only shown if All Users Can View Data is not selected.
...
Form Icons
The form provides the standard form icons, as well as:
...
...
Configuration
...
Using Dashboard Options
To edit a dashboard, right-click and select Unlock Layout.
Splitter Bars
The Dashboard dashboard area can be divided into multiple, resizing panes by adding vertical or horizontal splitter bars. Right click the pane or any element on the pane to:
...
An element can be added to a dashboard by dragging predefined Stream Views onto the dashboard pane.
Remove Element
...
To make a Dashboard element dependent upon the Driver view, set it up with a Filter which uses at least one condition with an expression containing the drivers view name. i.e ACCTS. When the Filter is evaluated, the view name ACCTS notation will contain the rows selected on the Driver view. An example condition expression is:
...
Where AccountNumber is an Attribute on the Driver view.
...
Stream views on a Dashboard have parameters like short names (aliases) which can be used in expressions when referring to items selected on those views, data range and filter which can be used to control the list of records shown by the Dashboard Chart. This form allows you to change those parameters from their default values, which are taken from the original view.
The following fields are configured on the form:
...
view
...
.
...
If you tick the checkbox, you can choose a default filter. This will override the default filter set in the original view, if one has been set.
...
Select one of:
- Always
- Never
- Always except on first load
...
If not true, this filter will not be used
...
...
Dashboard Context Menu
Right-click on a dashboard to display the context menu for it.
| Menu option | Description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| When a layout or dashboard is locked, unlock to make changes. | ||||||||||
| Lock a layout or dashboard to display the data content. | ||||||||||
| Open a window listing the context parameters in alphabetical order. | ||||||||||
| Add a vertical bar to the current area. | ||||||||||
| Add a horizontal bar to the current area. | ||||||||||
| Create a new form in the current area. | ||||||||||
| Open the palette to drag in components. | ||||||||||
| Open the properties tab for the dashboard. | ||||||||||
| Toggle whether or not the currently selected component is automatically autosized when an application window is resized by the user.
| ||||||||||
| Show Attributes for <stream name> | Open the list of attributes for the stream. This option is available when a dashboard has a backing stream. | ||||||||||
| Show Attributes for <view name> | Open the list of attributes for the stream view. This option is available when a dashboard has a backing view as well as a backing stream |