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

• Create a dashboard with multiple elements
  
• Apply filters on dashboard charts
• Apply sort orders on dashboard grids

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• In the left-hand sidebar in PhixFlow, press Image Removed - Show the list of dashboards

A list of all dashboards configured in this installation of PhixFlow will be shown.

• Press Image Removed - Add a new item to create a new dashboard
• When the dashboard details form appears, set Name to Debt Overview
• Leave the Owner field blank – it will default to you (Train)
• Tick the Public flag
• Leave All Users Can View Data ticked
• Leave Open Maximised unticked
• Press Image Removed

A new blank dashboard will appear.

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Create a dashboard with multiple elements

The following video illustrates how to create a dashboard with multiple elements:

To recap the steps in the video:

• In the repository browser, find Image Added - Dashboards
• Press  Image Added - Add Dashboard
• Set the dashboard name to Debt Overview
• Press Image Added

Create the dashboard by using some stream views you created earlier, and by creating a new view:

• Open the configuration form for the stream Overall Debt Levels
• Drag the view Debt levels by payment means onto the dashboard pane
• Right click on the chart Debt levels by payment means in the dashboard and select Dashboard Options → Add Horizontal Bar
• Drag Debt levels by payment means 2 into the space
• Right click on the chart Debt levels by payment means in the dashboard and select Dashboard Options → Add Vertical Bar
• Drag Debt overview by payment means into the spacePress Image Removed - Save and lock the form layout Anchor_Ref343268368_Ref343268368 Anchor_Toc351986488_Toc351986488 Anchor_Toc402702607_Toc402702607

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• the icon from the stream configuration form for Overall Debt Levels onto the space
• Choose view type Grid, and drag on all attributes from the stream to create the new view
• Go into App mode to see the results

Remove dashboard elements

• Open the Dashboard dashboard Debt Overview
• Press Image Removed - Modify the form layout

You decide that you want to see, instead of Debt levels by payment means 2, two versions of Debt levels by payment means – one with all records, one with only records for the last 40 days.
You first need to remove Debt levels by payment means 2:

• Click in the banner of Debt levels by payment means 2 in the dashboard
• Press Image Removed - Show additional buttons
• Press Image Removed - Remove this item from the dashboard

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• Drag Debt levels by payment means into the space on your dashboard
• Press Image Removed - Save and lock the form layout

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• Right click on the view Overall Debt Levels_1 and select Dashboard Options → Remove Element from Dashboard
  

Add view

Since we have only removed the dashboard element, the view we created still exists. We will add it back into the dashboard:

• Open the stream configuration form for Overall Debt Levels
• Find the view Overall Debt Levels_1, and drag it into the empty space in your dashboard
• Go into App mode - you should see that the dashboard is the same as before

Set dashboard to maximise on opening

Set your dashboard to that it automatically maximises when it is opened:

• Press Image RemovedRight click on any view in the dashboard and go to Dashboard Options → Show Dashboard Details
• In the dashboard configuration form, tick Open Maximised
• Close and open the dashboard, it will now be maximised

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Apply filters on dashboards

You will now filter one of the views Debt levels by payment means to show only the last 40 days:

• Go to the copy of Right click on the view Debt levels by payment means in the top left hand corner
• In the banner press Image Removed
• Press Image Removed - Show chart details
• In the chart parameters configuration form:your dashboard
• Go to Dashboard Options → Show Element Details
• Tick the flag Use Custom Default Filter
• • Select the filter Last 40 days
• Press Image Removed - Apply
• Press Image Removed - Close

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• Save your changes, and check the result of the filter
  

Using background filters

Over the next two exercises you will create a dashboard that supports investigation into debt issues. First, you will create a view with a background filter:

• Open the configuration form for the view Overall Debt LevelsGo the Advanced tab - you can do this directly from the stream configuration form for Overall Debt Levels by double-clicking on the view
• Set the Background Filter to Last 40 days
• Save your changes to the view
• Create a new dashboard, called Debt Investigation
• Drag the view Overall Debt Levels onto it
• You will see that the data appears with the filter Last 40 days applied (102 records showing), to check this:
  • Press Image Added - this will show that only 102 records are now shown
• Add a new filter:
  • Name: Cash Only
  • Conditions: PaymentMeans equals CASH
• The resulting data set will contain records with PaymentMeans = CASH and within the last 40 days (34 records showing)

To verify this, open the Default View on the Stream stream Overall Debt Levels and apply the Cash Only filter; all CASH rows will be shown (100 records)

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A background filter can be set on a view, as in this exercise, or in the dashboard element properties

of

for the view on a

dashboard (press Image Removed on the view in the

dashboard

)

. When you set up the view assess whether you will always want the background filter to apply in all circumstances; or whether the background filter needed will vary across different dashboards.

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Using prompt for value filters

To complete the dashboard for investigating debt issues, you will now create a filter that will allow users to enter a value in a pop up form:

• Add a filter to the view Overall Debt Levels on 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
  • When you have completed all these details press 
• A form will pop up prompting you to enter a value – type in CHQ and press OK
• The data will refresh to show entries for payment means CHQ (34 records showing)

Every time that this dashboard is opened the user will be prompted to enter a value. If you enter a value and want to change this, you can re-select the filter and you will be prompted to enter a new value.