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

• Create linked views on a dashboard

Create a linked view

Views on dashboards can be "linked" so that the results shown in one view can be filtered based on the rows selected in a "driver" view. The following video illustrates how to create linked views:

To recap the steps in the video:

1. Create a new dashboard Debt Analysis

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1. Add a horizontal bar
2. Add a vertical bar in the top pane
3. Open the model Dashboards and Forms 01-08: Views, filters and dashboards

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1. Open the stream configuration form for Overall payment levels

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1. Drag the view

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The view shows the total amounts paid on each day by each payment method.

• Now return to your new dashboard, Debt Analysis
• Drag the following views onto the dashboard:
  • Debt totals by payment means from stream Overall Debt Levels
  • To the right of this, Overall Debt Levels from stream Overall Debt Levels
  • Underneath Debt totals by payment means, Overall payment levels from stream Overall payment levels

Now you will make Debt totals by payment means a driving view and link the other two views to it:

• Right click on Debt totals by payment means on the dashboard and go to Dashboard Options → Show Element Details
• Set Name to DebtTotals
• Press OK

Add a filter to Overall Debt Levels:

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• (The expression DebtTotals.PaymentMeans gets the value of PaymentMeans from the selected record in the driving view)

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1. Debt totals by payment means into the top left pane
2. Drag the view Overall Debt Levels into the top right pane
3. Open the stream configuration from for Overall payment levels
4. Drag the view Overall payment levels into the bottom pane

To link the top two views:

• Grab the column heading Payment Means from Debt totals by payment means (top left) and drag it over Overall Debt Levels (top right)

You can now see that the top left view "drives" the top right view - click on a row in the top left, you will see the data in the top right update automatically - this should now only shows rows for the matching Payment Means.

To link the top left view and the bottom view:

1. Get the element name of the top left view: right click, and go to Dashboard Options → Show Element Details

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1. Copy the element Name
2. Create a filter on the bottom view (Overall payment levels):
   • Name:

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1. • Link to Payment Means
   • Conditions
     • Where ALL the following are true
     • PAYMENT_MEANS equals

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1. • •  Debttotalsbypaymentmeans.PaymentMeans
     • Press the ABC button - this will now say fx
   • When you have completed all these details press Image Modified
2. Set this as the background filter

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1. on the view

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1. :
   
   • Right click on Overall payment levels on the dashboard and go to

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1. • Show the Stream View Configuration
   • Tick the flag Use Custom Default Filter

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1. • Set Background Filter to Link to Payment Means
   • Press OK

Click on a row in the top left driving view

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. You will see the other two views update to show only the rows for the payment means selected in the driving view