...
Create a line chart (time series)
- Open the model
Dashboards and Forms 01-08: Views, filters and dashboards - Open the stream configuration form for
Overall Debt Levels - Go to the Views section
You will create a line chart, plotted over time, of debt levels broken down by payment means. Creating a line chart is illustrated by the following video:
- Press
- Insert
Set:
Name:
Debt levels by payment meansDisplay Type: Line Chart (time)
- Press OK
The best way to configure views is to add them to a dashboard first. Create a dashboard for this view
| Widget Connector | ||||||
|---|---|---|---|---|---|---|
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To recap on the steps in the video:
- In the repository browser, find
- DashboardsPress Right click and select 
- Add Dashboard - Set the dashboard name to
Debt levels by payment means - Drag your view
Debt levels by payment meansonto the dashboard pane - Because you are in design mode, you will see a set of configuration fields
To complete the configuration, in the stream view configuration form open the list of attributes with 
- Show Stream Attributes
Drag attributes from this list into configuration fields in the chart builder as:
...
Series
...
PaymentMeans
...
Show Legend
...
tick
...
Max
...
leave blank
...
Fixed Scale
...
leave unticked
...
Min
...
leave blank
...
Y-Axis Attributes
...
DebtLevel
...
X-Axis Attribute
...
CalculationDate
...
Different Label?
...
leave unticked
...
Vertical Axis Title
...
Debt level
...
Horizontal Axis Title
...
Date
...
Label angle
...
Horizontal
...
Show Values on Charts
...
leave unticked
...
You need to press Apply to see the following fields
...
...
Primary Axis Unit
...
Day
...
Primary Axis Format
...
Day in month
...
Secondary Axis Unit
...
Month
...
Secondary Axis Format
...
January, February
...
Setting an upper limit
There is one data point in the data which is much greater than all the others, so movements in the levels of debt cannot be seen. Add a maximum value in the chart layout to exclude this outlier and generate a more useful graph:
- set Max to 30000
Then view the chart to see the results.
Setting a lower limit
You decide you are only interested if there is a debt level of more than 5,000:
- set Min to 5000
Then view the chart to see the results.
Fixing the scale
You now decide that you want to show the graph always including the Y-Axis starting at zero:
- Set the Min to 0
- Tick Fixed Scale
Then view the chart to see the results.
Note: Fixed Scale is relevant when the graph data changes. The Min and Max will always be plotted on the Y-Axis, even when the largest data value is lower than the Max and the lowest data value is larger than the Min.
Create a 3D bar chart
Now you will create a graph of the same data, but this time using a bar chart. Add a new view on the Stream Overall Debt Levels with these settings:
...
Name
...
Debt levels by payment means 2
...
View Type
...
3D Barchart
...
Attributes and Formatting
...
...
Series
...
PaymentMeans
...
Show Legend
...
tick
...
Max
...
leave blank
...
Fixed Scale
...
leave unticked
...
Min
...
leave blank
...
Y-Axis Attributes
...
DebtLevel
...
X-Axis Attribute
...
CalculationDate
...
Different Label?
...
leave unticked
...
Vertical Axis Title
...
Debt level
...
Horizontal Axis Title
...
Date
...
Label Angle
...
Sloping
...
Show Values on Charts
...
leave unticked
- Save the new view, and view the results
The view looks very cluttered – but we will filter this later to make this more useful.
Create a 3D pie chart
Now you will create a further chart on the Stream Overall Debt Levels, to give an overview of proportions of debt by various payment means. Create a new view with the settings:
...
Name
...
Debt overview by payment means
...
View Type
...
3D Pie Chart
...
Attributes
...
...
Data Attribute
...
DebtLevel
...
Label Attribute
...
PaymentMeans
...
Show Legend
...
tick
...
Show Values on Charts
...
tick
Create an aggregate view
Now you will create a grid view on the data in Overall Debt Levels, but to show aggregated totals by payment method:
- Add a new grid view, called Debt totals by payment means
- Drag the attribute PaymentMeans into the Stream View Attributes list
- Drag the attribute Count() into the Stream View Attributes list (this attribute is available on any grid view in PhixFlow, regardless of what attributes have been set up in the Stream)
- Drag the attribute DebtLevel into the Stream View Attributes list
- Now double-click on this attribute in the Stream View Attributes list
- You will see the stream view attribute configuration form:
- Set the Alias to TotalDebtLevel
- Select the Aggregate Function: Sum
- Press
- Press
on the main stream view configuration form to save your changes
View the results.
Create a pivot view
Now you will create a pivot view on the data in Overall Debt Levels to show debt totals by payment method and date.
- Press
- Configure the following details:
- Name: Debt levels by payment method and date
- Drag CalculationDate into Row Attributes
- Drag PaymentMeans into Column Attribute
- Drag DebtLevel into Value Attribute
- Drag DebtLevel into Total Attribute
- Press
View the results.
Finding views in the Views List
In the left-hand sidebar in PhixFlow, press - Show the list of Stream Views. A list of all stream views configured in this installation of PhixFlow is shown.
Your new views are included in this list (if some are missing, press - Refresh at the top of the list).
By the end of this exercise you will be able to:
- Create a line chart (time series)
- Create a 3D bar chart
- Create a 3D pie chart
- Create an aggregate view
- Create a pivot view
Note in this exercise that you set Series, Y-Axis Attribute and X-Axis Attribute by dragging stream attributes into the boxes against these fields.
Create a line chart (time series)
- Open the model Dashboards and Forms 01-08: Views, filters and dashboards
- Open the Stream configuration form for Overall Debt Levels
- Go to the Views tab
You will create a line chart, plotted over time, of debt levels broken down by payment means:
- Press
Configure the following details:
Name
Debt levels by payment means
View Type
Line Chart (time)
Attributes and Formatting
Series
PaymentMeans
Show Legend
tick
Max
leave blank
Fixed Scale
leave unticked
Min
leave blank
Y-Axis Attributes
DebtLevel
X-Axis Attribute
CalculationDate
Different Label?
leave unticked
Vertical Axis Title
Debt level
Horizontal Axis Title
Date
Label angle
Horizontal
Show Values on Charts
leave unticked
You need to press Apply to see the following fields
- Open the model
Dashboards and Forms 01-08: Views, filters and dashboards:- 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
- If this is not already open, in the repository, navigate to Analysis Models, find the model, right click and select Display
- From the model view, double click on the stream
Overall debt levels - From the PhixFlow task bar, bring the dashboard
Debt levels by payment meansback to the front - Drag the icon in the top left hand corner of the stream config form onto the dashboard
- Choose a Line Chart view
- 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
- From the stream view configuration form, open the list of stream attributes
- 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.
To see the chart, go into App mode. To update the configuration again, go back into Design mode.
To complete the configuration, we will label the axes:
- In the dashboard, right click on the view and select
Show the Stream View Configuration - In the stream view configuration form:
- Update the name of the view to
Debt levels by payment means - Set the Display Type to Line Chart (time)
- Enter the following settings:
- Update the name of the view to
| 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 |
- Press
- to save your changes
Go into App mode to see the chart.
Setting an upper limit
There is one data point in the data which is much greater than all the others, so movements in the levels of debt cannot be seen. Add a maximum value in the chart layout configuration to exclude this outlier and generate a more useful graph:
- set Max under Vertical Axis, set Maximum Value to 30000
Then view the chart to see the results.
Setting a lower limit
You decide you are only interested if there is a debt level of more than 5,000:
- set Min under Vertical Axis, set Minimum Value to 5000
Then view the chart to see the results.
Fixing the scale
You now decide that you want to show the graph always including the Y-Axis starting at zero:
- Set the Min Minimum Value to 0
- Tick Fixed Scale
Then view the chart to see the results.
Note: Fixed Scale is relevant when the graph data changes. The Min Minimum Value and Max Maximum will always be plotted on the Y-Axis, even when the largest data value is lower than the Max Maximum Value and the lowest data value is larger than the Min Minimum Value.
Create a 3D bar chart
Now you will create a graph of the same data, but this time using a bar chart. Add a new view on the Stream Overall Debt Levels with these settings:
...
Name
...
...
Vertical Axis Title
...
- Create a dashboard called
Debt levels by payment means 2
...
View Type
...
3D Barchart
...
Attributes and Formatting
...
...
Series
...
PaymentMeans
...
Show Legend
...
tick
...
Max
...
leave blank
...
Fixed Scale
...
leave unticked
...
Min
...
leave blank
...
Y-Axis Attributes
...
DebtLevel
...
X-Axis Attribute
...
CalculationDate
...
Different Label?
...
leave unticked
- Drag the icon from the stream configuration form for
Overall debt levelsonto the dashboard - Select the view type Barchart
Drag attributes into the configuration options on in the stream view as:
SERIES PaymentMeans Y ATTRIBUTES DebtLevel X ATTRIBUTE CalculationDate - Open the stream view configuration form
- Update the name of the view to
Debt levels by payment means 2 - Set the Display Type to 3D Barchart
- Update the following settings:
- Update the name of the view to
Show Legend | tick | |
Horizontal Axis Title | Calculation Date | |
Label Angle | Sloping | Show Values on Charts |
Vertical Axis Title | Debt level |
- Save your changes the new view, and stream view configuration form
- Go into App mode to view the results
The view looks very cluttered – but we will filter this later to make this more useful.
Create a 3D pie chart
Now you will create a further chart on the Stream Overall Debt Levels, to give an overview of proportions of debt by various payment means. Create a new view with the settings:
...
Name
...
Debt overview by payment means
...
View Type
...
3D Pie Chart
...
Attributes
...
...
Data Attribute
...
...
Label Attribute
...
PaymentMeans
...
Show Legend
...
tick
...
Show Values on Charts
...
tick
Create an aggregate grid view
Now you will create a grid view on the data in Overall Debt Levels, but to show aggregated totals by payment method:
- Add a new grid view, called Create a dashboard called
Debt totals by payment means - Drag the attribute PaymentMeans into the Stream View Attributes list
- Drag the attribute Count() into the Stream View Attributes list (this attribute is available on any grid view in PhixFlow, regardless of what attributes have been set up in the Stream)
- Drag the attribute DebtLevel into the Stream View Attributes list
- Now double-click on this attribute in the Stream View Attributes list You will see the icon from the stream configuration form for
- Select the view type Grid
- Drag the following attributes onto the stream view heading:
PaymentMeansDebtLevel- Count()
- We want to group the results by
PaymentMeans, and for each value of this, sum theDebtLevel:- Open the stream view configuration form
- Update the Name of the view to
Debt totals by payment means - Double double-click on
DebtLevelin the View Attributes list - In the stream view attribute configuration form:
- Set the Alias
- Name to
TotalDebtLevel - Select the Aggregate Stream Function: Sum
- Press
- Press on the main stream view configuration form to save your changes
Overall debt levels onto the dashboardView the resultsYou should now see an aggregate view with an entry per Payment Means - 3 rows in total - with, for each, a sum of entries for that Payment Means, and a total debt level.
Create a
...
3D pie chart
Now you will create a pivot view further chart on the data in stream Overall Debt Levels to show debt totals by payment method and date.
- Press
- Configure the following details:
- Name: Debt levels by payment method and date
- Drag CalculationDate into Row Attributes
- Drag PaymentMeans into Column Attribute
- Drag DebtLevel into Value Attribute
- Drag DebtLevel into Total Attribute
- Press
View the results.
Finding views in the Views List
In the left-hand sidebar in PhixFlow, press - Show the list of Stream Views. A list of all stream views configured in this installation of PhixFlow is shown.
Your new views are included in this list (if some are missing, press - Refresh at the top of the list)., to give an overview of proportions of debt by various payment means. Create a new dashboard and view with the settings:
Name | Debt overview by payment means |
Display Type | 3D Pie Chart |
| DATA ATTRIBUTE |
|
LABEL ATTRIBUTE |
|
Show Legend | tick |
Show Values on Charts | tick |