Stream views allow you to present data from a stream in the form you wish: as a data grid or chart; sorted and ordered as required; showing data from the latest run, or across all time; etc.

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The following fields are configured for stream views:

Tick this box to Tick this box Tick this box to include audit records in the Stream An optional label for the resulting column header. If left blankIf ticked, the row colour changes whenever If ticked, users can If ticked, If ticked, If ticked, the edited row will be saved If ticked, If ticked, the quick filter icon will always be displayed If ticked, users will be able

Field Description

Basic Settings

Name The name of the stream view. By default, a space will be included before each capital letter. For example, the name CustSpendAverage will be displayed in the column heading as Cust Spend Average.

Display Type

A number of chart types are available:

Barchart: plot a quantity as a set of bars against a set of categories along the horizontal axis.
3D Barchart: a 3D version of the standard barchart.
Barchart (horizontal)
Grid: show stream data laid out in a table.
Line Chart (category horizontal axis): plot line, or lines, representing quantities against a horizontal axis of 'categories'. The categories are printed along the horizontal axis, ordered alphanumerically.
Line Chart (numeric horizontal axis): plot line, or lines, representing quantities against a numerical horizontal axis.
3D Pie Chart: a 3D version of the standard pie chart.
Pie Chart: show a quantity as a pie chart, grouped by a category.
Pivot: show stream data laid out in a table, with data for values of one attribute broken out ('pivoted') into multiple columns.
Stacked Barchart: a bar chart where multiple series/multiple attributes per category are displayed in a stacked form.
Line Chart (times series horizontal axis): plot line, or lines, representing quantities against a date/time value - a stream attribute of type Date or Datetime.

Default Sort Order If specified, the default order in which data should be displayed. See Stream View Sort Order.

Default Filter Any filter on the stream can be selected as the default filter for this view.

Background Filter Any filter on the stream can be selected as the background filter for this view. When the user opens this view the background filter is applied first and any other filter applied to the view (either specifically created/selected by the user or automatically applied as the default filter described above) applied on top of the background filter.

Default Action The action that will be applied when users double-click on a row in a data grid. Often this is an update action - that allows users (if they have permissions to run the action) to update the record. But you can make this open a read-only detailed view of the record if that is more useful for most users. See Action.

Drag Type The drag type that will be used when dragging data from this stream view. See Drag TypeTypes and Drop Targets.

Enable Filter Picker

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to allow the filter picker to be used for filters created for this stream view. See Using Filters on Data Views.

Form View

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to make this a form view. This can be used to accepting input from a user, for an insert or update action.

Include History Records

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to include audit records in the Stream View data. If set, superseded records will be identified by a grey background on the grid row. If not set, superseded records will be filtered out.

Pivot Details

This section only appears for pivot views. See Pivot Views, below.

View Attributes

A list of attributes displayed in the view, or to build a chart. Press to bring up a list of attributes for the stream, and drag the attributes you want to add to the view into this list.

For each attribute, the following fields are shown:

Order The order in which the attributes will appear in the view. For a grid view, this is the order of columns.

Name

The display name of the attribute in the view. By default, this is the same as the name of the attribute in the underlying stream.

Remember that if you are applying an Aggregate Function to the attribute, it is often useful to reflect that in the display name. For example: you are going to display the average monthly spend for each customer, by applying the aggregate function Average to the attribute CustSpend. You set the display name as CustSpendAverage.

Stream Function

You can specify an Aggregate Function on this attribute. As soon as you have specified a single aggregate attribute in your view, any other fields will be either aggregate attributes - if you also specify an aggregate function for them - or used as grouping attributes.

Role

This setting only shows option is available if the view is a chart, i.e. not a data grid. This is the role that the field has in generating the chart.

You can set the role manually in the stream view attribute editor - but it is generally better to create charts using the visual editor. To do this:

drag your stream view into a dashboard
make sure you are in design mode
unlock the padlock in the view (if it is not already unlocked)

You will see a visual chart editor. You can drag stream attributes onto this editor to create your chart. See Pivot Views and Charts, below.

Action With this setting you can specify Specify a Stream Action for this Stream View Attribute. If this is a grid view then hovering the mouse over a cell a column created from this Stream View Attribute will cause a cog to appear. Clicking the cog select the row which contains the cell you have clicked, then will run this action.

Always Show The Action Icon If set to true, the action icon will always be displayed, not just when the cell is in focus.

Hide the Input Field If set to true, the input field will not be displayed in this column, only the Action Icon will be

Hide the Action Icon If set to true, the action icon will be hidden, and the action can be run while clicking anywhere in the cell. This is incompatible with columns that are not read only

Action Icon Style The style applied to the action icon, if not set a default cog icon will be used.

_{Stream Attribute Details}

Name

The name of the underlying stream attribute.

Type The type of the underlying stream attribute. This cannot be edited here. It must be edited in the stream. See Stream.

Number Format This field will only show if the underlying stream attribute has type Float or Integer. See Number Format.

Date/Time Format This field will only show if the underlying stream attribute has type Date or Datetime. See Date Time Format.

Drop-Down Settings

Allow Empty Row If ticked, the drop-down displays an empty row which allows to empty the cell value.

Cache Data If ticked, the drop-down rows will be cached after the first load.

Selection Stream View Stream View which will be displayed as a drop-down for the table cell.

Drop-Down Value Field A custom field to be used for getting cell value from the drop-down.

Mappings A list of additional mappings which can be used to set values of more table cells (columns) using this drop-down.

Grid Settings

These settings are only available for view attributes for grid and pivot views.

Grid Default Width (pixels) Set the default width of the column for this attribute. PhixFlow will create the grid with default column widths - you only need to specify a value in this field if the width you want is different from this default.

Label

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to always display the action icon in read-only grid cells. The user can click anywhere in the cell to run the action.

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to only display the action when the cell is in focus.

Hide the Input Field

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to hide the input field and to display the action icon in the column.

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to display the input field in the column.

Hide the Action Icon

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to hide the action icon. The user can run the action by clicking anywhere in the cell. Do not tick this option for editable columns.

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to display the action icon in the column.

Action Icon Style The style applied to the action icon. If no style is set, PhixFlow uses a default cog icon.

_{Stream Attribute Details}

Name

The name of the underlying stream attribute.

Type The type of the underlying stream attribute. This cannot be edited here. It must be edited in the stream. See Stream.

Number Format This field will only show if the underlying stream attribute has type Float or Integer. See Number Format.

Date/Time Format This field will only show if the underlying stream attribute has type Date or Datetime. See Date Time Format.

Drop-Down Settings

Allow Empty Row

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to display an empty row in a the drop-down list. This means users can empty the cell value.

Cache Data

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to cache the drop-down rows after the first load.

Selection Stream View The stream view that will be displayed as a drop-down for the table cell.

Drop-Down Value Field A custom field to be used for getting cell value from the drop-down.

Mappings A list of additional mappings which can be used to set values of more table cells (columns) using this drop-down.

Grid Settings

These settings are only available for view attributes for grid and pivot views.

Grid Default Width (pixels) Set the default width of the column for this attribute. PhixFlow will create the grid with default column widths - you only need to specify a value in this field if the width you want is different from this default.

Label

An optional label for the resulting column header. If left blank, this is the Name of the stream view attribute, formatted with a space before each capital letter.

The label gives you more options for setting the column header - for example, control over the white space in the column heading - but you can also make this an expression. For example, to that the column contains transactions for the currently logged in user, you could use:

Code Block
"Transactions for " + _user.username

For user pchevalier, this would give the column heading:

Code Block
Transactions for pchevalier

To use an expression in this field, tick the box Label is Expression.

Multi-level labels can be generated by configuring the Label to return a list of values.

Label is Expression

Tick this box if you want to

of values.

Label is Expression

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to set the Label using an expression.

Changes Row Colour

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to change the row colour when the value in this field changes.

Hidden

Whether the field is shown on the view. Sometimes you need to include fields in views so that they can be used in filters and Actions, but displaying them would make the view cluttered. Make the field hidden.

Alignment

Set the alignment of values in this column to:

Left
Right
Centre

Form Settings

These settings are only available for form views - that is, grid views that have Form View ticked.

Read Only This makes the field read-only in the form view.

Height On Form (pixels) Sets the height of the form field for this attribute. PhixFlow will create the form field with a default height - you only need to specify a value in this field if the height you want is different from this default.

Width On Form (pixels) Sets the width of the form field for this attribute. PhixFlow will create the form field with a default width - you only need to specify a value in this field if the width you want is different from this default.

Multiline on Form

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to enable form users to press the Enter key to create multiple lines in this field, or copy multi-line text into this field.

Selection View Attribute

This sets the drop-down list from which the user can pick a value. Drag the stream view attribute that you want to use for the drop-down list into this field. The Show the drop-down button option must be ticked to display the drop-down.

When a user is entering or updating data using a form view, you can use the internal variable _form to use a value already entered in the form in the filter on a selection view. That is, the values that appear in a drop-down list will be governed by values they have entered so far in the form. See Configuring Pivot Details on the View below, for an example of configuring selection view attributes.

If another stream view attribute has a Selection View Attribute set and has Show the drop-down button set to yes, then it is possible to set the current stream view attribute from the same selection view without a further drop-down list. Drag the stream view attribute that you want to use to set this stream view attribute into this field

Drag the attribute out of the field to delete the contents of the Selection View Attribute.

Show the drop-down button See Selection View Attribute above.

Formatting Rules

A list of the formatting rules that apply to this field in the view. This section only appears when you are configuring a grid or pivot view.

All formatting rules whose Rule Expression evaluates to true will be applied to the field in the grid. However, you can tick Stop if True so that, if a rule evaluates to true, no styles that follow this in the list of rules will be applied - regardless of the result of their Rule Expression.

For each formatting rule, set the following fields:

Rule Expression An expression to govern whether this rule will be applied to this field in the grid. If this expression evaluates to true, the rule will be applied.

Style Select a style from the drop-down list, or create a new style.

Order The order in which the formatting rules are applied.

Enabled Whether the rule is currently active.

Stop if True

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: if this rule evaluates to true, no styles that follow this will be applies, regardless of the result of their Rule Expression.

Description A description of the formatting rule.

Refresh Actions

A list of Refresh Actions which are all the actions that, following their execution, will cause this view to be refreshed.

To add a Refresh Action go to a Stream's Actions tab and drag actions into this tab. The stream does not have to be the parent of this stream view.

Menu Items

A list of the buttons, menus and sub-menus that will be presented on this view - which buttons are available to users depends on whether they have permissions to run these actions.

Only actions that belong to the parent stream can be added to a view.

There are three ways to add Lists and Buttons:

Click on the Actions icon at the top of the grid.
- A popup window will appear listing all the available actions on the parent stream
- Drag an action from this popup form onto the grid
- If you drop onto an existing button you will be asked if you want to:
  - create a new button, or
  - create a list which will hold the new button and the button you dropped the new action on to
- If you drop onto an existing list, the dragged action will be added to the list
Go to the Stream Details Actions tab and drag actions into this tab
Use the '+' icon at the top of the grid
- You can decide if you want to create a button, menu or sub-menu.

For each button you set the following fields:

Name The internal name of the action button. This name will be used to refer to this button in other configuration objects

Display Name The name that will be presented to users when they open the form.

Order The order that the button will be shown in the banner of the form, or, if the button is on a list (a menu or sub-menu), the order the button will appear in that list.

Description A description of the action button.

Drop Targets

A list of the Drop Targets that this view will contain. To add a drop target, click on the + button at the top of the grid.

For each Drop Target you set the following fields:

Name The name of the drop target

Drag Type The drag type that this drop type is listening for

Action The action that will run when something of the chosen drag type is dropped onto this stream view

Filters

The list of filters which will be available to users in the drop-down list of filters on the view.

There are two ways to add a filter to this list:

Click on the filter button in this section
- A popup window will appear listing all the available filters on the parent stream
- Drag a filter from this popup into the list
Go to the parent stream's filters and drag filters into this list

Access Permissions

All Users Can View Data

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so that all users will be able to see data in this view (provided they have the basic privilege to view stream views).

If this field is unticked, a list of user groups will appear:

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to display a list the User Groups section where you can specify access to the data.

User Groups

A list of the user groups whose users can see data in this view. This list only appears if All Users Can View Data is unticked.

Advanced

Selection Attribute This attribute will be used to determine the record selected. This is important when the data will be refreshed while users are looking at it - for example, if they run actions that run task plans to update the data, and which are set as refresh actions (see above). Setting this using a key field of the data means that after the refresh, the same record will be selected as before.

Auto Save

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to save the edited row after an other row is clicked.

Auto Save Action Visible only if the 'Auto Save' flag is ticked. Allows the user to define custom Auto Save action which is fired after an another row is clicked.

Row Selection Style

The style that will applied to rows in this view when they are selected. If set, this will override the default selected row style set in the System Configuration.

Select First Row By Default

If ticked, the Configuration.

Select First Row By Default

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to automatically select the first row shown in the view

will be selected

when the view is opened.

Show Paging Bar

If ticked, the paging bar is shown

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to show the paging bar by default.

Show Records Count

Count

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to calculate the total number of rows

is calculated without a need of clicking

. Users do not have to click the '...' symbol to see this information.

Show Row Number

If ticked,

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to display the row number is displayed on the grid.

Always Show the Quick Filter Icon

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to always display the column filter icon on this grid's column headers.

Periods Number of processing periods from the stream to display on the chart. If a full set of data is generated in each period, then this will be 1. If the data is spread across processing periods in the stream - for example, each processing period only contains new data for that day, but we want to plot data across a number of days - then this number must be high enough to include all data of interest to show on a chart.

Default Width The default width of the view. If empty, the view's width will be set to the system default value.

Default Height The default height of the view. If empty, the view's height will be set to the system default value.

Allow Multi-Select

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to enable users to select more than one row in the grid.

Frozen Columns Number of columns frozen while scrolling the View horizontally.

Excel Template

An excel Excel template can be linked to the view to specify the format the chart data should be exported in.

The location that excel templates must be saved to is specified in the System Configuration.

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Role	Description
Pivot Column	This field will be used to generate columns in the pivot table. See Configuring Pivot Details on the View below. Formatting of the column headings will be controlled by the formatting options set on this view attribute. A Pivot view must have one and only one Pivot Column attribute.
Pivot Row	This field will be used to generate the rows of the pivot. A Pivot View can have any number of Pivot Row attributes.
Pivot Label	If Pivot Column Source == View Data, this attribute provides the pivot column headings. In most cases, the number of values for the pivot label should be exactly the same as the number of values for the pivot column. A Pivot View can have at most one Pivot Column attribute. See Configuring Pivot Details on the View below.
Pivot Value	The values in this field will be used to generate the data values in the pivot. You must apply an aggregate function (Stream Function) to this attribute - to provide the sum, max, min, etc. of these values for each row and column. A Pivot view must have one and only one Pivot Value attribute.
Pivot Row Total	Each Pivot Row Total attribute generates a value for each row calculated as an aggregate of the individual pivot column values. The aggregate function can be any single-valued Aggregate Function (Sum, Minimum, Maximum, Average, Count). A Pivot View can have any number of Pivot Row Total attributes.

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Field

Description

Pivot Column Source

This controls how the field given the role Pivot Column will be used to generate columns in the pivot table. Choose from one of:

View Data - the pivot columns are generated directly from the data in the Pivot Column field. If a field has been given the role Pivot Label, the label values corresponding to values in the Pivot Column field will be used as pivot column headers. The is the simplest way to generate the pivot columns, but does not allow any control of the order of values, or the ability to handle missing values e.g. when generating standard reports
Expression - the pivot column values are the result of an expression.

Pivot Column Expr

If Pivot Column Source == Expression, this expression must return either a list of values or a list of pairs of values (the values and corresponding labels).

The expression can refer to any lookup pipe that is an input to the parent stream of the view.

E.g.

Code Block
['20150101', '20150201', '20150301']

In this example the resulting view displays three pivot columns.

The pivot view only displays data where the value of the pivot column attribute equals one of the three quoted values - data that does not match any of the pivot column values is ignored.

The pivot column labels are generated from the pivot values using the formatting rules of the Pivot Column field. In particular, the Label expression can be used to generate formatted label values automatically. If no formatting or Label expression is provided, a default label is generated. This is the recommended way of formatting column labels.

E.g.

Code Block
[['20150101', 'January 2015'], ['20150201', 'February 2015'], ['20150301', 'March 2015']]

In the second example, the same data is displayed, but the column headers are provided in the second values for each pivot column.

This method of setting column labels is not recommended, and is provided for compatibility with existing pivot views.

Maximum Pivot Columns

This is the maximum number of pivot columns that can be displayed. If this is blank, the system-wide default in System Configuration is is used.

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Visible only for Bar Charts. If ticked,

Field

Description

Show Legend

When a series is used, if this is turned on then a box listing all lines shown, along with the corresponding values, is displayed on the graph.

Display Legend Below The Chart

If ticked, the legend is displayed below the chart. Otherwise it is displayed above the chart.

Show Controls

displayed on the graph.

Display Legend Below The Chart

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to display the legend below the chart.

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to display the legend above the chart.

Show Controls

Visible only for Bar Charts.

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to display the Grouped/Stacked switch is displayed.

Mark Selection

Visible only for Bar Charts.

If ticked,

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to add a visible border around the currently selected bar

has a visible border

.

Tooltip Number Format

Format Number to be applied to a chart tooltip.

Colour Map

Select or add a colour map

Group Spacing

Visible only for Bar Charts. Allows the user to define a custom spacing between bar groups. Can take values between 0-1.

_{Horizontal Axis}

Horizontal Axis Title

The label given to the horizontal axis.

Title Style

Style of the horizontal axis title.

Label Angle

The orientation of the values displayed along the horizontal axis. Select a value from the drop-down menu.

Show Horizontal Gridlines

Whether to show horizontal grid lines on the view

Horizontal Axis Date Format

Visible only if the X-Axis attribute is Date or DateTime. Allows to define a Date Format for X-Axis value labels.

Horizontal Axis Number Format

Visible only if the X-Axis attribute is Number. Allows to define a Number Format for X-Axis value labels.

Text Style

Style of the horizontal axis value labels.

_{Vertical Axis}

Vertical Axis Title

The label given to the vertical axis.

Title Style

Style of the vertical axis title.

Minimum Value

Minimum value along the vertical axis to be displayed. This value will be lowest point on the vertical axis if any value in the data plotted falls below this value. Otherwise, the graph will be automatically sized as normal.

Maximum Value

Maximum value along the vertical axis to be displayed. This value will be the highest point on the vertical axis if any value in the data plotted falls above this value. Otherwise, the graph will be automatically sized as normal.

Fixed Scale

If fixed scale is turned on, the the maximum value and minimum value defined will always be used as the highest and lowest points on the vertical axis, regardless of the data plotted.

Show Vertical Gridlines

Whether to show vertical grid lines on the view

Vertical Axis Number Format

Allows to define a Number Format for Y-Axis value labels.

Text Style

Style of the vertical axis value labels.

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Aqua	Black	Blue	Fuchsia
Gray	Green	Lime	Maroon
Navy	Olive	Purple	Red
Silver	Teal	White	Yellow

...

	Lime	Maroon
Navy	Olive	Purple	Red
Silver	Teal	White	Yellow

You are recommended to avoid dark colours as they make data in the grid very hard to read.

Stream View Context Menu

Show Stream Item Details	Opens a window with all the information contained in that grid row
Show the Stream View Configuration	Opens the properties tab for the stream view.
Show the Stream Configuration	Opens the properties tab for the stream.
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.

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