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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 Image Removed - Insert

• Set:

• Name: Debt levels by payment means

• Display 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

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 meansDrag your view
• Click Apply to save your changes
• 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 means back to the front
• Drag the icon in the top left hand corner of the stream config form onto the dashboard pane
• Because you are in design mode, you will see a set of configuration fields

To complete the configuration:

• In
• 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 with Image Removed - Show Stream Attributes
• Drag attributes from this list into the configuration fields options on in the chart builder stream view as:

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 Image Added Show the Stream View Configuration
• In the stream view configuration form
, update
• :
  • Update the name of the view to Debt levels by payment means
  • Set the Display Type to Line Chart (time)
  • Enter the following settings:

• Press Image Modified
• To update the dashboard into display mode (from design mode), anywhere on the view in the dashboard:
  
  • Right click → Dashboard Options → Lock the layout
• You will now see you chart

To go back into design mode - that is, to see the chart builder - on the chart:

• Right click → Unlock the layout

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• 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:

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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:

Create a view with:

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• Create a dashboard with Name: called Debt levels by payment means 2
• Drag the view the icon from the stream configuration form for Overall debt levels onto the dashboardThen complete the configuration using the chart builder and the stream view configuration view to update the following settings
• 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:

• 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 and dashboard with the settings:

...

Name

...

Debt overview by payment means

...

Display Type

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3D Pie Chart

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DebtLevel

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LABEL ATTRIBUTE

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PaymentMeans

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Show Legend

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tick

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Show Values on Charts

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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 View Attributes list
• Drag the attribute Count() into the 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 View Attributes listNow double-click on this attribute the icon from the stream configuration form for Overall debt levels onto the dashboard
• Select the view type Grid
• Drag the following attributes onto the stream view heading:
  • PaymentMeans
  • DebtLevel
  • Count()
• We want to group the results by PaymentMeans, and for each value of this, sum the DebtLevel:
  • 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
  • You will see In the stream view attribute configuration form:
    • Set the Name to TotalDebtLevel
    • Select the Stream Function: Sum
    • Press Image RemovedImage Added
• 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 Image Removed - Add a new item and select Pivot
• 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 Image Removed

View the results.

Finding views in the Views List

In the left-hand sidebar in PhixFlow, press Image Removed - 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 Image Removed - 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:

...

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

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leave unticked

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Min

...

leave blank

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Y-Axis Attributes

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DebtLevel

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X-Axis Attribute

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CalculationDate

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Different Label?

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leave unticked

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Vertical Axis Title

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Debt level

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Horizontal Axis Title

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Date

...

Label angle

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Horizontal

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Show Values on Charts

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leave unticked

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You need to press Apply to see the following fields

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Primary Axis Unit

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Day

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Primary Axis Format

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Day in month

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Secondary Axis Unit

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Month

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Secondary Axis Format

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January, February

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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 usefulYou 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 further chart on the Stream stream Overall Debt Levels, to give an overview of proportions of debt by various payment means. Create a new dashboard and view with the settings:

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 Image Removed
• Press Image Removed 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 Image Removed - Add a new item and select Pivot
• 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 Image Removed

View the results.

Finding views in the Views List

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