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Default Action
Changed to action that will be applied when users click . Often this is - allows users (if they have permissions to run the action) to . But you can make this if that is more useful for most users See Action.Todo-Fiona - check
Drag Type audit If set, If not set, superseded records will be filtered outFiona-todo: check if this is changed
to show the list of attributes for the streamIn the Stream Attributesto set pivot table options, right pop-up menu, which has the options to:- Make Pivot Value
- Make Pivot Column
- Make Pivot Row
- Make Pivot Label
- Make Pivot Row Total
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 the Actions tab and drag actions into this tab. The stream does not have to be the parent of this view.
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:
Menu Items
OWN PAGE??
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:
Available for sub-menus.
todo-fiona more info
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
- see Filter
Access Permissions
For details about how to control access to a view, see Common Properties → Access Permissions.
Advanced
Row Selection Style
Available when Display Type is Grid.
An 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.
Style Settings
Options for styling grids,
see Style.
Chart LayoutAvailable when Type is one of the chart view options.
Available when Display Type is Barchart.
Specify a value between 0 and 1 to define custom spacing between bar groups.Show Horizontal Axis
Style of the horizontal axis title.
- DEV-9002 For bar charts with a right axis you can now configure:
- Minimum Value
- DEV-9002 For bar charts with a right axis you can now configure:
- Minimum Value
- Maximum Value
- Axis Increment
- Axis Number Format
- DEV-9009 Bar charts now have an option to Force Horizontal Axis Ticks, so that PhixFlow displays all values on the horizontal axis.
Available when Display Type is Barchart Horizontal.
left of the horizontalChart Layout: Line Chart (time)
Available when Display Type is Barchart Horizontal.
Specify a maximum value to show on the right of the horizontal axis. If the data includes higher values, they will not be plotted.
If no maximum is specified, PhixFlow scales the chart upto the highest data point.
Available when the attribute selected for the horizontal (X) axis is Date or DateTime.
Select or add a Date or Date/Time format to use for the value labels.
Available when the attribute selected for the horizontal (X) axis is Number.
Select or add a Number Format for X-Axis value labels.
Vertical Axis
Available when Display Type is Barchart.
Specify a minimum value to show at the bottom of the vertical axis. If the data includes lower values, they will not be plotted.
If no minimum is specified, PhixFlow scales the chart from the lowest data point.
Available when Display Type is Barchart,S
pecify a maximum value to show at the top of the vertical axis. If the data includes higher values, they will not be plotted.
If no maximum is specified, PhixFlow scales the chart upto the highest data point.
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.
Configuring View Attributes for Charts
The best way to configure the chart attributes is to add the chart to a dashboard, and then use the graphical chart builder in design mode to set the attributes to create the chart you need.
You can, however, set the role of each attribute manually if you wish.
The stream view attributes for a pivot table must have the following roles set.
Todo-Fiona I can't see where to set the roles
To configure a pivot view, add attributes and set the role of each attribute according to these rules.
Each attribute must be assigned to one of these roles.
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.
This field will be used to generate the rows of the pivot.
A Pivot View can have any number of Pivot Row attributes.
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.
The values in this field will be used to generate the data values in the pivot.
You must apply an aggregate function (Table 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.
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.
Grid View: How to Configure Coloured Rows
The colours of rows in grid views can be set by creating an attribute called gridRowColour
, and adding this to the view. This value will not be shown in the grid.
The value of this attribute must evaluate to either a hexadecimal value representing a colour or to the lower case name of one of the basic HTML colours. Visit www.w3schools.com/tags/ref_colorpicker.asp to see how hexadecimal values correspond to real colours. The table below lists the basic HTML colour names:
You are recommended to avoid dark colours as they make data in the grid very hard to read.
View Context Menu
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.