This page is for data modellers and application designers whe who want to select specific attributes to appear in a dashboardscreen, and to format how the data will be displayed.

Overview

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.

Reports can be sent out from PhixFlow by emailing the output of a File Exporter, a Task Plans , or a Screen.

To display data on a screen, start by dragging a data view component from a palette to the screen. PhixFlow displays a window in which you can select attributes from one or more tables; see  Displaying Data (Views).

This page explains the properties you can set for the view. These properties affect 

• how the data is presented, for example in a form, grid or a type of chart
• charts legends, appearance and the attributes you want to use for the axes etc
• how records are filtered, sorted and ordered 
• whether or not the data displayed is from the latest analysis run, or across all time
• the appearance of the view, for example the styles that set borders, and headers
• the actions that an application user can run, for example when they:
  • double-click in the view
  • drop something onto the view
  • click a menu option in the view's header.

You can send data reports from PhixFlow by emailing the output of a File Exporter, a Task Plans, or a Screen.

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Basic Settings

View Attributes

View Attributes

A list of attributes displayed in the view. Click  to show the list of attributes for the stream Available Attributes window. Drag the attributes you want to add to the view into this list.

In the list:

If there are related tables, you can also drag in attributes from the related tables; see Available Attributes Window. 

When you create a chart view, PhixFlow displays a skeleton chart builder in the screen canvas. You can drag attributes from this list onto the parts of the chart builder, such as the x-axis or the  y-axis. 

In the attribute list:

• to edit the attribute's properties, double-click an attribute; see View Attribute
• to delete an attribute, right-click and select 

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   to set pivot table options, right

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Pivot View Popup Options

For pivot views, you must assign a purpose to each attribute. Right-click an attribute to open the

• Make Pivot Value
• Make Pivot Column
• Make Pivot Row
• Make Pivot Label
• Make Pivot Row Total

When designing a chart, drag attributes from this list onto the chart builder in the dashboard.

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

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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.

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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

popup menu, and select one of the purposes listed in the table below. For the additional properties available when Display Type is Pivot, see Pivot Details below.

Filters

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

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

1. Click on the filter button in this section
   • PhixFlow opens a list of all the available filters on the parent table.
   • Drag a filter from this popup into the list.
2. Go to the parent table's filters and drag filters into this list; see Filter

Advanced

Chart Layout 

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chartConfig chartConfig

Available when Type is one of the chart view options. PhixFlow only shows options that are relevant for the type of chart selected.

Style Settings

Options for styling grids,

see Style.

Available when Type is one of the chart view options. PhixFlow only shows options that are relevant for the type of chart selected.

To configure attributes to display as a chart:

1. Drag the stream or stream view onto a dashboard.
2. Select the chart option you want.
3. Select the attributes you want to use on the chart.
4. PhixFlow creates the stream view and the dashboard displays a chart builder.
5. Drag attributes from the view properties onto the chart builder boxes.
   • Series and Series (right axis)
   • on the vertical axis: Y attributes and Y attributes (right axis)
   • on the horizontal :X axis  
   • Label attribute
   • For a horizontal bar chart or line chart, the chart builder boxes are:
   • Series, Y Attributes , X Attributes,  Label Attributes

You can display up to 6 

Chart Axis Options

Chart Axis Options

Line Chart (time) options 

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Available when Type Line Chart (time). These apply to the horizontal axis, which in this case is a time series:

Pivot

Details 

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When Display Type is Pivot, the following properties are available.

['20150101', '20150201', '20150301']

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

The stream view attributes for a pivot table must have the following roles set.

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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.

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A list of refresh action. These actions run and then redisplay the enclosing view with the latest data.

To add a Refresh Action go to a the Actions tab and drag actions into this tab. The table 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 

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A view component on a screen is designed with a header bar. You can configure the header to display options. When the the application user clicks on an option, PhixFlow runs the associated a table-action or actionflow.

• Single options are referred to as buttons.
• Nested options are referred to as menus and sub-menus.

Option 1: Drag a table-action onto the header:

1. In the screen canvas, right-click on the view component and select 

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   ; see Table properties
2. In the table properties, drag an action from the Actions section list onto the header bar of the view. You can only add table-actions from view's parent table.
3. PhixFlow automatically updates the Menu Items grid to show the action you have added to the view component.

Option 2: Drag a table-action into the Menu Items

1. In the view properties → Menu Items toolbar, click on the 

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   _actionflow _actionflow nopanel true

    icon.
2. PhixFlow opens a list of the table-actions available on the parent table.
3. Drag a table-action from the list onto an empty line in the grid.
4. PhixFlow adds the action to the list as a menu item.
5. If the screen containing the view is currently displayed, PhixFlow automatically updates the header to show the new option.
6. Optionally, double-click the menu item to change its properties. For example you can change the text that appears in the header; see View Menu Item

You can also drop a table-action onto an existing item in the grid. In this case, PhixFlow asks if you want to create a new item or add this as a sub-item.

Configuring Coloured Rows in a Grid

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 We recommend that you avoid dark colours, as they make data in the grid very hard to read.

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