This tab shows the Lists and Buttons which holds Stream Actions that can be applied when Stream Item Details are accessed from this view. Lists can hold Buttons and other Lists creating multi level menu.

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. 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 to create a list which will hold new Buttons and the Button the Actions you dropped onto. If you drop onto an existing List the selected Actions 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 or a List.

You can add new Lists and Button to the existing List by following the same steps.

See the Action Button Details form for details of each Action Button.

This tab shows the 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 StreamView.

This tab shows the list of Filters which will be available in the drop down list of filters accessible from the filter icon in the header of the StreamView.

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

• Click on the Filter icon at the top of this form. A popup window will appear listing all the available filters. Drag a filter from this popup form onto this tab.
• Go to the parent Stream's Filters tab and drag filters into this tab.

• 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.
• Stacked Barchart: a bar chart where multiple series/multiple attributes per category are displayed in a stacked form.
• Pie Chart: show a quantity as a pie chart, grouped by a category.
• Pie Chart: a 3D version of the standard pie chart.
• Dial Chart: a red/amber/green chart showing a single value.

If display type is a chart and the user elects to output the chart to HTML (either via a File Exporter or from a chart, PhixFlow will output the chart to HTML as a picture (.PNG).

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.

• 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.

Check box to determine if this view is to be used as a Form View. 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 selection view attributes for details of using selection views to create drop down lists.

The pivot column values are read from the Column Attribute in the data being viewed.

If the Label Attribute is specified, the label values corresponding to the value attribute values are used as pivot column headers.

The is the simplest way to derive the pivot column values, but does not allow any control of the order of values, or the ability to handle missing values e.g. when generating standard reports

The pivot column values are the result of an expression.

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.

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.

This 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.

This check box is only available if an Action is specified.

This field is only available when the underlying stream attribute has the type Float, Integer or Decimal.

Specify the number format as it will be displayed on a grid or form; see Number Format.

This field is only available when the underlying stream attribute has the type Date or Datetime.

Specify the format of a date/time as it will be displayed on a grid or form; see Date Time Format.

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. If this is marked as true then it will override whatever is in the 'Hide if evalutes to true' expression immediately below.

Set the alignment of values in this column to:

• Left
• Right
• Centre

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.

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.

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 (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.

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.

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.

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

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.