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Insert excerpt
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nameanalysis
nopaneltrue

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  • table view

Create a filter using an expression

  • Open the

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The chart is cluttered. You will now add a filter to this view to limit the results to the last 40 days:

  1. In the chart press

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  1. Insert excerpt
    _filter
    _filter
    nopaneltrue
    .
  2. Press 
    Insert excerpt
    _addIcon
    _addIcon
    nopaneltrue
    .
  3. Configure the filter with the following details:
    • Name: Last 40 days
    • Conditions:
      1. The condition dialogue starts with Where ALL the following are true - leave this as it is
      2. Select CalculationDate
      3. Press on equals - from the drop down list that appears, select greater than.
      4. Enter this formula, which will take the current date, and then go back 40 days

        Code Block
        dateAdd(now(), _DAY_OF_MONTH, -40)


      5. Press the ABC button - this will now say fx

        1. This switches the input to handle expressions rather than a string.
      6. Save your changes the

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      1. view configuration form.

  1. When you have completed all these details press 

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  1. Insert excerpt
    _finish
    _finish
    nopaneltrue
    .
  2. Your grid should now show only results from the last 40 days.

Set default filter on a view

Since the view Debt levels by payment means 2 is too cluttered to be useful with all results showing, you decide to make the filter Last 40 days, that you created in the previous exercise, the default filter for this view:

  1. Open the

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  1. view configuration form for Debt levels by payment means 2
  2. Set Default Filter to Last 40 days

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  1. Press 
    Insert excerpt
    _finish
    _finish
    nopaneltrue
    .

Go into

Insert excerpt
_app_mode
_app_mode
nopaneltrue
 to see the results.

Using the same filter on other views

You can use the filter you created in the previous exercise on any other view defined on the underlying

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table (Overall Debt Levels), but first you must associate the filter with the view:

  1. Open the

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  1. screen Debt levels by payment means
  2. Open the

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  1. view configuration form for the view Debt levels by payment means
  2. Go to the Filters section

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  1. .
  2. Press 
    Insert excerpt
    _filter
    _filter
    nopaneltrue
    .
  3. Drag the filter Last 40 days into the list of filters for this view.
  4. Press 

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  1. Insert excerpt
    _finish
    _finish
    nopaneltrue
    .
  2. Go into 
    Insert excerpt
    _app_mode
    _app_mode
    nopaneltrue
     to see the results.
  3. In the screen, apply the filter Last 40 days.

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Info

In PhixFlow, any filter defined on a view on a

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table can be used on any other view defined on that

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table.