By the end of this exercise you will be able to:

• Understand the components of a Stream View
• Create a grid view

Finding Streams and Stream Data

• Open the list of models
• Find and open the model Dashboards and Forms 01-08: Views, filters and dashboards
• In the model view place your pointer over the stream Overall Debt Levels
• A hover menu will appear – press - Show the list of Stream Views and select Default View

The data contained in the Stream will appear.

Create New Stream View

You will create a new grid view to show the data in the Stream in a table format.
To do this you must create a Stream View:

• Double-click on Overall Debt Levels to open the Stream configuration form
• Go to the Views tab
• To add a new view, click - Add a new item - this opens a list of chart types that you can choose from – select Grid
• Configure the following details for the new view:
  • Name: Overall Debt Levels
  • Select all three attributes in the Stream Attributes list on the left-hand side
    • Drag them across to the Stream View Attributes list on the right-hand side
  • Before continuing, try some of the other options for adding and removing stream view attributes:
    • Remove all attributes: drag them from the Stream View Attributes list back into the Stream Attributes list
    • Drag CalculationDate into the Stream View Attributes list
    • Press - Add any missing Stream Attributes to the end of the View
    • The remaining stream attributes will be added to the view

This button is useful when you have added attributes to the underlying stream and want to update a view to include all new attributes

• Press to save your changes and close the stream view configuration form

You will now see your new view in the list of views for the Stream.

• Double-click on this to open the view

You will see the data in the Stream displayed in a table format – in fact, this is the same as the view you opened at the start of the exercise.

• You can also see your new view in the hover menu view list – find this and open your new view from there (only a single click is needed to open a view from this menu)

Editing a Stream View

• Open the list of views from the hover menu
• Right-click on your new view and select Edit
• You will change the order of the columns in the grid:
• In the list of attributes under Stream View Attributes, select PaymentMeans and drag it to the bottom of the list
• Press
• Open the view

You will see the data in the Stream, but with the columns re-ordered.