You can link Dashboard views together so that the contents of one view are filtered based on items selected in a "Driver" view.
A grid view (grids only) will be automatically made a "Driver", if any of the filter expressions in any of the dashboard elements reference the view by name. Any views that are drivers can be identified by the existence of the icon appearing in the top right of the view. Clicking on this icon will cause any dependent views and charts to refresh themselves based on the selection made in the driver grid view.
To make a Dashboard element dependent upon the Driver view, set it up with a Filter which uses at least one condition with an expression containing the drivers view name. i.e ACCTS. When the Filter is evaluated, the view name ACCTS notation will contain the rows selected on the Driver view. An example condition expression is:
AccountNum equals ACCTS.AccountNumber
Where AccountNumber is an Attribute on the Driver view.
Dashboard Pane Toolbar
This is found in the top, right-hand corner of the dashboard pane. This provides the following options:
Display details for the Dashboard. | |
Prints the dashboard. | |
Refresh will update the dashboard in line with changes made elsewhere in PhixFlow. |