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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:

First create a dashboard:


  • In the repository browser, find - Dashboards
  • Right click and select - Add Dashboard
  • Set the dashboard name to Overall Debt Levels
  • Click Apply to save your changes
  • A new, empty dashboard will appear

Now create a new view on the dashboard:


  • Use the Phixflow task bar (grey bar at the bottom of the screen) to navigate back to the model Dashboards and Forms 01-08: Views, filters and dashboards
  • Double click on the stream Overall debt levels
  • Again using the PhixFlow task bar, select the dashboard you just created (Overall Debt Levels) to bring this back to the front






  • Go to the Views section
  • To add a new view, click  - Insert
  • Configure the following details for the new view: 
    • Name: Overall Debt Levels
    • Display Type: Grid
    • Press Apply
    • In the View Attributes section, press - Show Stream Attributes
    • Select all three attributes from the stream (not Count()) into the list of stream view 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. View data in your view by right clicking your new view and selecting View Chart

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 (the default view).

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 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.

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