This page is for data modellers and application designers who want to select specific attributes to appear in a screen, and to format how the data will be displayed.

Overview

To display data on a screen, start by dragging a data view component from a palette to the screen. PhixFlow displays a window in which you can select attributes from one or more tables; see Displaying Data (Views).

This page explains the properties you can set for the view. These properties affect

how the data is presented, for example in a form, grid or a type of chart
charts legends, appearance and the attributes you want to use for the axes etc
how records are filtered, sorted and ordered
whether or not the data displayed is from the latest analysis run, or across all time
the appearance of the view, for example the styles that set borders, and headers
the actions that an application user can run, for example when they:
- double-click in the view
- drop something onto the view
- click a menu option in the view's header.

You can send data reports from PhixFlow by emailing the output of a File Exporter, a Task Plans, or a Screen.

Basic Settings

Field	Description

Field	Description
Name	The name of the view. By default, a space will be included before each capital letter. For example, the name `CustSpendAverage` will be displayed in the column heading as `Cust Spend Average`.
Display Type	A number of chart types are available: 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. Barchart (horizontal) Grid: show data laid out in a grid. 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 data laid out in a table, with data for values of one attribute broken out ('pivoted') into multiple columns. For the additional options available when Display Type is Pivot, see Pivot View Popup Options and Pivot Details below. 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 - an attribute of type Date or Datetime. For the additional options available when Display Type is any of the chart options except Pivot, see Chart Layout and Chart Layout: Line Chart (time), below.
Default Sort Order	If specified, the default order in which data should be displayed. See Sort Order.
Default Filter	Any filter on the table can be selected as the default filter for this view.
Background Filter	Any filter on the table can be selected as the background filter for this view. When the user opens this view the background filter is applied first and any other filter applied to the view (either specifically created/selected by the user or automatically applied as the default filter described above) applied on top of the background filter.
Double-click Action	The default action to run when the user double-clicks on a row in a data grid; see Table-Action. For example: run an update action so that a user (with permission) can update the record open a read-only detailed view of the record.
Drag Type	The drag type that will be used when dragging data from this view. See Drag Types and Drop Targets.
Enable Filter Picker	to allow the filter picker to be used for filters created for this view. See Filters on Data Views.
Form View	to make this a form view. This can be used to accepting input from a user, for an insert or update action.
Include History Records	to include superseded records in the view data. The superseded records will be identified by a grey background on the grid row. to automatically filter out superseded records.

View Attributes

A list of attributes displayed in the view. Click

to show Available Attributes window. Drag the attributes you want to add to the view into this list. If there are related tables, you can also drag in attributes from the related tables; see Available Attributes Window.

When you create a chart view, PhixFlow displays a skeleton chart builder in the screen canvas. You can drag attributes from this list onto the parts of the chart builder, such as the x-axis or the y-axis.

In the attribute list:

to edit the attribute's properties, double-click an attribute; see View Attribute
to delete an attribute, right-click and select

Pivot View Popup Options

For pivot views, you must assign a purpose to each attribute. Right-click an attribute to open the popup menu, and select one of the purposes listed in the table below. For the additional properties available when Display Type is Pivot, see Pivot Details below.

Pivot View Purpose	Description

Pivot View Purpose	Description
Pivot Column	Assign only one attribute to be the Pivot Column. The attribute generates columns in the pivot table. Formatting of the column headings is be controlled by the formatting options set on this view attribute.
Pivot Row	Assign any number of attributes to be Pivot Rows. These attributes generate the rows of the pivot.
Pivot Label	Assign only one attribute to be the Pivot Column. If Pivot Column Source is 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.
Pivot Value	Assign only one attribute to be the Pivot Value. The values in this attribute generate the data values in the pivot. You must apply an aggregate function to this attribute in order to provide the `Sum`, `Minimum`, `Maximum` etc. of these values for each row and column; see Aggregating Data for the aggregate functions.
Pivot Row Total	Assign any number of attributes to be a Pivot Row Total. Each Pivot Row Total attribute generates a value for each row calculated as single-value aggregate of the individual pivot column values. Use any single-valued aggregate; see Aggregating Data for the single-value aggregate functions `Sum`, `Minimum`, `Maximum`, `Average`, `Count.`

Filters

The list of filters that will be available to application users in the drop-down list of filters on the view.

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

Click on the filter button in this section
- PhixFlow opens a list of all the available filters on the parent table.
- Drag a filter from this popup into the list.
Go to the parent table's filters and drag filters into this list; see Filter

Only filters listed in the section App Mode Filters will show in

.

Advanced

Field	Description

Field	Description
Selection Attribute	This attribute will be used to determine the record selected. This is important when the data will be refreshed while users are looking at it - for example, if they run actions that run task plans to update the data, and which are set as refresh actions (see above). Setting this using a key field of the data means that after the refresh, the same record will be selected as before.
Auto Save	See Auto Save below.
Auto Save Action	See Auto Save Action Method below.
Row Selection Style	The style that will applied to rows in this view when they are selected. If set, this will override the default selected row style set in the System Configuration.
Select First Row By Default	to automatically select the first row shown in the view when the view is opened.
Show Paging Bar	Available when Display Type is Grid. to show the paging bar by default.
Show Records Count	to calculate the total number of rows. Users do not have to click the '...' symbol to see this information.
Show Row Number	to display the row number on the grid.
Always Show the Column Filter Icon	to always display the a filter icon on this grid's column headers. This means users can quickly select values on which to filter the grid.
Periods	Number of processing periods from the table to display on the chart. If a full set of data is generated in each period, then this will be 1. If the data is spread across processing periods in the table - for example, each processing period only contains new data for that day, but we want to plot data across a number of days - then this number must be high enough to include all data of interest to show on a chart.
Default Width	The default width of the view. If empty, the view's width will be set to the system default value.
Default Height	The default height of the view. If empty, the view's height will be set to the system default value.
Allow Multi-Select	to enable users to select more than one row in the grid.
Frozen Columns	Number of columns frozen while scrolling the View horizontally.
Excel Template	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.

Chart Layout

Available when Type is one of the chart view options. PhixFlow only shows options that are relevant for the type of chart selected.

To configure attributes to display as a chart:

Drag the table or view onto a screen.
Select the chart option you want.
Select the attributes you want to use on the chart.
PhixFlow creates the view and the screen displays a chart builder.
Drag attributes from the view properties onto the chart builder boxes.
- Series and Series (right axis)
- on the vertical axis: Y attributes and Y attributes (right axis)
- on the horizontal :X axis
- Label attribute
- For a horizontal bar chart or line chart, the chart builder boxes are:
- Series, Y Attributes , X Attributes, Label Attributes

Behind the chart builder you can see the chart. To show the chart without the chart builder overlay, either lock the layout or switch to

.

You can display up to 6

Field	Description

Field	Description
Show Legend	When a series is used, to display a box listing all lines, along with the corresponding values.
Display Legend Below The Chart	Available when Show Legend is ticked for charts with left axis only. to display the legend below the chart. to display the legend above the chart.
Display Lines	Available when Display Type is Line chart. to display the chart lines.
Display Data Points	Available when Display Type is Line chart. to display the chart data points.
Show Controls	Available when Display Type is Barchart. to display a Grouped/Stacked switch on the chart.
Mark Selection	Available when Display Type is Barchart. to add a visible border around the currently selected bar.
Show Brush on Charts	Available when Display Type is Line chart. to display a special 'zoom' section below the chart which allows the user to focus on a selected part of the data. This is done by selecting the chosen part of the zoom section.
Tooltip Number Format	Select or add a number format to be applied to a chart tooltip.
Colour Map	Select or add a colour map.
Group Spacing	Available when Display Type is Barchart. Specify a value between 0 and 1 to define custom spacing between bar groups.

Chart Axis Options

Horizontal Axis Section	Vertical Axis Section Left or right axis	Description

Horizontal Axis Section	Vertical Axis Section Left or right axis	Description
Show Horizontal Axis	Show Vertical Axis	to display the axis on the chart.
Horizontal Axis Title	Vertical Axis Title	Available when Show Horizontal/Vertical Axis is ticked. The label to appear below the axis.
Title Style	Title Style	Available when Show Horizontal/Vertical Axis is ticked. Select or add a style with properties to specify the format of the axis title text.
Label Angle	-	Available when Display Type is Barchart, Barchart (stacked) and all Line Charts. The orientation of the values displayed along the horizontal axis. Select a value from the drop-down menu.
Horizontal Axis Increment	Vertical Axis Increment	Specify the interval between tick marks on the axis. For example if the data values have a range from 1 to 100, specify a value of 5 or 10.
Force Horizontal Axis Ticks	-	to force ticks to appear on the horizontal axis.
-	Logarithmic Scale	Available when Display Type is any type of Line Chart. to scale the vertical axis logarithmically.
Minimum Value Only for Barchart (horizontal)	Minimum Value For charts except Barchart (horizontal)	Specify a minimum value to show on the axis. If the data includes lower values, they will not be plotted. If no minimum is specified, PhixFlow scales the chart from the lowest data point. Compares min and max and then it compares to data and says I don't need it If over the range they don't have an effect unless you tick fixed scale If its smaller, you are chopping off those parts of the graph top and bottom It plots everything but then the top is chopped off - so the bar will go to the top or the line will disappear off or appear on
Maximum Value Only for Barchart (horizontal)	Maximum Value For charts except Barchart (horizontal	Specify a maximum value to show on the axis. If the data includes higher values, they will not be plotted. If no maximum is specified, PhixFlow scales the chart up to the highest data point.
Fixed Scale Only for Barchart (horizontal)	Fixed Scale For charts except Barchart (horizontal	to always use the Maximum Value and Minimum Value as the highest and lowest values on the axis. Left axis you can choose, Right axis cannot be adjusted to the data.... For the right axis it will use the min and max, whatever the data is doing (so it is effectively always fixed). Right axis is different
Horizontal Axis Increment	Vertical Axis Increment	Specify a value to use as increments on the axis
Show Horizontal Gridlines	Show Vertical Gridlines	to show grid lines on the chart.
Horizontal Axis Date Format	Vertical Axis Date Format	Available when the attribute selected for the axis is a date or date/time. Select or add a Date or Date/Time format to use for the value labels.
Horizontal Axis Number Format	Vertical Axis Number Format	Available when the attribute selected for the axis is a number. Select or add a Number Format for for the axis labels.
Text Style	Text Style	Select or add a style with properties to specify the format of the text for the axis labels

Line Chart (time) options

Available when Type Line Chart (time). These apply to the horizontal axis, which in this case is a time series:

Field	Description

Field	Description
Primary Axis Unit	Units for date display along the horizontal axis. Choose a value from the drop-down list. Note, however, that only as many values will be displayed as can comfortably be fitted in the space available.
Primary Axis Format	Choose a format to display dates along the primary horizontal axis.