Create a new dashboard

In the left-hand sidebar in PhixFlow, press - Show the list of dashboards

A list of all dashboards configured in this installation of PhixFlow will be shown.

Press - Add a new item to create a new dashboard
When the dashboard details form appears, set Name to Debt Overview
Leave the Owner field blank – it will default to you (Train)
Tick the Public flag
Leave All Users Can View Data ticked
Leave Open Maximised unticked
Press

A new blank dashboard will appear.

Drag the new dashboard to one side of your screen
Bring up the model Dashboards and Forms 01-08: Views, filters and dashboards and drag this to the other side of your screen, so that you can see this and the dashboard pane
Open the list of views from the hover menu on the Stream Overall Debt Levels
Select Debt levels by payment means and drag it on to the dashboard pane
Right click on the chart Debt levels by payment means in the dashboard and select Add Horizontal Bar
Drag Debt levels by payment means 2 into the space
Right click on the chart Debt levels by payment means in the dashboard and select Add Vertical Bar
Drag Debt overview by payment means into the space
Press - Save and lock the form layout

Remove dashboard elements

Open the Dashboard Debt Overview
Press - Modify the form layout

You decide that you want to see, instead of Debt levels by payment means 2, two versions of Debt levels by payment means – one with all records, one with only records for the last 40 days.
You first need to remove Debt levels by payment means 2:

Click in the banner of Debt levels by payment means 2 in the dashboard
Press - Show additional buttons
Press - Remove this item from the dashboard

Add view

Drag Debt levels by payment means into the space on your dashboard
Press - Save and lock the form layout

Set dashboard to maximise on opening

Set your dashboard to that it automatically maximises when it is opened:

Press
In the dashboard configuration form, tick Open Maximised
Close and open the dashboard, it will now be maximised

Apply filters on dashboards

You will now filter one of the views Debt levels by payment means to show only the last 40 days:

Go to the copy of Debt levels by payment means in the top left hand corner
In the banner press
Press - Show chart details
In the chart parameters configuration form:
- Tick the flag Use Custom Default Filter
- Select the filter Last 40 days
- Press - Apply
- Press - Close

Using background filters

Over the next two exercises you will create a dashboard that supports investigation into debt issues. First, you will create a view with a background filter:

Open the configuration form for the view Overall Debt Levels
Go the Advanced tab
Set the Background Filter to Last 40 days
Save your changes to the view
Create a new dashboard, called Debt Investigation
Drag the view Overall Debt Levels onto it
You will see that the data appears with the filter Last 40 days applied (102 records showing)
Add a new filter:
- Name: Cash Only
- Conditions: PaymentMeans equals CASH
The resulting data set will contain records with PaymentMeans = CASH and within the last 40 days (34 records showing)

To verify this, open the Default View on the Stream Overall Debt Levels and apply the Cash Only filter; all CASH rows will be shown (100 records)

A background filter will always be applied – in addition to any other filter applied to the view. Once a background filter is applied on a view, it is not possible to see the data without this filter. In this way background filters differ from a default filter – default filters can be overridden (or even removed) simply by selecting a different filter.

A background filter can be set on a view, as in this exercise, or in the properties of the view on a dashboard (press on the view in the dashboard).
When you set up the view assess whether you will always want the background filter to apply in all circumstances; or whether the background filter needed will vary across different dashboards.

Using prompt for value filters

To complete the dashboard for investigating debt issues, you will now create a filter that will allow users to enter a value in a pop up form:

Add a filter to the view Overall Debt Levels on the dashboard Debt Investigation:
- Name: select Payment Means
- Conditions:
  - Where ALL the following are true
    - PaymentMeans equals _prompt.PaymentMeans
    - Press the ABC button - this will now say fx
- When you have completed all these details press
A form will pop up prompting you to enter a value – type in CHQ and press OK
The data will refresh to show entries for payment means CHQ (34 records showing)

Every time that this dashboard is opened the user will be prompted to enter a value. If you enter a value and want to change this, you can re-select the filter and you will be prompted to enter a new value.

HELP73

Building dashboards