• Create a filter using an expression
• Set a default filter on a stream view

Create a filter using an expression

• Open the model Dashboards and Forms 01-08: Views, filters and dashboards
• Open the view Debt levels by payment means 2 from the stream Overall Debt Levels

The chart is cluttered. You will now add a filter to this view to limit the results to the last 40 days:

• In the chart press
• Press 
• Configure the filter with the following details:
  • Name: Last 40 days
  • Conditions:
    • The condition dialogue starts with Where ALL the following are true - leave this as it is
    • Select CalculationDate
    • Press on contains - from the drop down list that appears, select greater than
    • Enter this formula:

dateAdd(now(), _DAY_OF_MONTH, -40)

This formula will take the current date, and then go back 40 days

• • • Press the ABC button - this will now say fx
• When you have completed all these details press 

Your grid should now show only results from the last 40 days.

Set default filter on a view

Since the view Debt levels by payment means 2 is too cluttered to be useful with all results showing, you decide to make the filter Last 40 days, that you created in the previous exercise, the default filter for this view:

• Open the configuration form for Debt levels by payment means 2
• Set Default Filter to Last 40 days
• Press

Close then open the view again – you will see that the filter has been automatically applied.

Using the same filter on other views

You can use the filter you created in the previous exercise on any other view defined on this stream, but first you must associate the filter with the view:

• Open the configuration form for the view Debt levels by payment means
• Go to the Filters section
• Press
• Drag the filter Last 40 days into the list of filters for this view
• Press 
• Open the view Debt levels by payment means
• Apply the filter Last 40 days

View the results.