By the end of this section you will be able to:

• Create linked views on a dashboard

Create a linked view

The following video illustrates how to create linked views:

To recap the steps in the video:

• Create a new dashboard Debt Analysis
• Add a horizontal bar
• Add a vertical bar in the top pane
• Open the model Dashboards and Forms 01-08: Views, filters and dashboards
• Open the stream configuration form for Overall payment levels
• Drag the view Debt totals by payment means into the top left pane
• Drag the view Overall Debt Levels into the top right pane
• Open the stream configuration from for Overall payment levels
• Drag the view Overall payment levels into the bottom pane

To link the top two views:

• Grab the column heading Payment Means from Debt totals by payment means (top left) and drag it over Overall Debt Levels (top right)

You can now see that the top left view "drives" the top right view - click on a row in the top left, you will see the data in the top right update automatically - this should now only shows rows for the matching Payment Means.

To link the top left view and the bottom view:

• Get the element name of the top left view: right click, and go to Dashboard Options → Show Element Details
• Copy the element Name
• Create a filter on the bottom view (Overall payment levels):
  • Name: Link to Payment Means
  • Conditions
    • Where ALL the following are true
    • PAYMENT_MEANS equals Debttotalsbypaymentmeans.PaymentMeans
    • Press the ABC button - this will now say fx
  • When you have completed all these details press 
• Set this as the background filter on the view:
  
  • Right click on Overall payment levels on the dashboard and go to Show the Stream View Configuration
  • Tick the flag Use Custom Default Filter
  • Set Background Filter to Link to Payment Means
  • Press OK

Click on a row in the top left driving view. You will see the other two views update to show only the rows for the payment means selected in the driving view