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. This is illustrated by the following video.

To recap, the steps in the video were:

• Create 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
  • Drag the icon in the top left hand corner of the stream config form onto the dashboard
  • Choose a Grid view
  • This creates a stream view - the stream view shows on the dashboard, and the configuration form for the view opens in the repository browser
  • From the stream view configuration form, open the list of stream attributes
  • Drag the attributes you want (in this case, all of them) from the list onto the header of the stream view in the dashboard

You can also see your new view in the list of views for the stream:

• Hover over the stream Overall Debt Levels in the model
• From the hover menu press  Show the list of Stream Views and select Overall Debt Levels
  

Editing a Stream View

• Open the dashboard Overall Debt Levels
• Right click on the data in the dashboard, select  Show the Stream View Configuration

You can edit details of the view in the configuration form, but there are a number of change you can make directly to the view in the dashboard:

Re-order columns

To re-order columns:

• Grab a column heading
• Drag it, drop it in a new position

Freeze rows

You can freeze a number of columns.

First prepare some data:

• Open the model Dashboards and Forms 11-13. Actions to update, insert, delete
• Run analysis on the stream Wisteria Books Inventory - this will load data into the stream
• Create a new view:
  • Create a new dashboard: Wisteria Books Inventory
  • Drag the stream Wisteria Books Inventory onto the dashboard
  • Select Grid view
  • Add all attributes
• Widen the columns so that you can see all (or most) of the text in each column - eventually you will see a horizontal scroll bar appear at the bottom of the view

Freeze a column:

• Freeze the second column (this should be Subject): right click on the column heading and select Freeze column
• Slide the horizontal scroll bar - you will see the first 2 columns are frozen

Set width

You can fix the width of a column. By default, columns are flex. To see this, maximise the dashboard - the columns widen to fit the overall size of the window. To fix a column width:

• Grab the right hand edge of a column heading
• Move it to set the width
• Maximise the view - you will see that the set column stays the same size, while the remaining columns flex

Set flex

If you fix the width of a column, you can return it to being a flex column:

• Right click on a column heading
• Select Set flex column

Quick filtering

As well as building permanent filters (you will do this in the next exercise), quick filters are available to you and the users you are creating this view for. To use a quick filter:

• Hover over a column heading
• A symbol appears
• You can select operators and enter value to filter on values in that column
• You can add clauses to this filter
• You can additionally filter on other columns, and these filter will apply together to further filter the data

Quick sorting

As well as building permanent sort orders (you will do this in a future exercise), you can apply a quick sort:

• Right click on a column heading in the stream view
• Select Sort Ascending or Sort Descending