PhixFlow Help

Dashboard Element

Stream views on a Dashboard have parameters like short names (aliases) which can be used in expressions when referring to items selected on those views, data range and filter which can be used to control the list of records shown by the Dashboard Chart. This form allows you to change those parameters from their default values, which are taken from the original view.

For information about the properties toolbar, and about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties.  For a full list of all the PhixFlow property tabs and windows, see Property Tabs.

FieldDescription
NameName of the dashboard element.
Name of targetName of the view underlying this dashboard element.

Data Retrieval Options

FieldDescription
Refresh If Not ActiveIf ticked, the dashboard will refresh even if not active (e.g. after the driving selection changes). Otherwise it will refresh as soon as it becomes active.
Use Custom Data Range Untick to use the default data range, which is set in the Stream → Basic Settings → Data Range property.

 Tick to override the setting in the backing stream. PhixFlow shows the Data Range property.

Data Range

Available when Use Custom Data Range is ticked.

Select which stream set data is displayed.

  • Latest: displays the records from the latest stream set only. Recommended when stream sets are updated by batch process, and therefore have a Period of Daily or Monthly
  • All: displays the records from all stream sets. Recommended when stream sets are updated incrementally and therefore have a Period of Transactional or Variable.

This value is used instead of the data range specified on the backing stream.  

Use Custom Default Filter

If you tick the check box, you can choose a default filter. This will override the default filter set in the original view, if one has been set.

Default FilterThe default filter applies to this dashboard element.
Refresh When Dashboard Refreshes?

Select one of:

  • Always
  • Never
  • Always except on first load

Header Options

FieldDescription
Display Export ButtonToggle the export button on the view in the dashboard
Display Filter ButtonToggle the filter button on the view in the dashboard
Display Paging ButtonToggle the paging button on the view in the dashboard
Display Refresh ButtonToggle the refresh button on the view in the dashboard
Display Sort Order ButtonToggle the sort order button on the view in the dashboard

Background Filter Rules

FieldDescription
Evaluate These Filter Rules as an OrTicking this field means that the background filter rules will be combined as an "or" filter as opposed to an "and" filter
Background Filter RulesA grid of background filter rules which are combined together (usually as an and conjunction) to create the background filter for the dashboard element 
Background Filter Rules have the Following attributes:
Rule Expression The Expression for this Filter rule, if it evaluates to true then the filter associated with this filter rule will be used
FilterThe Filter that will be used should the Rule Expression evaluate to true
OrderThe order in which the filter rules for this dashboard element will be evaluated
Enabled

If not true, this filter will not be used

Stop If TrueIf true and the Rule Expression evaluates to true then any subsequent filter rules will not evaluated
DescriptionA Description of the filter rule




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