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

• Create a line chart (time series)
• Create a 3D bar chart
• Create a 3D pie chart
• Create an aggregate view

Note in this exercise that you set series, Data Point attribute and Horizontal Axis Attribute by dragging stream attributes into the boxes against these fields.

Create a line chart (time series)

You will create a line chart, plotted over time, of debt levels broken down by payment means. Creating a line chart is illustrated by the following video:

To recap on the steps in the video:

1. In the repository, find Dashboards. Right click and select Add Dashboard
2. Set the dashboard name to Debt levels by payment means
3. Click Apply to save your changes
4. Open the model Dashboards and Forms 01-08: Views, filters and dashboards:
   1. If you already have this open, use the PhixFlow task bar (grey bar at the bottom of the screen) to navigate back to the model
   2. If this is not already open, in the repository, navigate to Analysis Models, find the model, right click and select Display
5. From the model view, double click on the stream Overall debt levels
6. From the PhixFlow task bar, bring the dashboard Debt levels by payment means back to the front
7. Drag the icon in the top left hand corner of the stream config form onto the dashboard
8. Choose a Line Chart view
9. This creates a stream view - configuration options for the stream view show in the dashboard; the configuration form for the stream view also pops up in the repository
10. From the stream view configuration form, open the list of stream attributes

11. Drag attributes into the configuration options on in the stream view as:

    Field	Attribute
    SERIES	PaymentMeans
    Y ATTRIBUTES	DebtLevel
    X ATTRIBUTE	CalculationDate

    Notice that as you drag attributes across, they are added to the list of stream view attributes, with the appropriate role set. For DebtLevel (Y axis), the correct role is Data Point.

12. To see the chart, go into App mode. To update the configuration again, go back into Design mode.

13. To complete the configuration, we will label the axes. In the dashboard, right click on the view and select Show the Stream View Configuration

14. In the stream view configuration form:

15. Press  to save your changes
    • Update the name of the view to Debt levels by payment means

    • Set the Display Type to Line Chart (time). Enter the following settings:

      Field	Value
      Show Legend	tick
      Horizontal Axis Title	Calculation Date
      Label angle	Horizontal
      Primary Axis Unit	Day
      Primary Axis Format	Day in month
      Secondary Axis Unit	Month
      Secondary Axis Format	January, February
      Vertical Axis Title	Debt level

16. Press  to save your changes
17. Go into App mode to see the chart.

Setting an upper limit

There is one data point in the data which is much greater than all the others, so movements in the levels of debt cannot be seen. Add a maximum value in the chart configuration to exclude this outlier and generate a more useful graph. Under Vertical Axis, set Maximum Value to 30000.

Then view the chart to see the results.

Setting a lower limit

You decide you are only interested if there is a debt level of more than 5,000. Under Vertical Axis, set Minimum Value to 5000.

Then view the chart to see the results.

Fixing the scale

You now decide that you want to show the graph always including the Y-Axis starting at zero:

1. Set the Minimum Value to 0
2. Tick Fixed Scale

Then view the chart to see the results.
Note: Fixed Scale is relevant when the graph data changes. The Minimum Value and Maximum will always be plotted on the Y-Axis, even when the largest data value is lower than the Maximum Value and the lowest data value is larger than the Minimum Value.

Create a 3D bar chart

Now you will create a graph of the same data, but this time using a bar chart.

1. Create a dashboard called Debt levels by payment means 2
2. Drag the icon from the stream configuration form for Overall debt levels onto the dashboard
3. Select the view type Barchart

4. Drag attributes into the configuration options on in the stream view as:

   SERIES	PaymentMeans
   Y ATTRIBUTES	DebtLevel
   X ATTRIBUTE	CalculationDate

5. Open the stream view configuration form
   1. Update the name of the view to Debt levels by payment means 2
   2. Set the Display Type to 3D Barchart

   3. Update the following settings:

      Show Legend	tick
      Horizontal Axis Title	Calculation Date
      Label Angle	Sloping
      Vertical Axis Title	Debt level

6. Save your changes the stream view configuration form

7. Go into App mode to view the results

The view looks very cluttered – but we will filter this later to make this more useful.

Create an aggregate grid view

Now you will create a grid view on the data in Overall Debt Levels, but to show aggregated totals by payment method:

1. Create a dashboard called Debt totals by payment means
2. Drag the icon from the stream configuration form for Overall debt levels onto the dashboard
3. Select the view type Grid
4. Drag the following attributes onto the stream view heading:
   • PaymentMeans
   • DebtLevel
   • Count()
5. We want to group the results by PaymentMeans, and for each value of this, sum the DebtLevel:
   1. Open the stream view configuration form
   2. Update the Name of the view to Debt totals by payment means
   3. Double double-click on DebtLevel in the View Attributes list
   4. In the stream view attribute configuration form:
      • Set the Name to TotalDebtLevel
      • Select the Stream Function: Sum
      • Press 
6. Press  on the main stream view configuration form to save your changes

You should now see an aggregate view with an entry per Payment Means - 3 rows in total - with, for each, a sum of entries for that Payment Means, and a total debt level.

Create a 3D pie chart

Now you will create a further chart on the stream Overall Debt Levels, to give an overview of proportions of debt by various payment means. Create a new dashboard and view with the settings: