PhixFlow Help
23 Creating linked views
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
fromDebt totals by payment means
(top left) and drag it overOverall 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
equalsDebttotalsbypaymentmeans.PaymentMeans
- Press the ABC button - this will now say fx
- When you have completed all these details press
- Name:
- Set this as the background filter on the view:
- Right click on
on the dashboard and go to Show the Stream View ConfigurationOverall payment levels
- Tick the flag Use Custom Default Filter
- Set Background Filter to
Link to Payment Means
- Press OK
- Right click on
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
As a design principle, it is always best to make sure that fields that contain a particular piece of data are called exactly the same thing. But when building linked view - and when you get into building applications - this is even more important, because having matching names makes configuring much easier.
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