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.

Field	Description
Name	Name of the dashboard element.
Name of target	Name of the view underlying this dashboard element.

Data Retrieval Options

Field	Description
Refresh If Not Active	If 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 Filter	The default filter applies to this dashboard element.
Refresh When Dashboard Refreshes?	Select one of: Always Never Always except on first load

Header Options

Field	Description
Display Export Button	Toggle the export button on the view in the dashboard
Display Filter Button	Toggle the filter button on the view in the dashboard
Display Paging Button	Toggle the paging button on the view in the dashboard
Display Refresh Button	Toggle the refresh button on the view in the dashboard
Display Sort Order Button	Toggle the sort order button on the view in the dashboard

Background Filter Rules

Field	Description
Evaluate These Filter Rules as an Or	Ticking this field means that the background filter rules will be combined as an "or" filter as opposed to an "and" filter
Background Filter Rules	A 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
Filter	The Filter that will be used should the Rule Expression evaluate to true
Order	The 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 True	If true and the Rule Expression evaluates to true then any subsequent filter rules will not evaluated
Description	A Description of the filter rule