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titleStep 3 Import the data





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titleDetails

You now need to load the spreadsheet that contains the data into your application. 

  • Open your application.
  • Right-click 
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    _model
    _model
    nopaneltrue
     and select 
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    _add
    _add
    nopaneltrue
    . PhixFlow opens a properties tab for the model.
  • In Basic Settings > Name enter: Businesses
  • In the toolbar for the tab, click 
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    _model_display
    _model_display
    nopaneltrue
    .
  • In the workspace on the left, PhixFlow opens an empty model.
  • To load the Excel file, drag a 
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    _file_collector
    _file_collector
    nopaneltrue
     from the model toolbar into the model. 
  • PhixFlow opens the properties for the file collector. Add a name: Business-File and 
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    _save
    _save
    nopaneltrue
     the properties.
  • In the model, hover your mouse pointer over the file collector. PhixFlow displays a pop-up toolbar. Click 
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    _upload_file
    _upload_file
    nopaneltrue
    . Browse to the Excel file.
  • In the upload window, click the  
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    _upload_button
    _upload_button
    nopaneltrue
     button. 
    This process
    • automatically configures the file collector properties to upload the file
    • creates a stream ready to hold the data. Streams are like PhixFlow's internal spreadsheets. 

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titleAdvanced or move?

Before you start any PhixFlow project, it is important to take time to understand your data.

  • What is your data? Do you need to represent people, places, products, money, time? These are the data entities.
  • How does the data connect? These connections are the data relationships.  
  • How will you represent the data in PhixFlow? This depends on the attributes the data has.
  • Is the data "clean" or do you need to tidy it up?
  • What data is missing?  PhixFlow can combine existing data from different sources and use it to calculate additional data.
  • What volume of data do you need to handle? For very large data volumes, you will be able to use modelling strategies to process data efficiently. 
  • What do you need to do with the data? What is the business problem you want to solve?

Remember that you can:

  • PhixFlow can connect to data stored in external databases (list or link?) or data files in a range of formats (list or link?)
  • PhixFlow analysis models are a powerful tool that you can use on any data project. Analysis models can help you to improve your data integrity, by 
    • identifying missing data, duplication and variation 
    • reconciling data in different files or systems.
  • The Introduction to Modelling Course shows how to do this
  • set up your own styles and palettes to create completely customised layouts. The Building Applications Course goes through this process.

You can represent your data and requirements in an Entity-Relationship Diagram (ERD); see Wikipedia. It can help you to understand the data entities, their attributes and relationships. An ERD shows you the data architecture. As well as clarifying the data you already have and what you need to calculate, an ERD can help you identify:

  • static data: once added is unlikely to need updating. For example, the list of possible salutations:
    • Mr, Ms, Dr, Sir, Lord
  • control data, that PhixFlow uses for  screen input, for example data that is displayed in a drop-down list.
  • CRUD data, that PhixFlow will be able to create, read, update and delete.

Within PhixFLow it is a good idea to be consistent, at a minimum within an application. You can use prefixes to distinguish CRUD or control data from static data. During the planning phase you can set up a naming policy.

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