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PhixFlow has many options that you can use to define the data, its properties and relationships. But if you already have data available you can quickly and easily load it into PhixFlow.
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| title | Step 1 Connect PhixFlow to the data source |
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- In your application, create model and set Basic Settings > Name enter:
Businesses - To open the model in the workspace, click the toolbar button
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| _model_display |
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| _model_display |
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| nopanel | true |
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. - To load the Excel file, drag a
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| _file_collector |
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| _file_collector |
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| nopanel | true |
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from the model toolbar into the model and set Basic Settings > Name: Business-File, then 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 |
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| _upload_file |
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| nopanel | true |
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. Browse to the Excel file. - In the upload window, click the
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| _upload_button |
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| _upload_button |
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| nopanel | true |
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button. Your model should now look like this.
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| title | Explore the possibilities |
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| | For file collectors, when you configure no properties, other than the name, when you upload the file PhixFlow automatically sets the other properties. If you make any changes to any field, even if you then delete the change, PhixFlow assumes you want to configure the properties yourself. |
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| title | Step 2 Set the data properties |
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In the stream properties on the right, set: - Basic Settings → Period to Transactional
- Tick Audit Manual Changes
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- Click on the pin to keep the stream properties
open. You will need it later
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| title | Explore the possibilities |
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| Look in the Attributes section You can see that PhixFlow has identified all the properties of the data columns (attributes) such as the type and length. If you want to make any changes to these ... |
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