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Overview

A pipe is a connector that links two elements in a PhixFlow model and sends data from the input to the output. Pipes allows you to control which attributes and which records from the input are delivered by to the output, although in most cases - with minimal configuration - you will get all columns and the records from the current run.

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FieldDescription
Name

Enter a name. The name is used to refer to the pipe in other model elements. Pipe names default to in.

The name:

  • must start with a letter
  • must not be an Attribute Function name.
  • must not include special characters, except underscore _
Enabled

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 to prevent the pipe from being used during an analysis run.

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 to indicate the pipe properties are complete and the pipe is ready to be used. 

Static

Normally when a pipe requests data from a non-static input stream, that stream will first attempt to bring itself up to date, generating new stream sets as necessary, before supplying the data requested. However, if this field is ticked, the input stream will not run. Pipes from collectors cannot be marked as static.

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 when the pipe requests data from a non-static input stream, that stream will first attempt to bring itself up to date, generating new stream sets as necessary, before supplying the data requested.

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  to prevent the input stream from updating itself. The pipe will pull the existing data from the input stream.

Pipes from collectors cannot be marked as static.

Mandatory

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to indicate that, when multiple streams are being merged, there must be an input record from this pipe for an output record to be generated by the output stream.

If this is a push pipe with positive offsets and this option is ticked then the notification to create another stream set will only be pushed along the pipe if the last stream set created contains at least one record. This causes the pipe to present each candidate set to the output stream in a different way than usual.

Multiplier

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 is the default.

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 so that, for each output record generated by a stream, the stream will get a set of records from each of its input pipes. If the multiplier flag is ticked on one of these, then the stream will generate an output record for each record from the set of records provided by the multiplier pipe. For each output record, each of the other input pipes will provide the same set of records as normal.

Type

Select:

  • Pull: pull pipes are the most common type in PhixFlow - they "pull" data from the input to the output. Pull pipes are shown as solid arrows on models.
  • Look-up: look-up pipes are used to enrich data. Typically, you will have one of more pull pipes to supply the base data for an output, and if needed one or more look-up pipes to enrich the base data with values from additional inputs. Look-up pipes are shown as dashed lines on models.
  • Push: data is "pushed" rather than "pulled" into the output stream. Push pipes are most commonly used when sending data from streams to exporters (File Exporters, Database ExportersHTTP Exporters). Push pipes are shown as dotted lines on models.
Data to Read

Select the type of input data to use.

  • Latest: supply data from the current run (the latest stream set). This is the mostly commonly used option.
  • Previous: supply data from the previous run (the previous stream set). This is used when you are comparing data for the current run with data from the previous run, for example, today's data with yesterday's.
  • All: supply data from all runs (all stream sets). 
  • All Previous: supply data from all runs except the current run (all stream sets except the latest stream set).
  • Same Run: this option should only be used where the input and output streams are set to Period: Transactional. The pipe will only collect data from inputs in the same analysis run. This configuration support several analysis runs going on at the same time without interfering with each other. 
  • Custom: select this option to display additional settings, described in the Custom Data to Read section, below. We recommend that you only use the custom settings when directed to by PhixFlow consultants or support.
Read Future Data

Use this option to exclude or include input streams sets that have future dates relative to the stream set you are generating. For details about how future stream sets occur, see Managing Future Stream Sets, above.

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 to exclude future stream sets from this analysis run. This is the default.

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 to include future stream sets in this analysis run. For example, for a stream with Period: Transactional , you will want to include new streams sets that are being added to the input stream after your analysis run starts.

Output

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Anchor

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future

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future
Managing Future Stream Sets

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In some circumstances the input stream may have stream sets that have dates in the future relative to the stream set being generated for the output stream. This may happen, for example, if:

  1. you roll-back some stream sets on the output stream
  2. but do not roll-back the corresponding stream sets on the input stream
  3. and then request that the output stream is brought up to date.

Some of the stream sets on the input stream will have dates in the future relative to some of the stream sets you are rebuilding.

By default, the Read Future Data checkbox is not ticked. This means pipes ignore any stream sets with dates in the future relative to the stream set you are generating. You want to ignore future stream sets when you rebuild an old stream set, because you want the pipe to retrieve the same data on the rerun as it retrieved when the stream set was first built.

When you run analysis on a stream with a transactional period, it is possible that as your analysis is still running, a different run can start and complete. This run can generate additional stream sets on the input stream with a future data relative to the date of the stream set you are generating. For transactional input streams, you want the pipe to use these future streams. To do this, tick the Read Future Data checkbox.

Filter

Filters are made up of a set of clauses; each clause in turn contains a number of conditions. These conditions must be satisfied for data to be passed through the pipe.

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Field
Description
Include History Records

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 tbc??

 to filter out superseded records.

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 tbc??

 to include superseded records.

Condition

Select one of the options

  • Where ALL...
  • Where ANY...

To add more conditions, hover your mouse pointer over this field to display the 

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 button.

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Hover your mouse pointer over the Condition field to display this button.
Add another condition to your filter.

Clause

Select an option from the list. PhixFlow adds more fields where you can:

  • select how the filter matches (for example, equals, contains, is null)
  • enter a string that the filter uses to match the data. The string can be an expression or a literal string.
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Hover your mouse pointer over a filter clause to display this button.
Delete the selected clause or condition from the filter. 

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Indicates the value entered is a literal value. Click this icon to treat the value as an expression.

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Indicates the value entered is an expression. Click this icon to treat the value to a literal string.

Note: ["123", "234", "345"] looks like a literal value but it can be evaluated as an expression.

Open the expression in a larger editor.
Cache Extraction Filter

A cache extraction filter allows you to further filter the data retrieved by a pipe. These are not commonly used, but are sometimes helpful when either:

  • Optimising performance on a lookup pipe when for a set of records, the record you require from the lookup depends on non-key data, e.g. the date
  • When getting data from a pull pipe when the filter requires that you compare one value in each record with another; this is not possible within a standard filter.

For case 1, when using a lookup pipe, data retrieved is stored in a cache. See cache size for details. The cache extraction filter allows you, as you are processing a set of output records, to use different cached entries from the lookup for each of the records are you are processing. This is very fast compared to looking up from the source (i.e. going back to an external DB table or even another PhixFlow stream) for each output record.

E.g. you want to look up the credit rating for a customer for a set of transactions - in the output, each transaction is represented by a single output record.  You create an indexed lookup pipe using CustNo as the key for the index. This means that for each new CustNo you encounter in the data, all the credit rating entries for that CustNo would be retrieved by the pipe and placed into the cache. The credit rating for each customer is fully historied, so you get a number of entries for each CustNo. To get the relevant lookup entry for each output report (each transaction), you need to compare the transaction date of the output record to the dates of credit rating entries in the cache. So to extract the relevant record, you include a cache extraction filter in the form:

Code Block
StartDate >= _out.TransDate && (EndDate <= _out.TransDate || EndDate == _NULL)

Cache extraction filters are entered free hand.

The attribute names referenced must exist in a stream. This means that the each attribute must be one of:

  • an attribute in a source stream, if you are reading from a stream
  • if you are reading from an external database table, one of the fields returned by the database collector AND an attribute in the output stream. This means to use an attribute with the source as a database collector, there must be an attribute of matching name in the output stream
  • an attribute in the destination stream, in which case you will refer to it using the format _out.AttributeName

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Country Is in ["England","France","Germany"] fx

Sort/Group

Use this section to group and sort data as it comes through the pipe.

This section has a toolbar with standard buttons.

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 The grid contains a list of attributes from the input stream

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To add a stream attributes to the list

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:

  • click 
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  • show
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to open a New Group By Attribute property tab.. 

To remove an attribute, use Image Removed Permanently Delete in the toolbar.

A list of the stream attributes used to sort the data.

To add attributes,

  •  to open the list of attributes in the input stream
  • drag a stream attribute into the grid.

To remove an attribute, click 

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 to open the list of attributes in the input streamdrag a stream attribute into the grid in the toolbar.

To set the sort or group properties for an attribute, double-click it to open its properties.  following fields:

OrderThe order that the sorting will be appliedNameThe name of the stream attribute - in the sort order attribute editor, this is read-only.Direction

One of:

(A-Z) - ascending, e.g. A to Z, 1 to 9, earliest to latest date

(Z-A) - descending, e.g. Z to A, 9 to 1, latest to earliest date

DescriptionDescription of the sort order attribute.Access Permissions

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its name in the grid. If you want to create a new attribute that is not present in the input stream, in the section toolbar, click

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. PhixFlow opens the attribute's sort properties:

FieldDescription
Attribute

For input stream attributes, PhixFlow displays the attribute name. (Read-only)

For a new attribute, enter a name.

OrderEnter the number for the order the attribute appears in the grid and the order in which it is processed. Other attributes are renumbered.
Direction

Select the sort order

  • (A-Z) to sort data records in ascending order, e.g. A to Z, 1 to 9, earliest to latest date.
  • (Z-A) to sort data records in descending alpha-numeric order, e.g. Z to A, 9 to 1, latest to earliest date.
Group

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 by default, data is not grouped.

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 to group data records by the value in this attribute.

Audit SummarySee Common Properties.


FieldDescription
Aggregate attributesSpecify any aggregate attributes on the pipe.
AdvancedConfigure advanced features on the pipe.

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