Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
_Banners
_Banners
nameERD
nopaneltrue

Overview

PhixFlow ERDs define the logical structure of the data in your application. 

The following example shows an ERD for a school. A school has entities, for example: departments, teachers, students, classrooms and so on. All these entities are represented as stream. The lines connecting the streams Tables show the relationships the Relationships between them.



The stream table has a list of attributes, which represent the different pieces of data you want to record. For example, the Student stream in the ERD above has the attributes: UID, Address, IntakeYear and Name.

Attributes are configured with a data type and associated properties, for example the Name and Address attributes are labelled as "String" . To make it easy to create an attribute, PhixFlow sets the type to String by default. To types. To change the attribute to reflect the nature of your data, click on the attribute name to open it's properties, where here you can set the type. For example, IntakeYear is set to Date. It is important to set the correct data type and properties before loading records into a streamtable, as you cannot change the data type once the table stream contains records.

Tip

 If you have data outside of PhixFlow, we recommend you use a PhixFlow analysis model to connect to your data source(s) and use them to create your stream structure; see Load Data. This means PhixFlow can create streams and can determine the data type for the attributes. 

Identifying an Attribute

This help page refers to an attribute using the form stream.attribute, for example: Teacher.Name, Student.Name or SchoolDept.Name. 


Primary Keys and UIDs

PhixFlow expects every stream table to have a special attribute , called it's primary key. The primary key contains a unique value for every a primary key, which uniquely identifies each record. For example, several teachers can have the same first or family name, or even both, so these attributes cannot be a primary key. When you create a stream, PhixFlow automatically adds an attribute called UID (short for Unique IDentifier) and configures it as follows:

  • as the streamtable's  primary key.
    If you look at the School ERD example above, you can see that every stream has an attribute called UID, and that it has the primary key icon next to it.
  • as an integer; see the SchoolDept primary key properties on the right.
  • to automatically create a unique number for every record in a streamtable.

This means PhixFlow can ensure all the UIDs have unique values. 

Insert excerpt
_uid
_uid
nopaneltrue

Display Name 
Anchor
display-name
display-name

Where your stream's primary key is a UID, you usually Typically a Primary key is not user friendly and you do not want to show display it to the user on a screen. For example the SchoolDept.UID will be a number, for example 1490 or 1550. Application users want to see the department name, such as Arts or Science. For . Instead you want to display something more suitable for a human, for this reason, when you create a stream, table PhixFlow automatically adds an attribute called Name and ticks the Display Name property, as shown for the SchoolDept.Name attribute on the right. Attribute properties for. The Display Name does not need to be unique and should be something more user friendly.

Lets look at the following example:

The SchoolDept and a UID setup by PhixFlow, for example 1490 or 1550. To help users make sense of this PhixFlow will display the department name, such as Arts or Science. The configuration is shown below:

    SchoolDept                         SchoolDept 
    primary key                           Name 

         


Relationships and Foreign Keys

Streams Tables in PhixFlow are relational. This means you , which means you can access data in many different ways without

having

needing to duplicate data

reorganizing the database streams themselves

.

In the ERD you can connect streams tables by drawing a line, called a relationship . This tells PhixFlow that the two streams are relatedbetween them. For example, both the Teacher and ClassRoom streams need table needs to have the name of a department. The ERD below represents these this relationships using a line that joins the SchoolDept stream to the ClassRoom stream and to the Teacher stream ( as shown in screenshot below).SchoolDept table to the Teacher table:

Image Added

When you create screens that show data, PhixFlow uses the relationships from the ERD to provide options for displaying data from related attributes in the same grid, form, card, graph or chart; see Compiling Understanding Data Views.Image Removed


When you create a relationship from a primary key to an attribute, PhixFlow automatically sets the attribute to be a foreign key.  Foreign keys can have different names to the primary key, but they must have the same data type and properties. For example in the illustration above, the Teacher.Department attribute contains the same values as SchoolDept.UID; as shown in the attribute properties on the right. However, in the Teacher stream there may be more than one instance of a value. For example, the Maths Department UID could occur 10 times, once for each of the 10 maths teachers.

Although the relationship is between the primary key and a foreign key, when the foreign key is included in a screen, PhixFlow shows the attribute that has Display Name selected, which is the Name attribute by default. This gives the user a the meaningful string, rather than the primary key's identifier. For example, a stream showing Teacher.Department will have data such as Arts or Science, rather than an ID like1490.

Attribute properties for:

   ClassRoom
   Department

One-to-many and Many-to-one

PhixFlow always draws a relationship line between a primary key and a foreign key. This represents a 1:many relationship. The "many" end of the line has several lines. For example, one teacher runs many courses.  A many:1 relationship is implied when you read a relationship in the opposite direction. For example, a department has many teachers, and several teachers work for one department.

Many-to-many 

To create a many-to-many relationship, you need an intermediate stream that has foreign key attributes from each of the streams you want to have a relationship. For example, many students take many courses. A many-to-many relationship is shown below, using the intermediate stream called CourseAttendee. Notice that CourseAttendee does not need a unique identifier.

  • A course is attended by many students
  • A student takes many courses.

Using ERDs in Views

ERD's are important because the streams, attributes and relationships define the logical structure of the data that your application uses. PhixFlow displays this data to application users via views. Most commonly this will be a grid view, which displays data in rows and columns.

The concept for a view is described below and illustrated on the right:

  1. Start with a specific stream, which is the base stream for the view.
  2. Select the attributes from the base stream that you want to be the columns in the grid.
  3. From related streams, select other attributes to add more columns to the grid.

    Note

    PhixFlow can only display data from a related primary key.


  4. PhixFlow joins the related streams via their relationships.
    Under-the-hood this is done using a direct SQL join.

Link to how to create a view. I feel as though this needs the attribute selector

Tip

The attributes that will display data on a grid view are those in:

  • the base stream
  • streams related via a many:1 relationship. 


Why You Cannot Show Data from 1:many Attributes

If you add an attribute from a stream that is related to the base stream via a 1:many relationship, PhixFlow does not show any data in the grid rows. This is because there may be many values, which cannot be displayed in a single cell of the grid.

Tip

In a future release, it will be possible to aggregate numerical data from a 1:many relationship.


I am here - the following section should probably go .

Displaying Names Not Identifiers

Tip

In a future release, foreign keys will show the display name rather than the primary key identifier.

Streams are related via primary keys. If a stream has a foreign key attribute and you use it in a grid view, the column displays the identifier. You can see this in the Teacher column below.

This can be put into the compiling views bit maybe

When creating the view, you need to choose a stream to be the base stream. Your choice depends on the records that you want to show, as it is the base stream's records that are displayed. In this case I want the records from the course stream, in which there is one record for each course, so when I create the view I start with this stream.

The left of the Attribute Selector / View Editor window lists related streams. By selecting the Teacher stream, I can add the Department attribute to the grid view.

For details of creating views and using the attribute selector see Compiling Understanding Data Views and Showing Data on a Screen.

Editing Data in a View

When you create a view that includes attributes from related streams, only data from the base stream is editable. For example, using the view in the example above, you could create a form to add a new course, with fields for:

  • Department
  • Course
  • Classroom
  • Teacher.

However, as the Department attribute is not present in the base Course stream, you cannot add the department information via the form.

Creating PhixFlow Streams From Existing Data

You can create streams in an ERD, but this is time consuming. If you already have data, PhixFlow can create streams from it.

Starting PointEasiest MethodSee
I have no dataDefine the streams, attributes and their relationships in the ERD.
You will need to add records to the streams.

Adding Content to an ERD

I have data but it's not in PhixFlowFirst use an analysis model to connect to your data. PhixFlow can read the data structures to create streams. When you run analysis on the model, PhixFlow loads the data records.Load Data Import Scenarios
I have data in PhixFlow already

In the ERD toolbar, click

Insert excerpt
_table_list
_table_list
nopaneltrue
 to display a list of all the streams. Drag streams into the ERD and then add the relationships.

Adding Content to an ERD


Insert excerpt
_view_records
_view_records
nopaneltrue


HTML Comment
hiddentrue

9.0.0 todo - technical questions outstanding

  1. The Course grid has duplicate records, and I don't understand why.
  2. combination of columns - Its an SQL Join. Phixflow finds ALL the records in the related stream that have a matching key value. This is why the base stream should have a many to one relationships to the related stream. This will only have ONE unique record - the primary key. For each record in the base stream, PhixFlow goes to the join column, finds the ID in the related stream and fetches back the appropriate attribute. This is a single value. 
  3. Do not try to connect from your primary key in your base stream to a foreign key in a related stream . In this case PhixFlow will find multiple records. It cannot display multiple records in the single cell available.
  4. For the Views page -When aggregation comes in, link to Aggregate FunctionsAggregating Data
  5. Editability of fields: ask Gary about: "and only then if you haven't followed a one-to-many relationship." I think this might be the same issue as illustrated by the grids in 4.
  6. explain why one-to-many / many-to-one are important. You might want to include worked examples showing the data you will get if you build a view starting with

    • Teacher 
    • SchoolDept

So I created the grids and see blank columns. I think this relates to aggregation.

 

What about views other than grids

cards

fields

graphs - line, vertical and horizontal bar

For Creating PhixFlow Streams from Existing Data

Streams line...

  • I have data in Excel files
  • Drag the Excel files directly into an ERD. PhixFlow loads the data and adds the stream to the ERD.
  • In the ERD, you then add the relationships between streams.
  • Remember to link to doc that covers XD flow 4.10