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  1. Load data into PhixFlow using analysis models. Configure connectors to access your existing data sources and store the data as tables in PhixFlow's own database. You can also set up complex, bulk processes to manipulate large volumes of data; see Analysis Model.
  2. Define the data structure using ERDs. These diagrams define the logical structure of the data and the relationships between tables; see Understanding ERDs and Views and Defining Data Structures using ERDs. You can:
    • either define an ERD before adding any data to PhixFlow
    • or you can load data from external sources first. You can then drag tables into the ERD and simply add the relationships. This method is recommended as it ensures the data types will be correct.
  3. Compile data views that show application users only the data that they need to see; see Compiling Views.
  4. Connect data to screens; see Showing Data on a Screen. You can:
    • add data components, such as grids and charts
    • connect a parent component to a data view, so that it's child fields can display data from the same source.

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