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By the end of this chapter you will be able to:
- Set up a file exporter
In this exercise you will create an export of the customer summary report, to a file:.
In your Introduction to Modelling analysis model,
toadd a new file exporter
hover:
- Hover over the table Customer Summary by Region, and press
.Insert excerpt _file_exporter _file_exporter nopanel true - Give the new exporter the Name:
Send Customer Summary Report
- Click
to save your changes.Insert excerpt _finish _finish nopanel true - You will now see the new file exporter in the model.
your model layout.Insert excerpt _save_saveModel _save_saveModel nopanel true
As well as exporting the file to a directory on the PhixFlow server, you will email the file to yourself. Before you set this up, you need to update the user Train with your email address:
- Click
from the header menu.Insert excerpt _user_options _user_options nopanel true - Update the Email Address with your email address.
- Click
to save your changes.Insert excerpt _finish _finish nopanel true
Complete the settings for the file exporter.
- Double-click on the new file exporter Send Customer Summary Report
icon on your model to open its properties.Insert excerpt _file_exporter _file_exporter nopanel true - Tick the flag Enabled.
In the field File Name (Expr) enter the value:
Code Block "customerSummaryByRegion.txt"
In the field Output Directory (Expr) enter:
Code Block "customerReports/customerSummaryByRegion"
- Tick the flag Overwrite existing file
- Tick the flag Header
- Go to the Send By Email section, and set the following:
- Email from:
system@PhixFlow.com
- Subject Expression:
"Export of customerSummaryByRegion.txt at " + now()
- Message Expression:
"Please find file customerSummaryByRegion.txt attached. Generated at " + now()
- Attach File: tick
- Email from:
- Go to the User Recipients section and click
.Insert excerpt _addIcon _addIcon nopanel true - In the New User Notification Rule properties that opens, set:
- Email As: To
- Click
.Insert excerpt _save _save nopanel true - In the Users section, click
to open a list of users.Insert excerpt _user _user nopanel true - Drag the user Train (the user you are currently logged in as) into the Users section within the User Notification Rule properties panel.
- Save and close the notification rule. PhixFlow adds the user to the list of User Recipients.
In the file exporter configuration form, click
.Insert excerpt _finish _finish nopanel true Note The pipe to the file exporter is dotted to indicate that it is a Push pipe. When linking a table to a file exporter you must always use a push pipe. This is because you cannot run a file exporter on its own; it must always be driven from a table. Otherwise, it has no data to process
- Run analysis on the table Customer Summary by Region.
- Check the log messages generated in
→Insert excerpt _administration _administration nopanel true
(– in particular scroll to the end; you should see messages telling you that a file has been exported).Insert excerpt _console _console nopanel true - Now find your file - you should have received an email with the file attached.
- The file has also been exported to the PhixFlow server.
- In the model window, click
.Insert excerpt _save_saveModel _save_saveModel nopanel true