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Multimedia

name	Demo Build Step 2 Define and Load Data.mp4

How to

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title	Plan your data (optional)

Before you start any PhixFlow project, it is important to understand your data and what you need to do with it. For large projects this means detailed analysis using an Entity-Relationship Diagram (ERD).

For this example, a sales team is using an Excel spreadsheet to manage a list of customer businesses and associated contacts. You want to make it easy for the team to access and maintain the data. You also want to add some simple CRM functions, for example, to add descriptions about the business.

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. The following video guides you through this process.

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title	Connect PhixFlow to existing data

Create an analysis model

In the repository, right-click Analysis Model and
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_add
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to create a new model.
Set Basic Settings > Name to Businesses and click
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_finish
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nopanel true
.
PhixFlow opens a new empty model on the left.

Load the Excel file

Drag a
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_file_collector
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from the model toolbar into the model.
Set Basic Settings > Name: BusinessData, and click
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_finish
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nopanel true
.
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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and browse to the Excel file.

In the upload window, click the

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	_upload_button
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nopanel	true

button. PhixFlow creates a new stream and opens its properties.

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title	Explore the possibilities

When you upload an Excel file, PhixFlow automatically sets many of the file collector and stream properties. There are many options that you can use to load different types of data from file. To connect PhixFlow to databases you can use a

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