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Todo-Fiona: outstanding comments

This page is for application designers. It explains the concepts of ERDs (entity-relationship diagrams) and how they define your system's data structure.

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Overview

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

ERDs are simplified Entity-Relationship Diagrams. "Entities" are things in the world that you want to represent as data tables. In PhixFlow, these are called streams.

 

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

tables. The lines connecting the

streams show the

tables show the relationships between them.

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The stream


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The following illustration shows how an ERD represents a table.

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The 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

a data type and associated properties; see Understanding Data Types. For example the Address attribute is a String which has an associated length. To change the attribute to reflect the nature of your data, click on the attribute's name to open

it's properties, where you can set the type. For example, IntakeYear is set to Date. It is

and edit its properties.

It is important to set the correct data

type and

type and properties before loading records into a

stream

table, as you cannot change

the data type once the stream

the data type once the table contains records.

Tip If

If you do 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. 

and want to change the type you will need to add a new attribute or clear your data; see Clearing and Loading Data in an ERD.

You can create tables in an ERD manually, but if you already have data, PhixFlow can automatically create tables from it; see Adding Content to an ERD.

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

teachers have a UID as the primary key. This is because they can have the same first or family name, or even both, so these attributes cannot be a primary key. When you create a table, PhixFlow

automatically

adds an attribute called UID (short for Unique IDentifier) and configures it as follows:

  • as the
stream
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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
stream
  • table.

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

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Display Name 
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Where your stream's

Typically a primary key is

a UID, you usually

not user-friendly and you do not want to

show 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

display it. Instead, you want to display something that makes more sense to a person. For this reason, when you create a

stream

table, PhixFlow automatically adds an attribute called Name and ticks

the 

its Display Name property

, as shown for the SchoolDept.Name attribute on the right. Attribute properties for

. The display name is shown in place of the primary key when displayed on a view or screen. Display names do not need to be unique and should be something user-friendly.

Let's look at the following example. For the SchoolDept table, PhixFlow has created:

  • a UID, for example 1490.
  • a Name, for example Mathematics.

When any view makes reference to the SchoolDept using it's primary key, PhixFlow displays the department name, not its number; see Using Relational Views. The configuration is shown below:

    SchoolDept                         SchoolDept 
   

primary key 

Primary Key                       

   Name 

Display Name 

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Relationships and Foreign

KeysStreams

Keys 
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relationships
relationships

Tables in PhixFlow are relational

. This means

, which means information in one table can be related to information in another table. The key benefit is you can access data in many different

ways without: having

tables without needing to duplicate

datareorganizing the database streams themselves

it.

foreign key is an attribute in one table, that refers to the primary key in another table.

In

the

an ERD you can connect

streams

tables by drawing a line, called a relationship

. This tells PhixFlow that the two tables are related. For

between them. For example,

both

the Teacher

and ClassRoom tables need

table needs to have the name of a department. The ERD

represents these relationships

below shows this relationship using a line that joins

the

SchoolDept

table to the ClassRoom table and to the Teacher table ( as shown in screenshot below).

.DeptID to Teacher.Department.

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When you create screens that show data, PhixFlow uses the relationships

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defined in the ERD to provide options for displaying data from related attributes in the same grid, form, card, graph or chart; see 

Compiling Views.

Displaying Data (Views). This means you only need to store the School DeptID against a teacher to be able to access all of the SchoolDept details.

When you create a relationship from a primary key to an attribute, PhixFlow automatically sets the attribute to be a Image Modifiedforeign key.

 

Foreign keys

can have different names to the primary key, but they

must have the same data type and properties as the corresponding primary keyFor example, in the illustration above, the Teacher.Department attribute contains the same

values

data type 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

DeptID; see Understanding Data Types.

The foreign key represents the many side and the primary key the one side. This means that SchoolDept.DeptID is unique, there is only one record containing this unique information. The Teacher.Department, can have one or more instances of a value of DeptID. 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

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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.

one-to-many relationship. For example, one teacher runs many courses. 

many:1

A many-to-one 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

table that has foreign key attributes from each of the

streams

tables 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
  • 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. 

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    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.

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    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.

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    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.

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    For details of creating views and using the attribute selector see Compiling 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 MethodSeeI have no dataDefine the streams, attributes and their relationships in the ERD.
    You will need to add records to the streams.

    Defining Data Structures using ERDs

    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 DataI have data in PhixFlow alreadyIn the ERD toolbar, click Insert excerpt_table_list_table_listnopaneltrue to display a list of all the streams. Drag streams into the ERD and then add the relationships.Defining Data Structures using ERDs

    table called CourseAttendee. Notice that CourseAttendee does not need a unique identifier.

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    • 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:

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

    Note

    PhixFlow can only display data from a related primary key.

    Viewing ERD Data 
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    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 table. This will only have ONE unique record - the primary key. For each record in the base table, PhixFlow goes to the join column, finds the ID in the related table 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 Functions
    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.

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    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

     See Creating Dashboards and Reports.

    Using ERDs in Views

    PhixFlow displays data to application users via views most commonly a grid view, which displays data in rows and columns. 

    More Information