By the end of this chapter you will be able to:

In 2 Using Excel Templates, you downloaded train.zip and saved the files to <path>. Find this file: <path>\inputData\AccountTransactions\AccountTransactions.xlsx. The second tab of this workbook – accountHistory contains details of account transactions.  

Upload data

using a file collector

You have already learned how to upload data using a file collector in 3 Combining Data Sets. By default the file collector reads from the first sheet in the workbook. The table that PhixFlow creates when you upload the data is configured to hold this data. For this exercise, you need the data from the second worksheet. You will need to set additional options to configure PhixFlow to use this sheet.

The easiest way to do this is to load the data from the first sheet, then edit the collector properties.

1. Create a new model called Read Account History.


   Expand
   title How?
   Use the Insert excerpt _addIcon _addIcon nopanel true button on the Analysis home screen. Enter the name Read Account History. PhixFlow displays the empty model window in the workspace on the left and opens the model's property tab on the right.

   


2. Add a file collector and set Basic Settings → Name: LoadAccountHistory.

   Expand
   title How?
   From the model toolbar, drag a  Insert excerpt _file_collector _file_collector nopanel true  into the model. PhixFlow displays the property tab for the new file collector.

   
   

3. In the property tab toolbar, click 

   Insert excerpt
   _save _save nopanel true

   .

4. Upload the data.

   Expand
   title How?
   In the model, hover your mouse pointer over the AccountHistory file collector to display the context toolbar and click  Insert excerpt _upload_file _upload_file nopanel true .  Navigate to the directory <path>\train\inputData\AccountTransactions\AccountTransactions.xlsx. Select the file AccountTransactions.xlsx and click Open, then click Insert excerpt _upload_button _upload_button nopanel true .

   Select the required tab

   
   

5. On the pop-up box, under Select a WorkSheet, choose accountHistory.
6. PhixFlow adds a new table to the model, called LoadAccountHistory.

Change the file collector

1. Double-click the file collector LoadAccountHistory to open its property tab. Set Advanced → Excel Data Range Expression: "accountHistory!A1:F100"
2. Run analysis on the table and confirm that the data that has been read into PhixFlow is from the second tab in the spreadsheet.
3. In the model window, click 

   Insert excerpt
   _save_saveModel _save_saveModel nopanel true

   .