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About Master Lists

Lots of organisations do a lot of process work using some variation of what we call a master list. This is a bit like using an Excel spreadsheet that has a large number of rows and a large number of columns. The spreadsheet is passed around various people in the different departments so that people can:

• either update data
• or extract data to act on.

You can create a master list in PhixFlow.

Manage a Small Master List

Scenario

Implement an approval process for credits on invoices in PhixFlow, using a master list.

Solution:

• Create a merge table to act as a master list, keyed off a unique identifier.
• Create tables and/or file collectors to update the master list.
• Create a pull pipe linking the master list table to itself, with its date offsets set to -1, -1.
• Every time the table is run, the master list table is recreated from the previous version of itself and the updates that happen via other tables.

Manage a Large Master List

Scenario

A very

large master list is periodically updated with a small create/update/delete feed. It is computationally expensive and time consuming to create a completely new master list

table, when only (for example) 220 out of 150,000,000 records are actually updated.

Implement

a master list in PhixFlow where

the master list is very large, and the number of updates is tiny by comparison.

Solution:

• Create the

• table to act as

• a master list keyed on a unique identifier.
• Create

• tables and/or file collectors to update the

• master list.
• Create

• secondary tables to pull data from the

• master listTable, along

• non-

• historied pipes.
• Group non-historied pipes by the unique identifier.
• Construct the attribute logic in those secondary

• tables can distinguish the correct data from all the records that share the unique identifier.