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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

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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

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

Implement

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a master list in PhixFlow where

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

Solution:

  • Create the

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  • table to act as

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

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  • tables and/or file collectors to update the

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  • master list.
  • Create

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  • secondary tables to pull data from the

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  • master listTable, along

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  • non-

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

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

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