This page is for application designers who want define the data that will back the application. It explains how to draw an ERD and setup its properties.

Overview

??Remember Script

Use an ERD to define the structure of the data that backs your application.

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Starting Points

You do not have any data for your application or it has not been loaded yet:
1. create tables, attributes and relationships
2. Add records How>>
3. Loading data into tables created in an erd
You have already loaded data:
1. Add existing tables
2. set UID and display name
3. add relationships

As you draw the diagram, PhixFlow creates tables, attribute items in the repository. You can find:

tables in the repository Data → Tables category.
attributes listed in the table's properties.

PhixFlow sets the properties for a relationship item automatically. Relationships are not listed in the repository. To see relationship properties, in the ERD, click the relationship arrow.

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Create a New ERD

From the home menu, select Data.
PhixFlow displays the list of ERDs. Select Create New from the left hand side.
In the pop-up, enter a name for your ERD, and a description then click confirm ??icon.
PhixFlow opens a new ERD canvas on the left with a toolbar at the top. Hover your mouse pointer over toolbar icons to display a tooltip.

Open an Existing ERD

From the home menu, select Data and click on an ERD in the list.

In the repository, open your application and find Data → ERD.

either right-click on an ERD name and select Display.

or double-click the ERD name to open the properties. In the properties toolbar, click the Insert excerpt_erd_erdnopaneltrue icon. TipWhen you make any changes to the ERD, remember to Insert excerpt_save_savenopaneltrue them. PhixFlow autosaves any new tables, attributes and relationships check??

Create a New Table

Drag the Insert excerpt_streams_add_streams_addnopaneltrue icon from

Overview

For an introduction to ERD concepts and why ERDs are important, see

Understanding ERDs.

Entity Relationship Diagrams.

The process for defining data structures in an ERD depends on whether or not you have already created tables in PhixFlow. The following table summarises the different ways you can add data to an ERD, depending on your starting point:

Creating and Importing Data

Starting Point

Process

Attributes

Further Topics

I have CSV or Excel data

Drag the file onto the ERD canvas. PhixFlow automatically imports the data for you.

In each table:

either set one attribute as the Primary Key and ensure all values are unique
or add an attribute called UID with
- Data Type = Integer
- Precision = 10
and set one attribute to be the Display Name.

Creating Tables in an ERD, below.

I have no data

Define the tables, attributes and their relationships in the ERD.

Later you will need to add records to the table:

either manually, for example, create a screen in which application users can enter data.
or via an Analysis Model.

PhixFlow automatically creates each table with:

a Primary Key called UID
a Name attribute, as the Display Name.

Creating Tables in an ERD, below.
Creating a Screen from an ERD Table
2. Importing Data

I have data but it's not in PhixFlow

Use an Analysis Model to connect to your data. PhixFlow can read the data structures to create tables.

In each table:

either set one attribute as the Primary Key and ensure all values are unique
or add an attribute called UID with
- Data Type = Integer
- Precision = 10
- Tick Primary Key
and set one attribute to be the Display Name.

I have tables in PhixFlow already

In the ERD toolbar, click

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to display a list of all the tables. Drag tables into the ERD and then add the relationships.

Note

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Creating Tables in an ERD

Drag and Drop Import: Create a New Table using Excel or CSV
Anchor
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Excel

Drag a CSV or Excel file directly onto an ERD canvas.
PhixFlow creates a table automatically based on the information in the file.

This topic is also covered in the ERD Fundamentals video course; see Entity Relationship Diagrams.

Create a New Table
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NewTable

Drag
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from the toolbar into the diagram.
In the

pop-up

popup, enter a name

, for example "Customer" and click Insert excerpt_dialog_finish_dialog_finishnopaneltrue.PhixFlow

that reflects what the table will represent. For example, Customer.
PhixFlow opens the properties for the new table and adds the table to the canvas

and opens its properties tab on the right

.

Name - displays the name entered in step 2. is set as the display attribute for the table. We might want to make reference to how this is used?

UID - the unique identifier and primary key

The table header displays its name. PhixFlow automatically adds two attributes:

- UID, a primary key that is a unique identifier for each record.
- Name, a display name that is shown instead of the numeric UID in a view or form.
To add attributes to the table:
1. In the table, click
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add

1. new
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add

1. new
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  . PhixFlow opens the attribute properties

.Enter

1. on the

Name, Type and Length for the data; see Stream Attributes. Attributes are created

1. right, with the default

of a 50 character string. It's important to change this for other types of data, for example, numerical or date/time data. We make no reference to the current table relation button??

1. settings of:
  - Type = String
  - Length = 50 characters.
2. In the properties, enter the Name and select appropriate type properties, such as Date or Integer; see Attribute. The following data types have additional properties:
  - For String, add Length
  - For Integer, add Precision
  - For Decimal, add Significant Figures and Decimal Places
3. Click
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1. _finish
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dialog_

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the

1. to save the attribute properties.
PhixFlow adds the attribute to

the table

the table in the ERD.

Add an Existing Table

In the toolbar,

click the Tables button. ??icon

click
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.
PhixFlow filters the repository to show the list of tables available in this application.
Drag a table from the repository onto the ERD canvas.

Creating

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Create Relationships

Between Attributes

In an ERD you can create a one-to-many relationship between a primary key in

one table

one table with an attribute in another table. For relationship concepts, see

Understanding ERDs

Entity Relationship Diagrams.

To create a relationship

, click

:

Click-drag from one attribute name to another.

Expand

title	More detail

Click on the source attribute.

Drag to the destination attribute. From table1To table2

One of the attributes must be a primary key.
PhixFlow highlights the attribute when your mouse pointer is over it.
When the destination attribute is highlighted, release the click.

Set a display name

Match Data Types

And Phixflow will change the foreign key to match - if there is no data already in the table???

PhixFlow

adds the relationship line
sets the destination attribute to be a foreign key.

Different drags

DragRelationship lineForeign key type

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Relationships

See the table below for the relationships that can be created between attributes:

Drag from		Relationship
Table 1	Table 2	Relationship
primary key	attribute

table1

1:Many

Table1.primarykey →

table2

Table2.attribute

Table has no records: attribute type changed to match the


attribute	primary key

Table has records

1:

types match - relationship created
types don't match - error

attributeprimary keytable2

Many

Table2.primarykey →

table1

Table1.attribute

table header

attribute

table1.primarykey → table2.

attribute

primary keyprimary keyTable has no records:Table has records:attributeattribute

table1.primary key → table2.attribute
OR makes attribute primary key if there's no UID

Table has no records:Table has records:

If you want to highlight the relationships that affect a table, click the table to select it. The following screenshot shows the Teacher table is selected.

Blue lines indicate relationships to a foreign key in the selected table
Green lines indicate relationships from the primary key in the selected table.

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Properties

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Basic Settings

FieldDescriptionName

The name for the ERD.

When you press Return or click Save PhixFlow opens an empty diagram in the workspace on the left. check??

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ERD Toolbar

The toolbar is at the top of the canvas. Hover your mouse pointer over the toolbar to see a tooltip.

Tooltips for Dev?? or add the icons??

OptionDescription

Create

CreateDrag this icon onto the canvas to create a table.ScreenCreates a new screen for the selected table.

List

TablesClick to see a list available tables.ScreensClick to see a list available screens.

Canvas

SaveSave changes to the diagram. If there is no save icon, PhixFlow is saving changes automatically.Refresh

Redraw the ERD to display recent changes to the diagram.

HelpSlide open the help panel on the right. there is no help button??PropertiesOpen the properties for the current diagram.

Zoom out

Zoom out to see more of the diagram, with smaller text.

Zoom in

Zoom in to see a smaller area of the diagram, with larger text.

Ungroup

Select a grouped set of items and then click to ungroup them.

Select several items then click to group them together.

Group

Select several items then click to group them together.

Back

For screen layout, move a component back.

ForwardFor screen layout, bring a component forward.

Align options

Click/hover to show all the options for aligning items on the canvas.

Align Grid

Organise selected items into a grid pattern.

Align left

Align selected items to the left.

Align right

Align selected items to the right.

Align top

Align selected objects to the top.

Align bottom

Align selected objects to the bottom.

Distribute horizontally

For 3 or more items, distributes the selected items evenly between the left and right items.

Distribute vertically

For 3 or more items, distributes the selected items evenly between the top and bottom items.

Table Pop-up Menu

You can access more options in a pop-up menu:

in the table header, click Insert excerpt_more_options_erd_more_options_erdnopaneltrue

right-click anywhere in the table.

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OptionRename to Description

Configure Table

Table properties

Open the properties for this table.

Remove this item from the Diagram

Remove from ERD

Remove the selected item(s) from the diagram.

Hide AttributesHide attributesCollapse the table so that it only shows the table name, primary key and any foreign keys. Other attributes are hidden.Show AttributesShow attributesExpand the table to show all the attributesParmanently DeleteDelete everywhereDDelete the selected item(s) from the ERD and from everywhere it is used.

Show all tables using this table

Show all tables related tables

Show all tables used by this table

??Jira needed for Hide attributes. - It tries but doesnt work on first attempt

If Table1 has no primary key, PhixFlow makes the Table1.attribute the primary key.

If Table1 has a primary key, the relationship is from Table1.primarykey instead of from the attribute being dragged.

Relationship Restrictions

PhixFlow cannot create a relationship between your selected attributes if your selected foreign key attribute:

is already a foreign key to a different primary key.
has a different Data Type and type properties to the primary key.

If this happens, you can:

create a new attribute to be the foreign key.
change the foreign key attributes to match the primary key, provided there is no data in the table.
create the relationship with a different attribute.

To change the data type properties, in the ERD, click on an attribute to open its properties.

Show Relationships From Other ERDs
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Tip
If you have created several ERDs to define the data structure that your application requires, then each ERD is a view onto a part of the full data structure.

If a table appears on more than one ERD it may have relationships with tables that are not visible in your current ERD. To see other related tables, right-click a table to show the popup menu and select:

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PhixFlow adds the related tables to your ERD.

To remove the related tables from your ERD, right click on each one and click

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from the diagram.

Saving ERDs

Any changes you make on the ERD canvas are automatically saved.

Accessing Properties

To access properties for:

the ERD: in the canvas toolbar click
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tables: in the ERD, click on the table header or right-click to open the popup menu and select
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attributes: in the table, click on an attribute

PhixFlow opens the properties pane on the right.

Version	Old Version 34	New Version Current
Changes made by	Fiona Sargeant	Zoe Baldwin
Saved on	May 21, 2021	Sept 17, 2024

Page Comparison

Versions Compared

Key

Overview

Create a New ERD

Open an Existing ERD

Create a New Table

Overview

Creating and Importing Data

Creating Tables in an ERD

Drag and Drop Import: Create a New Table using Excel or CSV AnchorExcelExcel

Create a New Table AnchorNewTableNewTable

Add an Existing Table

Create Relationships

In an ERD you can create a one-to-many relationship between a primary key in

Set a display name

Match Data Types

Relationships

Properties

Basic Settings

ERD Toolbar

Create

List

Canvas

Table Pop-up Menu

Relationship Restrictions

Show Relationships From Other ERDs Anchorerd-viewerd-view

Saving ERDs

Accessing Properties

Drag and Drop Import: Create a New Table using Excel or CSV
Anchor
Excel
Excel

Create a New Table
Anchor
NewTable
NewTable

Show Relationships From Other ERDs
Anchor
erd-view
erd-view