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In this exercise you will produce a single list of updates to customers' Cable TV packages. Customers can update their packages both through a Customer Care customer care system and in shops. You will bring all these updates together into a single list.
Read in Data Sets from Files
- Create a new model with Name
Channel Package Check
.
There are two files containing For this exercise you need two files from the zip file you downloaded in 2 Using Excel Templates, step 5. The files contain updates from the two sources (Customer Care, and Shop).
Customer Care updates
A file containing details of customer care updated can be found in the input files, at:
…: the customer care service and the shop.
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- <path>\train\inputData\ChannelPackages\CustomerCareUpdates\CustomerCareUpdates.txt
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- <path>\train\inputData\ChannelPackages\ShopUpdates\ShopUpdates.txt
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- Create a new model with the Name
Channel Package Check
. - Add a file collector to your model
...
- and load the data.
- PhixFlow displays a form for the new file collector. Set the Name to
Customer Care Updates
- PhixFlow displays a form for the new file collector. Set the Name to
...
- .
- In the model, hover over the
Channel Package Check
file collector to display the context toolbar. - Click Upload Managed File.
- Navigate to the directory
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- <path>\train\inputData\ChannelPackages\CustomerCareUpdates.
- Select the file CustomerCareUpdates.txt
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- . and clickUpload.
- PhixFlow adds a new stream to the model, called
CustomerCareUpdates
. - In the model, hover over the new
CustomerCareUpdates
stream and click Run Analysis. - Check the data is loaded. There should be 8 lines of data, with columns for Customer Ref, Sales Date and Package.
- Now the data is loaded into the stream, set the stream to Static.
- Add another file collector to your model
...
- and repeat the process described in step 2. This time:
- Set the file collector Name to
Shop Updates
. - Upload <path>\train\inputData\ChannelPackages\ShopUpdates
- Set the file collector Name to
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- \ShopUpdates.txt
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- .
- PhixFlow loads 7 rows of data to this stream.
- Remember to set the steam to Static.
Snapshot of the Channel Package Check
model so far:
Combine Data Sets
- Create a new stream in your model
...
- and populate its attributes.
- Hover over
CustomerCareUpdates
and
- Hover over
...
- click
...
- Add a new Stream.
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- In the form, set the Name to
Combined Updates
. - In the model, show the stream attributes for
CustomerCareUpdates
. - Select all the attributes and drag them into the form for the
Combined Updates
stream. Drop them into the Attributes section.
- In the form, set the Name to
- Save your model layout.
- Connect the
ShopUpdates
stream to theCombined Updates
stream.- Hover over
ShopUpdates
and
- Hover over
...
- click
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- Add a new Connector.
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Click
Combined Updates
to link the pipe to the
...
stream.
Info
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When you connect streams, PhixFlow automatically adds a reference to the input pipe name. this appears in the attribute expression. To merge this data successfully you must update the attribute expressions to remove the
in.
prefix.
- Fix all the attribute expressions.
- Double-click on
Combined Updates
to open
- Double-click on
...
- its configuration form
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- Update the expression
Code Block |
---|
in.CustomerRef |
to
Code Block |
---|
CustomerRef |
...
- . For each attribute:
- In the Attributes section, double-click on an attribute to open its form.
- In the form for the attribute, in the Basic Settings section, edit the Expression to remove
in.
and press .
- In the
Combined Updates
stream form, press to save the changes. - Run analysis on
Combined Updates
. - Check that
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- the
...
- stream has:
- the columns CustomerRef, Sales Date and Package
- 15 rows
- all cells have data.
The stream default view:
Snapshot of the Chanel Package Check model so far:
Record the Source for Each Update
You will now update you your configuration to record the source for each update, in the set of combined updates. To do this:
- Update the name of the pipe from the stream
CustomerCareUpdates
...
- .
- Double-click on the pipe to open
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- its configuration
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- form.
- Update the Name
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- to
CC
. - Press to save your changes.
- to
- Update the name of the pipe from
ShopUpdates
...
- to
shop
. - Double-click the stream
Combined Updates
to open
...
- its configuration form
...
- .
- In the Attributes section, add a new attribute and set:
- Name:
Source
. Expression :
Code Block if (_pipeName == "CC", "Customer Care" , "Shop" )
- Name:
...
- To make
Source
the first attribute in the stream
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- , drag it to the top of the attributes list.
- Press in the main stream configuration form.
- Run analysis on
Combined Updates
. - Check the output data set and make sure that the source has been recorded on each record correctly.