By the end of this chapter you will be able to:
In this exercise you will create an export of the customer summary report, to a file:
- In your model, to add a new file exporter hover over the table
Customer Summary by Region
, and press
. - Give the new exporter the Name:
Send Customer Summary Report
- Click
to save your changes. - You will now see the new file exporter in the model.
your model layout.
As well as exporting the file to a directory on the PhixFlow server, you will email the file to yourself. Before you set this up, you need to update the user Train with your email address:
- Click
from the header menu. - Update the Email Address with your email address.
- Click
to save your changes.
Complete settings for the file exporter.
- Double-click on the new file exporter icon on your model to open its properties.
- Tick the flag Enabled.
In the field File Name (Expr) enter the value:
"customerSummaryByRegion.txt" |
In the field Output Directory (Expr) enter:
"customerReports/customerSummaryByRegion" |
- Tick the flag Overwrite existing file
- Tick the flag Header
- Go to the Send By Email section, and set the following:
- Email from:
system@PhixFlow.com
- Subject Expression:
"Export of customerSummaryByRegion.txt at " + now()
- Message Expression:
"Please find file customerSummaryByRegion.txt attached. Generated at " + now()
- Attach File: tick
- Go to the User Recipients section and click
. - In the New User Notification Rule. properties that opens, set:
- Email As: To then click
. - In the Users section, click
to open a list of users. - Drag the user Train (the user you are currently logged in as) into the list of recipients.
- Save and close the notification rule. PhixFlow adds the user to the list of User Recipients.
In the file exporter configuration form, click
.
The pipe to the file exporter is dotted to indicate that it is a Push pipe. When linking a table to a file exporter you must always use a push pipe. This is because you cannot run a file exporter on its own; it must always be driven from a table. Otherwise, it has no data to process |
- Run analysis on the table
Customer Summary by Region
- Check the log messages generated in the console – in particular scroll to the end; you should see messages telling you that a file has been exported
- Now find your file - you should have received an email with the file attached
- The file has also been exported to the PhixFlow server