Importing Data From Excel

Overview

PhixFlow can import Excel files, including csv, manually uploaded by a user or collect files from a directory. The following setup illustrates the automated configuration for manually uploaded files. To collect files from a specific location see, Importing a Managed File. The latter can be scheduled for automated collection. 

Manually Upload Solution

  1. In the toolbar, hover over  Files, and drag  File Collector onto the canvas
  2. A  Properties tab opens on the right, enter a Name
  3. Hover over your file collector on the canvas and click the  Upload File button from the popup menu
    1. Navigate to the Excel file you wish to import
    2. Click Open
    3. Click Upload File
      1. If the file has multiple tabs, select the required tab in the prompt and click Confirm
  4. A  File Collector is created that will hold the imported data
  5. When you are ready to import the data hover over the  Table and click  Run Analysis
  6. To view the data hover over the  Table and click  Show view

Automated Solution

See Importing a Managed File.

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