Introduction to Data Flows in Designer

[Alexander Homer]

Before you can create your charts and reports in Designer, you need data to report against.  Often, you can use a single Master File to provide data for your content, but at other times, this data may be broken up into multiple data sources that could be used together for further insights.  This is where the data tab comes in.  In this video, I'll show an example of how to create a union and a join, select and calculate fields to facilitate the flow, and generate a HOLD file.  Whether you've used the join and HOLD file options in InfoAssist or App Studio and want to see how it's done in Designer, or you're new to the Data tab, this video provides a high-level example of the data prep process.If you want to skip ahead to a particular step, you can use the timestamps below:

• Reviewing Data - 1:50
• Opening Designer - 4:10
• Creating a Union - 4:47
• Creating a Join - 7:25
• Generating a HOLD File from a data flow - 10:02
• Checking the data flow results by creating a chart - 12:11

Check out the video below, and feel free to ask any questions in the comment section!