Creating a Process Flow from Scratch

If you are at the very beginning of creating an analytic process, or perhaps are new to analytics and would like an easy way to get started, this article will help get you going.

In Data Manager, click the Process Flow to get started.

 

This will provide a workspace with multiple options for getting started.  These are described below.

 

Create a connection to a data source - select this option if you have not yet connected to an external data source within LityxIQ.  For example, if your data is in a SQL Server database, or on an FTP site, you will need to create a connection to that resource.  If you are simply uploading data directly to LityxIQ through the File Manager facility, you do not need to create a special connection.  Clicking this option will open the standard dialog to create a connection in LityxIQ, described in full here: https://support.lityxiq.com/277108-Data-Connections.  Start with the "Create a New Connection" section of this article.

Import data from a raw data source - select this option to get started by loading up data from a data source.  Examples are delimited files that you uploaded using File Manager or is sitting in S3, Dropbox, or an FTPS site; or maybe a SQL Server or Redshift database table.  In all such cases, you will need to specify details regarding the data source connection and the dataset itself, which are managed in the dialog described here: https://support.lityxiq.com/261835-Define-the-Source-Settings-for-a-Raw-Dataset (start with the Data Source Tab section).

Create a derived dataset - select this option if you have already loaded some data into LityxIQ, and are now ready to do more with it.  This option will bring up the dialog explained in more detail here: https://support.lityxiq.com/241959-EditingDefining-a-Derived-Dataset.

Select a focus dataset and click Apply - as noted in the interface, you can also use this to manage a process that already exists.  Simply find the dataset on which you would like to focus your flow design in the Dataset to Focus Flow dropdown box at the top of the work area.  Click the Apply button, and LityxIQ will provide a visualization of the relevant analytic process.  At this point, continue with typical operations involved in working with a Process Flow as described here: https://support.lityxiq.com/965706-Working-in-a-Process-Flow.