Data Wizard

The Data Wizard is designed to facilitate repeated data operations on the same dataset. It also allows changes in the sequence of the operations. It replaces the following standalone tools: Column Properties, Filter Worksheet, and Column Transformation. (If a project created in an earlier version of Phoenix has those options, these objects are loaded and visible.) The Data Wizard provides the property computing, filtering, and transformation operations as well as generating an easy summary worksheet to keep the workflow organized.

Use one of the following to add the object to a Workflow:

Right-click menu for a Workflow object: New > Data Management > Data Wizard.
Or Main menu: Insert > Data Management > Data Wizard.
Or right-click menu for a worksheet: Send To > Data Management > Data Wizard.

The manipulation of data is defined in the Data Wizard as Steps. When the Data Wizard object is added, Step 1 is automatically listed in the Summary list of the Setup tab and is ready to be defined. From the Action menu in the Options tab, select Properties, Filter or Transformation and press Add to define the step.

Once that selection is made, the action is appended to the Step name in the Summary list and other controls on the Options tab are enabled appropriately.

A series of steps can easily be created (specifying column properties via Properties, filtering the data using Filter, and then doing a data transformation using Transformation). Each step in the Data Wizard identifies its action in the Summary. Delete steps, rearrange steps, insert new steps, and specify when to execute steps in a sequence using the buttons in the Options tab.

The first step in the Data Wizard allows the user to map the dataset, whether it is for filtering, transformation, or modifying column properties. After the dataset has been mapped in that first step, all subsequent steps use that source dataset in combination with the steps created in the Data Wizard.

The Retain Intermediate Results checkbox preserves all results for each step set up in the Data Wizard. It will add significantly to the amount of output (and requires more memory). This options is only recommended when the intermediate output is truly necessary.

This section contains information about the following:

Properties operation
Transformation operation
Filter operation
Results

Note:To view the object in its own window, select it in the Object Browser and double-click it or press ENTER. All instructions for setting up and execution are the same whether the object is viewed in its own window or in Phoenix view.