Composing data in Data Flows

4 Tasks

25 mins

Visible to: All users

Beginner

Pega Platform '24.2

English

Scenario

In the Sample application, two data structures exist:

Along with the data structures, two database table Data Sets are available.

The following figure shows the entity relationship between the two data structures:

Create a new Data Flow to compose the director data with the manager data that represents the reporting structure.

Use the following credentials to log in to the exercise system:

Role	User name	Password
System Architect	SystemArchitect	rules

Your assignment consists of the following tasks:

Create a new Database Table Data Set in the Sample-Data-Managers class named Managers that uses the ManagerID and DirectorID as its keys.

Then, create a new database table Data Set in the Sample-Data-Directors class named Directors that uses the DirectorID as its key.

Create a Page-list property in the Sample-Data-Directors named Managers.

Create a new Data Flow named Reporting Structure that composes the two data sources.

Preview the data in each component to validate that the compose operation is successful.

Log in as the System Architect:
1. In the User name field, enter SystemArchitect.
2. In the Password field, enter rules.
In the navigation pane of Dev Studio, click App to open the Application Explorer.
In the Application Explorer, search for the Sample-Data-Managers class.
Right-click the Sample-Data-Managers class, then select Create > Data Model > Data Set.
On the Create Data Set tab, create a new Data Set:
1. In the Label field, enter Managers.
2. In the Type list, confirm that Database Table is the default selection.
3. In the upper-right corner, click Create and open.
On the Edit Data set: Managers Rule form, in the Selectable keys section, click Add key.
In the Selectable keys section, enter or select .DirectorID.
In the upper-right corner, click Save.
In the Application Explorer, search for the Sample-Data-Directors class.
Right-click the Sample-Data-Directors class, then select Create > Data Model > Data Set.
On the Create Data Set tab, create a new Data Set:
1. In the Label field, enter Directors.
2. In the Type list, confirm that Database Table is the default selection.
3. In the upper-right corner, click Create and open.
In the upper-right corner, click Save.

In the Application Explorer, right-click the Sample-Data-Directors class, then select Create > Data Model > Property.
On the Create Property rule form, create a new property:
1. In the Label field, enter Managers.
2. In the upper-right corner, click Create and open.
On the Edit Data Property: Managers Rule form, complete the following settings:
1. In the Property type section, click change.
2. In the Property type window, click Page List.
3. In the Page definition field, enter or select Sample-Data-Managers.
In the upper-right corner, click Save.

In the Application Explorer, right-click the Sample-Data-Directors class, and then select Create > Data Model > Data Flow.
In the Create Data Flow Rule form, create a new Data Flow:
1. In the Label field, enter Reporting Structure.
2. In the upper-right corner, click Create and open.
On the Edit Data flow: Reporting Structure Rule form, complete the following settings:
1. On the canvas, double-click on the first shape to set up the source configurations.
2. In the Source list, select Data set.
3. In the Data set field. enter or select Directors.
4. Click Submit.
On the canvas, on the first shape, click Add > Compose to add a new compose component.
On the canvas, double-click the unconfigured (- -) component to set up the compose source configurations:
1. In the Source list, select Data set.
2. In the Input class list, enter or select Sample-Data-Managers.
3. In the Data set list, enter or select Managers
4. Click Submit.
On the canvas, double-click the [Compose] component to set up the compose configurations:
1. In the Name, enter Reporting Structure.
2. In the Compose Directors with data from Manager into section, enter or select .Managers.
3. In the Compose when conditions below are met section, in the first list, select DirectorID.
4. In the Compose when conditions below are met section, in the second list, enter or select .DirectorID.
5. Click Submit.
6. In the upper-right corner, click Save.

On the Edit Data flow: Reporting Structure Rule form, right-click the Directors Data Set, and then select Preview.
In the Input Data Preview window, review the results:
1. Click the + icon to expand a few results, and then confirm that no other pages are defined.
2. Close the Input Data Preview window.
In the Edit Data flow: Reporting Structure Rule form, right-click the Managers Data Set, and then select Preview.
1. In the Input Data Preview window, review the results:
  Tip: By default, the preview window shows a maximum of 10 records.
2. Click the + icon to expand a few results, and then confirm that no other pages are defined.
3. Close the Input Data Preview window.
In the Edit Data flow: Reporting Structure Rule form, right-click the Reporting Structure compose shape, and then select Preview.
In the Input Data Preview window, validate that the manager records are successfully composed into the directors:
1. In the Clipboard page: PreviewResult.pxResults(1) section, confirm that the DirectorID has a value.
2. Click the + icon to expand the Results(1) page.
3. Click the + icon to expand the Managers page.
4. Click the Managers(1) page to confirm that the Manager record is associated with the correct DirectorID.
5. Browse through the rest of the results.