Alteryx

Alteryx is data wrangling software commonly deployed with other applications like Spotfire and Tableau. This category will contain articles on Alteryx best practices, tips, tricks, and learnings. I am a new Alteryx user and will post as my skills develop.

Find & Add New Alteryx Tools

I’ve learned a whole lot with Alteryx over the last two years, but I haven’t done much with or from the Alteryx Gallery, until now. I didn’t even realize how much you could easily access from the File menu. And that is a travesty because it’s super easy to find and add new Alteryx tools, and there are a ton of great tools out there. That’s why this post is going to show you how to download tools and templates from the Alteryx Gallery via the File menu. Read on to learn more.

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Using An Output as An Input in Alteryx

Using a workflow output as an input in the same workflow can be tricky. How do you make sure the output is completely written before being used as an input? A few months ago, I showed how the CReW macro tool, Parallel Block Until Done, can be used to control the order of operations in a workflow so that the output is fully written before the input is used. The CReW macro creator, Mark Frisch, reached out to me recently to tell me that my solution wasn’t wrong, but that there was a simpler way to achieve the same task. He bestowed some sage Alteryx wisdom upon me, and now I want to share it with you. Thanks Mark! Read on to learn more.

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Runtime Settings To Make Workflows Run Faster

There have been several occasions when I have thought a particular topic wasn’t important enough to write about. But, some of my simplest posts have been the most popular. That’s the theme for this one. More specifically, I want to draw your attention to a few settings in the Runtime tab that might speed up your workflow or development cycle.

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How to Reduce the Size of an Alteryx Data Set

I love that I can run huge amounts of data thru Alteryx. However, I also have to think about how much data I’m going to take from Alteryx and push to a BI application like Spotfire or PowerBI. As a general rule, less is more. Now, you may think you can’t do anything to reduce the size of your data set without cutting columns or rows, but that’s not true. Read on to learn two quick tricks to materially reduce the size of your data set.

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Alteryx Hack For Ensuring Data Granularity

In our last sprint, the AAET team worked up a series of Alteryx workflows for our annual planning process that combines forecast and actual data. It’s a massive data set that pulls from a new forecasting database, so we are beginners with this data. One of my coworkers, Jack Stewart, showed me an Alteryx hack he uses with Cross Tab tools to ensure the granularity of the data is what he thinks it is. As I took over his workflows, this hack saved me multiple times when I didn’t realize records had been duplicated. Read on to learn a new Alteryx trick!

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Do You Even Cache, Bro?

I love the data caching feature in Alteryx. However, I learned this week I wasn’t using it as efficiently as possible. I showed my team members this discovery and none of them were aware of it. Are you missing it as well? Check out this post to learn more about caching data in Alteryx.

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Your Spreadsheet Format Sucks, Alteryx Will Fix It

Last week, I was working with one of our engineers to streamline an alarm reporting process. They receive spreadsheet CSVs of alarm data, and they have an Excel macro process to collate the data and pull out what they need. It’s not a great process, and it’s not sustainable, so we are using Alteryx to improve it. And, the CSVs come in a very unfortunate format. So, for this week’s post, I’m going to show you exactly how I took a wonky spreadsheet and turned it into something that BI applications can easily consume.

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