Alteryx Chapters 1-3
Chapter 1
Alteryx Interface
Three file types (.yxmd, .yxwz, .yxmc)
Settings
Alteryx Tools Bar
Alteryx Overview/ Canvas
Runtime Tab
Dedicated Sort/Join Memory Usage, Temporary Files, Conversion Errors, Record for All Inputs, Cancel Running Workflow on Error, Disable All Browse Tools, Show All Macro Messages, Disable All Tools that Write Output, Workflow Name, Description, URL and Display Test, Author
Interface Designer
Layout View
Test View
Tree View
Can have more than 1 workflow side by side
Using Tools
Arrows. One Green =1 Input. Double Grey Arrow = Multiple Inputs
Chapter 2
Updates
Tools
Browse
CrossTab: Creates columns out of rows
Grouping fields. Which fields we want to group by
Header Field: field we're splitting into multiple columns
Data Field: The field we put into the columns
Methodologies: select type of aggregation method used.
Comment
Filter
Basic Filter
Custom FIlter
Formula
Input Data
Join
Input Left and Right need at least one common field.
Output Data
Running Total: create running sum for numeric field
Sample: work with subset of data
Select
Options Menu
Sort
"Use Dictionary Order " option
Summarize
Tools Container: group tools and disable tools
Transpose: de-normalize data
Key Fields: select fields that will be maintained
Data Fields: select fields that will be combined
Union: append records together
Auto Config by Name: align fields that have same name
Auto Config by Position: align fields by column #
Manually Configure Fields: Manually select fields
AND, OR, NOT
Chapter 3
Tools
Imputation: replaces certain value in numeric field (most often Null values)
Fields to Impute
Incoming Value to Replace
Replace with Value
Include Imputed Alue Indicator
Output Imputed Values as a Separate Field
Multi-Field Formula: create formula that will be reused across multiple fields
Multi-Row Formula: create formula that will reference other records
Text Input: creation of datasets by typing in data