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