Dynamic filters through Analytic app / Filtrado dinámico mediante app Analítica

[DJBL]

English:

Sorry if this is an easy solve. I have looked all over the community boards, and nothing that I have seen as a solution has solved my problem. I'm only a few months into using Alteryx, so I apologize if this seems simple.

I have an Alteryx workflow that filters the records in the columns [Title], [Status], [Workload Type], [Workload Subtask], and [Flags]. This allows me to get two results, as shown in the Filter Tools at the end of the workflow (I will then add more tools to make random selections and generate the final outputs. I’m not concerned about this part, as I know how to do it).

The goal is to allow the user to select values through an Alteryx Analytic app, where they can choose the appropriate checkboxes for each filter. The records in the [Title], [Status], [Workload Type], [Workload Subtask], and [Flags] columns may change each time the input file is updated. Instead of making the checkboxes static in the Analytic app, the workflow should be designed to update them dynamically based on the default records from those columns.

I tried using the List Box Tool because, from the other Interface Tool options I reviewed, I believe it’s the best fit for the project I want to develop. However, let me know if there’s another option that works similarly or might be a better choice.

Thanks in advance for your suggestions on possible solutions or alternatives.

Español:

Una disculpa si este caso es una solución facil. He buscado por todos los foros de la comunidad y nada de lo que he visto como una solución, ha resuelto mi problema. Solo llevo unos meses usando Alteryx, así que pido disculpas si esto parece simple.

Tengo este ejemplo de flujo de trabajo de Alteryx que filtra los registros de cada columna [Title], [Status], [Workload Type], [Workload Subtask] y [Flags] para poder tener los dos resultados como se muestran el los dos Filter Tools al final del flujo (luego voy a complementar el flujo mediante herramientas adicionales que me van a permitir hacer selecciones aleatorias y obtener los outputs finales. Esta parte no me preocupa porque sé como hacerlo).

Lo que quiero hacer es que el usuario seleccione estos valores mediante un Alteryx Analytic app, donde el usuario pueda marcar las casillas que correspondan según cada filtro. Estos registros en las columnas [Title], [Status], [Workload Type], [Workload Subtask] y [Flags] pueden variar cada que se actualice el input file, por lo que en vez de hacer fijo las casillas en el Analytic app, ver si el mismo flujo de trabajo puede actualizarlos en base a los registros que por defecto provengan de dichas columnas.

Intente usando el List Box Tool porque las demas opciones de Interfaz Tool que revisé, creo no se adapta a lo que quiero desarrollar, pero háganme saber si puede haber otra opción que se adapte de igual forma o una opción mejor.

De antemano gracias por sus sugerencias sobre posibles soluciones o alternativas.

[Warcry]

It sounds like you're trying to create a dynamic filtering process for your Alteryx workflow where users can select filters based on the columns [Title], [Status], [Workload Type], [Workload Subtask], and [Flags], with the options for filtering automatically updating based on the input data. This is a common use case in Alteryx when building analytic apps.

Here's a breakdown of how you can achieve your goal:

Steps to create dynamic filtering in an Alteryx Analytic App

1. Use the Dynamic Select Tool for Dynamic Filters: The List Box Tool is typically used when you have a predefined set of values for the user to choose from. Since your data is dynamic (changing each time the input file is updated), you'll want to use a different approach.

   • Create a dynamic list of unique values for each of your filtering columns using the Summarize Tool.
     • For example, create a Summarize Tool that groups the data by [Title] and gets the unique values for each column you're filtering on. Repeat this for [Status], [Workload Type], [Workload Subtask], and [Flags].
     • This will generate a unique list of options for each column.

2. Use the Interface Designer tools:

   • Create a list of options dynamically: You can use a List Box Tool but feed it the results of the unique values you extracted in the previous step.
     • For instance, create a List Box Tool that takes the output of the Summarize Tool (which contains your unique values for the filter columns).
     • Set the options in the List Box Tool to be populated dynamically from the results of the Summarize Tool. Ensure this list box is linked to a control parameter that will allow the user to select multiple options.
   • Repeat this for each of your columns (Title, Status, Workload Type, etc.).

3. Add a Filter Tool to apply dynamic filtering: Once the user has selected values from the list boxes, you’ll need to apply those selections to filter the data dynamically.

   • Use a Filter Tool to apply the selections based on user input. The selections can be passed through the app as interface elements.
   • You will need to build a formula that checks if the selected options are present in the data (the formula should be built dynamically based on the user’s input from the interface).

4. Configure the workflow to update dynamically:

   • Use the Action Tool to pass the results from the interface tools (like the selections in the List Boxes) into the workflow to update the filters accordingly.
   • You can tie each selection (for example, for [Title], [Status], etc.) into the Action Tool to dynamically control the filter expressions in your Filter Tool or other filtering mechanism.

Example of the Process:

1. Summarize Tool to create a unique list for each filter.

   • Summarize each column to get distinct values (e.g., [Title], [Status], etc.).

2. List Box Tool to allow dynamic selection.

   • Link each List Box to its respective column's unique values, so users can pick options dynamically.

3. Action Tool to update the filters based on user input.

   • Configure the Action Tool to modify the filter conditions based on the selections made in the interface.

4. Filter Tool to apply the dynamic filtering.

   • Pass the user's choices into the Filter Tool for the final result.

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A Key Point to Note:

If the filter options for each column (e.g., [Title], [Status], etc.) are likely to be multiple and you want users to be able to select multiple options at once, make sure you set the List Box to allow multiple selections. You can then build the filter expression to account for the case where multiple values are selected.