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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Macro, chose report, nested interface filters

Gina2021
9 - Comet

Hi Community!

 

I need some help with macro magic...  This seems like a super fun thing to know, but after spinning my wheels, I'm conceding that it's above my newbie experience level.

 

Have you seen the super cool "Action" tool example? Running with the wand allows you to chose your report, and reveals the filter choices.  I'd love to replicate this with my three report choices.  The differences are that my interface connects to filter tools, and there are several interface tools per report (or options to filter on).

 

Gina2021_0-1620755860071.png

 

Here's what I have so far:

Gina2021_1-1620755922192.png

 

The first filter on each worked before I created sample text box data...not sure what's going on rn.

 

 

Gina2021_2-1620755960944.png

 

 

 

Thanks so much for any hints!

 

Gina

 

 

16 REPLIES 16
Gina2021
9 - Comet

Cool! Thanks! This seems much more realistic to try at my newbie status.

Gina2021
9 - Comet

Hi @apathetichell ,

 

I don't notice that this new config does anything differently that a single macro with a control parameter.

 

When I run the wand, it asks me which report I want to run, but doesn't have the filter questions nestled, so when I press finish, it just runs it open.

 

Gina2021_0-1620764034835.png

 

Gina2021_1-1620764096489.png

 

 

Do I need the filter interface in the outer shell instead of inside the macro?  Have you ever seen a macro that nests more than one filter?  The closest I've seen is the Alteryx Action Tool example; but that only has one filter per report.

Here's macro 1 of 3:

Gina2021_2-1620764196658.png

 

Thanks for all of your help!

Gina

 

 

apathetichell
20 - Arcturus

O.k. here are the quick edits -

 

1) workflow one has two filter tools. First filter looks for value 1.

second filter looks for value 2.

second filter is connected to false anchor of value 1. value 3 is the false anchor of filter 2.

 

2) the tools have to be out of the container. The macro being run replaces the tool container toggles -and that's why you need 3 different macros.  The interface tool can't be in the tool container.

Gina2021
9 - Comet

@apathetichell Thanks for the additional experiments! I think I did them correctly, but it's still only asking me which report, and not giving me the opportunity to filter with the additional questions.

 

Outer Shell:

Gina2021_0-1620765514708.png

 

Gina2021_1-1620765560813.png

 

Macro 2:

Gina2021_2-1620765617365.png

 

 

Macro 3:

Gina2021_3-1620765647810.png

 

Any other brainstorms to try out?

 

Thanks tons!

Gina

 

 

 

Gina2021
9 - Comet

Hey @patrick_digan & @phottovy , Can I bug you guys for any hints?  You've helped on this workflow before, and this is just a scope creep....

Also tagging some other heavy hitters that have helped me out in the past (thanks!) @danilang & @MarqueeCrew .

 

I'd like for the user to be able to pick which of 3 report they want to run, then have the associated nested questions appear, just like the super cool action tool example.  The differences are that my interface connects to filter tools, and there are several interface tools per report (or options to filter on).

 

Gina2021_0-1620931302139.png

 

 

Here was the wand view before I added a control parameter, now saved as .yxmc.

 

Gina2021_0-1620923973643.png

 

 

 

OUTER SHELL ATTEMPTS:

Gina2021_1-1620924851319.png

 

 

2 OF 3 REPORTS

Gina2021_2-1620924883765.png

 

 

Report 2 and Report 3 could be combined...the only reason they're split is for run time.  Each has 2.5M records, and the end user had to wait 11 sec to return one search result when they were combined.  I've just been introduced to a Calgary DB to reduce runtime, but I read rows can't be appended, and that the DB must be rebuilt.  Could I have a scheduled workflow that adds new data daily and rebuilds it automatically?

 

Thanks tons for any clues!

 

Gina

apathetichell
20 - Arcturus

@Gina2021 

 

update - #1- isn't the problem - see below for the filter problem. #1 from question should be fine unless you need a formula/other changes and then use the action tool.

apathetichell
20 - Arcturus

but before you do this - this is wrong:

if [#1]='' then "True"
else [SupplierNbr-Retek]=[#1]
endif

 

A filter is always a true/false so you dont' need IF/Then/Else/Endif

 

It should be:

[#1]=" "

 

But keep in mind - that means your workflow will only go forward if the input includes a space. exactly one space.

 

 

 

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