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Think of a pivot table on steroids. In my industry, "strats" are commonly used to summarize pools of investment assets. You may have several commonly used columns that are a mix of sums and weighted averages, capable of having filtering applied to each column. So you may see an output like this:
% of Balance
% of Balance (in Southwest Region)
Loan to Value Ratio (WA)
Curr Rate (WA)
Mths Delinquent (WA)
Right now, I feel like to create the several sums and weighted averages, it's just too inefficient to create all the different modules, link them all together and run them through a transpose and/or cross tab. And to create a summary report where I may have 15 different categories outside of Loan Status, I'd have to replicate that process with those modules 15 times.
Currently, I have a different piece of software where I can simply write out sum and WA calcs for each column, save that column list (with accompanying calcs) and then simply plug in a new leftmost category for each piece of data I'm looking at. And I get the Total row as well auto-calculated as well.
This suggestion is particularly relevant for macros and custom tools created with the Python SDK, but I think it can apply to other tools as well.
When searching for tools in Alteryx, I can easily find tools I want fairly quickly. However, I often don't know which tool category it is in, which can sometimes slow me down (it is sometimes faster/easier for me to go to the tool category, rather than search for the tool I want).
It would be great if I could save a tool and its configuration for future use. I'm sure this could be done now with a macro, and that's possibly how I'll do it.
The scenario is that we have numerous data inputs that require some finessing to import. Because the field headers are not in the first row, they aren't recognized accurately as comma delimited. But some of our fields also contain commas within the field, so the solution is to add a multi-field formula to replace things like ", Inc." with " Inc." and ", Ltd." with " Ltd."
But on occasion I find new text strings that need to be added to the formula, like ", Inc" (without the period) for instance.
I use this replacement technique with several workflows, so it would be great to change it just one time and have the other instances updated automatically.
Maybe in addition to our Favorites toolbar we could have a Custom or User toolbar where we could save tools along with their configuration.