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Alteryx Knowledge Base

Definitive answers from Designer experts.

Tips and Tricks - Bringing your Data In

Moderator
Moderator

 

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These Tips and Tricks are an excerpt from the 2017 Tips and Tricks Book. 

Click click here to download the full version

 

Looking for even more inspiration? Browse previous year’s books below:

Inspire 2016: Tips & Tricks

Inspire 2015: Tips & Tricks

Inspire 2014: Tips & Tricks 

 

 

Bringing your data In

 

Different ways to Bring-In Data to Match your Style

 

We’ve seen our users bringing in their data using different techniques. Here are the ones we’ve seen the most that are the most fascinating. Try one of these or come up with one that matches your own style!

 

Standard Drag and Drop

 

This is the one you will see on Alteryx training videos. Find the tool you need on the tool palette, click on it to select and hold it, then drag and drop it into your canvas. 

 

Insert tool in canvas 

 

One of our Grand Prix winners used this one during competition and under lots of pressure!! Right-click on the desired place on the canvas then choose Insert. This will present you with all the tool categories - navigate to your tool from there. 

 

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Explorer Box

 

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This handy dandy tool allows you to point to a directory to show all the files contained. From there (as explained above), drag one or more files from the list and drop them to the canvas.

   

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Set New Record Limits

 

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The Record Limit setting in the Input Data Tool can be very helpful at workflow design time. Limiting the number of records coming in while building your workflow  will speed up testing. This will return the top records.

 

 

 

 

 

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When in need of just the metadata, Record Limit to -1.

 

 

 

 

 

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Record Limit set to 0 returns the maximum size of an Int64.

 

 

 

 

 

 

 

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No Data File type… No Problem!

 

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Want to open a non-data file type? Bring it on!

 

One common use case is an Alteryx workflow (.yxmd).  In the Open a Data File dialog box, make sure to select All Files (* *) for Files of type.
 

 

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For the Resolve File Type dialog box, use \0 as the delimiter and uncheck the First Row Contains Field Names box.

 

All your data will be placed in one field,  therefore, make sure to set the Field Length (in the Input Data Configuration) to a much bigger size to accommodate all the data.

 

 

 

 

 

 

 

 

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