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Alteryx Knowledge Base

Definitive answers from Designer experts.
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Set yourself up for success with excerpts from the 2017 Tips and Tricks Book for bringing data into your workflows!
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The  Numeric Up Down Tool  can be used in a variety of ways to enhance your macros and apps. This very simple tool requires just a few seconds to configure and you're on your way!
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Set yourself up for success with  excerpts from the 2017 Tips and Tricks Book for workflow design!
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The  Transpose  tool pivots data for all selected fields. The column headers are listed in the name field and the corresponding data items are listed in the value field. You can also select key fields which will remain unchanged through the transformation. The transpose tool is often used in conjunction with the  Cross Tab  tool, which essentially works in the opposite direction.
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A must-have for any app or macro, the  Error Message Tool  displays a prompt to the user based on input from  Interface Tools . Using any expression that evaluates to true, along with any number of user inputs from question  anchor connected Interface Tools, the Error Message Tool can layer even the most involved applications with failsafes that ease a user’s experience through more robust interactions.
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The Arrange Tool allows you to manually transpose and rearrange your data. It can be used to combine multiple fields into a single target field.
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Thanks to the brilliance of  @RobertB  during last year’s Alteryx Innovation Days, we now have  a command line tool in beta  that generates visual markup in the Designer to compare two workflows!
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The  ConsumerView Matching macro  enables users to match their customer file to the Experian ConsumerView data. Starting with customer information such as name and address you can leverage the ConsumerView macro in Alteryx to append a variety of information about your customers such as household segmentation, home purchase price, presence of children in a home, estimated education and income levels, length of residence, and many more!
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The  Append Fields  tool adds  every  row of the source input to   every  row of the target input as new columns. This is also known as a Cartesian or cross join!
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Binary Large OBject (BLOB) data types are often used to store images, audio, and other multimedia files/objects in a single, standardized, format for simplified database management - making them a frequent filetype in the Alteryx Designer. Fortunately, with the  Blob Convert Tool , along with the  Blob Input  and  Blob Output   Developer Tools , working with BLOB objects is no more difficult than the file types they represent!
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The  Multi-Row Formula Tool  functions much like the normal  Formula Tool  but adds the ability to reference multiple rows of data within one  expression . Say, for example, someone was on the ground floor of a house and had a Formula Tool. They would only be able to talk to the people also on the ground floor. If they had a Multi-Row Formula Tool, though, they would also be able to talk to the people upstairs, in the attic, and in the basement as well.
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The TS Filler Tool t akes a data stream of time series data and fills in any gaps in the series.
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Everything you need to get started with your own instance of Designer + Scheduler!
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The consummate  Reporting Tool , the  Layout Tool  isn’t named after its ability to “layout” your reporting work like  Terry Tate, Office Linebacker . No, the name is borrowed from the tool’s core functionality to freely arrange reporting objects in your workflows to fit a templated, “layout,” format to be output by the  Render Tool . Giving you the flexibility to organize reporting snippets horizontally or vertically, set the width and height of columns and rows, and to add borders and separators, the Layout Tool is the last requisite step in compiling, formatting, and generating a report in Alteryx - probably to never be made by hand again!
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For those who haven't used CONTROL+[SCROLL on your Mouse]. You can use this with filters & formulas (maybe more?). The result is the difference between night & DAY!
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Why play fair when you can stack the deck in your favor?
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   This article is part of the Tool Mastery Series, a compilation of Knowledge Base contributions to introduce diverse working examples for Designer Tools. Here we’ll delve into uses of the Make Group Tool on our way to mastering the Alteryx Designer:   Did you ever play that party-game called 6-degrees of separation where you have to figure out how you are connected to someone famous in less than 6 relationships  (or the movie version – 6 degrees of Kevin Bacon)?                                                              All paths lead to... Kevin Bacon   Well that game just got a whole lot easier with the Make Group Tool!   The Make Group Tool’s job is to link together data into clusters where there is a link between them in data formatted as a table.   For example:   Bone Connected To Head bone Neck bone Neck bone Shoulder bone Shoulder bone Arm bone   Using the Make Group ool, we can now prove (with just 1 tool) that all these bones are connected to the Head bone!     Bone Connected To Head bone Neck bone Head bone Shoulder bone Head bone Arm bone   So – how is this useful in a practical case?   Discrete IDs in a data-set, grouped into ranges (attached in the v10.0 workflow, MakeGroups.yxmd) So you’re given as set of IDs - primary keys in a database table, and you need to bring these into your Alteryx canvas. However, there are several hundred thousand IDs, and running these as individual queries will take forever.   Rather than run one query for each ID, you want to group these into continuous blocks!     We use a Formula Tool to add a column which is the number immediately after the one provided. We then use the Make Group Tool to find the groupings; and the Summarize Tool to find the largest grouping - which then gives you a substantially smaller number of queries (with a ‘from’ and ‘to’ value on each query).   Social Networking Imagine you’re in charge of the social event in your company – and you’re trying to figure out if you’ve got disparate islands of people in the company who don’t know each other, or if everyone is connected to each other in some way.                        OR                           One way to find out is to make a list of who knows who, and then let the Make Group Tool sort out the connectedness question:   You can use the Make Group Tool for a range of other different applications – looking for connectedness in any graph (“graph” being used in the Computer Science sense of a set of points which are connected); assisting to find more fuzzy matches; or checking if there’s a connection between different types of products in various shopping baskets form an online retailer.   The common factor is where you have a from;to column pair, and are trying to find the grouping – the Make Group Tool is for you!    By now, you should have expert-level proficiency with the Make Group Tool! If you can think of a use case we left out, feel free to use the comments section below! Consider yourself a Tool Master already? Let us know at  community@alteryx.com  if you’d like your creative tool uses to be featured in the Tool Mastery Series.   Stay tuned with our latest posts every  Tool Tuesday  by following  Alteryx  on Twitter! If you want to master all the Designer tools, consider  subscribing  for email notifications.
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For any macro or analytic app – one of the inevitable questions that you may encounter is “how do I configure this to do what I need?” For example, if you build a macro that checks if two fields are equal, but sometimes you want to ignore the case such that “A” equals “a,” and sometimes you want an exact match. This is where the Interface Tool Category comes to the rescue, with a super-tool called Check Box!
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The Field Info Tool  is another one of the gems hidden in the Developer Tool Category  – however don’t be intimidated, this is a tool for all of us! The purpose of the Field Info Tool is to give you the information about the fields in your data in a way that you can use down-stream as part of your workflow. There are no settings to configure, so just drop it on your canvas and you’re good to go!
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With all the bells and whistles to play around with in the Reporting Tool Category , it’s hard not to leave some out of your reporting workflows every now and again. Just don’t forget about the Report Text Tool – the tool that’ll help you painlessly add text to your reporting objects, presentations, or documents to help spruce up their readability or formatting.
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