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The Run Command tool is a great way to take your workflow to the next level of efficiency. It allows you to interact with the command line directly, just as you would if you were to access it manually and type in a command. Which is great because sometimes we have a lot of important things to do in the command line.
One of the best things about Alteryx is the ability to read in multiple files very easily and automatically combine them into a single dataset. This becomes a bit trickier when dealing with files that have different schemas or Excel files with multiple tabs. Adding both multiple excel files with multiple tabs, and having the schema change within each tab takes it to another level.
For most tools that already have “dynamic” in the name, it would be redundant to call them one of the most dynamic tools in the Designer. That’s not the case for Dynamic Input. With basic configuration, the Dynamic Input Tool allows you to specify a template (this can be a file or database table) and input any number of tables that match that template format (shape/schema) by reading in a list of other sources or modifying SQL queries. This is especially useful for periodic data sets, but the use of the tool goes far beyond its basic configuration. To aid in your data blending, we’ve gone ahead and cataloged a handful of uses that make the Dynamic Input Tool so versatile:
The Input Data Tool is where it all starts in the Designer. Sure, you can bring in webscraped or API data with the Download Tool (master it here ) and our prebuilt Connector Tools , but the tool that makes it a breeze to grab data from your most used file formats and databases is the Input Data Tool.
Ever have to output tables of differeing schemas to the same Excel workbook? Ever need to output to different tabs? This article covers your bases with the cunning use of Reporting tools! Also included are links to other helpful "outputting to Excel" Knowledgebase Articles.
Alteryx allows you to input a selected range of values from your Excel spreadsheet. This can be handy when working with large Excel files where you only need a small subset of data, thus providing you an opportunity to optimize the processing time of your module.
When bringing data into Alteryx a lot of users often add a select tool to check the data type and structure. Data types are very important because of the available operations/functions in tools can be adjusted to fit the data type being used!
This article is part of the CS Macro Development Series. The goal of this series is to communicate tips, tricks, and the thought process that goes into developing good, dynamic macros. In this part, we demonstrate how to read in multiple files with different schemas using a Batch Macro.
Alteryx provides GUI tools that offer similar functionality to many SQL commands. Although minimal SQL scripting may be necessary in order to properly configure tools, the amount required to complete analysis is significantly reduced.
One of the biggest reasons why people love Alteryx is that it has the ability to read a very large number of different data sources. This article includes a workflow that is able to read in non-natively supported formats like a Word doc or pdf by using a open source program to convert these formats to plain text.
Suppose that your spreadsheet has multiple sheets with the same structure and you would like to read several sheets into your module at once. In this case, the preferred alternative is to use the Dynamic Input tool.
Alteryx allows you to connect to many different types of data sources. One type of data source you can connect to is a database. Examples of databases are SQL Server, Oracle, Teradata, and MongoDB; amongst many others. There are several connection methods to connect to database sources including ODBC, OleDB, or natively.
Web scraping, the process of extracting information (usually tabulated) from websites, is an extremely useful approach to still gather web-hosted data that isn’t supplied via APIs. In many cases, if the data you are looking for is stand-alone or captured completely on one page (no need for dynamic API queries), it is even faster than developing direct API connections to collect.
How do I output to an Excel template file? It is possible to output your data to an existing Excel document that already has modified formats and column names. For example, the below Excel file has existing data in the first 4 rows. If you wanted to add addresses to this file while keeping the first 4 rows, the first step would be to highlight the area you want to write to. If you don’t know the exact length/width of your data, I would recommend going large: Once you have your desired area highlighted, right-click and choose the Define Name… option: A popup box will appear, enter in a name of your choosing and click OK: You also need to make sure that the sheet you are saving to doesn’t contain any spaces in the sheet name. Once verified, save the template and close out: Below is an example of the sample data that will be added to the above template: In Alteryx, use a Input tool to point to the data you would like to use to update the template file: In the Output, you will want to choose the template file, which will cause the below message to appear, choose yes to overwrite: When saving to Excel, the below window will popup, enter the name you used for the range you highlighted in the template file: After clicking OK, the Output configuration area will populate. Change the Output Options to Delete Data & Append: You can now run the module. Once the module is finished, you can open the updated template file, you should see your previously formatted rows/columns plus the new data you wanted to append: If you set a format to the range you named (color, text style, bold, etc), Excel will keep it so that the data you are writing to the file will appear with the specified format.