community
cancel
Showing results for 
Search instead for 
Did you mean: 

Alteryx Knowledge Base

Definitive answers from Designer experts.
 You are using an unsupported browser for translation. Please switch to another browser.

An R macro for parsing PDFs with images!
View full article
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!
View full article
When you're setting up your Macro Input tool, make sure to use the Field Map option and add '(Optional)' next to the field names you don't want to be required!
View full article
This article will walk you through how to install a macro, so that it can be accessed from the tool palette in the Designer.    Download or save a macro to a directory Open Alteryx Designer Click Options > User Settings > Edit User Settings Click the Macros tab within the User Settings window Click the + icon and select the directory used to save your macro(s) Enter a Category Name for the directory to appear as in the Designer Click OK Macro(s) will now show up in the category specified Things to consider:       - all macros within the folder specified will be installed       - the category specified within the macro Meta Info will take priority over the Category Name specified in step 6:     Additional Tip: A macro can be added to a workflow without installing it.  Do this by right-clicking on a blank-portion of your wokrflow and selecting Insert > Macro.., then navigate to the location of the macro you'd like to insert.
View full article
You're working on your gazillionth Formula tool and "Jeff" from Quality Assurance sends you an email that the margin of error for your process has been restandardized. It's not 0.122  anymore but 0.121 . Then the horrible reality sets in - you're going to have to go back through all of your formulas and update that one.. stupid.. little.. number .
View full article
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.
View full article
The Alteryx Gallery is full of interesting and useful Macros which provide 'out of the box' solutions to a lot of use cases! With well over a 1000 macros available which ones do you find most useful?
View full article
Sentiment analysis, key phrase extraction, and more.
View full article
Data Integrity refers to the accuracy and consistency of data stored in a database, data warehouse, data mart or other construct, and it is a fundamental component of any analytic workflow. In Alteryx, creating a macro to compare expected values to actual values in your data is quite simple and provides a quality control check before producing a visual report. Let me show you how to build this.       The two inputs represent the actual and expected values in your data. These data streams are passed through a Record ID tool to keep positional integrity and then passed on to the Transpose tool to create two columns. The first column contains the field names and the second column shows the values within each field. This data is then passed on to a join, matching on Record ID and the Name of the field, in order to compare each value. Lastly, if the data does not match from expected to actual, a custom message will appear in the results messages alerting the user where the mismatch happened within the dataset. The image below shows the error message produced if values differ across datasets.      
View full article
Use RegEx and build a Macro to Validate and sort IP Address.
View full article
As currently designed, the  Amazon S3 Download tool  only allows one file, or object, to be read in at a time. This article explains how to create a workflow and  batch macro  that will read in the list of objects in a bucket and allow you to filter for the file(s) you want using wildcards!
View full article
Fact: workflows are the best. Look it up. They’re all about getting things done and, with hundreds of tools and the ability to integrate external processes , there’s no shortage of things you can get done. We know that there are some areas of analytics that require a little extra firepower, however, and that’s why you can leverage your workflows in apps and macros for added functionality.
View full article
The partnership between Alteryx and Tableau is becoming stronger and stronger, and the seamless effortless integration has been made easier through the Publish to Tableau Server Tool. This article demonstrates the use of the Publish to Tableau Server tool, available on the Alteryx Analytics Gallery.
View full article
Connecting to Google Analytics is becoming more and more popular. There are a few things you need in order to use the Google Analytics macro; a Google Account (e.g., Gmail) and authorized access to an existing Google Analytics account. This article will help you get the rest of the way.
View full article
Have you ever downloaded a workflow solution from the community and found that the solution used a more recent version than you were running at work (e.g. 10.5 vs 10.1)? Alteryx won't allow you to open the workflow if your version of the workflow is newer than your software supports.  I've seen this a few times in my career and while it makes sense that new functionality or new tools wouldn't work but for the most part, you're likely using tools that the version won't matter with.
View full article
Is there a workaround for not being able to use the Folder Browse Tool in the Gallery? Though it may not be as clean as being able to use the Folder Browse Tool, the simple workaround for this is to use the Text Box Interface Tool instead. This will allow the user to copy a directory path from Windows Explorer and paste it into the Text Box. In the workflow, all you need to do is connect the Text Box Tool to an Output Data Tool and have the Action Tool update the path portion of the Output Data Tool. You can even enter in a default path in the Default Text section of the Text Box if there is a path that is most commonly used.
View full article
Looking for more premium connector and tool content to better equip your Alteryx platform for success? Check out what our partners have been up to!
View full article
The  Radio Button Tool  can be used in a number of ways. This is a simple tool to configure but can be very powerful!
View full article
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!
View full article
Upon creating a BINGO game, I came across a technique that I thought could be useful in "real world" scenarios for users who are attempting to iterate a process and then replenishing the data after a certain amount of time.
View full article