This site uses different types of cookies, including analytics and functional cookies (its own and from other sites). To change your cookie settings or find out more, click here. If you continue browsing our website, you accept these cookies.
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!
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
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:
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.
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 .
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.
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.
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!
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.
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.
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.
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.
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.
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.