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How do you use the Arrange Tool in Alteryx?
The Arrange tool allows you to manually transpose and re arrange your data fields for presentation purposes. Data is transformed so that each record is turned into multiple records and columns can be created by using field description data.
Set the Arrange tool.
Key Fields : Select columns from your data stream. Create and manipulate Output Fields . To create a new ouput field, click Column and select Add to open the Add Column window. Column Header : Enter the name of the new column of data. Fill in Description Column : Select Add New Description to create a column containing your description value of the selected fields.
Please find the example Arrange.yxmd attached.
You know that a huge part of conveying information to your audience is your visual presentation. Here's a way to increase the amount of information that can be shared with just a glance: Segment the data in a chart with color.
Introduced in Alteryx Designer 2018.3, the Insight tool can be used to build and combine multiple interactive charts into an interactive dashboard, allowing you to clearly communicate your analysis and data insights. This article will review many of the features of the Insight tool, and how to use them. With this article, I hope you feel empowered to take on your Visualytics adventures head-first.
I’m proud to show off some of the great features of the Interactive Chart tool . Using the new Interactive Chart tool, users can immediately validate the configuration options selected to ensure the desired chart is created. There is no longer a need to re-run the workflow to see changes reflected in the chart.
Any time you want to get a good point across, it’s best to show your data. Show your data off in style in your reports or presentations by adding formatting to otherwise bland data with the Table Tool! Found in the Reporting Tool Category, the Table Tool will make it easy flair to your raw data, and give it the pop it needs to really sink in.
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.
As long as you know where to look, data has all the answers. Sometimes, though, those answers aren’t clear as day. More often than not, they need to be communicated in an effective format - a format that can let the data talk and highlight the important motifs for you. Another favorite of the Reporting Tool Category , the Charting Tool can do just that by adding expressive visuals to any report or presentation. Offering an exhaustive list of charts to choose from (area, stacked area, column, stacked column, bar, stacked bar, line, tornado, pareto , box and whisker, scatter, bubble, polar, radar, pie), the Charting Tool will give you the ability to add descriptive visuals, with legends and even watermarks, to your reporting workflows that will help you find the answers in your data.
Here at Alteryx we believe in working smart, not hard. Building out reports to highlight business-critical metrics is a pretty smart way to track goals. Customizing those reports to everyone in the department, then distributing them as attachments to individual emails? That sounds like a lot of hard work. Scheduling those reports from a refreshing data source each month so you don’t have to remake or rerun the reports yourself - that’s genius. Logging into your work computer to open up Alteryx, then having to check the scheduled results before having any peace of mind those reports were delivered without a hitch? Hard.
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.
One of the perennial challenges of creating high-quality maps is working with data sets where the spatial data is too spread out to make a useful map. The general solution for this challenge is to create a Map Book. A Map Book is a series of maps that show a subset of the data at a more detailed resolution. This article demonstrates methods for creating a Map Book in Alteryx.
A close relative of the Layout Tool , the Visual Layout Tool is the newest, and coolest, Reporting Tool on the block. Sporting all the badassery of the original Layout Tool in its ability to format and arrange reporting objects, the Visual Layout Tool differentiates in that it provides an intuitive, visual, interface that allows for easy drag-and-drop organization of multiple reporting object inputs. Basically, it’s the reporting tool category equivalent of upgrading from Paint to Photoshop.
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!
You know what they say; the devil is in the details. Precious little separates a good report from a great one and it often comes down to just a few details. Don’t let a report header be the detail you left out – use the Report Header Tool to painlessly add header reporting elements to your reporting creations!
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.
Believe it or not, data can be beautiful. Take your black and white data points and add some color to them in visuals with the suite of tools found in the Reporting Category https://help.alteryx.com/current/index.htm#Getting_Started/AllTools.htm#Report_Presentation_Tools ! If you’re looking to create reports, presentations, images, or simply output data with a bang, you can use the Render Tool https://help.alteryx.com/current/PortfolioComposerRender.htm paired with other Reporting Tools to create HTML files (*.html), Composer files (*.pcxml), PDF documents (*.pdf), RTF documents (*.rtf), Word documents (*.docx), Excel documents (*.xlsx), MHTML files (*.mht), Power Point presentations (*.pptx), PNG images (*.html), and even Zip files (*.zip) – packed with formatting and visual aesthetic that’ll make any data-geek’s mouth water.
When you’re frequently writing and rewriting data to Excel spreadsheets that you use for Excel graphs and charts, it can quickly become a hassle to make and remake your reporting objects to keep them up-to-date so you’re visualizing the most recent data. A best practice to keep the hassle out of the process exists, though! If you keep your plots isolated to their own spreadsheet, referencing cell values in another sheet used to capture your data, you can simply overwrite the source data sheet and your plots will update automatically upon launching Excel. In the example below (attached in the v10.6 workflow Dynamically Update Reporting from Excel Spreadsheets.yxzp) we’ve included the workaround to make your Excel outputs seamless.
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 Image Tool on our way to mastering the Alteryx Designer:
A picture is worth a thousand words, right? Save your breath and snap a picture to supplement your analyses and reports with the Image Tool, the camera icon tool residing next to all your other reporting needs in the Reporting Tool Category. Whether you’re looking to build a presentation, report, or email from scratch, or simply add graphics to accentuate your raw data – this tool will make it a breeze to access image files from disk, store image files in physical workflows, or dynamically access image files (even in Blob format!) to pair with any Alteryx output. Use the Image Tool to:
Add visual assets to reports and presentations (attached in the v10.6 Image.yxmd):
Perform dynamic image substitutions (attached in the v10.6 Image.yxmd):
Supplement reporting tables with graphics to make raw data more readable
By now, you should have expert-level proficiency with the Image 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 firstname.lastname@example.org if you’d like your creative tool uses to be featured in the Tool Mastery Series.
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I have configured my map to zoom to a specific layer, but the map is not zooming as expected. I have confirmed that the 'Zoom to Layer' checkbox in the Layers tab of the Report Map tool is checked only for the layer in question.