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Alteryx Knowledge Base

Definitive answers from Designer experts.
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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.
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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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The last reporting element in your reports or presentations, the footer certainly isn’t the least. Add footers without a hitch with the Report Footer Tool , and save the best for last!
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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!
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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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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.
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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.
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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.
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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 Table Tool on our way to mastering the Alteryx Designer:   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.                                         More flair = always better   Use it when:   Formatting tables of raw data (attached in the v10.6 Table.yxmd):   Be sure to add emphasis to your data by taking advantage of Column or Row rules to apply formats to specific data points or ranges – you can even use formula logic!     Creating pivot tables (attached in the v10.6 Table.yxmd):   Replicating merged Excel cell format to add sub headers and sub fields Adding images to accompany data sets Creating Distance Matrices or Mileage Charts If you're looking to apply Table Tool column rules to multiple columns, read up on the approach here!   By now, you should have expert-level proficiency with the Table 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 #ToolTuesday by following @alteryx on Twitter! If you want to master all the Designer tools, consider subscribing for email notifications.
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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 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 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 #ToolTuesday by following @alteryx on Twitter! If you want to master all the Designer tools, consider subscribing for email notifications.
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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.
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In a workflow, not too far, far away...       Structured data has vanished. In its absence, the sinister Dirty Data Order has risen from the ashes of the Server and will not rest until Data Analytics have been destroyed. With the support of the Alteryx Engineers, Solutions Engineer Tony Moses leads a brave RESISTANCE. He is desperate to find structured data and gain its help in restoring blending, joining and analytics to the galaxy.   Tony has sent his most daring Community Leader, Matt DeSimone, on a secret mission to Jakku, where an old ally has discovered a clue to the structured data whereabouts....   Welcome to the Star Wars universe!   Ever wanted to know the most important details of your favorite characters from Star Wars? Me too!    Our generous friends, Paul Hallett and team, have given us the Star Wars API - the world's first quantified and programmatically-accessible store of Star Wars data.   After hours of watching films and trawling through content online, Paul presents us all the People, Films, Species, Starships, Vehicles and Planets from Star Wars.   The data is formatted in JSON and has exposed it to us in a REST implementation that allows us to programmatically collect and measure the data.   Now, how was I able to retrieve this treasure of information via Alteryx? Easy! I've built a REST API connection using the Download Tool to pull information based on a user inputted query in an Alteryx Application (attached as v2018.1 Star Wars.yxwz).   Normally, once having retrieved JSON formatted data, structuring and parsing the data would be a nightmare! With Alteryx, this is just one tool away. The JSON Parse Tool allows you to identify the JSON field, in this case our download data field, and easily extract Name and Value columns. From there it's some simple formatting and using the reporting tools to present us a nice clean composers file (pcxml).   Man, if only the Rebels could process information as fast as Alteryx then they wouldn't have had to send poor R2 to find Obi Wan.    I'll be bringing you, the Alteryx Community, updates of the app with each new movie release!   I hope you enjoy the API and may the Force be with you!
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Question If I have a workflow that creates a set of data by region, how can I group the data by region and then send each region's data separately to each of the region's Vice President, all within one workflow? Answer There are several ways to do this, depending on what form you want the reports to take. The attached workflow, created in 10.6, gives you three examples as described below. Please note that you will need to populate the second Text Input Tool and the "From" in the Email Tool with valid email addresses in order to test.   1. Include Data as a Table within the Body of Email If you are dealing with a small set of records and columns, this might be your best bet. This approach will insert a table into the body of the email, giving the recipient immediate access to the data without having to open an attachment.   The email will look similar to this:     2. Create Flat Files and Attach to Emails This option is best if you simply need to send specific datasets to specific recipients and the report doesn't require any formatting. Here, you are simply creating files names based on Region, writing out the data by Region (using the "Take File/Table Name From Field" option in the Output Data Tool), and then summarizing the recipient and file name data so that only one email is sent per group.     The Excel files will look like this:      3. Create a Formatted Excel Table and Attach to Email This one is similar to the previous workflow, except we are creating a formatted table using the Table Tool, and then writing out the table to Excel using the Render Tool, in order to keep the formatting. In the Render Tool, we are using the "Group Data Into Separate Reports" feature.   In this example, the Excel files will look like this:     I hope you will find this useful for your use case. Thank you for reading!  
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Let's start with the basics of how to create a report map in Alteryx.  To start off, ensure that the layers you want to show in your map have a spatial object field. This can be checked by placing a select tool and confirming that there is a column of type 'SpatialObj.'
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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.
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The Date Time Now Tool is part of the Input Tool Category and it is actually a macro encapsulating other Alteryx tools . To use it, only one selection needs to be made: an output format. That's it, then you can go about your business. You also have the option to output the time with that date.
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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 Union Tool on our way to mastering the Alteryx Designer:   The Union Tool, the aptly named join category tool with DNA on it, accepts multiple input streams of data and combines them into one, unified, data stream. Whereas the Join Tool combines datasets horizontally (either by a record ID or record position), the Union Tool combines datasets vertically. Not unlike how two nucleic acid strands are unified to form the double helical DNA.   We know, great puns are in our DNA.   The Union Tool has a handful of great applications besides side-stitching punchlines, too. Check them out below:   Stacking records Have common fields in multiple datasets? Stack them into a single stream with the Union Tool by field name, position, or with manual arrangement:     Don't worry - your datasets don't have to have identical. Any uncommon fields will be at the end of the table, with any fields that are not in a given dataset being populated with null values.   Creating different joins The Alteryx Join Tool has 3 outputs:     These look like:     If you’re used to SQL joins, these are the left, inner, and right joins, respectively. The Union Tool allows you to effortlessly combine these Join outputs (shaded areas above) to create other, more complex, SQL join configurations like the ones below:     Combining reporting elements vertically Simply take your reporting elements and specify an Output Order in the Union Tool to stack them vertically - without creating a single reporting element from the combination like the Layout Tool does:     Detouring in apps/macros with help from Tool Containers See the attached v10.6 workflow, Union.yxmd, for the stack, join, and reporting examples shown above!   By now, you should have expert-level proficiency with the Union 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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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.
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When creating reports, whether they contain maps, tables, charts, titles, etc., there will come a point when you will need to organize the layout of these objects. In Alteryx, the way to do this is somewhat similar to the old Slide or Tile puzzles. Remember this? You have to create rows and/or columns, and arrange the objects (tiles) in the order that you desire. The good thing is that with Alteryx you have complete control over what goes where, so you kind of get to cheat and only have to use the up and down arrows to get the objects where you want them. Now granted, it's not quite that easy as you have to consider things like spacing, page size, image size, alignment and borders, but after a bit of trial and error, you should be able to get things laid out just the way you want!   Attached is a simple workflow (created in 10.5) that arranges real-world objects, such as titles, logos, charts, etc. Take a look at the workflow and see how we have joined the objects by record position (as opposed to specific fields) and created layouts for each group of objects. This allows you to stack the groups appropriately - vertically or horizontally - and then finally put all of the pieces together at the end.   Tools used: Report Text Join Multiple Layout Render                      Thanks for playing!  
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Did you know the average football game lasts 3 hours and 12 minutes and only amounts to roughly 11 minutes of play? Now, I love trying to eat Doritos through my TV screen as much as the next guy, but for me the highlights are definitely a better watch. The Summarize Tool would probably agree - the most effective communication of your data is the most concise summary of it. Whether it’s concatenating strings for storage, merging reports to have better readability, getting your spatial objects to interact, or even calculating averages and other formulas on groupings of data, the Summarize Tool can reframe your data to be more informative. This article provides a few examples on how.
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