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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 Pearson Correlation Tool on our way to mastering the Alteryx Designer.
The Tool Mastery Series is a compilation of Knowledge Base contributions that introduce diverse working examples for Designer Tools. We've organized the links below to help you on your journey to mastering the Alteryx Designer! In/Out
Date Time Now
Multi Field Formula
Multi Row Formula
Text To Columns
Apps and Macros
Numeric Up Down
Basic Data Profile
Test of Means
K Centroids Cluster Analysis
K Centroids Diagnostics
Amazon S3 Upload and Download
Block Until Done
Consider yourself a Tool Master already? Let us know at email@example.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.
First added to Alteryx Designer in version 10.6, the Optimization Tool is a member of the Prescriptive Tools (included with the Predictive Tools installation) and allows you to solve optimization problems. Mathematical Optimization is the selection of the best possible option(s), given a set of alternatives and a selection criterion. In this Tool Mastery, we will review the inputs, configuration, and outputs of the Optimization Tool.
The Directory Tool gives you a data-stream input that contains information about the files and folders (file name; file date; last modified, etc.) for the location of your choice, which you can then use for more complex interactions with the file system. Basically, the Directory Tool could also finally help me track down my keys - not just where I put the keys in the house, but also how long they've been there, and when they were last moved.
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:
Once you have started a workflow within Alteryx it's hard to think about leaving! However, if you feel like that time has come, Alteryx makes that transition easier than Micheal Phelps winning Gold in the Olympics. The Output Data Tool is used to write the results of your workflow to any supported database or file formats ; Alteryx also offers the opportunity to output directly to Tableau Server , and Power BI . Using the Output Data Tool, you can:
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.
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.
The key component of any batch macro , the Control Parameter Tool is the gear that keeps things moving. Using the input , the control parameter accepts a field of values that will be used within the batch macro to reconfigure and rerun the macro for each of the standard input records - unless using the GroupBy feature that matches certain control parameters to buckets of records to be batched through the macro together. Adding this interface tool to any macro will upgrade it to a batch macro and will give you the ability to loop through macro configurations for added customizability. While one of the more sophisticated solutions you can build into your workflows, there are few problems you can’t solve with a batch macro:
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.
With the Input Data Tool (master it here ), our Connector Tools , and the Download Tool (master it here ), data in the Designer is aplenty. But what about manually entered user data? In analytics, we’re often trying to avoid human-entered data (unless we’re cleaning it) because it is more prone to error. In spite of the risks, there are a number of situations that manually entered data can be useful in Alteryx. However, it’s dangerous to go alone; take the Text Input Tool and simplify those instances with the techniques below:
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.
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.
To do your best data blending, it is a critical need to have the flexibility to connect to as many data stores as possible. No puzzle reveals a complete picture without all the pieces in place, and the same adage holds true in analytics. While we’re proud to boast a list of supported input file formats and data platforms that may even be large enough for database storage itself, unfortunately, in the ever expanding world of data you just can’t catch them all. Enter the Download Tool . In addition to FTP access, this tool can web scrape or transfer data via API (check your data source – there’s almost always an API!), giving you access to even the most secluded data stores. With the examples compiled below, and the wealth of data accessible on the web, you can turn nearly any analytical puzzle into the Mona Lisa :
The Join Tool is the quintessential tool for data blending within Alteryx. As such, it is also one of the most widely used tools. The Join Tool allows you to join data together from two different sources in two different ways: by record position and by specific fields. Selecting by record position will attach the two datasets together where it will match up each record by the position it is in. Thus record 1 of the left dataset will be in the same row as record 1 on the right in the J output and so on. If one dataset from either side has more records than the other those records will not be joined and they will be placed in there corresponding right or left output (L or R). Joining by specific field will match records up based on a specific field or multiple fields. This article goes into how that option works in more depth and detail. I highly recommend it as a read, as it covers frequent behaviors of the tool that you might run into.
Unlike a snowflake, it is actually possible for duplicates exist when it comes to data. To distinguish whether or not a record in your data is unique or a duplicate we have an awesome tool called the Unique Tool that will actually turn your data into a unique snowflake.
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 Record ID Tool on our way to mastering the Alteryx Designer:
Here at Alteryx, we do our best to keep things simple. Analytics is hard enough, there’s no need to overcomplicate things. That’s why we have the Record ID Tool – true to its name, if your records don’t have a unique identifier or row count just drag this tool onto the canvas. That’s it. Put your feet up, take a deep breath, and celebrate the win. The best part? The Record ID Tool doesn’t stop there – there’s countless applications of the tool that can simply other operations, too. It’s a gift that just keeps on giving:
Use a Record ID field to create primary keys in database tables created by a workflow
Split your output into multiple files using Record IDs to specify precise record counts
Process workflows in “packets” of records leveraging a Record ID - in some cases, this decreases run time
Compare datasets down to the last record by mapping them to a Record ID
Use the modulo (mod) function to make groups of your data from the Record ID field, simplifying otherwise complex reshapes (see examples 1 and 2)
You can also enforce a record order to your datasets using a Record ID (just sort by it), which often comes in handy before reshaping or macro processing. If you’re looking to assign “Group By” Record IDs that reset to unique values of a particular field, try using the Tile Tool.
That’s a lot of operations made simpler by a single tool; it could be a record. Now, if that’s not worth celebrating, we don’t know what is.
By now, you should have expert-level proficiency with the Record ID 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.
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.
A common task that analysts can run into (and a good practice when analyzing data) is to determine if the means of 2 sampled groups are significantly different. When this inquest arises, the Test of Means tool is right for you! To demonstrate how to configure this tool and how to interpret the results, a workflow has been attached. The attached workflow (v. 11.7 ) compares the amount of money that customers spent across different regions in the US. The Dollars_Spent field identifies the amount of money an individual spent and the Region field identifies the region that the individual resides in (NORTH, SOUTH, EAST, WEST).