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Alteryx Knowledge Base

Quick navigation for the Tool Mastery Series!
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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  Field Summary Tool  analyzes data and creates a summary report containing descriptive statistics of data in selected columns. It’s a great tool to use when you want to make sure your data is structured correctly before using any further analysis, most notably with the suite of models that can be generated with the Predictive Tools.
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The  ConsumerView Matching macro  enables users to match their customer file to the Experian ConsumerView data. Starting with customer information such as name and address you can leverage the ConsumerView macro in Alteryx to append a variety of information about your customers such as household segmentation, home purchase price, presence of children in a home, estimated education and income levels, length of residence, and many more!
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Date/Time data can appear in your data in string formats (text fields) or date formats.  The DateTime Tool standardizes and formats such data so that it can be used in expressions and functions from the Formula or Filter  Tools (e.g. calculating the number of days that have elapsed since a start date). It can also be used to convert dates in datetime format to strings to use for reporting purposes.
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The Arrange Tool allows you to manually transpose and rearrange your data. It can be used to combine multiple fields into a single target field.
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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).
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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!
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Binary Large OBject (BLOB) data types are often used to store images, audio, and other multimedia files/objects in a single, standardized, format for simplified database management - making them a frequent filetype in the Alteryx Designer. Fortunately, with the  Blob Convert Tool , along with the  Blob Input  and  Blob Output   Developer Tools , working with BLOB objects is no more difficult than the file types they represent!
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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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A part of the Spatial Tools Category, the Distance Tool calculates how far apart spatial objects are.
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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  Transpose  tool pivots data for all selected fields. The column headers are listed in the name field and the corresponding data items are listed in the value field. You can also select key fields which will remain unchanged through the transformation. The transpose tool is often used in conjunction with the  Cross Tab  tool, which essentially works in the opposite direction.
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Have you ever wanted to restrict the fields that flow through your workflow based on their data type? What about only allowing fields that begin with the same word or are in a specific position? The  Dynamic Select  tool is just what you’re looking for!
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The  Multi-Row Formula Tool  functions much like the normal  Formula Tool  but adds the ability to reference multiple rows of data within one  expression . Say, for example, someone was on the ground floor of a house and had a Formula Tool. They would only be able to talk to the people also on the ground floor. If they had a Multi-Row Formula Tool, though, they would also be able to talk to the people upstairs, in the attic, and in the basement as well.
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This tool provides a number of different univariate time series plots that are useful in both better understanding the time series data and determining how to proceed in developing a forecasting model.
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A must-have for any app or macro, the  Error Message Tool  displays a prompt to the user based on input from  Interface Tools . Using any expression that evaluates to true, along with any number of user inputs from question  anchor connected Interface Tools, the Error Message Tool can layer even the most involved applications with failsafes that ease a user’s experience through more robust interactions.
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The TS Filler Tool t akes a data stream of time series data and fills in any gaps in the series.
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The  Append Fields  tool adds  every  row of the source input to   every  row of the target input as new columns. This is also known as a Cartesian or cross join!
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The  Filter Tool , which is part of the  Preparation tool category , separates your data into 2 output streams, True and False, based on a basic filter or custom expression.
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