Alteryx Designer Desktop Knowledge Base

This article is part of the CS Macro Development Series. The goal of this series is to communicate tips, tricks, and the thought process that goes into developing good, dynamic macros.

Interface Designer - focusing on options specific to the Analytics App

Configure a Custom File Tree Data Source for a Tree Interface tool

filtering data to return most recent date: detailed in a workflow

Have you had to create a report for a large dataset that, while having many rows, only has a few columns? If yes, then you are familiar with the following look:

Did you know that instead of having to choose a save location in the Output Tool, you could leverage the directory that is used to save your temporary files?

This article is part of the CS Macro Development Series. The goal of this series is to communicate tips, tricks, and the thought process that goes into developing good, dynamic macros.

Configuring batch macro output fields horizontally

Sometimes you may have daily, weekly, monthly or yearly data dumps where you want to only run the most recent file. Within Alteryx you can make this process dynamic and seamless through the use of a few tools.

Sometimes, a dataset will contain numbers stored as text. I order to do calculations using those numbers, the datatype will need to be converrted to a numeric data type. If the data is clean, changing the data type in a select tool can do the trick. Another option is to use the TONUMBER() function in a formula tool or multi field formula tool (if you have more than one field to convert). 

Use the Summarize tool to perform spatial functions, such as Combine and Intersect, and create spatial objects

Web scraping, the process of extracting information (usually tabulated) from websites, is an extremely useful approach to still gather web-hosted data that isn’t supplied via APIs. In many cases, if the data you are looking for is stand-alone or captured completely on one page (no need for dynamic API queries), it is even faster than developing direct API connections to collect.

How to upload a file to FTP with the Run Command tool

The Message Tool enables users to write custom messages to the output log

How to select both a file and a field within this file to create the values in the List Box

A common use case related to mapping is creating a map of customers that are color-coded, for example, according to which sister store they purchased from or which branch they bank at. Typically, a thematic map is thought of as a map of polygons shaded by a range of values. But in this case, we are shading points according to unique values.

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?

how to use Generate Rows tool to fill in missing months

The latest installment of our famous Tips and Tricks series. A must read or experts and newbies alike!

When bringing data into Alteryx a lot of users often add a select tool to check the data type and structure. Data types are very important because of the available operations/functions in tools can be adjusted to fit the data type being used!

Sometimes, you may want to write data to multiple files, with each file containing a specific number of records. You can leverage a Record ID column to do exactly that!