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On the heels of our wildly successful 40 tips in 40 minutes at Inspire APAC and Sydney, when @TuvyL asked @joe_lipski and me to reprise the session for AlterNext, we were:
There was one TINY caveat though. We would only have 30 minutes this time.
Still, being the two crazy ACEs from New York and London, we jumped right in.
53 tips and 10 chat questions answered in front of 372 enthusiastic participants.
With the new, shorter format, we decided to walk everyone through a simple data prep that you might encounter in Excel, to show off how much faster you can do it in Alteryx.
Intro + first half of workflow
second half of workflow
Excel comparison + Outro
Enjoy our video below. Below the video, you'll find a list of tips we intended to cover. Yes, we planned for 40 even in the 30 minute timeframe. Hopefully we hit all of them, and we managed to sneak in a few more.
Tips + Tricks in 30 Minutes
Drag and drop files
Wildcard Input *
Copy & Paste to Text Input from outside Alteryx
Right click paste for exact paste location rather than ctrl + V
Start input on line n
Union only matching fields
Rename connection string going into union
Always show connection progress
Right click and drag to zoom to certain part of workflow
Double click scroll wheel to zoom to all tools & ctrl + 0 to zoom to full workflow
Pin Preparation Category to tool palette favourites
Select tool - remove/add prefix
Highlight multiple to move in select tool
Right click drag to move in select tool
Forget missing fields in Select tool
Use IIF instead of IF/THEN/ELSE
Use "[" in formula tool to find fields
Crl+scroll in formula tool to zoom in
Ctrl+F to find tools (really useful in use with naming tools)
Add a Browse tool (Ctrl+Shift+B)
Remove Fields from browse for easier examination
Search, Sort & Filter in Browse tool
Add sort and filter from Browse tool to workflow
Align tools - Ctrl+Shift+-
Right click, distribute horizontally
Use a Browse tool to save output
Convert Browse tool to Output Data tool
%Temp% Output Path
No Output Path for relative
Output to different sheets in excel
Right click output link for directory
Hover over tab to see workflow path
* indicates whether a workflow has been saved
Right click to duplicate workflow to debug/troubleshoot
Mouse wheel to scroll through categories and tools