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Engine Works

Under the hood of Alteryx: tips, tricks and how-tos.
TheOC
16 - Nebula
16 - Nebula

Welcome back to Alteryx Tricks You Didn’t Know, the series where I intend to level up your Alteryx game. Each edition will have 5 quick tips, all based around a specific theme. If you missed the last episode on workflow configuration, check it out here.


This time: Visibility – Making it easier to see and understand your data.

 

1. 🔢 Enable Numeric Separators in the Results Window

 

This is a very small, but often overlooked trick: Did you know you can enable numeric separators in the results window for your numeric fields?


This makes it so much easier to distinguish values from thousands/millions without having to squint intensely at your screen.

 

image002.gif

 

2. 👀 Cell Viewer – Quickly See Data Types and Your Data

 

You may have already noticed that double-clicking a cell in the results window opens the Cell Viewer, which lets you see that cell in more detail, including all data (in yellow) and data type (in red):

 

image004.png

 

But there is more to this!

  • Click the Column header to see metadata for that column (data type, size)
  • Click the record number to see the bytes used by that row.

 

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This is an underrated way to spot oversized strings, incorrect data types, or to interrogate larger datasets.

 

3. 📂 Explorer Box – View Outputs

 

The explorer box is possibly one of the least-used tools in Alteryx, and I think it’s incredible.

Most of the time I have seen it used, it’s to display a website (Regex cheat sheet, Alteryx Documentation, SharePoint documents):

 

image007.png

 

But here’s something fun: pointing it at a folder path instead. Now you can see and interact with files in that folder directly from within Alteryx. Perfect for quickly validating your output file without leaving Alteryx:

 

image008.gif

 

4. 🔍 Expression Text Size


This one is simple, but I use it many times in a day.


While in an expression editor (Formula, Filter Tool…), hold ctrl and scroll to increase or decrease the text size. This one is great for eye comfort, but is a lifesaver when sharing screen with Steve from finance. He really tries, bless him…


image010.gif

 

5. 📊 Browse tool Interactivity


The browse tool is fantastic – but some features feel hidden under the hood.
Did you know that you can profile a subset of your data by filtering your data directly in the results window?


Notice how after filtering, the browse tool reflects the 43 records currently in the results window:

 

image012.gif

 

As a quick bonus trick, have you noticed these icons in the top right of the browse tool? They allow you to show a histogram by default, and filter your profiled columns easily:


image014.gif 

That is it for this episode of 5 Alteryx Tricks You Didn’t Know!


5 very quick tricks that can massively improve your data visibility. Did I miss something? Got an even better trick to share? Drop it in the comments below – share the knowledge!

Comments
BS_THE_ANALYST
15 - Aurora
15 - Aurora

Yeah, you're levelling up here @TheOC !

I love all of these tricks. I am a browse tool ENTHUSIAST. King of kings. The on-the-fly exploration and ability to interactively profile cached data is so useful for EDA (exploratory data analysis).

 

I see that cheeky quote in trick #2.. can confirm this was directed to OC 😉😎.

 

For anyone who uses the Numeric Seperator functionality, please tell me you've done the same thing as me i.e. you forgot you had it enabled and then tried to replace commas with nothing to prep the column conversion to a numeric? 😂😔🤔.

 

Explorer boss is a game changer!!! I've even used this to bring documentation into a workflow via a word document

BigBrainGIF.gif

 

Expression editor text size is so useful when screensharing!

 

Absolute gold mine today OC. Freely giving out the juice 🧃👏

 

pilsworth-bulien-com
13 - Pulsar

They say you learn something new every day, so that's me sorted for the week. Honestly, found out something new from each and every one of these @TheOC 

Started to read point two and was thinking I agree, this is an excellent, underrated feature, I use it pretty much daily. Then you revealed that we can click on the row to find out the bytes it uses - so I had to go and test it for myself.

Point 4 - Expression text size - is my favourite from this episode, I'll be using this a lot going forward.

EKasminsky
8 - Asteroid

Tips 1 and 3 are amazing. Not sure why that numbers seperator toggle is so hidden. I had no idea about Step 3 especially since Alteryx doesn't allow you to just open a file directly from Alteryx but you can open the folder location.

Also for Tip 4, no idea why the text for expressions is so tiny. Wish we could change it by default somewhere in the settings.