How would you recommend someone get started with the Alteryx Reporting Suite?

[LeahK]

While it’s been just about a month since the last official Thursday Thought, I was happy to see our members holding down the fort. Thanks to @ksklar, @ydmuley and @Balders for posing such excellent questions to the community. I included links to the threads below, and would encourage you to continue the conversation. Great stuff!

• You know you're an Alteryx fanatic when...
• What is the craziest thing/s for which you have used Alteryx for?
• What's the etiquette to bumping your unresolved discussions?

Alrightythen… moving on to this week’s question.

There’s been a few announcements recently about current (11.3) and expected improvements to the reporting capabilities available within Alteryx, and wanted to take this opportunity to ask a related question. 

Question:

How would you recommend someone get started with the Alteryx Reporting Suite? Where should they begin?

Need some inspiration? @KatieH provides a great list of resources in a recent blog post introducing the New Visual Layout Tool.

[Aguisande]

Hi Leah

I think the Tool Mastery section is a great starting point.

Searching "tool mastery | report" in the Community should give access to very complete posts about the tools involved in Reporting.

Best,

_AG_

[Joe_Mako]

I would start with the Help->Sample Workflows->Describe what is happening:

- Create a report layout
- Create a report with a chart and a table
- Create summary tables for a report

There is also a nice One tool example for the Table tool.

One gotcha to be aware with the current Charting tool is the x-axis is record sequence, so you want to ensure each record represents a consistent interval. For example: https://community.alteryx.com/t5/Weekly-Challenge/Challenge-76-Strava-Export-Parse-and-Report/m-p/71...

[NJT]

Pick a simple data manipulation they find themselves doing on a repeated basis and start to try and figure out a way to build a flow to do that same data manipulation to the desired output. Once you build one flow that takes care of even a single repetitive process you've been doing manually you will be addicted to trying to automate as much as possible with Alteryx.

[SeanAdams]

I got started with the Table tool, and the eMail tool - and we used this for simple alerts and some error-trapping & control.

We did this for a long time before starting to introduce headers; layouts; etc.

So - my vote would be to start with basic table into e-mail.