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Have you ever used the Allocate tools and received back some strange looking variable names? You're not alone! The Allocate Rename Fields Macro will allow you to rename your fields into readable variables.
I have CAPE installed and a newer version of a VGF (with updated names) is available in a new install. I uninstalled that version of the data, ran the new install but the old VGF names are still visible. I reran the install twice. What am I doing incorrectly? I notice when I run the install, the process happening more quickly than usual.
Update Allocate Append tool using XML
You’re running a process to select certain variables to be used within a model. You’ve built your process, but you’re getting tired of having to run it twice. Once to pull thousands of variables to check for relevance, and a second time with just the variables you want to include in the final model based on the tests you’ve run.
There’s good news! You can use the Action tool within the Interface toolset to update the Raw XML of the Allocate Append tool to dynamically select the variables you want to use, and it’s not as hard as you might think.
The first thing we need to do is find out what the XML code is for the variables we want to use, and the format it needs to be in for the Allocate Append tool to recognize it. You can enable the XML view from the User Settings menu (Options -> User Settings -> Edit User Settings). On the Advanced tab, there is a check box to “Display XML in Properties Window”:
Once you’ve checked the box, return to your Allocate Append tool, or any tool on your canvas, and you’ll see a new option on the right hand side that will allow you to see the XML code the tool is creating.
From here you can get the format you need for the XML code that we’ll pass into the macro to be created later.
Once you know the variables you want to use, you can use the variable name (code, not description) to build out the XML string as show above. If you select multiple variables, what you’ll notice is that they are each on their own line under the “<Variables>” tag in the XML code. The list you make must follow the same format:
In the sample workflow attached, you’ll see that I am using a Text Input tool to simulate the data stream that contains the fully compiled XML strings needed. As you will most likely see in your data, I have one variable per record. The problem is I need all of the variables in the same cell, on their own line. So how do we combine the records into one, and add a new line?
The answer is we use the Summarize tool. Within the Summarize tool we can use the Concat function to combine the XML strings into a single cell, and in the concatenate Properties section, we can indicate that we want to use a new line as the separator by typing in \n.
Now that the prep work is done, all we need to do is pass this new variable list into the Allocate Append tool through XML. This can be achieved with a simple Batch Macro. For the Control Parameter you want to use the Variable list that we just created. The Control Parameter gets connected to the Allocate Append tool which adds the Action tool as shown below.
In your Action tool, select the option to “Update Raw XML with Formula”, expand the options under Allocate Append until you see “Variables” and highlight that section. You’ll want to update the Inner XML, and the formula to use is the connection from the Control Parameter as shown below.
Once you have this set up, simply add your Macro Input (for your incoming data stream) and Macro Output (to feed back into your workflow) to complete the macro set up.
Return to your original workflow, insert your newly created Batch Macro and connect your inputs. Your variable list stream will feed into the ¿ input, and your main data stream to the other.
You’re now set to dynamically change the variables you are pulling! Simply run your process for selecting relevant variables, build your XML strings through the Formula tool and pass them into your macro.
The Q2 2020 Business and Location Insights data packages are now available for your analysis. The packages include analytics-ready data from a variety of vendors as well as data-specific analysis tools which will empower users to get the most from the packaged data. Here’s what you have to look forward to in this release!
The Q3 2020 Business and Location Insights data packages are now available for your analysis. The packages include analytics-ready data from a variety of vendors as well as data-specific analysis tools which will empower users to get the most from the packaged data. Here’s what you have to look forward to in this release!
When registering the point datasets in Allocate, it is possible to get them mixed up between the Experian FULL US and Experian US datasets. When this happens the datasets are put into an error state and the Allocate tool will not open properly.
Canada Business Insights customers, formerly "Canada Data", may have noticed that we've built up our 2016 Statistics Canada demographic variables inventory over the past handful of releases. The 2016 demographic data is accessed via the Demographic Analysis toolset by selecting Statistics Canada 2016 Census in the drop down. In addition, we deliver 2011 Statistics Canada demographics as Canada Data within the same drop down. Both data sets receive quarterly updated Forward Sortation Areas and geography summarized business counts.
Effective with the Q3 2019 Insights data release, update efforts will be focused on the 2016 census only; we will no longer update the 2011 Statistics Canada data set. We will continue to provide the 2011 data set without updates in the installation package through the Q2 2020 release.
Please let us know if you have any questions.
The Q3 2018 US Data package includes analytics-ready data from TomTom, Experian, Dun & Bradstreet and the US Census as well as data-specific analysis tools to get the most from the packaged data. The documentation package attached includes –
Release notes, variable list and change log
Experian CAPE demographic data methodology document, Mosaic segment descriptions
Experian ConsumerView Analytical file – user guide and penetration report
D&B Analytical file - data description, SIC lookup code, penetration report
Kalibrate Technologies traffic count overview and metadata
Spatial products include documentation on drive time methodology and Alteryx map layers
What's new in this release?
Sample workflows included with the data installs are now grouped within a top-level "Data Install Samples" category
Annual updates for Places, Other Name Places, CBSAs, and CCDs/MCDs
Please download and extract the attached 'Q32018_US_Data.zip' for the complete documentation.
In the Q3 2017 US Data release there were six reports that incorrectly reference the D&B Business Summary Employees and Establishments vintage as “Q2 2017” instead of the correct vintage of “Q3 2017”. This issue is purely cosmetic in the report – the data is still from the Q3 2017 vintage. The reports can be found in the dataset, “Experian US 2017A (Q3 2017 Release)(v.8.6)”, within the Demographic Analysis tools in Alteryx.
Demographic Snapshot Comparison Report
Demographic Snapshot Index Comparison
Demographic Summary with Index
Demographic Trend Summary
Population Comparison Report
Action Required: Replace the incorrect report template files.
Close any open instances of Alteryx or Allocate
Download, unzip and extract Q3_2017_Fixed_Report_Templates.7z from the Community Article to the local Alteryx data install location.
You need to place these in the Reports folder – found under […]\Portfolio\ALTERYX_US_Experian_17A_17B\Reports. A typical install location is C:\Program Files (x86)\Alteryx\DataProducts\Portfolio\ALTERYX_US_Experian_17A_17B\Reports
Overwrite the existing templates with the updated templates
How to Validate: Generate a report using a corrected template.
Drag out an Allocate Input tool
Select the dataset “Experian US 2017A (Q3 2017 Release)(v.8.6)”
Select any single geography
Drag out and connect an Allocate Report tool to the Allocate Input tool
Select the dataset “Experian US 2017A (Q3 2017 Release)(v.8.6)”
Select the “Executive Demographic” report
Click the Index button and select any State geography
Press run – the report should now reference “Q3 2017” – and not “Q2 2017” – for the Employee and Establishment fields
If you are an Allocate GUI user, the updated reports can be validated there.
If you have other concerns or need assistance with these instructions, please contact our Customer Support team at email@example.com.
When you drag and drop an Allocate Report tool onto the Alteryx canvas or are browsing reports in the Alteryx Gallery, do you feel overwhelmed by the number of Allocate reports visible? Your next question might be, "what's included in each report?" The report name helps somewhat but not always and there isn't a listing in Help to guide you.
Attached is a spreadsheet on the available reports grouped by Type (List, Rank, Summary, Comparison) and displaying report name, description and check marks in columns for key content items (Age, Employment, Income, Retail Demand, etc.).
If you have questions or comments, feel free to contact firstname.lastname@example.org.