Our ACEs share their top Alteryx workflow tips—from increasing efficiency to handling variability to unlocking new possibilities, you’re sure to gain some insights from these videos:
While these are all “hot tips,” you can refer to this key to gauge the level of difficulty shown in each video:
🔥 = warming up
🔥🔥 = bringing the heat
🔥🔥🔥 = on fire!
(and 🌟 = special episode)
We will continue to add new tips to this post as videos are released, so subscribe to get notified about those updates!
Multi-Tool Connections
@mbarone shares how to save time by configuring multiple connections at once! Learn how to reduce clicking and dragging by utilizing the view possible connections window. 🔥
Multi-Tool Connections Extended
Let’s connect all the tools! @mbarone expands on other tools and use cases for the possible connections window. 🔥
Show Record Count
Don’t let those record counts disappear—@alexnajm shows how to adjust the settings to display connection progress. This can help with troubleshooting and validation, ensuring you aren’t losing data anywhere in your flow. 🔥
Disable All Outputs
@alexnajm points out a tip for saving time when testing workflows for production. Learn how to disable all workflow outputs at once! 🔥
Identify Lagging Tools
Have you tried enabling performance profiling? Watch @alexnajm demonstrate the value of this setting for identifying bottlenecks in your workflow. 🔥
Failed Workflow Email (Events)
You want to know immediately if something goes wrong in a key workflow. @ramesh_neel teaches us how to set up email events for when a workflow run fails. 🔥🔥
User Constants
Reduce the time you spend updating constant fields! @ramesh_neel shows how user constants can be extremely useful for universal updates (like file paths) and designing flexible workflows. 🔥
Keeping a Stable Data Model
Have you ever received the latest data input for your Alteryx workflow and realized it has more fields than before? @Ladarthure shows us how to manage this variability by leveraging the Select tool to keep a stable data model. 🔥
Using a Template
If your file inputs feel like they are ever-changing, try this template tip from @Ladarthure. He demonstrates how to output your schema as a .yxdb and union it back in to ensure no columns are lost amidst input file changes. 🔥
Dynamically Delete Fields
Do you find yourself constantly deselecting fields in your workflow? @Ladarthure shows how to use the Dynamic Select tool to remove fields that meet your custom criteria. 🔥🔥
Reverse Field Mapping
@OllieClarke shows how to improve your Macro user experience using the “show field map” option. This ensures the output field names are unchanged from the inputs, reducing stakeholder confusion or additional field renaming for developers. 🔥🔥
Replacing Underscores After a Cross Tab
@OllieClarke demonstrates how to swap your headers back to their original names after a Cross Tab tool. He uses the REGEX_Replace formula to create a lookup table to ensure all special characters are replaced correctly. 🔥🔥🔥
Dynamic Replace
Learn how to reduce the tools in your workflows with the powerful Dynamic Replace tool. In this video, @OllieClarke walks us through building a Boolean expression field and using the Dynamic Replace tool to update a column with a given expression (no joins or macros needed!) 🔥🔥🔥
Set Up Vertical Workflows
Are you team vertical or team horizontal? @Kenda makes the case for vertical workflow development in this special episode. #teamvertical 🌟
Do you have an Alteryx tip you’d like to share? Leave it in the comments!
