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Recording - Mastering Alteryx Designer Tools | Beyond the Basics Session 4: Macros

Alteryx Alumni (Retired)

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Hi SparkED Network! We are back with the continuation of the Mastering Alteryx Designer Tools series, but this time with a focus on intermediate and advanced-level topics! Join Alteryx SparkED for the highly requested extension of the Mastering Alteryx Designer Tools series – Beyond the Basics.


Checkout the recording below of Session 4 - Analytic Apps. During this training, Alteryx ACE, @Deanna Sanchez, provides a step-by-step overview on how to create three different types of Macros: Standard, Batch and Iterative. A Macro is a workflow or group of tools built into a single tool that can be inserted into another workflow


Attached is a zipped file containing the completed workflows, with macros included within the workflows. The workflows are in an Alteryx Package .yxzp format, and participants can save the attached file to their local directory or desktop, then unzip the files prior to opening them in Alteryx. Deanna's PPT Deck is also attached to this thread. 

Deanna included Comment tools with helpful hints if the macros show an "Input" error; these hints are only for those macros that use a File template within the Macro Input tool. For the Iterative Macro, a Text Input tool is used as a template, so the macro should run smoothly. Participants can also right-click on any macro, then open the macro. Once opened, the macro can be saved to a new directory using "File / Save As".  This is helpful if the participant would like to save the completed macro to their own custom macro folder and toolset, as shown in the training session.


This part two training series is tailored for individuals who have a solid foundation in Alteryx Designer and are eager to explore the more intricate aspects of data analytics, reporting, spatial analysis, and automation through macros and apps. The very knowledgeable and esteemed Deanna Sanchez, Alteryx ACE and GIS (Geographical Information Systems) expert, will continue to lead these sessions, sharing her expertise on all things advanced analytics through hands-on Alteryx Designer application with sample and/or publicly available datasets.


If you missed part one of the Mastering Alteryx Designer Tools series from last year, access the session recordings below! Packaged workflows are included on the threads linked. These videos are a great way to prep and gain experience before joining part two of this Alteryx Designer training series.

Check out the training schedule below for upcoming session dates, topics, and registration details. We begin with reporting, using Alteryx to build dynamic charts, maps, and tables in a variety of output formats.  Next, Deanna will showcase her spatial analytics expertise by leveraging a range of spatial tools within Designer to create, combine, and modify spatial objects to generate insights. Lastly, we’ll cover apps and macros, learning to create user-friendly interfaces with Analytic Apps and automate tasks through macros.


Join us for this exciting series designed to push your Alteryx Designer skills to new heights. Whether you're a data enthusiast, analyst, or seasoned Alteryx user, these sessions offer a deep dive into advanced topics, providing you with the tools and knowledge to tackle complex data challenges confidently.


Datasets & Materials will be emailed to registered participants prior to each training.


Training Schedule 2024

  • Session 1: Reporting – Monday, February 5th 3:30 pm – 5 pm MST
  • Session 2: Spatial – Monday, March 4th 3:30 pm – 5 pm MST 
  • Session 3: Analytic Apps – Monday, April 1st 3:30 pm – 5 pm MST 
  • Session 4: Macros Overview: Standard, Batch and Iterative – Monday, May 6th 3:30 pm – 5:30 pm MST 
  • Session 5: Intro to Predictive – Monday, June 10th 3:30 – 5 pm MST Register Here