Tool Mastery

Here at Alteryx we believe in working smart, not hard. Building out reports to highlight business-critical metrics is a pretty smart way to track goals. Customizing those reports to everyone in the department, then distributing them as attachments to individual emails? That sounds like a lot of hard work. Scheduling those reports from a refreshing data source each month so you don’t have to remake or rerun the reports yourself - that’s genius. Logging into your work computer to open up Alteryx, then having to check the scheduled results before having any peace of mind those reports were delivered without a hitch? Hard.

Let's start with the basics of how to create a report map in Alteryx.  To start off, ensure that the layers you want to show in your map have a spatial object field. This can be checked by placing a select tool and confirming that there is a column of type 'SpatialObj.'

This article is part of the Tool Mastery Series, a compilation of Knowledge Base contributions to introduce diverse working examples for Designer Tools. Here we’ll delve into uses of the Image Tool on our way to mastering the Alteryx Designer

This article is part of the Tool Mastery Series, a compilation of Knowledge Base contributions to introduce diverse working examples for Designer Tools. Here we’ll delve into uses of the Render Tool on our way to mastering the Alteryx Designer

With all the bells and whistles to play around with in the Reporting Tool Category, it’s hard not to leave some out of your reporting workflows every now and again. Just don’t forget about the Report Text Tool – the tool that’ll help you painlessly add text to your reporting objects, presentations, or documents to help spruce up their readability or formatting.

This article is part of the Tool Mastery Series, a compilation of Knowledge Base contributions to introduce diverse working examples for Designer Tools. Here we’ll delve into uses of the Charting Tool on our way to mastering the Alteryx Designer

The last reporting element in your reports or presentations, the footer certainly isn’t the least. Add footers without a hitch with the Report Footer Tool, and save the best for last!

You know what they say; the devil is in the details. Precious little separates a good report from a great one and it often comes down to just a few details. Don’t let a report header be the detail you left out – use the Report Header Tool to painlessly add header reporting elements to your reporting creations!

A close relative of the Layout Tool, the Visual Layout Tool is the newest, and coolest, Reporting Tool on the block. Sporting all the badassery of the original Layout Tool in its ability to format and arrange reporting objects, the Visual Layout Tool differentiates in that it provides an intuitive, visual, interface that allows for easy drag-and-drop organization of multiple reporting object inputs. Basically, it’s the reporting tool category equivalent of upgrading from Paint to Photoshop.

This article is part of the Tool Mastery Series, a compilation of Knowledge Base contributions to introduce diverse working examples for Designer Tools. Here we’ll delve into uses of the Layout Tool on our way to mastering the Alteryx Designer

I’m proud to show off some of the great features of the Interactive Chart tool. Using the new Interactive Chart tool, users can immediately validate the configuration options selected to ensure the desired chart is created. There is no longer a need to re-run the workflow to see changes reflected in the chart.

Any time you want to get a good point across, it’s best to show your data. Show your data off in style in your reports or presentations by adding formatting to otherwise bland data with the Table Tool! Found in the Reporting Tool Category, the Table Tool will make it easy flair to your raw data, and give it the pop it needs to really sink in.