Alteryx Core Flashcards
View data from a connected tool and view data profile information, reporting snippets, maps, and behavior analysis information in the data.
Browse Tool
Manually add data which will be stored in the workflow.
Methods of Use:
(1) Copy & Paste
(2) Import a File
(3*) Enter values in cells
- Data lives WITHIN the workflow
- Values are static
- Can be shared by sharing the workflow
- Data is automatically categorized to smallest type and size
Text Input Tool
Bring data into your workflow by selecting a file or connecting to a database (optionally, using a query).
- Data lives OUTSIDE the workflow
- Values update (are dynamic)
- Must export workflow to share files
- Data is configured based on the file type being imported
-Close all input files to avoid errors - Previews the first 100 rows of data from the selected file
Input Data Tool
Output the contents of a data stream to a file or database
- Has only 1 anchor for INPUT
- Take File/Table Name From Field
Output Data Tool
Search for data in one field from one data stream and replace it with a specified field from a different stream. Similar to an Excel VLOOKUP
Find Replace Tool
Append the fields from a source input to every record of a target input. Each record of the target input will be duplicated for every record in the source input.
Append Fields Tool
Combine two data streams based on common fields (or record position). In the joined output, each row will contain the data from both inputs.
Join Tool
Combine two or more data streams with similar structures based on field names or position. In the output, each column will contain the data from each input.
- Can accept multiple inputs
- First input connected determines output column names and data types
- Re-name the connections to help identify data sources
- Re-organize the order in which data is combined
Joins Data by stacking vertically based on:
(1) Column Name
Union Tool
Select, deselect, reorder, and rename fields, change field type or size, and assign a description.
Select Tool
Select specific records and/or ranges of records including discontinuous ranges. Useful for troubleshooting and sampling.
Select Records Tool
Create or update columns using one or more expressions to perform a broad variety of calculations and/or operations.
Formula Tool
Sort records based on the values in one or more fields.
Sort Tool
Query records based on an expression to split data into two streams. True (records that satisfy the expression) and False (those that do not).
Filter Tool
Perform basic data cleansing operations such as replacing null values, removing punctuation, and modifying case.
Data Cleansing Tool
Pivot the orientation of data in a table by moving vertical data onto a horizontal axis and summarizing selected data.
Cross Tab Tool
Pivot the orientation of the data in a table by moving horizontal data are on the vertical axis.
Transpose Tool
Summarize data by grouping, summing, counting, spatial processing, string concatenation, and much more. The output contains only the results of the calculation(s).
Summarize Tool
Count the records passing through the data stream. A count of zero is returned if no records pass through.
Count Records Tool
Transform date/time data to and from a variety of formats, including both expression-friendly and human readable formats.
DateTime Tool
Split the text from one field into separate rows of columns.
Text to Columns Tool
Organize tools into a single box which can be collapsed or disabled.
Tool Container
Add annotation or images to the workflow canvas to capture notes or explain processes for later reference.
Comment Tool
(1) Transparency
(2) Repeatability
(3) Safety
(4) Scalability
4 Benefits of Alteryx Designer
You have visibility of all the actions performed on the data set. The workflow shows what steps were taken and the order in which they were performed.
Transparency
Use a workflow to transform manual steps into an automated process. With a repeatable workflow, simply change the input data and click “Run”.
Repeatability
Designer offers a safe development environment for testing, exploring and solving. By simply inputting data into the workflow, you are not overwriting the existing file. You choose where and how to save results.
Safety
- Canvas
- Configuration Window
- Tool Palette
- Results Window
4 Components of Alteryx Designer
- Drag from tool palette
- Search for tools
- [ Right Click ] Canvas and INSERT
3 Ways to Add Tools to the Workflow
The tool is not configured correctly & needs to be corrected in order for the workflow to run correctly.
What do Exclamation Marks on Tools mean?
(1) Record Limit
- Improve run times
- Manually type number of records to input
(4) Output File Name As Field
- Add a column showing source file name or full path
- Easy to identify and use source info in workflow
(5) Delimiters
- Manually enter delimiters
(6) First Row Contains Field Names
- Deselect if columns do not have names
(7) Field Length
- Default is 254 Characters
- Manually change the length of a column to avoid truncated values
(8) Start Data Import on Line
- Avoid importing extraneous information from data sources
- Enter the line on which data values start
(9) Ignore delimiters in
(10) Treat Read Errors as Warnings
(11) Code Page
- Data can be encoded with a particular format (ex. UTF-8 or Language)
- Select the correct code page for your data
(12) Allow Shared Write Access
CSV Configuration