Alteryx Designer Cookbook: Over 60 recipes to transform your data into insights and take your productivity to a new level [1 ed.] 9781804615089

Table of contents :
Alteryx Designer Cookbook
Contributors
About the author
About the reviewers
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the example code files
Conventions used
Sections
Getting ready
How to do it…
How it works…
There’s more…
See also
Get in touch
Reviews
Share Your Thoughts
Download a free PDF copy of this book
1
Inputting Data from Files
Technical requirements
Reading a worksheet from multiple Excel files all at once
Getting ready
How to do it…
How it works…
There’s more…
Reading all worksheets from an Excel file at once – same schema
Getting ready
How to do it…
How it works…
There’s more…
Different schema Excel worksheets all at once
Getting ready
How to do it…
Saving and preserving Excel sheet formats
Getting ready
How to do it…
How it works…
See also (follow-up steps)
Accessing and determining which files are to be processed from a file repository
Getting ready
How to do it…
How it works…
There’s more…
Handling formats when reading text files
Getting ready
How to do it…
How it works…
2
Working with Databases
Technical requirements
Cursor behavior, but more efficient
Getting ready
How to do it…
How it works…
There’s more…
Working with Calgary databases
Getting ready
How to do it…
How it works…
There’s more…
DCM – setting up credentials
Getting ready
How to do it…
How it works…
DCM – setting up a connection
Getting ready
How to do it…
How it works…
There’s more…
Getting information from your In-DB connection/query
Getting ready
How to do it…
How it works…
There’s more…
See also (follow-up steps)
3
Preparing Data
Technical requirements
Saving field configurations with the Select tool
Getting ready
How to do it…
How it works…
Working with ranges
Getting ready
How to do it…
How it works…
There’s more…
Applying data transformations to more than one field at a time
Getting ready
How to do it…
How it works…
There’s more…
Using the previous/next N records' data in the current record operation
Getting ready
How to do it…
How it works…
There’s more…
4
Transforming Data
Pivoting (and un-pivoting) your data
Getting ready
How to do it…
How it works…
Fixing your field names after a Cross Tab operation
Getting ready
How to do it…
How it works…
Laying out your data in columns
Getting ready
How to do it…
How it works…
There’s more…
Arranging data
Getting ready
How to do it…
How it works…
There’s more…
5
Data Parsing
Technical requirements
Preparing, identifying, and classifying free text
Getting ready
How to do it…
How it works…
There’s more…
Getting the last part of a delimited string
Getting ready
How to do it…
How it works…
Working with RegEx
Getting ready
How to do it…
See also
6
Grouping Data
Grouping data
Getting ready
How to do it…
How it works…
Finding groups within groups
Getting ready
How to do it…
How it works…
There’s more…
Exploring the Make Group tool
Getting ready
How to do it…
How it works…
Binning numeric fields
Getting ready
How to do it…
How it works…
7
Blending and Merging Datasets
Technical requirements
Join or Find Replace
Getting ready
How to do it…
Unioning data sources with different structures
Getting ready
How to do it…
How it works…
Advanced joining (using conditions in your joins)
Getting ready
How to do it…
How it works…
Appending fields to your data
Getting ready
How to do it…
How it works…
There’s more…
8
Aggregating Data
Technical requirements
Using Cross Tab to summarize values
Getting ready
How to do it…
How it works…
Preparing data for visualizations
Getting ready
How to do it…
How it works…
See also
Grouping and summarizing your data
Getting ready
How to do it…
Appending fields to data sources
Getting ready
How to do it…
How it works…
There’s more...
9
Dynamic Operations
Dynamically renaming fields
Getting ready
How to do it…
How it works…
Dynamically selecting fields
Getting ready
How to do it…
Dynamically replacing values
Getting ready
How to do it…
How it works…
10
Macros and Apps
Technical requirements
Distributing data connections
Getting ready
How to do it…
How it works…
There’s more…
Using Detour in your data stream
Getting ready
How to do it…
How it works…
Enabling/disabling tool containers
Getting ready
How to do it…
How it works…
There’s more…
Working with the underlying XML
Getting ready
How to do it…
Populating a list box with the fields of a File Browse tool selection
Getting ready
How to do it…
Notifying yourself or others
Getting ready
How to do it…
How it works…
11
Downloads, APIs, and Web Services
Technical requirements
Managing APIs’ XML responses
Getting ready
How to do it…
How it works…
Parsing JSON
Getting ready
How to do it…
Getting paged results from APIs (Iterative Macros)
Getting ready
How to do it…
There’s more…
12
Developer Tools
Executing external programs/batches/scripts from inside a workflow
Getting ready
How to do it…
How it works…
There’s more…
See also
Basic Python usage – performing optical character recognition (OCR) from images
Getting ready
How to do it…
How it works…
Using binary large objects (blobs) to read and write raw/binary fields
Getting ready
How to do it…
There’s more…
13
Reporting with Alteryx
Technical requirements
Loading images for reports dynamically
Getting ready
How to do it…
Arranging your report snippets
Getting ready
How to do it…
How it works…
Rendering your reports
Getting ready
How to do it…
Using HTML and JavaScript in your reports
Getting ready
How to do it…
There’s more…
14
Outputting Data
Technical requirements
Using the Render tool to conditionally format your Excel files
Getting ready
How to do it…
Creating your own execution metadata
Getting ready
How to do it…
Using Events to back up your files
Getting ready
How to do it…
How it works…
There’s more…
See also (follow-up steps)
Using Pre and Post SQL commands
Getting ready
How to do it…
Index
Why subscribe?
Other Books You May Enjoy
Packt is searching for authors like you
Share Your Thoughts
Download a free PDF copy of this book