Streamline your workflow, transform raw data into actionable insights, and use Alteryx Designer to shape, design, and visualize data
Key Features
Acquire the skills necessary to perform analytics operations like an expert
Discover hidden trends and insights in your data from various sources to make accurate predictions
Reduce the time and effort required to derive insights from your data
Purchase of the print or Kindle book includes a free eBook in the PDF format
Book Description
Alteryx allows you to create data manipulation and analytic workflows with a simple, easy-to-use, code-free UI, and perform fast-executing workflows, offering multiple ways to achieve the same results. The Alteryx Designer Cookbook is a comprehensive guide to maximizing your Alteryx skills and determining the best ways to perform data operations.
This book's recipes will guide you through an analyst's complete journey, covering all aspects of the data life cycle. The first set of chapters will teach you how to read data from various sources to obtain reports and pass it through the required adjustment operations for analysis. After an explanation of the Alteryx platform components with a particular focus on Alteryx Designer, you’ll be taken on a tour of what and how you can accomplish by using this tool. Along the way, you’ll learn best practices and design patterns. The book also covers real-world examples to help you apply your understanding of the features in Alteryx to practical scenarios.
By the end of this book, you’ll have enhanced your proficiency with Alteryx Designer and an improved ability to execute tasks within the tool efficiently.
What you will learn
Speed up the cleansing, data preparing, and shaping process
Perform operations and transformations on the data to suit your needs
Blend different types of data sources for analysis
Pivot and un-pivot the data for easy manipulation
Perform aggregations and calculations on the data
Encapsulate reusable logic into macros
Develop high-quality, data-driven reports to improve consistency
Who this book is for
This book is for data analysts, data professionals, and business intelligence professionals seeking to harness the full potential of the tool. A basic understanding of Alteryx Designer and Alteryx terminology, including macros, apps, and workflows, is all you need to get started with this book.
Author(s): Alberto Guisande
Edition: 1
Publisher: Packt Publishing Pvt Ltd
Year: 2023
Language: English
Pages: 740
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
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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
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