Alteryx is data wrangling software commonly deployed with other applications like Spotfire and Tableau. This category will contain articles on Alteryx best practices, tips, tricks, and learnings. I am a new Alteryx user and will post as my skills develop.
I’m new to most of the Reporting Tools, and I ran into a problem recently where the Alteryx Report Text Tool strips out punctuation. There are two simple solutions to this problem. Read on to learn more.
Read More »Report Text Tool Strips Out Punctuation
Yay! I learned to build batch macros this week! I’ve wanted to tackle batch macros for quite some time but I didn’t have any use cases. This week two use cases popped up. In my first use case, I feed a dynamic query with a batch macro. More specifically, I feed a list of wells into the dynamic query. I’ll show you how to do this in blog and video. Read on to learn more.
Read More »Feed a Dynamic Query with a Batch Macro
On Monday, I said I would share two Alteryx tips and tricks learned from coworkers. The first tip was from Alice Yu, who showed me that it’s possible to use the In operator in Alteryx Filter tools. The second tip comes from Jack Stewart, who is replacing Alice on our Analytics team. Jack helped me out on a particularly sticky regex problem. I wanted to showcase his solution because it shows how to use Find and Replace tools to simplify regex. Anytime I can make regex simpler, I am all for it. Read on to learn more.
Read More »Use Find Replace Tools to Simplify Regex
I promise to resume my Spotfire expression series, but… This week, I will showcase 2 Alteryx tips and tricks I learned from coworkers last week. The first will be a salute and fond farewell to my teammate Alice Yu who is leaving the company. I am very sad to see Alice depart, as she is the light of our team and an all-around good and fun human. The second will be a warm welcome to Jack Stewart who is moving from our Geo team to the Analytics team. I can already tell that Jack approaches problems very differently from me, so I expect to learn a lot from him. So, with that said, here is what I learned from Alice….
Read More »Using the ‘In’ Operator in Alteryx Filter Tools
This is the third time in about 6 weeks that I’ve needed to create a rank in Alteryx and couldn’t remember how. Each time I had to dig through projects to find what I did last time. That means it’s time to write it up so I can find it next time. Read more to learn an easy way to create a rank in Alteryx.
Read More »How to Create a Rank in Alteryx
One of the things I love about Alteryx is how fast it pushes data through a workflow. However, sometimes, we need to run one part of a workflow before another. In other words, we want to control the order of operations in Alteryx. I knew the application could do this, but to incorporate it into my workflow, I had to learn a few new tools. Read on to learn which tools allow you to control the order of operations in a workflow.
Read More »How to Control the Order of Operations in Alteryx
The more I learn about Alteryx, the more I love it as a tool for data wrangling. I recently had 2 use cases pop up where I needed to be able to dynamically change the data being queried. I knew the application could perform this task, but I hadn’t yet learned how to create a dynamic query in Alteryx. Now that I know how I’m writing it up for future reference and other people to use. Two use cases are presented because they are configured differently. Read on to learn how.
Read More »How to Create A Dynamic Query in Alteryx
It’s a fact. If you have manual data entry, there will be errors. I found this out the hard way when working with our completions team on a Spotfire KPI project. We built the Spotfire KPIs and were attempting to tie out to spreadsheets. The numbers didn’t match. Discrepancies consistently traced back to bad data entry. We would fix the bad data, but without proper controls to keep it out, we were chasing our tails. So, we addressed bad data with a QAQC or error report. The first version was all Spotfire, but it had flaws. Version 2 performed error reporting with Alteryx. Ultimately, I wound up with a combination of Alteryx and Spotfire. To see what it looks like and how it was implemented, read on.
Read More »Error Reporting with Alteryx & Spotfire
Regular readers know I am doing a lot of work in Alteryx these days. Actually, our entire analytics team is. We collaborate a lot on… Read More »Calculate Working Days Between Two Dates in Spotfire and Alteryx
I haven’t written very much about Alteryx, although I do now use it EVERY SINGLE DAY. I’ve been hesitant because the Alt Nation Community is fabulous. I struggle with the utility of publishing my own content when it’s not likely to register in search results. However, I frequently write just for myself. And, it pays off. This week I referred back to a Spotfire post I wrote over 2 years ago. Therefore, I’m writing about a problem I ran into this week with scheduling an Alteryx workflow to run on the last business day of the month. If this is a problem you’ve run into, read on.
Read More »Scheduling An Alteryx Workflow to Run On the Last Business Day of the Month