book

Alteryx Designer Cookbook

Name: Alteryx Designer Cookbook
Author: Alberto Guisande
ISBN: 9781804615089

by Alberto Guisande

October 2023

Beginner to intermediate

740 pages

16h 25m

English

Packt Publishing

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Alteryx Designer Cookbook
ContributorsAbout the authorAbout the reviewers
Preface
Who this book is forWhat this book coversTo get the most out of this bookDownload the example code filesConventions usedSectionsGetting readyHow to do it…How it works…There’s more…See alsoGet in touchReviewsShare Your ThoughtsDownload a free PDF copy of this book
Chapter 1: Inputting Data from Files
Technical requirementsReading a worksheet from multiple Excel files all at onceGetting readyHow to do it…How it works…There’s more…Reading all worksheets from an Excel file at once – same schemaGetting readyHow to do it…How it works…There’s more…Different schema Excel worksheets all at onceGetting readyHow to do it…Saving and preserving Excel sheet formatsGetting readyHow to do it…How it works…See also (follow-up steps)Accessing and determining which files are to be processed from a file repositoryGetting readyHow to do it…How it works…There’s more…Handling formats when reading text filesGetting readyHow to do it…How it works…
Chapter 2: Working with Databases
Technical requirementsCursor behavior, but more efficientGetting readyHow to do it…How it works…There’s more…Working with Calgary databasesGetting readyHow to do it…How it works…There’s more…DCM – setting up credentialsGetting readyHow to do it…How it works…DCM – setting up a connectionGetting readyHow to do it…How it works…There’s more…Getting information from your In-DB connection/queryGetting readyHow to do it…How it works…There’s more…See also (follow-up steps)
Chapter 3: Preparing Data
Technical requirementsSaving field configurations with the Select toolGetting readyHow to do it…How it works…Working with rangesGetting readyHow to do it…How it works…There’s more…Applying data transformations to more than one field at a timeGetting readyHow to do it…How it works…There’s more…Using the previous/next N records' data in the current record operationGetting readyHow to do it…How it works…There’s more…
Chapter 4: Transforming Data
Pivoting (and un-pivoting) your dataGetting readyHow to do it…How it works…Fixing your field names after a Cross Tab operationGetting readyHow to do it…How it works…Laying out your data in columnsGetting readyHow to do it…How it works…There’s more…Arranging dataGetting readyHow to do it…How it works…There’s more…
Chapter 5: Data Parsing
Technical requirementsPreparing, identifying, and classifying free textGetting readyHow to do it…How it works…There’s more…Getting the last part of a delimited stringGetting readyHow to do it…How it works…Working with RegExGetting readyHow to do it…See also
Chapter 6: Grouping Data
Grouping dataGetting readyHow to do it…How it works…Finding groups within groupsGetting readyHow to do it…How it works…There’s more…Exploring the Make Group toolGetting readyHow to do it…How it works…Binning numeric fieldsGetting readyHow to do it…How it works…
Chapter 7: Blending and Merging Datasets
Technical requirementsJoin or Find ReplaceGetting readyHow to do it…Unioning data sources with different structuresGetting readyHow to do it…How it works…Advanced joining (using conditions in your joins)Getting readyHow to do it…How it works…Appending fields to your dataGetting readyHow to do it…How it works…There’s more…
Chapter 8: Aggregating Data
Technical requirementsUsing Cross Tab to summarize valuesGetting readyHow to do it…How it works…Preparing data for visualizationsGetting readyHow to do it…How it works…See alsoGrouping and summarizing your dataGetting readyHow to do it…Appending fields to data sourcesGetting readyHow to do it…How it works…There’s more...

Chapter 9: Dynamic Operations
Dynamically renaming fieldsGetting readyHow to do it…How it works…Dynamically selecting fieldsGetting readyHow to do it…Dynamically replacing valuesGetting readyHow to do it…How it works…
Chapter 10: Macros and Apps
Technical requirementsDistributing data connectionsGetting readyHow to do it…How it works…There’s more…Using Detour in your data streamGetting readyHow to do it…How it works…Enabling/disabling tool containersGetting readyHow to do it…How it works…There’s more…Working with the underlying XMLGetting readyHow to do it…Populating a list box with the fields of a File Browse tool selectionGetting readyHow to do it…Notifying yourself or othersGetting readyHow to do it…How it works…
Chapter 11: Downloads, APIs, and Web Services
Technical requirementsManaging APIs’ XML responsesGetting readyHow to do it…How it works…Parsing JSONGetting readyHow to do it…Getting paged results from APIs (Iterative Macros)Getting readyHow to do it…There’s more…
Chapter 12: Developer Tools
Executing external programs/batches/scripts from inside a workflowGetting readyHow to do it…How it works…There’s more…See alsoBasic Python usage – performing optical character recognition (OCR) from imagesGetting readyHow to do it…How it works…Using binary large objects (blobs) to read and write raw/binary fieldsGetting readyHow to do it…There’s more…
Chapter 13: Reporting with Alteryx
Technical requirementsLoading images for reports dynamicallyGetting readyHow to do it…Arranging your report snippetsGetting readyHow to do it…How it works…Rendering your reportsGetting readyHow to do it…Using HTML and JavaScript in your reportsGetting readyHow to do it…There’s more…
Chapter 14: Outputting Data
Technical requirementsUsing the Render tool to conditionally format your Excel filesGetting readyHow to do it…Creating your own execution metadataGetting readyHow to do it…Using Events to back up your filesGetting readyHow to do it…How it works…There’s more…See also (follow-up steps)Using Pre and Post SQL commandsGetting readyHow to do it…
Index
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Overview

This book, Alteryx Designer Cookbook, provides over 60 practical and detailed recipes that guide you in conquering data accessibility, preparation, and insights generation through Alteryx Designer. You will learn how to manipulate, blend, and analyze data sources effectively, improving your analytical productivity.

What this Book will help me do

Master efficient methods for cleaning, preparing, and shaping data accurately.
Combine multiple data sources seamlessly using Alteryx Designer's blending tools.
Implement essential data transformations such as pivoting and restructuring for analyses.
Create reusable, automated solutions for repeated tasks using Alteryx macros.
Generate rich, data-driven reports to enhance business intelligence efficiently.

Author(s)

None Guisande is an experienced data analytics professional with years of hands-on expertise in implementing data workflows using Alteryx Designer. Passionate about simplifying complex operations, None brings a practical approach to teaching, ensuring that readers can apply their skills immediately.

Who is it for?

This book is ideal for data analysts, professionals in business intelligence, and anyone proficient in Alteryx Designer's basics looking to deepen their understanding. If you aim to enhance your productivity and manual data tasks into efficient automated workflows, this book is a perfect fit.

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ISBN: 9781804615089

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