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Alteryx Tips & Tricks

Margarita Wilshire, Chad Martin and Geoff JonesClient ServicesAlteryx

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Module Optimization

Getting Started with Alteryx

• Get to know your Alteryx Resources.• Optimize your Alteryx Memory settings to improve performance.• Keep your modules lean for speed.• Auto Field, Sort and Filter tools

• Ready for prime time? Disable Browse tools.• Keep it organized with tool containers.• Keep it easy to maintain with Database Alias.• Tool Spotlight: Tile Tool.

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Data Blending

Alteryx working your data & making your data work for you

• It’s Dynamic! Dynamically select your data, pair it up with the Directory tool to create a batch process in no time!

• Got a Calgary* database? We’ll share our best practices. *Calgary is a database you can create with Alteryx which is highly indexed for fast retrieval

• Fuzzy Match a Calgary dataset?

• Tool Spotlight: DateTime Tool.

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Publishing

Alteryx power showcased in our Apps and macros

• Join us as we share the enhancements implemented in 9.0 to the authoring of Alteryx Analytic Apps. Details in next slide

• We went wireless ! We’ll give you the details on this exciting and highly requested wireless connection.

• Want to learn our best practices for building an analytic app? • Dissecting and demystifying batch macros, you really need to know

this!• Tool Spotlight: Run Command tool.

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Alteryx Analytic Apps

• App and Macro tutorials• App Migration• Layout View – Selection &

cosmetic• Test View – Interaction & debug• Tree View – Selection & order• Forwards/ backwards

compatibility• Automatic Action generation• Unconnected Radio Buttons• Wireless Connectors

• Connector names• Navigation window• Pinning Tool categories• File Type save mismatch• App Values• Expression Editor font• Open macros from the palette• Reference questions in a formula

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THANK YOU!