Alteryx Designer Tools Sheet 0

Tools in the Alteryx DesignerThese tools were new in 8.5 8.6 9.0 9.1 9.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. Favorites Icon Tool Description Example Add one or more points in your data stream to Allows users to get a look at their data anywhere in review and verify your data. the process Browse Query records based on an expression to split If you are looking at a dataset of customers, you may data into two streams, True (records that want to only keep those customer records that have Filter satisfy the expression) and False (those that greater than 10 transactions or a certain level of do not). sales. Create or update fields using one or more For instance if there is missing or NULL value, you expressions to perform a broad variety of can use the formula tool to replace that NULL value calculations and/or operations. with a zero. Formula Basically all of the formulas you can do in excel you can do inside Alteryx formula tool – so many more! Bring data into your module by selecting a file Connect to disparate datasets. or connecting to a database (optionally, using Input a query). Combines two inputs based on a commonality Can be used to join Customer profile data as well as between the two tables. Its function is like a transactional data, and join the two data sources SQL join but gives the option of creating 3 based on a unique customer ID Join outputs resulting from the join. Output the contents of a data stream to a file Loading enriched data back into a database. or database. Output Limit the data stream to a number, Choosing the first 10 records for each region of percentage, or random set of records. previously sorted data so that you end up with the Sample top 10 stores in each region. Select, deselect, reorder and rename fields, If your workflow only requires 5 fields out of 50 that change field type or size, and assign a are read in from the file/database, you can deselect Select description. all but the 5 required fields to speed up processing downstream. Sort records based on the values in one or Allows you to sort data records into more fields. ascending/descending order- such as ranking your Sort customers based on the amount of $$ they spend Summarize data by grouping, summing, You could determine how many customers you have counting, spatial processing, string in the state of NY and how much they have spent in Summarize concatenation, and much more. The output total or an average per transaction. contains only the results of the calculation(s). Add annotation or images to the module This will allow uses to document what they did during canvas to capture notes or explain processes a certain portion of the analysis, so other users have Comment for later reference. an understanding of what they were building in the workflow. Manually add data which will be stored in the A lookup table where you are looking for certain module. words or codes to be replaced with new Text Input classifications. You could create a Find field and a Replace field to populate with the values needed. Combine two or more data streams with Transaction data stored in different files for different similar structures based on field names or time periods, such as a sales data file for March and a Union positions. In the output, each column will separate one for April, can be combined into one data contain the data from each input. stream for further processing. Tools in the Alteryx Designer These tools were new in 8.5 8.6 9.0 9.1 9.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. Input/Output Icon Tool Description Example Add one or more points in your data stream to Allows users to get a look at their data anywhere in review and verify your data. the process Browse Input the current date and time at module This is a useful tool to easily add a date time header Date Time runtime, in a format of the user's choosing. for a report Now (Useful for adding a date-time header to a report.) Input a list of file names and attributes from a Lists all files in a directory- can be used in specified directory. conjunction with the Dynamic Input tool to bring in Directory the most recent data file that is available Bring data into your module by selecting a file Connect to disparate datasets. or connecting to a database (optionally, using a query). Input Manually draw or select map objects (points, Output results to google maps, and allow interaction lines, and polygons) to be stored in the with the results for example. Not really! This tool is Map Input module. only so you can pick a spatial object, either by drawing or selecting one, to use in your module (app). Output the contents of a data stream to a file Output to data- anywhere we can read from, we can or database. output to – no – we have some formats we can read Output only. Example- loading enriched data back into a database Manually add data which will be stored in the Manually store data or values inside the Alteryx module. module- example- a lookup table where you are values of segmentation groups and you want the Text Input description name This tool enables access to an XDF format file This can be used when building and running (the format used by Revolution R Enterprise's predictive analytics procedures on large amounts of RevoScaleR system to scale predictive data that open source R has difficulty computing - analytics to millions of records) for either: (1) (specifically Linear Regression, Logistic Regression, XDF Input using the XDF file as input to a predictive Decision Trees, Random Forests, Scoring, Lift Chart) analytics tool or (2) reading the file into an Alteryx data stream for further data hygiene or blending activities This tool reads an Alteryx data stream into an This can be used when building and running XDF format file, the file format used by predictive analytics procedures on large amounts of Revolution R Enterprise's RevoScaleR system data that open source R has difficulty computing - XDF to scale predictive analytics to millions of (specifically Linear Regression, Logistic Regression, Output records. By default, the new XDF files is stored Decision Trees, Random Forests, Scoring, Lift Chart) as a temporary file, with the option of writing it to disk as a permanent file, which can be accessed in Alteryx using the XDF Input tool Preparation Icon Tool Description Example Automatically set the field type for each string Trying to identify the best fit field for text based field to the smallest possible size and type that inputs. Make the data streaming into Alteryx as Auto Field will accommodate the data in each column. small as possible to limit processing time and ensure proper formats for downstream processes. it will randomly return records Sample Assign a unique identifier to each record. Date Filter criteria using a calendar based interface. reorder and rename fields. Useful for $100 or in a range of $100-$150 it will return records Records troubleshooting and sampling.such as selecting all items in an online shopping cart Select. you can use the Values mean or median to fill in the NULL.. For instance if you have transactional data. Tools in the Alteryx Designer These tools were new in 8. analysis. group them into different buyer personas. you may want to eliminate do not). if you have a data set that is missing with another selected value. etc… Create or update multiple fields using a single For instance if there is missing or NULL value on Multi-Field expression to perform a broad variety of multiple fields. you can use the formula tool to Formula calculations and/or operations. that spend between $1k> per month. the data for instance. Create or update fields using one or more For instance if there is missing or NULL value. you can Multi-Field especially for use in predictive analysis.cross row expression that can reference fields in comparisons.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. or dates. Allows you to select a subset of data/records for your percentage. replace that NULL value with a zero Create or update a single field using an Creating unique identifiers at a group level. Males Binning between 30-35. This can be used to assign a customer id to a legacy transaction. Allows you to determine a specific subset of records change field type or size. 365 unique records for each day of year. between the sales in each of these rows Useful for parsing complex data and creating running totals. rather than just making it zero. transactions. certain characteristics of that customer such as race or sex The Date Filter macro is designed to allow a Return transaction records by specifying a start and user to easily filter data based on a date end date.for instance if you are looking Filter satisfy the expression) and False (those that at a dataset of customers.1 9. and assign a should or should not be carried down throughout the Select description. Useful for creating a Creating data specifically time series data. and displays (NULL) Impute replacing NULL() values. deselect.5 8. Create Generate sequence of numbers. or random set of records. to improve accuracy of the results.Can be used to focus on a select group of Sample related records or transactions for analysis. ascending/descending order. with a zero Create new rows of data. Useful for information. analysis.such as locating your Sort top 1000 customers based on the amount of $$ they spend .0 9. Rows Update specific values in a numeric data field For example. such as salary. allowing for more accurate direct Record ID marketing/promotional offerings in the future Limit the data stream to a number.for instance if we are looking at customer transactional data and we want to eliminate all transactions that are less than $5K) Select specific records and/or ranges of records If a user wants to find records that are less than Select including discontinuous ranges. Query records based on an expression to split Allows users to exclude values – all fields come data into two streams. in this range Sort records based on the values in one or Allows you to sort data records into more fields. yr2.ie.Sales volume for yr1. True (records that through! in the stream.6 9. Group multiple numeric fields into tiles or bins. yr3 in Multi-Row subsequent and/or prior rows to perform a different rows and want to notice the difference Formula broad variety of calculations and/or operations. you expressions to perform a broad variety of can use the formula tool to replace that NULL value Formula calculations and/or operations. Generate a random number or percentage of If you want to base your analysis based on 35% of Random % records passing through the data stream. and based on a unique records. records. Combine two or more inputs based on common For instance this can be used to join Customer profile Join fields (or record position).5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. Replace from a different stream.. looking a names and address as a way Match to standard and matching them up based on these types of characteristics. data as well as transactional data. Union will join them together into one large file. breaks or statistical breaks. Group data into sets (tiles) based on value Creating logical groups of your data. (requires. and join the two Join each row will contain the data from both data sources based on a unique customer ID inputs. and join two or Multiple each row will contain the data from both more data sources based on a unique customer ID inputs. group. Business Alteryx with Data Package and installation of File the Dun & Bradstreet business location file) Matching Match your customer file to the Experian Matching a customer file to Experian. data as well as transactional data. Assuming that they have the same structure (the same fields). Similar to an Excel VLOOKUP. low valued customers Separate data into two streams. structures. In the joined output. The Make Group tool takes data relationships Used primarily with Fuzzy Matching.ID 1 can match Make and assembles the data into groups based on 10 different values from source 2 and that becomes a Group those relationships. Looking for Find stream and replace it with a specified field something and then replacing. (requires.6 9.5 8. such as a sales data file for March and a Union separate one for April. User defined ranges in a field.0 9. In the joined output. Very good for bucketing Tile high valued customers vs. Each record of the big merge.Adding time stamps as well as the name Append target input will be duplicated for every record of the users who last accessed it onto your database Field in the source input. each column will contain the transaction data stored in different files for different data from each input.1 9.find and replace. Bradstreet Dun & Bradstreet business file. Join Icon Tool Description Example Append the fields from a source input to every Adding small value to a million records. based on the fields of the unique identifier(customer id) Unique user's choosing. Identify non-identical duplicates in a data Helps determine similarities in your data. You might have In the output. A small to record of a target input. which you can then analyze Parse Icon Tool Description Example . For stream. instance if you have 2 different data sets with Fuzzy different ID. append segmentation values at a household level Household Alteryx with Data Package and installation of Matching the Experian ConsumerView Household and individual file) Combine two or more data streams with similar Can be used to combine datasets with similar structures based on field names or positions. Search for data in one field from one data Think of this like Excel.example to Experian Consumer View Household file. Combine two data streams based on common For instance this can be used to join Customer profile fields (or record position). time periods.and displays all of the id’s that match Dun & Match your customer or prospect file to the Matching a business listing file to Dun and Bradstreet. but with different data. duplicate and Only want to mail to one individual. Tools in the Alteryx Designer These tools were new in 8. of NY Pivot the orientation of the data stream so that Think of it as a way to change your excel spreadsheet horizontal fields are on the vertical axis. Tools in the Alteryx Designer These tools were new in 8. Split the text from one field into separate rows Allows you bring customer data from an excel file for or columns.1 9.0 9. content Email .12. parse xml text individual fields. XML Parse Transform Icon Tool Description Example Manually transpose and rearrange fields for Used for staging data for reports presentation purposes. For instance if you wanted to look at a certain group counting. The output an idea of how many customers you have in the state contains only the results of the calculation(s). This will turn these two columns into two rows Calculate a cumulative sum per record in a Can take 3 columns of sales totals and summarize 3 Running data stream.Example.6 9. spatial processing. Weighted values where some records are configured to this will determine and “weight” if there are certain Average contribute more than others. Parse.taking Military time into standard Date Time and human readable formats. Pie.Weblogs or data feeds RegEx from twitter. A count of zero is returned if no through the tool Records records pass through.. This will turn these two rows into two columns Calculate the weighted average of a set of So if you are looking at calculating average spend. instance that contains first name and last name in Text to one column and split them up into 2 columns so first Columns name is in one column and last name is in the other column. a column of revenue. and much more.) for output via the Render tool.5 8. that has a row of customer ID’s and then below that Transpose a row of revenue.this will make it easy to sort and analyze Read in XML snippets and parse them into Cleaning an xml file. pie charts etc. helps arrange the data for analytical purposes into rows and columns. ( ie yr 1 sales 10K. including both expression-friendly formats. Or turning Jan 1. Column. yr 3 25K) Summarize data by grouping. Transform date/time data to and from a variety Easy conversion between strings and actual date time of formats. times. customers spending levels that are contributing to the average. unstructured text based files. Pivot the orientation of the data stream so that Think of it as a way to change your excel spreadsheet vertical fields are on the horizontal axis. Line. Report/Presentation Icon Tool Description Example Create a chart (Area.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. string of customers of a certain age or income level. Create bar. yr Total 2 15K. Arrange Count the records passing through the data Returns a count of how many records are going Count stream. line. or get Summarize concatenation.. etc. summing. Charting Send emails for each record with attachments Allows you to create dynamically updated email or e-mail generated reports if desired. that has a column of customer ID’s and then next to Cross Tab summarized where specified. or replace data using regular An example would be if someone is trying to parse expression syntax. yr totals of sales by that row. 2012 into 1. match.1. Bar. HTML.) Arrange reporting snippets on top of one Allows you to specify how to put a map together- another for output via the Render tool. Create a map for a report Report Map Recombine the component parts of a map Takes a customized legend and reassembles it.1 9. (Generally recombined by the Map Legend Builder. I suggest a different example: Display a web page for Box reference in the module or use it to show a shared directory of macros Organize tools into a single box which can be Helps you organize your module. Container Spatial .5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. Saves reports out of Alteryx quality reports in a variety of formats. aspects to your report Report Text Documentation Icon Tool Description Example Add annotation or images to the module This will allow users to document what they did canvas to capture notes or explain processes during a certain portion of the analysis.5 8. Header Create a data table for output via the Render Creates table for selected data fields tool. Map Legend legend (created using the Map Legend Builder Splitter) into a single legend table. Add a footer to a report for output via the Apply a footer to the report Report Render tool. Tool collapsed or disabled. Add graphics/image that will be included in report Image Arrange two or more reporting snippets How to arrange the pieces of your report horizontally or vertically for output via the Layout Render tool. users have an understanding Add a web page or Windows Explorer window Helps you organize URL embedded into the canvas – Explorer to your canvas. Add an image for output via the Render tool. example. Table Add and customize text for output via the Allows you to customize a title or other text related Render tool. so other Comment for later reference. Tools in the Alteryx Designer These tools were new in 8. XLSX and DOCX. Create a map for output via the Render tool.6 9. after customization by other tools. putting a legend inside a map – I’d suggest Overlay a different example such as…overlaying a table and chart onto a map Output report snippets into presentation. Render including PDF. Footer Add a header to a report for output via the Apply a header to the report Report Render tool. Split the legend from the Report Map tool into Help customize legends by adding symbols such as $ Map Legend its component parts for customization by or % for instance or removing redundant text Splitter other tools.0 9. Process objects.. square miles of a cover area for Telco/wireless Spatial Info etc. centroid. Maybe the area such as area. Getting the Lat/Lon of a point. or polygon. bounding rectangle. buffer on that road to determine who they are/where Buffer they are Create spatial points in the data stream using Finding a spatial ref to a longitude. Tools in the Alteryx Designer These tools were new in 8. customer location Distance Identify the closest points or polygons in one As a customer.0 9. for Non Overlap overlap for a point file.5 8. based on individual records (e. polygons.6 9. customers are coming from. are coming from (area. Building a polygon to fit Poly-Build a series of points Split a polygon or polyline into its component Break a polygon into a sequential set of points. line. Create Points Calculate the distance or drive time between Creating the drive distance or drive time to a a point and another point. etc.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. coastal boundary and you don’t need it to be too Generalize detailed – significantly decrease the physical size of a spatial record can increase processing time Generate polygons representing different Could be used to view where there is a heavier levels of "heat" (e. lines. (coastal view more polyline by adding nodes along its lines.) Make Grid Create drive time trade areas that do not Create drive time trade areas that do not overlap. based on their geographic proximity Match objects to determine if the objects intersect.g. Combine two data streams based on the Finding all customers that fall within a defined trade Spatial relationship between two sets of spatial area. Poly-Split Round off sharp angles of a polygon or Crisp objects rendered on a map. detailed) Smooth Extract information about a spatial object.build an object of where all of my points. contain or touch one another. optimizing my driving route Nearest Simplify a polygon or polyline object by Object processing. Find file to the points in a second file. Icon Tool Description Example Expand or contract the extents of a spatial Identify all of the business on a road. a point file Drivetime Create a polygon or polyline from sets of Build a trade area. .g. latitude numeric coordinate fields. find me the nearest location to visit. or points. customers) Create a grid within spatial objects in the data Use it to bucket on the ground where their customers stream.1 9. Create a new spatial object from the Want to remove overlap from intersecting trade Spatial combination or intersection of two spatial areas. demand) in a given amount of households in a certain location Heat Map area. by placing a object (typically a polygon).generating an output map of a decreasing the number of nodes. and there is only a single customer Summary from the state of Alaska. the will respond favorably to it. or to combine the Alaska customer with . invaluable to users in determining what fields they need to pay special attention to in their analysis.6 9. if State is a field in a customer database for Field an online retailer. Create a contingency table based on selected For example you can build a table of males and Contingency fields. If the total is less than 100%. As a result. what we really care about in selecting a predictive model to implement a business process is the ability of that model to accurately predict new data (the model that does the best job of predicting data in the estimation sample does not do the best job of predicting new data since it “over fits” the estimation sample). separate. the analyst will quickly be Report able to determine that any analysis (ranging from simple means by state to more advanced predictive models) that involve the State field will result in very unreliable information for Alaska.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. high level overview of all descriptive statistics for the selected data the fields in a database. To do this. to estimate the probability a prospect will Analysis respond favorably if contacted in the marketing campaign. if the user is trying to determine who bivariate association with one another. data that fits a Normal Distributed on the statistical significance (p-values) of the distribution would likely be well-suited to a Linear Analysis results of these tests. Based analyze it. the user may decide to not use the State field. prospects are coming from Trade Area Data Investigation Icon Tool Description Example Determine which fields in a database have a For example. in the case of a direct marketing random samples with a specified percentage campaign. At times the user may want to use a third portion of the available data (the holdout sample) for the purposes of developing unbiased estimates of the economic implications of putting a model into a production business process. Tools in the Alteryx Designer These tools were new in 8. while data that is Gamma Distributed be which distribution best represents the data. we want to know the probability that a of records in the estimation and validation prospect that is contacted as part of the campaign samples. we will take data where we know the outcomes (perhaps as a result of a test implementation of that campaign). For instance.0 9. As a result. and another.5 8. part of the data (the validation sample) to compare the ability of the different candidate models to predict the outcomes for this second set of data in order to select the model to put into production. the user can determine Regression. Given this information. Define radii (including non-overlapping) or Defining boundaries for where your customers or drive-time polygons around specified points. Split the data stream into two or three For example.1 9. Produce a concise summary report of This tool provides a concise. should be contacted as part of a direct marketing Association campaign. This information can be fields. we need to know Create the actual outcome in order to assess model Samples accuracy. and use part of the data (the estimation sample) to create a set of candidate predictive models. For instance. better-suited to analysis via the Gamma Regression tool. before we include that remaining records fall in the holdout sample. Allows you to fit one or more distributions to Helpful when trying to understand the overall nature the input data and compare them based on a of your data as well as make decisions about how to number of Goodness-of-Fit* statistics. products during a weeks’ time. prospect on the contact list of the campaign in order to make the decision whether to include the prospect on the list. to list all combinations of the field females and how many times they purchase certain Table values with frequency and percent columns. 6 9. income. representation of data values to enable responding favorably to a promotion offer) is a fairly effective use in a predictive model. In addition to the parametric regression. outlier identification. it line. a linear variables or a numeric variable and a binary regression line. shows “diminishing returns”) . the US Census using their data on the time a density plot is not selected. Means categorical field and plot the mean of the For instance. The absolute number of people who responded with travel number of breaks can be set by the user. customers from another state (perhaps Hawaii) for analysis purposes. Provides a histogram plot for a numeric field. What is the distribution of a company’s fields . Produce a frequency analysis for selected For example. Replaces the Pearson Correlation Coefficient For example age and income are related. and when the customer searched for this information (done in time Heat Plot categories from six or more from the time of purchase to within one hour of the point of purchase).. For density plot.5 8. This is done by taking all the favorable responders and a sample of the non-responders to get the total percentage of favorable responders up to a user specified percentage (often 50% of the sample used to create a model). it provides a smoothed empirical values based on the frequency of intervals. Tools in the Alteryx Designer These tools were new in 8. a smoothed conditional points themselves. categorical variable (e. and occupied by travel to work. For example.e. This is likely due to people rounding their reported journey time. Provides a visual summary of the distribution of Optionally. a survey of variations in the density of the data for how important Internet reviews were in making a different levels of the two fields purchase decision (on a 1 to 10 scale). Frequencies are displayed when example. For instance. So as age in previous versions… increases so will income. This tools plots the empirical bivariate density Could be used for reports to visualize contingency of two numeric fields using colors to indicate tables for media usage. Pearson Correlation The Pearson coefficient is obtained by dividing the covariance of the two variables by the product of their standard deviations Take a numeric or binary categorical The best use of this tool is for gaining a basic (converted into a set of zero and one values) understanding of the nature of the relationship Plot of field as a response field along with a between a categorical variable and numeric variable. To prevent this from Field happening.0 9. The smooth curve can expose the may show us that household spending on restaurant relationship between two variables relative to meals increases with household income. the behavior of interest (e. Produce enhanced scatterplots. Yes/No). or times "at least 15 but less than 20 minutes" is higher determined automatically using the method of than the numbers for the categories above and below Sturges. a smooth curve via non..g. it is common practice to oversample the favorable responses so that there is a higher penalty for placing all customers into a non-responder category. the tool also produces lines that Scatterplot spread. Table 2 below shows the Histogram probabilities when this option is selected. 30% are in middle high. it allows us to visually examine whether response field for each of the categories customers in different regions of the country spend (levels) of the categorical field. you Frequency selected field(s) with frequency counts and might learn that 35% of your customers are in high Table percentages for each value in a field. 25% are in middle low. but the rate a traditional scatter plot.1 9.. The heat plot allows user to see that those who looked at internet reviews five to six weeks from the point of purchase were most influenced by those reviews. rare event (untargeted or poorly targeted direct marketing campaigns often have favorable response rates that are below 2%). Sample incoming data so that there is equal In many applications. and 10% are in low.output includes a summary of the customers by income level? From the output. with options Shows the relationship between two numeric to include boxplots in the margins.g. more or less on women’s apparel in a year. Building predictive models directly with this sort of rare event data is a problem since models that predict that no one will respond favorably to a promotion offer will be correct in the Oversample vast majority of cases. it. and a regression show the trends in the relationships. particularly in cases of increase slows (i.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. Tools in the Alteryx Designer These tools were new in 8. sales AB Trends (taken over a one year period) in a volumes) and frequency (daily. with many observations or a high level of as the level of household income increases.) and for the treatment stores. within X distance. Tuesday lunch traffic for the same week this year (when the test was run). etc. artisan to gain a more complete understanding of a particular field.g. Absolute comparison would be against the average for the entire chain / customer set. violin plots are an excellent way of visualizing the relationship between a numeric and categorical variable by creating a separate violin plot for each value of the categorical variable... In addition to concisely showing the nature of the distribution of a numeric variable. want to compare using up to 5 criteria that you want to use at the treatment observation level (minimal AB criteria. etc. particular. the percentage of the total level of the measure in each reporting period is used to assess seasonal patterns. In this way. and conveys the density of the the number of minutes of cell phone talk time used distribution based on a kernel smoother that by different customer age group categories in a indicates the density of values (via width) of particular month. ) based on your measures (like traffic. dispersion in the data. it gives users the ability to cluster patterns that can be used in helping to match treatment observations units based on underlying treatment to control units (e. The goal is to find the best set of control units (those units that did not receive the test treatment. Can do day specific data measure is used to assess seasonal effects. the tool allows a data the numeric field. low-growth. medium measure is based on period to period growth). along with other user compare low-growth store to other low-growth stores AB Controls provided criteria. or of the relationship between two Violin Plot different fields (one categorical and one numeric). compares each member of a set of previously selected them versus the control candidates (the other stores test units. The same over what period of time. monthly) and performance measure of interest.0 9. is there a correlation between income Spearman function could describe the relationship level and their level of education Correlation between two variables without making any Coefficient other assumptions about the particular nature of the relationship between the variables. weekly. Predictive Icon Tool Description Example Compare the percentage change in a For example comparing Tuesday lunch traffic at a AB Test performance measure to the same measure restaurant last year (when the test was not run) to Analysis one year prior.5 8. on the criteria such as seasonal in the chain) that are nearest to those stores patterns and growth trends for a key (seasonality. growth) within a given drive time. The Control Select tool matches one to ten AB Controls takes the two things like (seasonality.) to growth. stores. Shows the distribution of a single numeric For example. it can create a plot of the distribution of variable.6 9. as well as the spread between criteria Treatments between DMAs and within DMAs based on the criteria that you want). – So performance indicator.g.1 9. customers. Create measures of trend and seasonal For example. Assesses how well an arbitrary monotonic For example. or specific seasonality patterns (climate percentage changes in the rolling average zones. In (Mondays versus Tuesdays versus etcetera).5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. The trend month-to-month = high-growth. but are very similar to a unit that did on important criteria) for the purposes of doing the best comparison possible. Determine which group is the best fit for AB For example choosing which DMA that you would testing. stores or trends over the course of a year (general growth rate customers) for A/B testing. control units (e. Boosted Provides generalized boosted regression Provides a visual output that enables an Model models based on the gradient boosting understanding of both the relative importance of . and lots Regression target variables that have a long right tail (so with relatively low values).0 9. etc. account. Tools in the Alteryx Designer These tools were new in 8. or negative our store in a given year) that are integer in nature.1 9.) an influence on the target variable by into groups based on the target field (the field we constructing a set of if-then split rules that want to predict).g. positive number. integer (e. methods of Friedman. which regression when the target is strictly positive and has is based on an underlying Gamma a long right-hand tail (so a small number of Gamma distribution) that handles strictly positive customers with high values of the target. important variables related to churn or which variables to focus on in a targeted campaign. Market Step 1 of a Market Basket Analysis: Take For example the Market basket rule can state that is Basket transaction oriented data and create either a someone purchases Beer they are most likely to also . by where the trees within the group differ with respect to constructing and combining a set of decision the set of records used to create the decision trees Forest tree models (an "ensemble" of decision tree and the set of variables that were considered in Model models). the number of visits a customer makes to quasi-Poisson regression.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette.nb() (from the MASS small numbers (visits to a doctor’s office – always a package). an influence on the target variable. an incremental response rate chart can tell us that the second best 10% of our customer list based on a predictive model (so customers that were ranked just under the best 10% to the last customer ranked in the top 20%) have a favorable response rate of 8% compared to the overall response rate of 2%. and there is insurance industry to model claim amounts (where a long right-hand tail to the distribution) most claims are fairly small. and the nature adding simple decision tree models to a model of the relationship between the target field and each ensemble so as to minimize an appropriate of the important predictor fields. of our customer list were contacted as part of the Lift Chart campaign. and therefore should have their loan applications approved. Predict a target variable using one or more The forest model is actually a group of decision tree predictor variables that are expected to have models (the group is typically called an “ensemble”).500 constructed using the split criteria of (b) no outstanding personal loans 'minimize the sum of the squared errors' at (c) were between the ages of 50 and 59 each split.. a classification tree is constructed on past loans it has issued and find that customers Tree (based on Gini coefficient) to maximize the who had: 'purity' at each split. with the final prediction on being the outcome the greatest number of models in the group predicted (this is known as a “voting rule”). and typically an integer value) – helps address the risk of biased results in linear regression where you have a relatively small number of possible positive integer values Predict a target variable using one or more A decision tree creates a set of if-then rules for predictor variables that are expected to have classifying records (e. For instance. but some can be very large). prospect. typically using with Regression package) and glm. Estimate regression models for count data Regression models for count data (e. in the case of optimize a criteria. If the target variable is a (a) an average monthly checking balances of continuous variable.5 8. binomial regression. In addition. The R functions used to Count accomplish this are glm() (from the R stats Like linear/logistic regression. customers. using Poisson regression.g.3%. It is widely used in the most values are relatively small. called the Gamma Regression.’ Produce a cumulative marketing campaign resulted in 40% of the total captured response chart (also called a gains favorable response we would get if all of the members chart) or an incremental response rate chart.6 9. had a default rate of less than 0. the number of store visits a customer values like the number of numbers to a cell phone makes in a year).. Prediction in this model are based on the predictions of all the models. creating the if-then rules in the tree. the credit union can use the method with data Decision categories.* It works by serially different predictor fields on the target. If the target variable evaluating a credit union’s applicants for personal identifies membership in one of a set of loans. Such as most loss function..g. Compare the improvement (or lift) that A cumulative captured response lift chart can tell us various models provide to each other as well that the best 10% of customers (based on a as a ‘random guess’ to help determine which predictive model) in our customer list for a direct model is ‘best. based on the R and Revo generalized linear It is a more appropriate model to use than linear model. a regression tree is over $1. activation function. pickup/sedan/SUV) and the customer (e.. The neurons in the hidden extending credit or detect fraudulent transactions in layer use a logistic (also known as a sigmoid) an insurance claims database. The Naive Bayes (e. based on a sample input.g.. they A summary report of both the transaction are most likely to purchase white wine at the same data and the rules/item sets is produced. the output activation function used is logistic. along with a model object that can be further investigated in an MB Inspect tool. Tools in the Alteryx Designer These tools were new in 8.1 9. Specifically. as opposed to the automated method that the Regression – Stepwise tool represents. predictor fields.g.). Relate a variable of interest (target variable) For instance is the number of times someone shops at to one or more variables (predictor variables) a store related to their income level Linear that are expected to have an influence on the Regression target variable. for binary classification Neural problems (e. purchase pizza as well or if they purchase Fish. a user can find a Nested Test statistically meaningful set of predictors for the target field in a very selective way. for multinomial classification problems (e. and the output activation function depends on the nature of the target field. the probability a customer chooses option A.) Relate a binary (yes/no) variable of interest For instance what is the probability that someone who (target variable) to one or more variables graduated five years ago in engineering from a (predictor variables) that are expected to university will make a donation to that university if have an influence on the target variable. one of which This tool allows the user to determine whether one or contains a subset of the variables contained in more fields help to predict the target field for a the other. Bayes are independent of one another and predicts. and provide a and frequent items sets.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette.g.6 9. for regression problems (where the target is a continuous. they are included in a telephone based fund raising Logistic campaign? How does this probability compare to the Regression probability that someone who graduate from the university 20 years ago with a degree in education will donate to the same campaign (i. B. which of these two people represents a better donation prospect)? Creates a binomial or multinomial probabilistic Predicting whether someone leasing a new vehicle will classification model of the relationship purchase that car at the termination of the lease between a set of predictor variables and a based on both the characteristics of the vehicle or categorical target variable. This tool allows a user to create a feedforward Can be used to help in financial risk assessment by perceptron neural network model with a scoring an applicant to determine the risk in single hidden layer. the probability a customer Networks buys or does not buy). Naives classifier assumes that all predictor variables gender. So do the Beer and Pizza listing and analysis of those rules that can be MB Rules really fit? filtered on several criteria in order to reduce • Filter association rules and review them the number or returned rules or item sets to a graphically (two different visuals) Market manageable number.g.e. are statistically equivalent in terms regression based model in the presence of other of their predictive capability. thus calculating the probability of belonging to each class of the target variable. (Also known as a linear model or a least-squares regression. etc.0 9. age. • Can look at certain levels of Basket support/confidence/lift Inspect • Used to fine tune rules (which ones to use/keep/focus on) • What are the rules that begin to make sense --> outputs the rules (yxdb stream) Examine whether two models. time. Step 2 of a Market Basket Analysis: Take the A tool for inspecting and analyzing association rules output of the MB Rules tool..5 8. or C) the output activation function used is softmax.. a probability distribution over a set of classes. numeric field) a linear activation .. Rules set of association rules or frequent item sets. By using this tool. or fraud detection for example. compares a Welch two sample t-test) for a numeric two groups across any given measures based on their Test of response field between a control group and mean value. So it can be used in areas like churn Support accommodate instances where the data (i. and other traditional regression provides the best adjusted (for the number of model Stepwise models.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. Does the average person in AZ buy as Means one or more treatment groups. campaign. based on the incorporated into a business process. Alternatively. and can be run in a fully automated way. In other words. resulting in the effect of numeric predictors being modeled as piecewise linear components Determine the "best" predictor variables to This tool takes a linear or logistic regression model include in a model out of a larger set of (likely one that includes a large number of predictor potential predictor variables for linear. and the nature of the relationship between handles both variable selection and non-linear the target field and each of the important predictor relationships directly with the algorithm. experienced users have the ability to alter any of the parameter setting used to create the model . It has become a “go to” tool for a lot of supervised learning algorithms used for machine learning applications due to its ability to classification problems.5 8.6 9. are popular models. Such as most important variables related to Spline some ways it is similar to a decision tree. Score inputs: an R model object (produced by the Logistic Regression. Tools in the Alteryx Designer These tools were new in 8. or Support It can be used for both classification and regression Vector Networks (SVN).* This tool implements Friedman’s multivariate Similar to Forest Model or Boosted Model it provides a adaptive regression spline (MARS) model.1 9. Decision Tree. This tool implements the ARIMA model. Support Vector Machines (SVM). Compare the difference in mean values (using Used (but not exclusively) in AB testing. The Alteryx R-based stepwise parameters) model fit. say monthly sales for a particular product. and are meant to scale very well. Calculate a predicted value for the target This tool takes a model and provides predicted model variable in the model. fitting the estimation sample. a model with fewer regression tool makes use of both backward predictors is better at predicting new data than one variable selection and mixed backward and with more predictors since it is less prone to over forward variable selection. This is done by values for the target variable in new data. the target values cannot be separated into their underlying classes using a simple. This is appending a ‘Score’ field to each record in the what actually enables a predictive model to be output of the data stream. and the tool figures out the best ARIMA model given the past data for forecasting future sales levels of that product..0 9. visual output that enables an understanding of both This is in the more modern class of models the relative importance of different predictor fields on (like the Forest and Boosted Models) that the target. the user TS ARIMA provides a single time series. the splits (called “knots” in this method) place in a “hinge”. but churn or which variables to focus on in a targeted Model instead of making discrete jumps at “splits”. fields) and finds the subset of the predictors that logistic. where the slope of the effect of a predictor on a target changes. Vector observations) are considered linearly non- Machine separable. single linear boundary. or Linear Regression) and a data stream consistent with the model object (in terms of field names and the field types). Time Series Icon Tool Description Example Estimate a univariate time series forecasting The two most commonly used methods of univariate model using an autoregressive integrated (single variable) time series forecasting tools are moving average (or ARIMA) method. much as the average in Maine? Is that difference significant or could it be random chance. function is used for the output. In other words. Forest Model. ARIMA and exponential smoothing. In general. In fields.e. pricing decisions and marketing activities have on your business This tool allows a user to take a data stream This tool is used primarily as a preparation step for of time series data and “fill in” any gaps in the using downstream time series-related tools and series macros. the TS ARIMA tool. breaks a time series into longer term trend. upper and lower construction) then an important covariate for confidence interval bounds are provided for forecasting sales is likely to be past values of two different (user-specified) percentage residential housing starts since appliances are among TS confidence levels. As with method. TS Plot and error components. Predictive Grouping Icon Tool Description Example Appends the cluster assignments from a K. In addition to the model.e. values) used to create the original cluster solution.1 9. e. seasonal. customer demographics.0 9. After you create clusters using a cluster analysis tool Centroids Cluster Analysis tool to a data you can then append the cluster assignments both to Append stream containing the set of fields (with the the database used to create the clusters as well as to Cluster same names. Some time series tools will produce unexpected results or errors if the data stream TS Filler contains gaps in the time series. you have a series of data that is supposed to contain measurements every 5 minutes. commonly series plots. This tools Covariant the expected probability that the true value allows for creation of forecasts from ARIMA models Forecast will fall within the provided bounds that include covariates corresponds to the confidence level percentage..g. Create a number of different univariate time This tool allows a number of different. The TS Covariate Forecast tool provides For example. if a home appliance maker is interested forecasts from an ARIMA model estimated in forecasting sales levels in their commercial sales using covariates for a user-specified number division (i. For each confidence level. Estimate a univariate time series forecasting This tool implements the creation of univariate time model using an exponential smoothing series models using exponential smoothing. to aid in the understanding the used time series plots to be created. the last items placed into a new home. .5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. the user can run the tool in a fully automated mode or alter any of the method TS ETS parameters used in creating models. Compare one or more univariate time series This tool allows two or more time series forecasting models created with either the ETS or ARIMA models (based on models created using the TS ARIMA tools.6 9. but you don’t actually have measurements covering every 5 minutes. This enables the analyst to determine the best model to use for making future forecasts of values of interest (say monthly sales of a product). the covariate values for the forecast horizon must also be provided Provide forecasts from either an ARIMA or This tool can be used for inventory management. appliances for new residential of future periods. but not necessarily the same new data not used in creating the set of clusters.5 8. This can be particularly useful in spotting changes in underling trend (say the use of a particular cell tower) in what is otherwise “noisy” data due to time of day and day of week effects. help predict what your inventory levels should be in TS Forecast the next 3 months. One particularly time series data and determine how to interesting plot is the Time Series Decomposition plot develop a forecasting model. and TS ETS tools) to be compared in terms of their TS Compare predictive accuracy. In addition. It can help you understand the effect that factors such as economic and market conditions. Tools in the Alteryx Designer These tools were new in 8. The forecasts are carried out using models created using either the TS ARIMA or TS ETS tools. For ETS model for a specific number of future instance based on past history and inventory levels to periods. Partition records into “K groups” around Common applications of this method are to create centroids by assigning cluster memberships. Tools in the Alteryx Designer These tools were new in 8. Analytics Gallery. or principal components. K. The new fields are particular area we may have the percentage of people called factors. or Neural Gas behavior as a way of simplify the task of developing clustering. and stream based on their Euclidean distance. whether small changes in the underlying data result in the creation of similar or very different clusters) and the ratio of cluster separation (how far apart the cluster are to one another) to cluster compactness (how close the K-Centeroids members of a cluster are to one another) are Diagnostics provided to the user for different clustering solutions (i.. Connectors Icon Tool Description Example Read CSV.5 8.000 Analysis customers) and the creation of store groups by retailers based on store and trade area characteristics (ranging from demographics to weather patterns) for implementing merchandising. who fall into each of eight different educational groups and the percentage of households that fall into nine different income groups. For a information) in the data. K-Nearest K-Nearest Neighbor can be used to help determine what Neighbor category to put a new user before they’ve bought anything. the resulting groups should have a high level of stability and a high ratio of separation to compactness Find the selected number of nearest Customers that have spent various amounts of money neighbors in the "data" stream that on your product. By comparing these measures across different clustering solutions. K-Medians.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. namely their attributes and how people with similar attributes are categorized.e. specialized marketing program creation (a firm can hope to develop six specialized marketing programs. K-Centroids but not a specialized program of each of 30. or groups To do this. the user can make an informed judgment about the number of segment or groups to create. It turns out that Principal household income and educational attainments are Components highly related (correlated) with one another. Assess the appropriate number of clusters to This tool is designed to help the user determine the specify. based on what you know about them when they arrive. a principal components analysis may allow a user to reduce the 17 different education and income groups into one or two composite fields that are created by the analysis. or Neural Gas). inventory. These two composite fields would capture nearly all the information contained in the original 17 fields. “medium spender”. “small spender”.e.1 9.b/c it is hosted in Amazon Download .. DBF and YXDB files from Amazon Get data that is stored in Amazon S3. the clusters (i. Taking advantage of this. Reduce the dimensions (number of numeric Groups fields together by examining how a set of fields) in a database by transforming the variables correlate or relate with one another. and categorize them into “big corresponds to each record in the "query" spender”. Ideally. promotion.. “will never buy anything” categories. information on the stability of Medians. across different possible number of clusters and methods). and pricing programs.useful for the Amazon S3 S3. customer segments based on past purchasing using K-Means.0 9. greatly simplifying downstream analyses (such as a cluster analysis).e. given the data and the selected “right” number of clusters to use in creating segment Predictive Grouping algorithm (K-Means.such as original set of fields into a smaller set that household income level and educational attainment accounts for most of the variance (i. for people living in different geographic areas.6 9. it will be created (see 'Inserts' below). Marketo 2. ActivityRecord: These records track Marketo the activities for each lead. The Marketo Input Tool reads Marketo records Allows users to access data directly from Marketo for a specified date range. it will be updated Write data to a MongoDB database. All Hadoop distributions of data blending and advanced analytics workflows to Output implementing the HDFS standard are Hadoop.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. listings from their website Download Bring in data from Google Analytics A company can combine google analytics data with Google other sources of data. Both of these record types are retrieved by specifying a LeadKey. LeadRecord: These are lead records and there will be one record for each lead. open Output source NoSQL database. supported. where the Marketo Append tool makes an API request for each record The Marketo Append tool retrieves Marketo Appends records accessed from Marketo records and appends them to the records of an incoming data stream. for use in a data stream. All Hadoop distributions analytics workflows. It is able to retrieve *. There Append can be many ActivityRecord records for each LeadRecord. LeadRecord: These are lead records and there will be one record for each lead. which must be supplied by an upstream tool. MongoDB Allows users to writing data back into MongDB Mongo DB is a scalable. implementing the HDFS standard are supported writes data to a Hadoop Distributed File The HDFS Output tool allows you to write the results HDFS System. Put data in Amazon S3 Amazon S3 Upload Retrieve data from a specified URL. DBF and YXDB files to Amazon S3. 2. The Marketo Output tool calls to the Marketo Allows users to write data back into Marketo API function: syncLead().6 9.1 9. . Analytics Reads data from a Hadoop Distributed File The HDFS input tool allows you to access data stored System. Tools in the Alteryx Designer These tools were new in 8.avro files. Write CSV. Data is written back Marketo to Marketo using an 'Upsert' operation. If a record currently exists. Two types of Marketo records can be retrieved: 1.0 9. More information on LeadKeys can be found in the Append Tab section under Configuration Properties.csv and in Hadoop for building data blending and advanced HDFS Input *. This Output means if a record doesn't currently exist. Download competitors store an FTP site. including Pull data off the web. Two types of Marketo records can be retrieved: 1. There are potentially many ChangeRecord Records for each LeadRecord The Input Tool retrieves records in batches of 1000 records. ChangeRecord: These records track Input the activities for each lead.5 8. high-performance. Consider using the U. Write data stream to a SharePoint list SharePoint List Output Address Icon Tool Description Example Standardize address data to conform to the This can be used to help in Marketing optimization by U.com. Determine the coordinates (Latitude and Could be used for processing customer files to identify Longitude) of an address and attach a clustering of customers. Postal Service CASS (Coding Accuracy improving on the accuracy of the address and Support System) or Canadian SOA customer information – can improve geocoding and CASS (Statement of Accuracy). 7. or 9 digit ZIP code. Input data from SharePoint list SharePoint List Input Write data to a list in SharePoint.S. Canada corresponding spatial object to your data Geocoding – assigning an address to a physical Geocoder stream. street CASS tool for better accuracy.com. Uses multiple tools to produce the location is the first crucial step to any spatial analysis. Read and query data from Salesforce. can be used to enable Big Data analytics such as Input performance.5 8. Pull data from SFDC Salesforce Gives organizations better insight into their Input customers/users to plan better marketing and sales activities Write data to Salesforce. zip. Coder Demographic Analysis Icon Tool Description Example . Write to SFDC tables from Alteryx Salesforce Output Read a list from SharePoint.S. Ecommerce transaction analysis. Determine the coordinates (Latitude and Find the latitude.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette.0 9. location is the first crucial step to any spatial analysis. open source NoSQL database.6 9. most accurate answer. most accurate answer. Consider using the city. Geocoder Canadian Geocoder macros for better Geocoding – assigning an address to a physical accuracy. Example.1 9. longitude of a customer Longitude) of an address and attach a corresponding spatial object to your data Could be used for processing customer files to identify Street stream. Determine the coordinates (Latitude and Could be used for processing customer files to identify Longitude) of an address and attach a clustering of customers. Tools in the Alteryx Designer These tools were new in 8. ZIP. US corresponding spatial object to your data Geocoding – assigning an address to a physical Geocoder stream. MongoDB is a scalable. Determine the coordinates (Latitude and Find the latitude longitude of a ZIP+4 US ZIP9 Longitude) of a 5. address in a single field/column- Address number. high. Geocoder or clustering of customers. Read and query data from a MongoDB Allows users to read data that is stored in MongoDB- MongoDB database. street. city. Parse a single address field into different Take an address field and break it into different Parse fields for each component part such as: pieces. fuzzy matching by standardizing address data – CASS Certification is required by USPS for bulk mail discounts. Uses multiple tools to produce the location is the first crucial step to any spatial analysis. 1 9.0 9.example.6 9.Market potential for new customers in a Compare index. by segment (data output) Detail Fields Input behavior cluster names.a Store Allocate Allocate data from the installed dataset(s).population based on standard zip codes Input Input demographic descriptions and Returns with descriptions of demographics. trade area returns a formatted demographic report Report Behavior Analysis Tools Tool Description Example Split a behavior profile set into its individual Calculates distributions and penetration of customers clusters and details. based on a geo-demographic code (ie. customers by segment Report Detail Generate a rank report from a set of behavior Use to rank geographies based on market potential of profiles for output via the Render tool. IDs and other Generates a list of all of the clusters in the meta info from an installed dataset.converts Allocate unabbreviated variable names ("popcy" is the variable name (popcy) to human names. segmentation system Behavior Metainfo Append a behavior cluster code to each Example. prospective customers Report Rank . Create pre-formatted reports associated with Pre-built demographic reports. Append demographic variables to your data Append demographics to a trade area. Comparison Generate a detailed report from a behavior Generates a report of distributions and penetration of profile set for output via the Render tool. across the clusters in the segmentation Create Profile Generate a comparison report from two Shows market potential towards the likelihood of behavior profile sets for output via the Render certain purchasing behaviors at the segment level Report tool.example.It appends a lifestyle segments to records Cluster record in the incoming stream. Example.5 8. Tools in the Alteryx Designer These tools were new in 8. Metainfo displayed as "population current year") from (population current year) the installed dataset(s).it can show the distribution of customers information in an incoming data stream.what Allocate stream from the installed dataset(s). penetration. new market that fit the same profiles of current Behavior customers Create behavior profiles from cluster Example. block group Code code) Compare two behavior profile sets to output a Calculate correlations and market potential between variety of measures such as market potential two profiles.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. etc. is the population within 10 mins of my store Append Input geographies and demographics into a Demographic based on standard geographies- Allocate data stream from the installed dataset(s). 5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. This is to Base64 ensure that the data remains intact without Encoder modification during transport.0 9. Tools in the Alteryx Designer These tools were new in 8. Bypass a set of tools. (ie. be filtered or based on a user defined condition Input Query a Calgary database dynamically based Very fast extraction data from a large index file. Example. Calgary (List Count Retrieval Engine) Icon Tool Description Example Find the counts of predefined sets of values Very fast. Input a behavior profile set from an installed Used in conjunction or after the Write Behavior Profile dataset or external file. For use with custom of another program. Mortgage calculator) The Base 64 Encoder macro issues a base 64 Useful where there is a need to encode binary data encode string that needs to be stored and transferred over media that is designed to deal with textual data.Provides the ability to open the previously saved Profile profile sets and use for analysis Input Output a profile set (*. rather than extracting the data and getting the count yourself) Input data from the Calgary database file with Very Fast input data from an indexed file. number of people by segmentation group in a trade Append area(the advantage is you are getting a count. based on a condition passed to it from inside Alteryx. to ensure that only a is finished before the next part of the process begins Block until single output stream processes records at one Done time. have their own Application interface.someone wants to API Output application development. This can Calgary a query.1 9. (http://en. . Detour authoring an Analytic App or Macro. find a count of how many times a value that occur in a Calgary database file.scd file) from behavior Taking a customer file that has a segment appended profile sets in an incoming data stream.5 8. find a count based on a filter that is gone incoming data stream) that occur in a Calgary into the tool from previous process. Calgary Join Example. Developer Icon Tool Description Example Return the results of a data stream directly to Have an Alteryx process being called from the inside an API callback function. Generally used for an end user to this or that.this can be filtered or based on a user Cross Count defined condition Find the counts of sets of values (from the Very fast.org/wiki/Base64) This Macro is used in our Social Media tools Stop downstream processing until the very Used when you want to make sure part of the process last record has arrived. on values from an incoming data stream. occurs in a file.6 9. Must end in an Output Only used in apps where you are giving an option to or Detour End tool. to it and saving it into an Alteryx format so that it can Profile Generally only used when using the be used repeatedly Output standalone Solocast desktop tool.wikipedia. Or. ensure that the reading of a file will be closed before overwriting is attempted.extract all businesses with employees greater than 1000 (where 1000 is from an Alteryx calculation above it) Create a highly indexed and compressed Create a highly indexed and compressed file for use Calgary Calgary database which allows for extremely with any of the Calgary tools (to enable the speed) Loader fast queries. but use Alteryx for the processing. Example- Cross Count database file. set. Ends a section of tools bypassed by a Detour. curl. 1000’s of algorithms available. Replace stream. that the column etc. The JSON is parsed before it is be built back up into usable JSON format by presented to the user into a nicely formatted table. Connect with use of Detour Generally used for authoring an Analytic App Detour End or Macro. underscores to spaces. It will not change the data.0 9. feeding the output into the JSON Build tool. Replace data values in a series of fields (using Say you have a hundred different income fields and a dynamically specified condition) with instead of the actual value in each field. you want to Dynamic expressions or values from an incoming represent the number with a code of A. Gnip Input . but will change the column names. Select or de-select fields by field type or an Select the first 10 columns of a file regardless of what Dynamic expression. they contain Select Output the schema (field types and names.exe was widely used to scape data.) of a data stream. you have a Dynamic choose the data. the error/test would stop the module Social Media Icon Tool Description Example Search Foursquare Venues by a location with A company can analyze location data of where users an option of filtering by a search term.1 9.example. Generally used in authoring macros. The number of columns in a certain table. Gives users the types of the data. before Command Alteryx had the download tool Test assumptions in a data stream.example. where all of the column Dynamic stream) rename fields. Allows for dynamically process in Alteryx that says which zip codes have the Input generated queries.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. Gives you extra messaging information in the output. Then that extracts data from another source based on that zip code – decreases overhead of reading in the entire database Dynamically (using data from an incoming If you bring in a csv file. The Dynamic Replace tool can easily perform this task. D. contains(description of the data) Field Info The JSON Parse tool separates Java Script This tool is used in our Social Media tools where we Object Notation text into a table schema for are pulling data from web API’s that return JSON via JSON Parse the purpose of downstream processing. the number Message of rows. Execute an R language script and link This free open-source programming language has incoming and outgoing data from Alteryx to R. YouTube. B. Useful when applying names have underscores.6 9. Example. that represents a range. C. etc.if you want to make sure all of Test the records are joined before you start the process. Write log messages to the Output Window. Read from input files or databases at runtime You have a process in Alteryx that can pull a using an incoming data stream to dynamically value/extract from a Database. highest value. Run process. or errors. Run external programs as part of an Alteryx Call other programs from inside Alteryx. Check conditions inside modules and give errors if required. Foursquare Bring in data collected from twitter. A company can analyze what people are saying Facebook in Grip and analyze it in Alteryx around their company over that last week. It can the Download tool.5 8. this could replace all of the Rename custom parsing to text files. Tools in the Alteryx Designer These tools were new in 8. are checking in. or you can write your R an open-source tool used for statistical and own algorithm in R and bring it into Alteryx predictive analysis. 5 8. YouTube. by encoded strings. The Control Parameter input will appear as a ¿ below its Control input arrow on the macro tool icon. Datasift http://datasift. . Blob Input browsing directly to a file or passing a list of files to read. Control Parameter tool is the input for each iteration in the Batch Macro.com/platform/datasources/ Laboratory Icon Tool Description Example The Blob Convert tool will take different data Convert a PNG. Columns want records to layout horizontally or vertically. Facebook. send it through the Formula the JSON Parse tool and builds it back into tool to modify it as needed and then use the JSON JSON Build properly formatted Java Script Object Build tool to output properly formatted JSON. Tools in the Alteryx Designer These tools were new in 8. The Blob Output tool writes out each record Write a list of documents to disk either as blobs or into its own file encoded strings. GIF or JPG Blob to Report Snippet. Blob types and either converts them to a Binary Allows the Reporting Tools to recognize the incoming Convert Large Object (Blob) or takes a Blob and images as report snippets for building reports.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette.twitter. Arrange a table of 10 records into a table of 5 Make many columns to create and whether they records spread across 2 columns. The user can specify how table. A company can analyze what people are saying Tumblr. The Throttle tool slows down the speed of the This is useful for slowing down requests sent per downstream tool by limiting the number of minute when there are limits to how many records Throttle records that are passed through the Throttle can be sent in. The state is either true or Condition false. the entire macro will be re-configured and run beginning to end. Search tweets of the last 7 days by given A company can analyze what people are saying Twitter search terms with location and user around their company over that last week. For each Parameter record coming into the Control Parameter input.1 9. Interface Icon Tool Description Example The Action tool updates the configuration of a module with values provided by interface Action questions. Notation. converts it to a different data type. around their company from various sources of media. Check Box The resulting value. Wikipedia.0 9. when run as an app or macro. The Make Columns tool takes rows of data This tool is useful for reporting or display purposes and arranges them by wrapping records into where you want to layout records to fit nicely within a multiple columns. Blob Output The JSON Build tool takes the table schema of After parsing JSON data. True (checked) or False (unchecked). Bring in data from Datasift. and much more. Search relationship as optional properties.6 9. tool. The Check Box tool will display a check box option to the end user in an app or macro. The Blob input tool will read a Binary Large Read a list of documents from disk either as blobs or Object such as an image or media file. The Condition tool tests for the presence of user selections. is passed to downstream tools. 0 9. all downstream processing stops. This tool can be used to File Browse read an input or write an output. The Radio Button tool will display a mutually Radio exclusive option in an app or macro. The Button resulting value.6 9. The map selection made by the user is passed to downstream tools. and interface) Macro Input for a macro.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. The Numeric Up Down tool is used to display Numeric Up a numeric control in an app or macro. The user entered Text Box value will be passed to downstream tools. The values returned from trees are separated by a new line character (\n). The Text Box tool will display a free form text box in an app or macro. The Folder Browse tool displays a folder Folder browse control in an app or macro. The List Box selections specified by the user are passed as values to downstream tools. The Tree tool will display an organized.1 9. In-Database Tools Icon Tool Description Example . Output The Map tool will display an interactive map for the user to draw or select map objects in Map an app or macro. True (ticked) or False (not ticked). The value of the file path specified by the user is passed to downstream tools. The Macro Input tool is used to display input parameters (arrows. List Box tool will display a multi-selection check box list in an app or macro. The File Browse tool will display a file browse control in an app. The Down value specified by the user is passed to downstream tools. The Macro Output tool is used to display Macro output arrows on a macro tool. The single value selection is then passed to downstream tools. The selections made by the user are passed Tree as values to downstream tools. Message Once the error message is thrown.5 8. The resulting date value is passed through downstream tools The Drop Down tool will display a single selection list in an app or macro to an end Drop Down user. is passed to downstream tools. The Date tool will display a calendar in app or macro for the end user to specify a date Date value. source. The Error Message tool will throw an Error Error message to the end user of an app or macro. The Browse directory path specified by the user is passed to downstream tools. Tools in the Alteryx Designer These tools were new in 8. hierarchal data structure in an app or macro. 6 9. reorder. The output contains only the result total or an average per transaction while all of this of the calculation(s). you can deselect In-DB all but the 5 required fields to speed up processing downstream in a database.5 This list of tools is grouped by their categories on the Alteryx Designer tool palette. counting. and rename fields in If your workflow only requires 5 fields out of 50 that Select an In-DB workflow. are read in from the file/database. greater than 10 transactions or a certain level of sales and want this process to run in a database.0 9. you want to bring data into a database. in the state of NY and how much they have spent in In-DB and more. deselect. can be combined into one data contain the data from each input. stream for further processing inside the database. In-DB Basically all of the formulas you can do in excel you can do inside Alteryx formula tool – so many more! Combine two In-DB data streams based on For instance this can be used to join Customer profile Join common fields by performing an inner or data as well as transactional data. Tools in the Alteryx Designer These tools were new in 8. each column will separate one for April. Stream In Stream data from an In-DB workflow to a If you already have an establish Alteryx Workflow and Data standard workflow. SQL). You could determine how many customers you have Summarize summing.5 8.g. Create or update fields in an In-DB data For instance if there is missing or NULL value. In-DB Filter In-DB records with a Basic filter or with If you are looking at a dataset of customers. previously sorted data so that you end up with the In-DB top 10 stores in each region and run this process in a database. and join the two In-DB outer join. process takes place in the database. you stream with an expression using the can use the formula tool to replace that NULL value Formula database’s native language (e.1 9. counting distinct fields. Review your data at any point in an In-DB Use the Browse Data In-DB tool as you build an In- workflow. Bring data from a standard workflow into an If you already have an establish Alteryx Workflow and Data In-DB workflow. you may Filter a Custom expression using the database’s want to only keep those customer records that have In-DB native language (e. such as a sales data file for March and a In-DB or positions. with an option to sort the you want to bring data from a database into the Stream Out records. Select. Combine two or more In-DB data streams Transaction data stored in different files for different Union with similar structures based on field names time periods. Limit the In-DB data stream to a number or Choosing the first 10 records for each region of Sample percentage of records..g. workflow. In the output. Summarize In-DB data by grouping. way you intend it to. In-DB . Note: Each In-DB Browse triggers a DB workflow to ensure data is passing through the Browse database query and can impact performance. database blending into the database. SQL). data sources based on a unique customer ID and run this process in a database.. Use an In-DB data stream to create or update If you need to update and save the results of the in- Write a table directly in the database. It allows you to view results at Data In-DB any point in the In-DB workflow Establish a database connection for an In-DB If you want to connect directly to Oracle or SQL Connect workflow Server. with a zero and run this process in a database.