Tips and tricks

Aligning tools

Is your module canvas a mess? Are you a perfectionist and cringe when tool alignment is off by a pixel or two? With an active tool selection, all you need is one of two keystrokes: Ctrl+ aligns tools vertically; Ctrl- aligns tools horizontally.

Temp files

Need to output a file in a hurry? Designing a wizard or macro that needs to output a file and have it work from anywhere? %temp% points to the user's temporary directory at runtime, so any user can write a file there. Even better, it gets cleaned up after Alteryx closes, so there is no residual of unnecessary files.

MetaInfo

Want to leave your mark on your module? Use the Meta Info tab from Module Properties to describe your module, identify the author and stamp a copyright. If your module is a wizard, your users will see this info in the wizard interface.

Annotations

Tool annotations cramping your style? From the tool properties left panel, click on Annotation. There is a nifty little checkbox that says "Place Annotation on the left." Breathe a sigh of relief.

Query multiple fields

Need to query multiple fields? Maybe rule out any Null Values across a dozen or more fields? Transpose that data! Use the Transpose tool to flip the data on its side. You can then query from a single field (Value). If you group by a key, it is easy to flip the data back via a Join, Cross Tab or Summarize tool.

Changing field type

You can change a field's type in a number of different tools, but none is easier or more efficient than the Select tool or any tool with an embedded select.

De-select unnecessary fields

Why take up precious memory of information that is not needed downstream? De-select fields that are unnecessary for the process at hand. You can always join them back if needed later on.

Spatial match (optional input)

Speed up your Spatial Match process! Instead of reading a file and connecting it to the Universe input of a Spatial Match, skip the connection and browse to that file directly from within the tool configuration.

Customize macros (icon)

You can customize your own Macro icons. From the Marco Tab in Module Properties, Choose the Custom Icon button and browse to a png file of your choosing. This file will be re-sized to fit on the module canvas.

Customize wizards (image)

You can customize your own Wizards by replacing the stock Alteryx Wizard image that displays on the left hand side of the Wizard interface. From Wizard Properties, check the box Use Custom Wizard Graphic an browse to a png file of your choosing. Make sure the image dimensions are 124x319 pixels.

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