Alteryx 101 for Excel Users
You have a data file. You need to manipulate some data in the file (changing or cleaning some data, adding or removing rows or columns). In Excel, this can take hours, if not days. How do you save yourself time by doing it in Alteryx? In this handy crib sheet, we’ve listed the most common manipulations and how you might approach them using Alteryx.
Alteryx is like a big flow chart, so if you can write down the steps or draw your process, then you’ll find building your workflow a lot easier.
You can also download this crib sheet for future reference!
Before we start
We should be aware of the optimal structure of data in Excel or CSV files. Across the first row should be field headings, so that every column contains data about one piece of information. Each row should have data in the correct columns, where each row is a collection of data such as a reading, invoice line, web page visit, or the suchlike.
There should also be no totals and no merged cells. If this is the case, then we’re good to go. If not, don’t worry, we can fix it using Alteryx, using some of these tools, but you may need additional tools such as Dynamic Rename (which allows you to take a row of data and turn it into column names). If you’d like assistance with that, please get in touch.
Append rows or Union
Is there an easy way in Excel which isn’t copy and paste?
There is in Alteryx. It’s called the Union tool (in Join), and it allows you to combine multiple workflows based on the field names or maintaining the position of each column.
The above should cover all the basic requirements of your data transformation, but of course Alteryx can do a lot more.
If you want a printable copy of this blog post, please download the crib sheet.