Saturday, July 8, 2017

Alteryx - Using the Runner Macro / Chaining Workflows / Caching Data How-To

In my conversations with people at Alteryx Inspire, I hear a couple of topics come up frequently: How can I cache data that's already been processed, and how can I schedule workflows to run consecutively?

My answer to both of those questions is the Runner macro.

Yes, there is the cache data tool - but I actually have to do something with that. I have to change the settings from input to output.

Using the method I'm describing here, that caching is automatic.

The first step is to plan out what you want to do with your data, where you want to cache it, how you want to process it. Then you divide those steps into logical sections, and make workflows that only address one section at a time.

In this example, all I'm doing in workflow 1 is creating a .yxdb from my data. That's always a good place to start, because if you have, for instance, a .csv file coming in, Alteryx will process that same data exponentially faster than if it remains a .csv. Yes, there is some processing time to do the conversion, but everything else will run faster after that.



Then, you can make as many other workflows off that yxdb as you like. Maybe in one workflow you do all your joins, and in another you create all your calculations.



The scenario where splitting up my workflows makes the most sense is when I have multiple disparate data sources. I might have to do a lot of processing to get all that data to be homogeneous. But I need to perform different kinds of processing on each of those data sets. So after I convert each data source to a yxdb, I'll make a workflow to process data source 1, another to process data source 2, etc. 

Finally, I'll make a workflow that re-unites all my other workflows.



The magic touch is to then create one last master workflow to run all the others, and this is where the Runner macro comes in. I add a Runner tool for each of my underlying workflows, separating them with Block Until Done tools.





Then, when I'm ready to process my data, I only need to run one workflow - the master workflow with the Runner tools - and everything else is automatic.

It makes it a LOT easier to fix things if they break (and we all know they do sometimes), and I don't have to sit and toy with the cache tool. I can hit run and walk away or do something else.

If you haven't tried this method, I encourage you to experiment. If you have any questions, feel free to comment or ping me directly on Twitter @thizviz

You can download the sample workflows here:

Happy analyzing!


Thursday, September 29, 2016

Tips & Tricks from an Alteryx ACE: Cathy Bridges - Part 1

During my Alteryx webinar, which you can watch here: http://pages.alteryx.com/Alteryx-ACE-Cathy-Bridges-On-Demand-Webinar-Tableau-W.html?lsm=webdirect, I promised to follow up with answers to the remaining questions from participants and share even more tips and tricks than what I covered in the webinar.

The time has come!

I had so much to share that we opted to split the post into two parts.

Here's the link to part one:
http://community.alteryx.com/t5/Analytics-Blog/Tips-amp-Tricks-from-an-Alteryx-ACE-Cathy-Bridges-Part-1/ba-p/33569

And here's a little excerpt:

Webinars and Hangouts

Did you know that Alteryx hosts regular webinar trainings and hangouts? Under Community-Events there’s a section called Alteryx|Hangout. You can subscribe to that topic to receive email updates on future hangouts. These are a lot of fun and are a great way to get to know some of the community members and get tips and training from experts.

In the Resources section of the Alteryx web site, you can find on-demand webinars or register for upcoming webinars.

On occasion, I’ve watched webinars that I wasn’t sure I would benefit from, like beginner trainings or webinars designed to introduce Alteryx to people who aren’t familiar with it. What I’ve realized is that I can often learn something new just by watching someone else use Alteryx. That’s how I discovered some of the tips I’m sharing in this article.

Thursday, August 25, 2016

Exponential Process Acceleration Using Alteryx

Seems a shame I haven't yet posted the link to my Alteryx Inspire 2016 presentation!

I repent!

Click below to check it out!




Tuesday, August 23, 2016

It's All Data

Recently, I had an opportunity to review my education and career path.

My journey has taken some interesting turns along the way, which I attribute mostly to not knowing what I wanted to be when I grew up. Now I know that growing up IS the journey, not the destination, and I'm far more concerned with who I am being than what I am doing.

Having said that, it occurred to me that all the things I've learned and all the things I've done have had an element of data analysis built in. It's all data!


For instance, I am educated as a Marriage, Family and Child Counselor. In retrospect, I see that when I am talking with a client about their situation, that's data collection! I'm collecting pieces of data about their personality, their family, their perspective, their concerns. I'm looking for the hidden data points that they might not be seeing. I'm taking all of that data, consolidating it, creating a story with it, and presenting it back to the client. I'm giving them they possibility of seeing their own data (their life) in a new way. It's all data!

I spent a good amount of time working with children as a preschool teacher, a camp counselor, a church volunteer, and currently as an assistant karate instructor. Guess what? It's all data!

Yes, that's data too. What works? What doesn't? What do I need to do differently with one child or another? Are they having fun? Are they upset about something? I'm constantly collecting data from their words, mannerisms, demeanor, and analyzing it. I'm doing continuous A/B testing to see what has the most positive impact on the child.

I'm also a musician. It's all data! I'm collecting data through my ears and evaluating it. What is the pianist doing? Can I compliment that? Am I in tune? Does this song work?



I think if you take a quick look at your life, you'll also find that it's all data.

It's amusing to me, because for the longest time I didn't really like data. At least that's what I thought. I have a former co-worker who has heard me on more than one occasion say "I hate numbers!"

I can laugh about it now, because like I said, IT'S ALL DATA! 

I'm actually constantly living by numbers and other pieces of data that help me make better choices.

Data and I are back on speaking terms. Which is a good thing, because it's all data!

Tuesday, August 16, 2016


 Tableau 10



Aww yeahhh... Tableau 10 is finally here!

Your data, only hotter!

Check it out!

Head on over to tabsoft.co/ten-ure where myself and some others have been TEN-ured, and get yourself TEN-ured too! There may be some swag in it for you, so read the WHOLE POST! The Tableau Social Media Ambassadors are watching you!

:-)