Shortcuts(windows)

link

• ctrl+ b
• Add browser to last operation:
  • Ctrl + shift+ B
• refresh workflow:
  • f5

Formulas

link

• in search panel, type in tool cateegory select show more, will display tools
• cache results up until point, right click on tool click cahe and run workflow
• scroll through panels click category use mouse wheel
• text input can take excel files copy paste style fore xperimentation

• ctrl+ b

• iff instead of ifelse

Drag tool into workflow

Inputing Data

See this video here for introduction

Load in Multiple files at once

• Wildcard technique
  • If you want to load in multiple files that share the same strcuture you can use wild card
  • first drag input data to screen
  • choose 1 file and in the “Connect a File or Database” on the top left substitute the file name for wild card symbol
    • so instead of (…\file1.csv) replace it with (…\file*.csv) or to read in all csv in folder(…\*.csv)
    • image of

Drag tool into workflow

Custom filtering by Regex

Regex Tool

Drag tool into workflow

• Choose column then choose match and assign a new col name for True False match operation
• make sure while using the tool to encapuslate regex with .*
  
• to Get a regular expression matching the first letter as B use:
  • .*^B.*
• The visual interface for the above looks like this

Make sure to change output

• After running regex you would need to use filter tool to filter for True False based on column value you made. WOrk flow will look like this:

Directly call filter

• Instead of creating regex expression directly call filter and create custom filter
• In filter tool go to Custom filter and go to fx line
  • type REGEX_Match([column_to_match],“.*^B.*”)

Regex wild card

Connecting to R

• on top right tools panel, pres scroll until you see Developer tools
• Grab R console and drop
• code goes on on the left
• you can output 5 objects from R.
• take some easy sample code and throw it into the blank script on the left panel. You will likely get an error that some library are not installed. If so:
  • Type install R packages into serach bar in top right of program. Follow instructions to install the Install rpackages tool
  • Load that alteryx workbook. I found that I had to install packages one at a time and the best way to execute this is by hitting the wand in the top right

• WHile working in R ctrl+h searches through code

Basic work flow https://www.theinformationlab.co.uk/2018/11/12/integrating-r-in-alteryx/

Deeper Dive https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/A-Cheat-Sheet-of-Functions-to-Use-in-the-R-Tool/ta-p/178979