Alteryx Designer: The Definitive Guide - Helion

ebook

Autor: Joshua Burkhow
ISBN: 9781098107475
stron: 528, Format: ebook
Data wydania: 2023-11-15
Księgarnia: Helion

Cena książki: 245,65 zł (poprzednio: 285,64 zł)
Oszczędzasz: 14% (-39,99 zł)

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Analytics projects are frequently long, drawn-out affairs, requiring multiple teams and skills to clean, join, and eventually turn data into analysis for timely decision-making. Alteryx Designer changes all of that. With this low-code, self-service, drag-and-drop workflow platform, new and experienced data and business analysts can deliver results in hours instead of weeks.

This practical book shows you how to master all areas of Alteryx Designer quickly. Author and Alteryx ACE Joshua Burkhow starts with the basics of building a workflow, then introduces more than 200 tools for working with intermediate and advanced analytics functionality. With Alteryx Designer's all-in-one toolkit, you'll migrate from legacy analytics software or Excel with ease.

Ready to work with data quickly and efficiently? This guide gets you started.

Learn the fundamentals of cleaning, prepping, and analyzing data with Alteryx Designer
Install, navigate, and quickly become competent with the Alteryx Designer layout and functionality
Construct accurate, performant, reliable, and well-documented workflows that automate business processes
Learn intermediate techniques using spatial analytics, reporting, and in-database tools
Dive into advanced Alteryx capabilities, including predictive and machine learning tools
Get introduced to the entire Alteryx Analytic Process Automation (APA) Platform

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Spis treści

Alteryx Designer: The Definitive Guide eBook -- spis treści

Forewords
Preface
- Who This Book Is For
- How This Book Is Organized
- Conventions Used in This Book
- OReilly Online Learning
- How to Contact Us
- Acknowledgments
I. Getting Started
1. Introduction to Alteryx
- Introduction to Alteryx Designer and the Alteryx Analytics Cloud Platform
  - Versions and Upgrades
- Download, Install, and Activate Alteryx Designer
  - Downloading Alteryx Designer
  - Installing or Upgrading Alteryx Designer
  - Activating Alteryx Designer
- The Alteryx Community
  - Alteryx Academy
  - Certifications
  - Discussion Boards
  - Knowledge
  - Ideas
  - Blogs and Podcasts
  - User Groups
  - Use Cases
  - Alteryx Support
- Conclusion
2. Configuring Alteryx Designer
- The Alteryx Designer Interface
  - The Tool Palettes
  - The Canvas
  - The Configuration Window
  - The Results Window
- Important Features
  - Global Search
  - Workflow Configuration
    - Canvas options
    - Workflow options
    - Runtime options
    - Events options
    - Meta Info options
  - User Settings
    - Defaults
    - Dataset Defaults
    - Canvas
    - Data Connection Manager
    - Advanced
    - Macros
    - Localization
    - Customization
  - Shortcuts
    - Showing and hiding windows
    - Adding a tool to the canvas
    - Aligning tools
    - Open, close, save, move, and run
  - Sample Workflows and Datasets
  - Starter Kits
  - Favorites Tool Palette
  - Finding Help
- Lets Build Your First Workflow
  - Step 1: Tool Palette
  - Step 2: Canvas
  - Step 3: Configure
  - Step 4: Results
  - Practice Using Three Common Tools: Filter, Select, Browse
- Conclusion
II. Basics
3. Getting Data into Alteryx Designer
- In/Out Tool Palette
  - Types of Data Sources
  - The Input Data Tool
- Working with Files
  - Connecting to Comma-Separated Values Files
  - Connecting to Excel Files
  - Connecting to Text Files
  - Connecting to Multiple Files at One Time
    - Using the * wildcard
    - Using the ? wildcard
- Connecting with Databases
  - Data Connection Manager
  - Making a Connection to a Database
  - Drivers and DSNs
  - Connecting to Data Using ODBC and DCM
  - Connecting to Data using OLEDB
- More Tools in the In/Out Tool Palette
  - Browse Tool
  - Date Time Now Tool
  - Directory Tool
  - Map Input Tool
  - Text Input Tool
- Conclusion
4. Getting Data out of Alteryx Designer
- Files Versus Databases
- Output to Files
  - Output to a CSV File
    - Configuration options
    - Viewing the output file
  - Output to an Excel File
    - Configuration options
  - Output to a YXDB File
- Output to Databases
  - Output to Microsoft SQL Server
    - Configuration options
  - Output to Multiple Sources
    - Append Suffix to File/Table Name
    - Prepend Prefix to File/Table Name
    - Change File/Table Name
    - Change Entire File Path
- Conclusion
5. Cleaning Your Data
- Knowing When You Have Dirty Data
  - The Results Window
  - The Browse Tool
- Filtering Your Data
  - Filter Tool
    - Basic Filter
    - Custom Filter
  - The Expression Window
    - Functions
    - Columns and Constants
    - Recent and Saved Expressions
    - Save Expression
    - Filtering examples
      - Finding missing data
      - Finding specific values
  - Select Tool
    - Configuring the Select tool
    - Data types
    - Select tool options
  - Select Records Tool
  - Unique Tool
  - Sample Tool
- Cleaning Your Data
  - Auto Field Tool
    - The Metadata tab
    - Auto Field tool + Select tool combo
  - Data Cleansing Tool
  - Imputation Tool
  - Sort Tool
- Writing Expressions
  - Compound Expressions
  - Formula Tool
    - Modifying an existing field
    - Creating a new field
    - Creating multiple calculations
  - Multi-Field Formula Tool
  - Multi-Row Formula Tool
- Creating Data
  - Creating New Columns
    - Record ID tool
    - Tile tool
  - Creating New Rows
    - Generate Rows tool
    - Scaffolding
- Conclusion
6. Joining Your Data
- Vertical Joins
  - The Union Tool
    - Auto Config by Name
    - Auto Config by Position
    - Manually Configure Fields
- Horizontal Joins
  - The Join Tool
  - The Join Multiple Tool
  - The Append Fields Tool
  - The Find Replace Tool
  - The Fuzzy Match Tool
    - Prepping for fuzzy matching
    - The fuzzy matching process
    - Preconfigured match styles
    - Finding matches
    - Purge Mode
    - Merge
  - The Make Group Tool
- Conclusion
7. Transforming Your Data
- The Summarize Tool
  - Building Aggregations
- Cross Tab Tool
- Transpose Tool
- Arrange Tool
- Count Records Tool
- Running Total Tool
- Weighted Average Tool
- Make Columns Tool
- Conclusion
III. Beyond the Basics
8. Parsing Your Data
- What Is Parsing?
- Text To Columns Tool
- DateTime Tool
- XML Parse Tool
- RegEx Tool
  - Regular Expressions
  - How to Build RegEx Strings with RegEx101
  - Using the RegEx Tool
    - Replace
    - Tokenize
    - Parse
    - Match
- Parsing Using the Formula Tools
- Conclusion
9. Reporting
- Report Elements
  - Image Tool
  - Interactive Chart Tool
    - Building an interactive bar chart
      - Create a layer
      - Create a template
      - Create transforms
      - Style fonts
      - Style layers
      - Style charts
      - Style axes
      - Style legends
      - Style notes
      - Batch
  - Report Footer Tool
  - Report Header Tool
  - Report Map Tool
    - Settings
    - Data
    - Layers
    - Legend
  - Map Legend Splitter Tool
  - Map Legend Builder Tool
  - Report Text Tool
    - Create a new field
    - Attach text to existing field
    - Expert Mode
    - PCXML
  - Table Tool
    - Table Mode
    - Table Configuration
      - Table Width
      - Pivot Style
      - Bar Graph
      - Per Column Configuration
      - Default Table Settings
      - Create Row Rule
- Report Layout
  - Layout Tool
    - Layout Mode
    - Layout Configuration
    - Per Row Configuration
  - Visual Layout Tool
  - Overlay Tool
- Report Output
  - Email Tool
  - Insight Tool
  - Render Tool
    - Configuration
- Advanced Reporting Topics
  - Things to Consider When Building a Report
  - Batch Reporting
    - Convert to batch mode
- Conclusion
10. In-Database Tools
- What Problem Do In-DB Tools Solve?
- How Does an In-DB Workflow Work?
- The In-DB Tool Palette
  - Connect In-DB Tool
    - Connecting to your database
    - Setting up your first in-database connection
  - Browse In-DB Tool
  - Summarize In-DB Tool
  - Select In-DB Tool
  - Sample In-DB Tool
  - Union In-DB Tool
  - Join In-DB Tool
  - Formula In-DB Tool
  - Filter In-DB Tool
  - Dynamic Output In-DB Tool
  - Dynamic Input In-DB Tool
  - Write Data In-DB Tool
  - Data Stream In Tool
  - Data Stream Out Tool
- Transparency in Using In-DB Tools and Designer
- Additional Tips and Tidbits
- Conclusion
11. Calgary Tools
- Calgary Loader Tool
  - Calgary Indexes
    - How do I know which fields to index?
    - Where are my indexes stored?
- Calgary Input Tool
  - Field Categories
  - Linked Tables
- Calgary Join Tool
- Calgary Cross Count Tool
- Calgary Cross Count Append Tool
- Conclusion
IV. Macros and Apps
12. Interface Tools
- The Interface Tool Palette
  - Macro Input Tool
  - Macro Output Tool
  - Text Box Tool
  - Action Tool
  - Numeric Up Down Tool
  - Radio Button Tool
  - Drop Down Tool
  - Check Box Tool
  - List Box Tool
  - Folder Browse Tool
  - File Browse Tool
  - Date Tool
  - Tree Tool
  - Map Tool
  - Condition Tool
  - Error Message Tool
  - Control Parameter Tool
- Conclusion
13. Macros
- Types of Macros
- Managing Macros
- Building a Standard Macro
  - Step 1: Build a Workflow
  - Step 2: Add Interface Tools
  - Step 3: Set to Standard Macro and Save
  - Step 4: Insert Macro and Test
- Building a Batch Macro
- Building an Iterative Macro
- Conclusion
14. Apps
- Why Use Analytic Apps?
- Building Your First Analytic App
- The Interface Designer
- Chained Apps
- Conclusion
V. Spatial Analytics
15. Spatial Tools
- Introduction to Spatial Data
  - What Is Spatial Analysis?
  - Types of Spatial Analysis
- The Spatial Tool Palette
  - Building Spatial Objects
    - Create Points tool
    - Poly-Build tool
    - Trade Area tool
    - Spatial Process tool
  - Modifying Spatial Objects
    - Smooth tool
    - Generalize tool
    - Poly-Split tool
    - Buffer tool
  - Analyzing Spatial Objects
    - Spatial Match tool
    - Make Grid tool
    - Heat Map tool
    - Find Nearest tool
    - Distance tool
    - Spatial Info tool
- Spatial Functions in Other Tools
- Conclusion
16. Address Analysis
- Introduction to Address Analysis
- The CASS Data Set
- The Address Tool Palette
  - CASS Tool
  - US ZIP9 Coder Tool
  - Street Geocoder Tool
  - Reverse Geocoder Tool
  - Parse Address Tool
  - US Geocoder Tool
- Conclusion
VI. Alteryx Server and Analytics Cloud
17. Introduction to Alteryx Server
- What Is Alteryx Server?
- The Main Capabilities of Alteryx Server
  - Workflow Deployment and Scheduling
  - Collaboration and Sharing
  - User and Group Permissions
  - Monitoring and Logging
  - Scalability and Performance
  - API and Web Service Integration
  - Data Governance and Compliance
  - Scalable Analytic Apps
- Conclusion
18. Introduction to the Alteryx Analytics Cloud Platform
- Why Platforms Are Valuable
- The Move from All-Purpose to Purpose-Built
- The Influence of AI
- The Alteryx Analytics Cloud Platform
  - Designer Cloud
  - Alteryx Machine Learning
  - Auto Insights
  - App Builder
  - Location Intelligence
  - Plans
  - Future Applications
- Conclusion
Index