Alteryx Designer Core
Input Data Tool - ✔️✔️Bring data into your workflow by selecting a file or connecting to
a database (optionally, using a query).
- Data lives OUTSIDE the workflow
- Values update (are dynamic)
- Must export workflow to share files
- Data is configured based on the file type being imported
-Close all input files to avoid errors
- Previews the first 100 rows of data from the selected file
Append Fields Tool - ✔️✔️Append the fields from a source input to every record of a
target input. Each record of the target input will be duplicated for every record in the
source input.
Browse Tool - ✔️✔️View data from a connected tool and view data profile information,
reporting snippets, maps, and behavior analysis information in the data.
Text Input Tool - ✔️✔️Manually add data which will be stored in the workflow.
Methods of Use:
(1) Copy & Paste
(2) Import a File
(3*) Enter values in cells
- Data lives WITHIN the workflow
- Values are static
- Can be shared by sharing the workflow
- Data is automatically categorized to smallest type and size
Data Types:
-Data types may need to match that of other inputs, especially when that data will be
blended with other data
-Be mindful of the characteristics of each data type and how it may impact your
workflow later on.
- Empty values are assigned null values
Output Data Tool - ✔️✔️Output the contents of a data stream to a file or database
- Has only 1 anchor for INPUT
, - Take File/Table Name From Field
Browse Tool - ✔️✔️View data from a connected tool and view data profile information,
reporting snippets, maps, and behavior analysis information in the data.
Join Tool - ✔️✔️Combine two data streams based on common fields (or record
position). In the joined output, each row will contain the data from both inputs.
Union Tool - ✔️✔️Combine two or more data streams with similar structures based on
field names or position. In the output, each column will contain the data from each input.
- Can accept multiple inputs
- First input connected determines output column names and data types
- Re-name the connections to help identify data sources
- Re-organize the order in which data is combined
Joins Data by stacking vertically based on:
(1) Column Name
(2) Column Position
(3) Manually
Select Tool - ✔️✔️Select, deselect, reorder, and rename fields, change field type or
size, and assign a description.
Select Records Tool - ✔️✔️Select specific records and/or ranges of records including
discontinuous ranges. Useful for troubleshooting and sampling.
Sort Tool - ✔️✔️Sort records based on the values in one or more fields.
Sample Tool - ✔️✔️Limit the data stream to a number, percentage, or random set of
records.
Filter Tool - ✔️✔️Query records based on an expression to split data into two streams.
True (records that satisfy the expression) and False (those that do not).
Data Cleansing Tool - ✔️✔️Perform basic data cleansing operations such as replacing
null values, removing punctuation, and modifying case.
Cross Tab Tool - ✔️✔️Pivot the orientation of data in a table by moving vertical data
onto a horizontal axis and summarizing selected data.
Input Data Tool - ✔️✔️Bring data into your workflow by selecting a file or connecting to
a database (optionally, using a query).
- Data lives OUTSIDE the workflow
- Values update (are dynamic)
- Must export workflow to share files
- Data is configured based on the file type being imported
-Close all input files to avoid errors
- Previews the first 100 rows of data from the selected file
Append Fields Tool - ✔️✔️Append the fields from a source input to every record of a
target input. Each record of the target input will be duplicated for every record in the
source input.
Browse Tool - ✔️✔️View data from a connected tool and view data profile information,
reporting snippets, maps, and behavior analysis information in the data.
Text Input Tool - ✔️✔️Manually add data which will be stored in the workflow.
Methods of Use:
(1) Copy & Paste
(2) Import a File
(3*) Enter values in cells
- Data lives WITHIN the workflow
- Values are static
- Can be shared by sharing the workflow
- Data is automatically categorized to smallest type and size
Data Types:
-Data types may need to match that of other inputs, especially when that data will be
blended with other data
-Be mindful of the characteristics of each data type and how it may impact your
workflow later on.
- Empty values are assigned null values
Output Data Tool - ✔️✔️Output the contents of a data stream to a file or database
- Has only 1 anchor for INPUT
, - Take File/Table Name From Field
Browse Tool - ✔️✔️View data from a connected tool and view data profile information,
reporting snippets, maps, and behavior analysis information in the data.
Join Tool - ✔️✔️Combine two data streams based on common fields (or record
position). In the joined output, each row will contain the data from both inputs.
Union Tool - ✔️✔️Combine two or more data streams with similar structures based on
field names or position. In the output, each column will contain the data from each input.
- Can accept multiple inputs
- First input connected determines output column names and data types
- Re-name the connections to help identify data sources
- Re-organize the order in which data is combined
Joins Data by stacking vertically based on:
(1) Column Name
(2) Column Position
(3) Manually
Select Tool - ✔️✔️Select, deselect, reorder, and rename fields, change field type or
size, and assign a description.
Select Records Tool - ✔️✔️Select specific records and/or ranges of records including
discontinuous ranges. Useful for troubleshooting and sampling.
Sort Tool - ✔️✔️Sort records based on the values in one or more fields.
Sample Tool - ✔️✔️Limit the data stream to a number, percentage, or random set of
records.
Filter Tool - ✔️✔️Query records based on an expression to split data into two streams.
True (records that satisfy the expression) and False (those that do not).
Data Cleansing Tool - ✔️✔️Perform basic data cleansing operations such as replacing
null values, removing punctuation, and modifying case.
Cross Tab Tool - ✔️✔️Pivot the orientation of data in a table by moving vertical data
onto a horizontal axis and summarizing selected data.
