Book Image

Learning Alteryx

By : Renato Baruti
Book Image

Learning Alteryx

By: Renato Baruti

Overview of this book

Alteryx, as a leading data blending and advanced data analytics platform, has taken self-service data analytics to the next level. Companies worldwide often find themselves struggling to prepare and blend massive datasets that are time-consuming for analysts. Alteryx solves these problems with a repeatable workflow designed to quickly clean, prepare, blend, and join your data in a seamless manner. This book will set you on a self-service data analytics journey that will help you create efficient workflows using Alteryx, without any coding involved. It will empower you and your organization to take well-informed decisions with the help of deeper business insights from the data.Starting with the fundamentals of using Alteryx such as data preparation and blending, you will delve into the more advanced concepts such as performing predictive analytics. You will also learn how to use Alteryx’s features to share the insights gained with the relevant decision makers. To ensure consistency, we will be using data from the Healthcare domain throughout this book. The knowledge you gain from this book will guide you to solve real-life problems related to Business Intelligence confidently. Whether you are a novice with Alteryx or an experienced data analyst keen to explore Alteryx’s self-service analytics features, this book will be the perfect companion for you.
Table of Contents (17 chapters)
Title Page
About the Author
About the Reviewer
Customer Feedback

Exploring the Tool Palettes

The tools are organized into tool categories called Tool Palettes. This is quite helpful when building a workflow, as viewing a category at a glance quickly facilitates suitable workflow development. For instance, to build a workflow that is focused primarily on data cleansing and renaming of fields, swiftly select the Preparation Tool Palette to use the applicable tools for the workflow. We'll explore more on these types of tools and how to best utilize them in Chapter 3, Data Preparation and Blending. In this section, our goal is to add and remove tool palettes and pin them, so you can easily access them, which will help streamline your workflow.

Let's see how to select the tool categories to view the tools available. Select the Add/Remove Tools icon 

 next to categories. The Configure Tool Palette window will appear, allowing you to:

  • Select a configured Preset option
  • Show/hide tool categories by selecting or deselecting various tool categories on the left side
  • Select a Tool Palette on the left side, and then on the right side select/deselect tools to show/hide the tools

The following snapshot shows the Configure Tool Palette window:

A tool category can be locked by right clicking on a tool palette and selecting Pin [Category]. In this case, the Spatial category will be pinned. The unlocked categories will remain to the right of the Favorites tool category, which by default is automatically pinned:

To unpin a tool category and return it to its original position, right click on the tool category and select Unpin [Category] or Unpin All Groups.