Alteryx Designer Expert flashcards
Alteryx Designer Expert · Build recall with a focused review session.
32 cards. Read the term and the definition here. The deck at the top of this page is optional.
- Data Cleansing tool
- A tool that replaces nulls, trims whitespace, changes case, removes unwanted characters, and fixes dates and numbers in selected fields.
- Select tool
- A tool to reorder, rename, change data types, and deselect fields; use 'Select All' then 'Deselect' to keep only needed fields.
- Multi-Row Formula
- A tool that computes values using previous or next rows (e.g., Row-1); requires a grouping field for partitioned calculations.
- Unique tool
- A tool that separates unique and duplicate records based on selected fields; duplicates are output on the 'D' anchor.
- Sample tool
- A tool that selects first N, last N, every N, or a random percentage of rows; useful for testing or reducing data volume.
- Text to Columns tool
- A tool that splits a string field into multiple fields based on a delimiter, number of columns, or fixed width.
- RegEx tool
- A tool that parses, matches, or replaces text using regular expressions; use 'Parse' to extract groups and 'Match' to filter.
- Transpose tool
- A tool that converts columns to rows (wide to long); select key fields and data fields to pivot.
- Cross Tab tool
- A tool that converts rows to columns (long to wide); specify grouping fields, header field, and value field.
- Multi-Field Formula
- A tool that applies a formula to multiple fields at once; use [_CurrentField_] to reference the current field.
- Join tool
- A tool that combines two inputs based on common fields; outputs Left, Right, and Join (inner) records.
- Join types
- Inner (J), left (L+J), right (R+J), and full outer (L+J+R); use Union to combine unmatched records.
- Union tool
- A tool that appends rows from multiple inputs; can match fields by name or position; use 'Auto Configure' by Name for consistent schemas.
- Find Replace tool
- A tool that looks up values from a lookup table and appends or replaces fields; useful for mapping.
- Append Fields tool
- A tool that adds fields from a source to every row of a target, creating a Cartesian product.
- Spatial Match tool
- A tool that finds spatial relationships (intersects, contains, within) between two spatial streams.
- Trade Area tool
- A tool that creates polygons around points based on drive-time or distance; requires an Alteryx spatial dataset.
- Predictive tools
- Tools like Linear Regression, Logistic Regression, Decision Tree, and Forest Model; use Create Samples to split data.
- Spatial Object fields
- Fields stored as Blob; use Spatial Info to extract properties like area or centroid.
- Standard Macro
- A workflow saved as .yxmc that can have inputs and outputs; run as a tool in another workflow.
- Batch Macro
- A macro that runs for each record in a control parameter; use to iterate over groups or files.
- Iterative Macro
- A macro that repeats until a condition is met; useful for loops; set max iterations.
- Control Parameter tool
- A tool that passes a single value or field to a macro; used in Batch and Iterative macros.
- Interface tools
- Tools like Text Box and Drop Down in macros or apps that allow user input; use Action tools to update other tools.
- Performance Profiling
- A workflow configuration option that identifies slow tools; enable 'Run with Performance Profiling' to analyze.
- Block Until Done tool
- A tool that ensures a tool runs after all upstream data is processed; useful for file output ordering.
- Cache and Run Workflow
- A feature that saves intermediate data to avoid re-running upstream tools; improves performance during development.
- Filter early
- A performance best practice: reduce data volume as soon as possible to improve workflow speed.
- Output Data tool
- A tool that writes to various formats (csv, xlsx, yxdb, etc.); can output multiple files using 'Take File/Table Name From Field'.
- Reporting tools
- Tools like Table, Chart, Layout, and Render; use to build custom reports; Render outputs to PDF, PNG, etc.
- Table tool
- A tool that configures data tables with grouping, sorting, and formatting; can include headers and footers.
- Render tool
- A tool that produces final output (PDF, PPTX, etc.) from a layout; can also output to a printer.