Alteryx: Using Formulas

Code on computer monitor
Photo by Markus Spiske / Unsplash

Alteryx is a powerful data analytics and data science software designed to help process, analyze, and visualize data. It provides a user-friendly interface that allows users, even those without extensive programming or coding experience, to manipulate and transform data.

What we use Alteryx for in the DS?
Data blending and preparation tasks. Basically combining data from different sources, cleaning and formatting data, and creating new variables or features based on existing data.

   The key feature of this software is its drag-and-drop workflow builder,
    which allows users to visually create data workflows without writing
   complex code. You can select and arrange different tools and operations,
   such as filtering, sorting, joining, and aggregating, to manipulate data
   according to your needs.

NOW: Time for my favourite tool - Formula

The Formula tool enables you to perform a variety of calculations and operations to create new data columns or update existing columns.

E.G. - We have our dataset. The source of this dataset is "Alteryx Sample Data" and I want to know when I scroll trough it what is its source. However, it is non-existing in the table. We use a formula to add an extra column with the data source.

This was a very simple example. calculations can become quite complex. But lots of training will help immeasurably on the knowledge that someone can acquire. Practice, practice, practice -> makes things easier

        E.G of more type calculations in formulas

Why would you want to use formulas? For many reasons
 Creating Calculated Fields: Create new calculated fields based on existing data.  
     E.G.  Calculate the total sales by multiplying the quantity sold with the      unit price, or calculate the age of customers based on their birthdates.      Formulas allow you to perform these mathematical calculations and      generate new fields containing the desired results.

 Filtering and Conditionally Selecting Data:  Filtering and select data based on specific conditions.
     E.G. Filter out records where sales are below a certain threshold or      select only those customers who made a purchase in the last 30 days.      By using formulas with conditional statements, you can specify the      criteria to include or exclude data that meets specific conditions.

 String Manipulation: Formulas are valuable for manipulating text or string data.      E.G. Extract substrings from a text field, concatenate multiple fields      into a single string, convert text to uppercase or lowercase, or replace      certain characters. String manipulation formulas are often used when      dealing with textual data such as customer names and addresses.

To summarize: Alteryx is a great tool that can help any organization become more data-driven.

Author:
Francisco Rei
Powered by The Information Lab
1st Floor, 25 Watling Street, London, EC4M 9BR
Subscribe
to our Newsletter
Get the lastest news about The Data School and application tips
Subscribe now
© 2024 The Information Lab