Hi everyone! In this blog, I would like to introduce you to Macro functions in Alteryx. Macros are very useful tools for reducing time spent recreating the same tool sets, saving lots of time.

4 Types of Macro

There are 4 types of Macro in Alteryx.

  1. Standard Macro
  2. Batch Macro
  3. Iterative Macro
  4. Location Optimizer Macro

In this blog, I will show you how to build a standard macro from scratch. This type of macro is a perfect fit for routine work, or resolving the same problem.

Let’s get started!

There are only 2 steps for building standard macros. Imagine that You receive a file in the same format every month and your task is to organize the file to have a standard format.

Example:

1) Unorganised file

2) Expected file after formatting

Step 1: Create a workflow

Step 2: Turn the created workflow into a macro by converting Input tool & Browse tool to Macro Input and Macro Output.
Step 2.1: ¬†convert Input tool to Macro Input by Right Click and select “Convert To Macro Input”

Step 2.2: Give your input macro a name and an anchor abbreviation

Step 2.3: Convert Browse tool to Macro output by Right Click on Browse tool and select “Convert To Macro Input”

Step 2.4: Give the output macro a name and anchor abbreviation

Step 2.5: Save the Macro and then the macro is ready to use

Step 2.6: Insert macro into your workflow by right clicking then selecting Insert Macro, as per the below picture. Then it’s ready to run.

How to customise Macro Icons with a picture

Step 1: Go to the View menu and select Interface Designer

Step 2: There are 2 options. Choose a picture from “Standard Icon”, or select your own picture using “Custom Icon”. Don’t forget to SAVE! Then have fun.

I selected “Custom Icon” and this is the result!

The end! See you next blog!

 

The Data School
Author: The Data School