We begin our Alteryx journey by setting up a basic workflow.

In this example, we connect to our data by simply dragging the file onto the canvas. Next, we connect the file to the browse tool to explore the data, which is displayed in the results pane.

We can see the data contains company names along with their location and score. What if we want the companies located in the city of Boston and rank the score of the top 25 companies?. This can be achieved by dragging the Filter tool onto the canvas, setting a basic filter condition to when City equals Boston.

This tool has two anchor points, a T (True) where the condition is true and False when the condition is not true. For this example, the T anchor point is what we are interested in, as it contains the filtered data where the City is Boston. If we connect the T anchor point to a Browse tool, we can see the data has been filtered.

Next we connect the workflow to a Sort tool to sort the Score by descending order, then connect to the Sample tool to show the first 25 rows and finally connect to the Browse tool. 

Finally we can connect to the output data tool to save the result as an excel file. To do this, go to set up a connection, select Microsoft Excel file, and create a file name and directory where you want to save. And there we have it, our first Alteryx workflow.

 

The Data School
Author: The Data School