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FOMO is Real: Here Are the Recent Designer Features You Might Have Missed

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Ready to learn about all the recently-released features you may have missed? Don't miss them twice! Learn how to save workflows together, update and delete InDB, use unsupported data sources, and SO much more!

Rithi Son, Product Manager - Alteryx

Published in: Data & Analytics
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FOMO is Real: Here Are the Recent Designer Features You Might Have Missed

  1. 1. # A L T E R Y X 1 9 PRESENTED BY FOMO IS REAL: HERE ARE THE RECENT DESIGNER FEATURES YOU MIGHT HAVE MISSED Rithi Son rson@alteryx.com
  2. 2. # A L T E R Y X 1 9 FORWARD-LOOKING STATEMENTS This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements may be identified by the use of terminology such as “believe,” “may,” “will,” “intend,” “expect,” “plan,” “anticipate,” “estimate,” “potential,” or “continue,” or other comparable terminology. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product availability, growth and financial metrics and any statements regarding product roadmaps, strategies, plans or use cases. Although Alteryx believes that the expectations reflected in any of these forward-looking statements are reasonable, these expectations or any of the forward-looking statements could prove to be incorrect, and actual results or outcomes could differ materially from those projected or assumed in the forward-looking statements. Alteryx’s future financial condition and results of operations, as well as any forward-looking statements, are subject to risks and uncertainties, including but not limited to the factors set forth in Alteryx’s press releases, public statements and/or filings with the Securities and Exchange Commission, especially the “Risk Factors” sections of Alteryx’s Quarterly Report on Form 10-Q. These documents and others containing important disclosures are available at www.sec.gov or in the “Investors” section of Alteryx’s website at www.alteryx.com. All forward-looking statements are made as of the date of this presentation and Alteryx assumes no obligation to update any such forward-looking statements. Any unreleased services or features referenced in this or other presentations, press releases or public statements are only intended to outline Alteryx’s general product direction. They are intended for information purposes only, and may not be incorporated into any contract. This is not a commitment to deliver any material, code, or functionality (which may not be released on time or at all) and customers should not rely upon this presentation or any such statements to make purchasing decisions. The development, release, and timing of any features or functionality described for Alteryx’s products remains at the sole discretion of Alteryx.
  3. 3. # A L T E R Y X 1 9 3 RITHI SON A L T E R Y X E M P L OY E E S I N C E M A R C H 2 0 1 6
  4. 4. # A L T E R Y X 1 9 COMPLETE SESSION SURVEYS ATTENTION 4 We want your feedback! Be sure to complete session surveys within the mobile app after this session. Surveys are anonymous, and we rely on your opinion for improvement
  5. 5. # A L T E R Y X 1 9 5 Discover features that you may not know about in Designer NEW TO YOU FEATURES LEARNING OBJECTIVES Learn how Designer features were developed GET THE INSIDE STORY
  6. 6. # A L T E R Y X 1 9 D A T A C O N N E C T I O N S • Single access experience • Unsupported data sources • Drag and drop files and folders • SQL & Oracle • Update and delete rows with In-DB C A N V A S E X P E R I E N C E • Caching • View Possible Connections • Aligning tools • Converting tools quickly • Results grid: Apply Tools to Canvas T O O L E X P E R I E N C E S • Documentation tools: Comments and Tool Containers • Filter and dates • Browse and maps • Reporting tools: Email, Interactive Chart, Render • Macros M I S C E L L A N E O U S • Tabs: File paths, active documents, duplicating workflows • Keyboard shortcuts • Workflow groups • Autorecover • Saving files on exit ©2019 Alteryx Inc. ALTERYX DESIGNER
  7. 7. # A L T E R Y X 1 9 D A T A C O N N E C T I O N S • Single access experience • Unsupported data sources • Drag and drop files and folders • SQL & Oracle • Update and delete rows with In-DB C A N V A S E X P E R I E N C E • Caching • View Possible Connections • Aligning tools • Converting tools quickly • Results grid: Apply Tools to Canvas T O O L E X P E R I E N C E S • Documentation tools: Comments and Tool Containers • Filter and dates • Browse and maps • Reporting tools: Email, Interactive Chart, Render • Macros M I S C E L L A N E O U S ©2019 Alteryx Inc. ALTERYX DESIGNER • Tabs: File paths, active documents, duplicating workflows • Keyboard shortcuts • Workflow groups • Autorecover • Saving files on exit
  8. 8. # A L T E R Y X 1 9 DATA CONNECTIONS 8 • Quickly see Designer data connection options • Easy path to downloading and installing connectors that are not in Designer HOW: INPUT DATA & OUTPUT DATA TOOLS
  9. 9. # A L T E R Y X 1 9 USING UNSUPPORTED DATA SOURCES 9 • Connect to ODBC data sources that are not listed • Connect to a multitude of data sources, even if Alteryx doesn’t officially support
  10. 10. # A L T E R Y X 1 9 DRAG FILES & FOLDERS TO CANVAS 10 • Works with any folders and Alteryx-supported file types (yxdbs, spreadsheets, etc.)
  11. 11. # A L T E R Y X 1 9 DRAG FILES & FOLDERS TO CANVAS 11 • Works with any folders and Alteryx-supported file types (yxdbs, spreadsheets, etc.)
  12. 12. # A L T E R Y X 1 9 DSN-LESS SQL & ORACLE CONNECTIONS 12 • Connect to SQL & Oracle without leaving Alteryx HOW: INPUT DATA TOOL
  13. 13. # A L T E R Y X 1 9 UPDATE AND DELETE IN-DB 13 • Parity with our standard functionality • Update & delete rows of data • Only available for SQL Server
  14. 14. # A L T E R Y X 1 9 UPDATE AND DELETE IN-DB 14
  15. 15. # A L T E R Y X 1 9 D A T A C O N N E C T I O N S • Single access experience • Unsupported data sources • Drag and drop files and folders • SQL & Oracle • Update and delete rows with In-DB C A N V A S E X P E R I E N C E • Caching • View Possible Connections • Aligning tools • Converting tools quickly • Results grid: Apply Tools to Canvas T O O L E X P E R I E N C E S • Documentation tools: Comments and Tool Containers • Filter and dates • Browse and maps • Reporting tools: Email, Interactive Chart, Render • Macros M I S C E L L A N E O U S ©2019 Alteryx Inc. ALTERYX DESIGNER • Tabs: File paths, active documents, duplicating workflows • Keyboard shortcuts • Workflow groups • Autorecover • Saving files on exit
  16. 16. # A L T E R Y X 1 9 CACHING 16 • Allows you to cache up to a specific point(s) in a workflow, so you don’t have to run that segment again.
  17. 17. # A L T E R Y X 1 9 CACHING 17 • Allows you to cache up to a specific point(s) in a workflow, so you don’t have to run that segment again.
  18. 18. # A L T E R Y X 1 9 CACHING 18
  19. 19. # A L T E R Y X 1 9 VIEW POSSIBLE CONNECTIONS 19 • Connect tools without manually dragging the connection • Connect multiple tools to a single tool at once
  20. 20. # A L T E R Y X 1 9 VIEW POSSIBLE CONNECTIONS 20
  21. 21. # A L T E R Y X 1 9 ALIGN AND DISTRIBUTE HORIZONTALLY AND VERTICALLY 21 • Achieve a perfectly organized workflow by aligning and distributing tools
  22. 22. # A L T E R Y X 1 9 ALIGN AND DISTRIBUTE 22
  23. 23. # A L T E R Y X 1 9 CONVERT TOOLS 23 • Convert Input Data to Dynamic Input • Convert Output Data to Input Data • Convert Browse to Output Data or Macro Output
  24. 24. # A L T E R Y X 1 9 24 INTERACTIVE RESULTS GRID: APPLY TOOLS TO CANVAS • Search, sort, and filter the results grid and apply the tools to canvas
  25. 25. # A L T E R Y X 1 9 25 INTERACTIVE RESULTS GRID: APPLY TOOLS TO CANVAS • Search, sort, and filter the results grid and apply the tools to canvas
  26. 26. # A L T E R Y X 1 9 D A T A C O N N E C T I O N S • Single access experience • Unsupported data sources • Drag and drop files and folders • SQL & Oracle • Update and delete rows with In-DB C A N V A S E X P E R I E N C E • Caching • View Possible Connections • Aligning tools • Converting tools quickly • Results grid: Apply Tools to Canvas T O O L E X P E R I E N C E S • Documentation tools: Comments and Tool Containers • Filter and dates • Browse and maps • Reporting tools: Email, Interactive Chart, Render • Macros M I S C E L L A N E O U S ©2019 Alteryx Inc. ALTERYX DESIGNER • Tabs: File paths, active documents, duplicating workflows • Keyboard shortcuts • Workflow groups • Autorecover • Saving files on exit
  27. 27. # A L T E R Y X 1 9 DOUBLE-CLICK TO EDIT COMMENT & TOOL CONTAINER 27 • Tool Container headers • Tool Container body text • Comment text
  28. 28. # A L T E R Y X 1 9 DOUBLE-CLICK TO EDIT COMMENT & TOOL CONTAINER 28 • Tool Container headers • Comment text Comments Tool containers
  29. 29. # A L T E R Y X 1 9 DATE FILTERING IN FILTER 29 • Recognizes when you have column with date data selected • Provides you with options based on your previous choices
  30. 30. # A L T E R Y X 1 9 DATE FILTERING IN FILTER 30 • Recognizes when you have column with date data selected • Provides you with options based on your previous choices
  31. 31. # A L T E R Y X 1 9 ZOOM IN AND OUT ON MAPS IN BROWSE 31 • Select a spatial data column in Browse to view maps
  32. 32. # A L T E R Y X 1 9 MAP INPUT TOOL 32 • Draw or select a desired map object to use as an input in a workflow. • You can draw or select a point, line, or polygon from a map that is displaying a reference base map (such as TomTom or DigitalGlobe).
  33. 33. # A L T E R Y X 1 9 When to use: Scheduled workflow has something fall out of left/right of join unexpectant ALERTS WITH EMAIL TOOL
  34. 34. # A L T E R Y X 1 9 STACKED BAR CHARTS
  35. 35. # A L T E R Y X 1 9 Choosing PCXML in Render allows consumer of Analytic App to select output file type for report PCXPCXML - LET THEM DECIDE
  36. 36. # A L T E R Y X 1 9 MACROS – CANVAS INDICATOR & OPENING THE WORKFLOW 36 • User Settings > Canvas > Display macro indicators on tools • Right-click to open the macro for macro backend tools • Sneak Peek - Indicate which version of a macro is in use
  37. 37. # A L T E R Y X 1 9 MACROS – CANVAS INDICATOR & OPENING THE WORKFLOW 37 • User Settings > Canvas > Display macro indicators on tools • Right-click to open the macro for macro backend tools • Sneak Peek - Indicate which version of a macro is in use
  38. 38. # A L T E R Y X 1 9 D A T A C O N N E C T I O N S • Single access experience • Unsupported data sources • Drag and drop files and folders • SQL & Oracle • Update and delete rows with In-DB C A N V A S E X P E R I E N C E • Caching • View Possible Connections • Aligning tools • Converting tools quickly • Results grid: Apply Tools to Canvas T O O L E X P E R I E N C E S • Documentation tools: Comments and Tool Containers • Filter and dates • Browse and maps • Reporting tools: Email, Interactive Chart, Render • Macros M I S C E L L A N E O U S ©2019 Alteryx Inc. ALTERYX DESIGNER • Tabs: File paths, active documents, duplicating workflows • Keyboard shortcuts • Workflow groups • Autorecover • Saving files on exit
  39. 39. # A L T E R Y X 1 9 HOVER OVER WORKFLOW TAB TO SEE FILE PATH 39 • “Where’d I save this workflow again?” • The path can also be found in Workflow – Configuration > Workflow > Path
  40. 40. # A L T E R Y X 1 9 ACTIVE DOCUMENTS 40 • See a list of all open workflows with the Active Documents button • Select a workflow to view it
  41. 41. # A L T E R Y X 1 9 ACTIVE DOCUMENTS 41 • See a list of all open workflows with the Active Documents button • Select a workflow to view it
  42. 42. # A L T E R Y X 1 9 42 • Right-click on workflow tab to duplicate DUPLICATE WORKFLOW
  43. 43. # A L T E R Y X 1 9 43 • Right-click on workflow tab to duplicate DUPLICATE WORKFLOW
  44. 44. # A L T E R Y X 1 9 KEYBOARD SHORTCUTS 44 • We just added Ctrl+Shift+S to save all open workflows.
  45. 45. # A L T E R Y X 1 9 WORKFLOW GROUPS 45 • Save multiple files to a single extension (yxwg) when you use the same group of files together frequently. • Will save all opened workflows as a single group. • Like a shortcut to open multiple files at once. • Moving one of the files will break the workgroup. • Cannot share yxwg with others.
  46. 46. # A L T E R Y X 1 9 WORKFLOW GROUPS 46
  47. 47. # A L T E R Y X 1 9 AUTORECOVER 47 • Change your autorecover settings (Options>User Settings>Advanced) based on your work style
  48. 48. # A L T E R Y X 1 9 AUTORECOVER 48 • Change your autorecover settings (Options>User Settings>Advanced) based on your work style
  49. 49. # A L T E R Y X 1 9 AUTORECOVER 49 • Access autorecovered workflows via File>Open Workflow>Open Autorecovered Files • Modal shows workflows that have been recovered since last unexpected Alteryx shut down
  50. 50. # A L T E R Y X 1 9 50 • Allow users to select which unsaved workflows to save on exit SELECT WORKFLOW TO SAVE
  51. 51. # A L T E R Y X 1 9 UPDATED HELP
  52. 52. # A L T E R Y X 1 9 52 • Right-click on Input Tool, Output Tool, and Directory Tool SNEAK PEEK: OPEN CONTAINING FOLDER
  53. 53. # A L T E R Y X 1 9 53 KEY TAKEAWAYS Search Help & Community when you wish for a feature Share ideas for new features in the form of problems Autorecover! 1 2 5 3
  54. 54. # A L T E R Y X 1 9 THANK YOU 54 RITHI SON Product Manager, Designer rson@alteryx.com https://www.linkedin.com/in/rithison/
  55. 55. # A L T E R Y X 1 9 COMPLETE SESSION SURVEYS ATTENTION 55 We want your feedback! Be sure to complete session surveys within the mobile app after this session. Surveys are anonymous, and we rely on your opinion for improvement

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