Dynamic Filters in Alteryx

One common task most analysts encounter is the need to setup dynamic filters in their data workflows.  In SQL this is usually accomplished via a sub-query which is joined in to a main query.  In Alteryx, where each step is accomplished via dedicated tools or nodes, the process is similar but much more visual.  Usually it involves some combination of the summarize, join, and filter tools.

Here at the TABS Group, we process lots of CPG sales data.  Sometimes it comes in a weekly format and we often apply a threshold to remove items which have little to no sales over a two year period.  Below is an example how this is easily accomplished via Alteryx.

Dynamic filter example in Alteryx

 

The data begins in the Continue reading “Dynamic Filters in Alteryx”

Post #1 of …

Hey everyone, this is post number one with many more to hopefully come soon.  Check out my bio to get a little background on myself.  I work with all kinds of data every day and hope to post helpful tips and tricks as I continue to learn myself.  At this point I’d consider myself an expert Excel developer, intermediate in MS SQL, and a beginner in Alteryx and Tableau (Both incredibly useful and intuitive data blending/analytics tools).

Since I’m on an Alteryx kick right now, you might see a disproportionate number of posts on that 😉