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Agenda Welcome Announcements – Tableau Workshop Alteryx – Macro Demo Alteryx – Tableau Publishing Demo Alteryx Workshop Meeting Concludes Presentation

http://www.phxtug.com http://phxtug201609.eventbrite.com Tableau User Group Meeting / Workshop http://www.phxtug.com http://phxtug201609.eventbrite.com http://phxtug201609ws.eventbrite.com

Featured Presentation Alteryx Dynamic Input / Macros Treyson Marks @treysonmarks linkedin.com/in/treyson-marks-808aa060

Making Dynamic Workflows Treyson Marks Knight Transportation September 13, 2016

Tools Covered Dynamic Inputs Macros Updating “Where” Clause Different Input Types Macro Input Control Parameter

Dynamic Inputs Used to adjust queries based on information that is passed into the tool from the workflow

Dynamic Input Demo

Macros Input Tool Similar to a Dynamic Input, a macro with a Macro Input tool is dynamic based on information passed into it via a workflow.

Macro Input Demo

Control Parameter Tool Unlike the Dynamic Input tool and the Macro Input tool, the control parameter allows you to feed information into an action tool.

Control Parameter Demo

Featured Presentation Alteryx and Tableau Publishing www.phxtug.com Michael Perillo @phxtug linkedin.com/in/michaelperillo

Alteryx WDC for Tableau The Alteryx Web Data Connector (WDC) for Tableau tool enables an Alteryx app to be used as a web data source in Tableau (version 9.1 and later). Place the tool at the end of a data stream in an app, publish it to your Gallery, and connect to it from within Tableau to access data from Alteryx.

Three Ways to use Alteryx and Tableau Output Tool Write a Tableau Data Extract (.TDE) with the Output Tool This is a 'push' option. Alteryx executes a workflow and creates an output consumed in Tableau. The execution is triggered from Alteryx, either manually or scheduled. This tool comes with Alteryx. Publish to Tableau Server Publish a TDE as a Data Source on the Tableau Server This is a scaled out version of the previous option. In this case the dataset generated by Alteryx gets pushed to the Tableau Server where it can be shared and consumed by a large audience. As before, the execution is triggered from Alteryx, manually or scheduled. This tool is available for download and installation from the Alteryx Gallery Web Data Connector Expose the Alteryx workflow as a web data connector for Tableau This is a 'pull' option. Without using Alteryx directly, Tableau end users can get data from an Alteryx workflow with control over query parameters. For example a date range, sales territory or product line. This tool is available for downloaded and installation from the Alteryx Gallery

WDC Use-Cases Fresh Data On-Demand – Interactively Consume Alteryx applications Scale data value chain maintenance

Fresh Data On-Demand - Interactively For this use case, users need the most up-to-date data at a moment’s notice. As an example getting today's sales update- this type of use case requires good interactivity, read - the data needs to return fast. If the analytic process takes a while to execute, users will not have a good interactive experience, nor get the insights they’re looking for quickly.

Consume Alteryx applications Tableau is used as a visual and interactive way to consume Alteryx applications - By application, I mean an Alteryx workflow that offers some level of interaction with the user. For example with the 2010 Census Demographic Report, users select parameters, the application runs and provides a personalized result. Running an Alteryx application with the Tableau Web Data Connector offers Tableau users the option to manipulate those parameters without having to leave Tableau.

Scale data value chain maintenance Analysts who needed to deliver personalized results to different groups of Tableau users need to duplicate the Alteryx workflows and create a specific TDE output for each group. With the Web Data Connector, and the parameters capability described in the use case above, the same workflow can serve different needs. There is no longer a need to duplicate workflows, which simplifies workflow maintenance.

What you’ll need Alteryx Designer and Server 10.5+ Tableau Desktop 9.1+ The WDC for Tableau tool Download WDC for Tableau (Alteryx Gallery)

Do’s and Don’ts Use only the following tools from the Interface category in your app: Avoid using the following interface designer elements: Date Drop Down List Box Numeric Up Down Text Box Check Box (note that nesting relationships are ignored by Tableau) Group Box Label Link Tab Avoid using Blob and SpatialObj field types, as Tableau's Web Data Connector API does not support them.

Create a WDC Step-by-Step Create Workflow Turn Workflow into an Analytical App Add the WDC Tool to the end of the Workflow Only one WDC tool per application (workflow) In the Workflow Meta Info tab, type in the tag #TableauWDC in the Description box Publish Analytical App to the Gallery Obtain your API key and Secret (stored in Settings > Private Studio

Connect to Alteryx Analytics Gallery Launch Tableau Connect to Data > Web Data Connector example: http://alteryx.schwab.com/gallery/tableau/alteryx-wdc.html Enter Gallery API Credentials (Key | Secret) API Key: 8D304AE879E4A5C2be2a823d6067dcdc2ca7cd0db03c3ce1c275d23 Secret: 71a4a0e7dd52ef1d53f0059b31d99f6909794b437f4ca72373bf31334c1e9308

WDC for Tableau Resources https://help.alteryx.com/current/index.htm#TableauWDC.htm