1. Join the Community

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

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

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

5. Making Dynamic Workflows
Treyson Marks
Knight Transportation
September 13, 2016

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

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

8. Dynamic Input Demo

9. 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.

10. Macro Input Demo

11. 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.

12. Control Parameter Demo

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

14. 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.

15. 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

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

17. 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.

18. 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.

19. 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.

20. 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)

21. 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.

22. 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

23. Connect to Alteryx Analytics Gallery
Launch Tableau
Connect to Data > Web Data Connector
example:
Enter Gallery API Credentials (Key | Secret)
API
Key: 8D304AE879E4A5C2be2a823d6067dcdc2ca7cd0db03c3ce1c275d23
Secret: 71a4a0e7dd52ef1d53f0059b31d99f b437f4ca72373bf31334c1e9308

24. WDC for Tableau Resources