SEE HOW IT’S DONE IN THIS VIDEO WITH CONSULTANT DAISY JONES
OR YOU CAN FIND OUT MORE ABOUT HOW TO FILTER DATA IN ALTERYX IN THIS SHORT BLOG…
In this simple example of how to filter data in Alteryx we have a list of customers from all over the world and in this case we just want to quickly find those customers that are based in the UK.
This task is quick and simple in Alteryx but let us take you through the steps in this short blog and then watch Daisy Jones take it further in her short video.
How can I Filter Data in Alteryx?
Firstly, drag the Input Data tool onto your canvas. You will see to your left that you will be prompted to connect to your data.
Click on the drop down and from the pop up select what you need from the options available. In this case we are going to use TutorialData and we find it by choosing File, Select File from the pop out and scrolling through the options to TutorialData.
When you select this the left pane automatically gives you the first one-hundred values. This gives us a snapshot of how the data is arranged and we can see how countries are referenced. We now know we are looking for GB and so we can move on to filtering.
Now drag the Filter Tool onto the canvas. You will see that it connects to your Input Tool before inviting you to create a Basic or Custom Filter in the left pane.
You can also right click on the canvas and input form the menu…
From the dropdown on the left select Customer then move to the middle and select Contains before typing in the letters GB (for Great Britain). If you want to see what is happening, you can select Custom Filter and see what you have just created.
Now select the Output Data tool and drag that onto the canvas. You will prompted to create an output file. In this case we are going to call it CustomersGB2.
Then hit Run in the top right of the canvas and you are ready to go.
In less than a minute you have created a new file while saving your original and you are ready to examine the data you need. The major advantage of using Alteryx here is that if the data updates next month, I can simply run the workflow again and I don’t need to repeat any other manual steps. That means if I add 1,000 customers from all the world over the next month and I want to filter out the GB customers all I have to do is hit Run and we get next month’s report.
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