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    Reporting Tools & Reports: Alteryx Tutorial Workshop Series 5

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    meajagun

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    Reporting Tools & Reports: Alteryx Tutorial Workshop Series 5

    Uploaded by

    meajagun
    90 views25 pages

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    sg_nigeria_alteryx_tutorial_series_5

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    Copyright:

    © All Rights Reserved
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    Download as pptx, pdf, or txt
    90 views25 pages

    Reporting Tools & Reports: Alteryx Tutorial Workshop Series 5

    Uploaded by

    meajagun

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
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    Alteryx Tutorial Workshop Series 5:

    Reporting Tools & Reports


    Bertelsmann Scholarship Challenge – Data Track

    #sg_nigeria – Technical Team


    @Ebinbin Ajagun, @Uzodimma, @Toxylee, @Sarumi Bolatito, @Ilufoyehabib,
    @Oluwatosin, @Mandee, @Ndidi anyakora & @Ademola Oladapo

    Feb. 2021
    With patience, you can cook stone.
    - African Proverb.
    Presentation Outline
    ▪ Brief Recap on Previous Session
    ▪ Alteryx Reporting Tools
    ▪ Benefits of Reporting Tools
    ▪ Reporting Tools Palette
    ▪ Common Reporting Tools
    ▪ Using Reporting Tools
    ▪ Practical Session
    Alteryx Reporting Tools
     Create graphs and tables.
     Export data, workflow processes results to presentable files such
    as PDF, word, excel etc.

    https://help.alteryx.com/current/designer/reporting
    Benefits of Reporting Tools
     Generate reports at the time the workflow runs.

     Export data/results/reports to popular file formats.

     Versatile in reporting capabilities and functions.


    Reporting Tools Palette
     Email  Overlay
     Image  Render
     Insight  Report Footer
     Interactive Chart  Report Header
     Layout  Report Map
     Map Legend Builder  Report Text
     Map Legend Splitter  Table

    https://help.alteryx.com/current/designer/reporting
    Common Reporting Tools

    https://help.alteryx.com/current/designer/reporting
    1. Table:
     Illustrate workflow data in formatted tables for
    reporting purposes.
     Set rules for table formatting to highlight important
    information on tables.
     Pivot table to output in a report.
    Table
    2. Interactive Chart:
     Create interactive charts to visualize workflow data
    for reporting purposes.
    Interactive Chart
    3. Report Text:
     Create custom text or write detailed reports and add
    to your report.
     Create dynamic text from datasets.
    Report Text
    4. Report Header:
     Place customized and consistent report header in
    reports.
     Add logo to report headers.
     Give your reports a professional look.
    Report Header
    5. Report Footer:
     Add customized and consistent report footer to
    reports for a professional look.
     Use report footers to add copyright notice and page
    numbers to reports.
    Report Footer
    6. Layout:
     Bring in two or more reporting snippets together.
     Arrange and organize the contents/reporting snippets
    to create a professional desired reports/report
    templates.
    Layout
    7. Email:
     Send reports as emails after completed workflow
    runs.
    Email
    8. Render:
     Transforms and exports report snippets/elements
    into a variety of presentation file formats (e.g PDF,
    HTML, Excel, CSV etc.).
    Render
    Using Reporting Tools
     Draft the desired result output/elements/snippets of workflow to be
    outputted as report.
     Connect and configure desired reporting tool to data stream/tool on
    workflow.
     Use a browse tool to view configured reporting tool.
     Use layout tool to arrange reporting tools snippets into desired report
    template style.
     Output report in desired presentation format/file type using the Render
    Tool.
    *Pro Tip: Always add a browse tool after a configured reporting tool to see how
    results display
    Practical Session
    What to Expect
     How to add & configure reporting tools in a workflow.
     How to export configured reporting tools to specific presentation file
    formats.
     How to email reports as workflows are run.
    Hands-on Time!!!
    Moving over to Alteryx Designer

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