Ron House Sprint Retail Strategy & Reporting

2. Ron HouseSprint Retail Strategy & Reporting Creating an Alteryx Wizard for Retail Market Analysis and Site Selection

3. Agenda • Actions \ Conditions • Converting the Sample Module • Questions • Actions • Updating Values • Throw Errors • Example Actions • Show Values \ Test Output • What are Wizards? • Wizard Guidelines • Creating a Wizard • Questions & Actions • Wizard Interfaces • A Sample Module • Tool Naming • Tabs • Questions \ Parameters

4. What are Wizards? • Wizards are Alteryx modules with a user interface • Users can run multiple scenarios with a single module • Standard dialog features with file browse, select menus, radio buttons, checkboxes, etc. • Extend the availability of your module to a variety of Alteryx users • Created by Power Users, used by many • Individually using Alteryx Desktop or via the web using Alteryx Enterprise (Web Wizards)

5. Wizard Guidelines Begin with completed module Don’t try to create the module and wizard at the same time Give all Tools in your module a unique name A “must” for referencing the correct tool Make a list of Wizard variables beforehand Determine what the module needs to run, thus defining what user needs to provide Inputs, Outputs (required formats and data types) What variables will the user want to set? Example – if a Buffer Tool is used within the module, decide if the radius value can be changed by the user or if a standard value will be used Do not overload user with questions, KISS

6. Creating an Alteryx Wizard From the View pull down menu Choose the Show Properties Window option Change the Module Type to Wizard Then use the File Save As… command Change the Save as type:…select list to Alteryx Wizard (*.yxwz) Select the Create button to begin

7. Questions, Actions & Properties • Questions • Prompt the user to provide information or set a value • Also defines how the Wizard Environment, because each question is associated with a interface parameter which define how it looks • Actions • Result of a Question • Implemented as a result of user interaction • Wizard Properties • Specific properties are defined • Wizard Graphic, custom Help button, etc. • For this class, we will focus on Wizard Q&A

8. Questions Asking What the User Wants to Do Choose the Add button to add a parameter to the Wizard Environment or interface A question is associated with each parameter prompting a response from the user

9. Actions Applying User Changes and Executing Processes Choose the Add button to add the desired Action parameter to the interface It is a good practice to provide an Action parameter to both True and False conditions

10. Legend Inputs Variable Outputs Working With a Sample Module

11. Vicinity = x mile buffer around store 2 1 3 Determining the Store Vicinity: Creating aVicinity & Selecting Customers within

12. Creating the Store Trade Area: Defining the StoreTrade Area & Customers Within 4 7 5 6 Trade

13. Sample Module Output

14. What Did You Call Me? • Make certain all tools are named with a unique custom name – no defaults • Right-click on a tool and choose the Properties option • Select Annotation and edit the Name

15. Tabs A Good Way to Group Questions • Choose the Add button to add a Tab to the interface • Or if already in the interface, select the Edit button to modify the Tab description

16. File Browse Parameters - Input Store Location File & Customer File Choose the Add button to include separate File Browse parameters to input the Store Location file and Customer file Provide a Input Name and Description Define any Arbitrary File Specification if desired

17. Numeric Up\Down Parameter Edit Store Vicinity Radius Select the Add button to add a Numeric Up/Down parameter for the Store Vicinity Radius Provide a Input Name and Description Set the Minimum, Maximum, Increment and Default Radius values

18. File Browse Parameters - OutputStore Drive Time File & PDF Report Use the Add button to include separate File Browse parameters to output the Store Average Drive Time file Check the Save As Dialog checkbox Provide a Input Name and Description Define any Arbitrary File Specification, such as a PDF File (*.pdf)|*.pdf Note: Input and Output Parameters are similar with the exception of choosing the Save As Dialog Checkbox when defining Output Parameters

19. Select the Test button to preview the Interface and to verify values are being set correctly Testing the Interface • Use the Show Values button to view values while testing • Test Output… creates • a test module to run

20. The Action Process • Each Action is assigned a Condition • The Condition is evaluated and returns a True or False value • A specific process is executed depending on whether the value is True or False

21. Highlight the specific Action and select the Edit button The default Action is set to Always True Modify the Action Description and choose the Add button to assign a Condition to each Action and True\False value Actions Tab - Defining Actions

22. Use an expression to evaluate the value for the condition Example – test to see if the user supplied an Input filename by using the ISNULL function Editing Conditions

23. Applying Conditions to True\False Values • Next, highlight the True\False value and assign a Condition • Selecting Update\Change Value opens the Edit Update\Change Value dialog box

24. Throw Errors • If a False value is returned due to a file not being selected, a Throw Error condition can be applied • This is an alert to the user that a required file was not provided

25. Edit the Action Description Then select the Value or Attribute to Update This is where giving each tool a unique name pays off Choose the parameter that will update this value Check the Replace a specific string: checkbox Only what is replaced Example: Store Location Input File Edit Update / Change Value

26. Edit the Action Description giving each Action a unique name Then select the Value or Attribute to Update Choose the parameter that will update this value Check the Replace a specific string: checkbox Example: Store Vicinity Radius Edit Update / Change Value

27. Edit the Action Description Then select the Value or Attribute to Update Choose the parameter that will update this value Check the Replace a specific string: checkbox Example: Report PDF Output File Edit Update / Change Value

28. Completed Actions

29. Using Show Value \ Test Output Test the Wizard by entering sample data and verify using Show Data and check to see if the Action Conditions were run using Test Output…

30. Begin work with a completed Module Name all Tools Keep the Wizard Interface simple and use Tabs to group similar type Questions Define Arbitrary File Specifications to limit file input\output types Test the Wizard Interface as a user Assign a Condition to every Action, execute a process for every True \ False value Use Throw Error to trap required files \ values not being defined or use defaults Test Using Show Values and Test Output In Conclusion

31. Questions