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Alteryx and SharePoint
Do you want to pull documents into your workflow from a SharePoint library or document folder? Did you know there is an easy way to do...
May 18, 20212 min read
555 views

Restricting Views with the USERNAME Formula
Do you have a dashboard that you only want certain users to view their own items when they open the dashboard? Use the USERNAME formula!...
May 18, 20212 min read
68 views

Forget Missing Fields
Have you created a workflow that has changed over time? Perhaps it started with different columns which some are no longer present. ...
May 11, 20211 min read
94 views

Pulling the Column with Yesterday's Date
Do you have an Excel spreadsheet that contains columns with different dates? Excel is sometimes used as a data dump or a template in...
May 11, 20211 min read
48 views


Insert Last Saved By in the Footer of Your Document
Did you know Microsoft Office has preset fields that you can insert into your document? I typically use the Last Saved By in the footer...
May 5, 20211 min read
1,764 views

Data Update Time
Have you ever had a client ask you when the data behind the dashboard was last updated? Did you know you can easily insert a time stamp...
May 5, 20211 min read
70 views

Absolute Path VS Shortened Path
Did you know that if you save your workflow in the same folder as your datasource you can use a shortened path in your Input Tool versus...
Apr 30, 20211 min read
13 views


Excel - Create a Drop-down Selection
Data entry can be the pits. What if you need to send a quick excel template to someone and you want to make it a little easier for them?...
Apr 29, 20211 min read
36 views

Display the Filtered Date Range with a Dynamic Header
Would you like to have a text header at the top of your line chart that displays the filtered range? Would you like this header to...
Apr 28, 20211 min read
493 views

To Annotate or Not to Annotate
Did you know you can customize what appears in the white boxes under the tools in your workflow? If you are new to Alteryx, tools such...
Apr 21, 20211 min read
31 views


Use Dashes Instead of Zeros in a Pivot Table
Do you have a pivot table in your spreadsheet that contains a lot of zeros? There is a way to change the format of the zeros to display...
Apr 21, 20211 min read
8,802 views


Add a Secondary Time Zone to Outlook Calendar
Do you have members of your team that are located in a different time zone than you? Do you want a way to quickly see what the time is...
Apr 15, 20211 min read
19 views

Pull the Most Current Excel File in a Folder
Do you want to pull the most current Excel file in a folder? Perhaps you have a folder where team members are saving an updated version...
Apr 15, 20211 min read
122 views

Automatically Filter by Latest Date
Did you know you can automatically set up your dashboard to filter by the latest date in your data set? Follow the below steps to do so....
Apr 13, 20211 min read
276 views
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