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When you hear using macros in alteryx may look intimidating for you, especially when you are new to alteryx. But during the process of alteryx, you may need particular kinds of macros to complete specific tasks. Macros may be required occasionally but they save you a lot of time and present alternate solutions for challenges. We are sharing the required information regarding alteryx macros, they are valuable for all kinds of situations though which you can repeat the same group of steps in order. It cleans the tool that helps you to perform operations in data. In this blog post we are going to learn about what is a macro, types of macros, creation of the standard macro, how alteryx macros help the organizations, key advantages and disadvantages on using them from business perspectives.
Macro is a class of tools which are built into a single tool, and which can be inserted into another workflow. For saving the analytic process you perform repeatedly to create a macro. Without having to recreate the analytic process, when we are using each time the macro within the workflow. To use in the designer or uploaded for sharing in alteryx analytics or private gallery, Save a macro as.yxmc file.
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For creating standard macro first open the alteryx designer, then select macros option in configuration pane. Go to the interface option and select macros input, which gives input value either manually or from the file. We can use the macro with other databases, when we have to follow similar operations and steps. To use macros, we may have inserted macros which are saved in the local system. Select the test and insert it into the workflow, after mapping run you will see the desired result. With the help of configuration pane, you can map the fields as per your requirements, then you have final output.
Standard macro: This kind of macro is created for a package of the process in workflow, as a tool which can be inserted in a workflow.
It has two ways for a standard macro creation in Alteryx design. One of them is by inserting a macro input interface tool that is used to get the output in macro output and the other one is as shown below.
It Generally contains two input methods. One of them is for the file input and the other one is for the text input. And this tool of input may be defined with the help of an abbreviation and the tool may be named.
2.Then we need to Verify that we now have a macro by clicking on the canvas and navigating it to the Workflow pane. And we should be able to see that the Type of workflow is a Standard Macro.
3. Then require to design our workflow and then add a macro output at the end of our workflow.
4. Next we need to Save our workflow with .ymxc file extension, which we may customize the macro Icon by clicking (Ctrl+Alt+D) the interface Alteryx designer – Properties
5. Then it allows us to Open a new workflow and then click on right for inserting a macro, and we can use our macro to insert a multiplier value which comes out of the data that is used to calculate the monthly margin.
We may also save and share a macro for future use. That can be saved with the same name for a specific location. In Alteryx designer, we can design a macro repository mapped to a location on our computer or network, simply save macros and use them in a workflow.
Batch macro: It can run multiple times in a workflow, designing an output after the completion of each run. It runs once for each selected group of records in data, which requires a control parameter tool like an input.
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Select either the default Standard Icon or the Custom Icon to upload our own.
Iterative macro: This type of macro runs in the workflow, the number of times set continuously until it meets a condition.
Location optimizer macro: a kind of macro which is an iterative macro which can be used in network analysis for identifying an optional location.
First we need to Set up our workflow to be a Location Optimizer workflow,
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Series of functions which act linearly on your data, you may see it as a module which can be kept separately from main libraries. Alteryx uses the macros within the workflow without having recreation of the analytic process every time. They are useful for our businesses by reusing workflow, single point of maintenance and split tasks.
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They decrease human errors and help us for processes which are required and involve a lot of steps to complete a single objective. Its ease of use allows those who are nontechnical business users to directly create their own solutions without using any other additional resources.
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Conclusion
We can reduce the time spent manually updating the data into excel sheets using Alteryx Macros. Also, it helps to convert data into better levels for reporting and analysis purposes. Moreover, we can perform multiple tasks using Alteryx analytics, such as predictive modeling to build data visualizations, develop analytical apps, and extract reports. Hence, it reduces the time spent developing new features by creating logic for reusing them across workflows.
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