Reporting in Alteryx 4'0 Joshua Muskovitz

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Reporting in Alteryx 4.0Joshua Muskovitz

• Senior Developer,
• Core Technology Group

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Reporting in Alteryx 4.0

• How things used to work
• What did we keep?
• What did we enhance?
• New concepts
• Breaking it down
• Putting it all together

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How Things Use To Work

• Composer
• Report templates
• Mapserver
• PCXML

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What We Kept

• Composer (but only as an engine)
• Report templates
• Mapserver (but now it is better integrated)
• PCXML (but you almost never see it)

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What We Enhanced

• More output formats (docx, xlsx)
• Much prettier maps (with drop shadows!)
• Easy image inclusion
• Ability to extend existing reports

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New Concepts

• No more templates! Dynamic PCXML generation with
  Snippets
• Direct transformation from Alteryx data to
  Snippets
• Report construction follows the Alteryx data flow
  paradigm
• Batch reporting through data grouping
• Everything is in the module (if you want)

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Breaking It Down

• Visualize the finished report
• Break it down into sections
• Break it down into snippets
• Lather, rinse, repeat

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Putting It All Together

• Generate the snippets
• Glue them together
• Lather, rinse, repeat
• Render it!

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Well, lets see it already!
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Summing Up

• Generating pretty reports now happens right in
  your module
• Additional pieces (images, logos) can live right
  in your module
• Complex batching features baked right in
• Never look at PCXML again
• Lots of samples included, go look!