How to use the Formula tool in Alteryx

This recipe helps you use the Formula tool in Alteryx

Recipe Objective:-How to use the Formula tool in Alteryx.

Step 1:-

Open Alteryx Designer software.Here New workflow1 is by default available.

Step 2:-

Now go to the Favorite tab or IN/OUT tab where we can see a tool named as "INPUT DATA".

Step 3:-

Drag the INPUT DATA tool on the below side in the New Workflow1.Now go to the Configuration pane/window and click on the drop down available to connect a file or database.

Step 4:-

After this it will redirect us to the data connection window, here we have to click on files option, then click on select file option,it will then ask us to select a file from the folder, here we have selected a file named as"Coffee chain sales".Then select Sheet1 from file and click on Ok.

Step 5:-

Then click on Run button or press CTRL+R, In the results workflow data will be displayed.Drag the Formula tool from the Preparation tab and connect it with the INPUT DATA tool,click on Run button again so same data can be viewed in the results.

Step 6:-

Then go to the configuration pane/window, Under the Output column option, select the option as Product Type, below in expression window type "Uppercase ([Product Type])".In the Data preview tab at configuration pane/window, we can see the "COFFEE" written in Uppercase.Then click on Run button all the data in the Product Type column will be in the Uppercase and can be viewed in the results workflow.

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Ameeruddin Mohammed

ETL (Abintio) developer at IBM
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I come from a background in Marketing and Analytics and when I developed an interest in Machine Learning algorithms, I did multiple in-class courses from reputed institutions though I got good... Read More

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