Grouping data
Alteryx allows you to assign data to groups based on conditions very easily. It provides the Tile tool, one of the most underestimated tools in the palette, which is very powerful and fast when it comes to achieving non-statistical grouping.
In this recipe, we’ll be assigning groups to our data based on several configurations that the Tile tool allows, such as the following:
- Equal Sum
- Equal Records
- Smart Tiling
We’ll leave the Manual
and Unique Values
methods for the next recipe.
Getting ready
We have prepared a test set so that you can follow along with this recipe. You can download it from here: https://github.com/PacktPublishing/Alteryx-Designer-Cookbook/tree/main/ch6/Recipe1.
If you decide to complete this recipe with your data, just make sure you have a transactional dataset, with several transactions per customer, and a couple of measures that, when combined, determine grouping criteria (for example, visits to a store...