Boost Alteryx RoI in Four Easy Steps

Blog | June 17, 2024 | By Deepak Surkali, Abhishek Ranjan

Maximizing Efficiency with Alteryx

Enhance Your Alteryx Investment

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As an Alteryx user, have you ever wondered just how effectively your organization is utilizing the capabilities of Alteryx Server? Did you know that the built-in Alteryx Server Usage Reporting workflow can help you not just extract insights like user behavior, content utilization, and performance but also help you optimize the workflows and boost ROI?

Introduction to Alteryx Optimization

Step 1: Streamlining Workflows

Step 2: Enhancing Data Analytics

Step 3: Leveraging Advanced Features

Step 4: Measuring ROI Effectively

Understanding the Basics of Alteryx

Key Workflow Improvements

Advanced Analytics Techniques

ROI Measurement Tools

Let’s take a look at how pre-installed Alteryx Server Usage Reporting workflow can be your secret weapon to supercharge your Alteryx Server setup. Here’s a step-by-step guide for generating a comprehensive Usage Report: 

Step 1:

The Alteryx Server Usage Reporting Workflow is available on the licenses.alteryx.com. Once downloaded the zip file on your machine, extract the zip file to get all the associated files with the workflow. 

Alteryx Server Usage Reporting Workflow

Step 2:

Open the workflow in the Alteryx designer and configure the Alteryx Server Usage Report Macro.

Open the workflow in the Alteryx designer

Note: 

  • If you are running the workflow on the same machine on which the Alteryx Server and MongoDB are installed, then the Database Host will be localhost:27018 else server machine name:27018. 
  • To get the Password for the Database host, Open Alteryx System Settings. 
  • Click Next and navigate to the persistence page under the controller. 
  • Copy the password.
Click Next and navigate to the persistence page

Step 3:

Configure the output macro to get the Tableau workbook to a specified location. 

Step 4:

Visualization and Reporting 

By configuring the macros of the workflow, we can get the output as a Tableau workbook or a PDF which contains the user access, content, schedules, and Job analysis information for the server. 

Here’s a screenshot of the sample Tableau Dashboard:

screenshot of the sample Tableau Dashboard

And there you have it! With Alteryx Server Usage Reporting workflow and a few clicks, you can get a thorough look at your server’s activity. This information will enable you to make informed decisions about where resources should be allocated, pinpoint training requirements, and ensure that you and your organization are maximizing their Alteryx investment.

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deepak-surkali
About the Author
Experienced BI professional with demonstrated skills in Tableau, Tableau Prep, Alteryx, Power BI, SAP BO, SSIS, ETL, SQL, Oracle, and MS SQL Server. Passionate about designing data solutions that translate data into business value and unlock insights.
Deepak SurkaliSenior BI Analyst – Data Value | USEReady
About the Author
Seasoned BI Analyst with proficiency in Tableau Desktop, Alteryx, Power BI, Oracle, and Tableau Prep. An adaptive and agile learner with a penchant for exploring the latest technologies.
Abhishek RanjanBI Analyst - Data Value | USEReady