Alteryx Assessment Report

This topic contains information about the Alteryx assessment report. The input format for the Alteryx assessment is YXMD or YXZP.

In This Topic:

Highlights
Analysis
Lineage
Downloadable Reports

Highlights

The highlights section gives you a high-level overview of your assessment based on the analysis of the selected workloads. It includes a summary as well as the complexity and query details of the source input files.

Summary

This section summarizes the input Alteryx documents, including the number of documents, nodes, macros, and parsed documents.

Total Alteryx Documents: Displays the total number of input source files.
Nodes: Displays the number of components existing in the source files.
Macros: Displays the number of macros.
Parsed Documents: Displays the number of parsed Alteryx documents.

Queries

It displays a synopsis of the queries with information about parsed and unparsed queries as well as the complexity of queries.

Complexity

This section provides a summarized graphical representation of the complexity of the Alteryx documents that helps in making different decisions, including budget estimation.

Expressions

This section highlights the expressions existing in the source file.

Function: Displays the number of functions that help to create expressions.
Expression: Displays the number of expressions that are used to perform various transformations and calculations.

Analysis

This topic provides a detailed examination of source files, entities, and artifacts.

Source Analysis

This section provides a comprehensive report of the source files with information about the total number of files, nodes, macros, the complexity of files, and so on.

File Name: Displays the name of the source files.
Nodes: Displays the number of components existing in each source file.
Macros: Displays the number of macros existing in each source file.
AIML: Displays the number of components that belong to the AIML bucket. It helps to identify the complexity of files.
NLP: Displays the number of components that belong to the NLP bucket. It helps to identify the complexity of files.
Reporting: Displays the number of components that belong to the Reporting bucket. It helps to identify the complexity of files.
SAS: Displays the number of components that belong to the SAS bucket. It helps to identify the complexity of files.
Others: Displays the number of components other than components that belong to AIML, NLP, Reporting, or SAS buckets.
Complexity: Displays the complexity of each file.

Entities

This section displays a detailed analysis of the entities. It provides in-depth insights into all the available tables and files.

Tables

The Table section provides details about the tables used in the source and target.

Table Name: Lists the name of the tables.
Frequency of Use: Provides the frequency of table usages.
Source Database: Provides details of source database.

Files

The Files section provides details about the files used in the source and target.

File Name: Lists the name of files.
Frequency of Use: Provides the frequency of file usages.

Artifacts

This page gives you details about artifacts-collections of the related server data. It provides a list of missing artifacts.

Missing Artifacts

This section provides the details of all the missing artifacts. Additionally, this displays information about types and linkage of the artifacts.

Artifact Name: Displays the name of the artifacts.
Type: Provides the type of artifacts such as file, table.
Linkage: Provides the linked or associated file names.

Lineage

End-to-end process lineage identify the complete dependency structure through interactive and drill-down options to the last level.

Typically, even within one line of business, multiple data sources, entry points, ETL tools, and orchestration mechanisms exist. Decoding this complex data web and translating it into a simple visual flow can be extremely challenging during large-scale modernization programs. The visual lineage graph adds tremendous value and helps define the roadmap to the modern data architecture. It deep dives into all the existing flows and provides integrated insights. These insights help data teams make strategic decisions with greater accuracy and completeness. Enterprises can proactively leverage integrated analysis to mitigate the risks associated with migration and avoid business disruption.

Now, let’s see how you can efficiently manage lineage.

To view the required lineage:

Select either the Process or Data tab to enable process or data lineage respectively.
Enter the keywords in the Search Keywords field you want to search. Else, simply select the entities, workflows, files, etc., from the Search dropdown.
To generate column-level lineage, turn on Include Columns toggle (available only in Data Lineage).

Click the Search icon to generate the lineage.

Lineage helps you understand dependencies across processes, tables, and columns:

Process lineage illustrates the dependencies between two or more processes such as files, entities, workflows, etc.

Data lineage depicts the table-level dependencies and column-level dependencies–input tables, output tables, and reference tables.
Column-Level lineage shows granular transformations and updates at the minutest level.

In addition, the filter search icon allows you to include or exclude particular nodes to obtain the required dependency structure. It helps you quickly narrow down complex dependency graphs to focus on the exact nodes, relationships, or data flows you want to analyze. Instead of navigating through an entire lineage network, you can apply filters based on object names, types, or relationship categories—making it easier to isolate specific tables, workflows, or transformation paths. This feature enhances traceability, reduces visual clutter, and enables you to precisely identify upstream or downstream dependencies that are most relevant to your analysis or migration scope.

You can also choose the direction of the lineage. By default, the Dependency Direction is Left to Right Hierarchy. This insight is useful to identify and analyze upstream data connections and relationships. You can also choose Right to Left Hierarchy – most useful for how data is getting consumed through the downstream route and which are the participating tables and columns, or Bidirectional dependency direction to visualize both kinds in a single view.

Moreover, you can also increase the Hierarchy Levels to nth level. This again allows great freedom to visualize the end-to-end hierarchy in one go.

Lineage facilitates you visualize how your selected nodes are connected and depend on each other. The nodes and their connecting edges (relationships) help you to understand the overall structure and dependencies.

Nodes	Edges
Workflow	Read
File	Write
Tables	Call
Complex Bridge	Others
Reference

Manage Lineage

This feature enables you to view and manage your lineage. You can add, modify, or delete nodes and their relationships to generate an accurate representation of the required dependency structure. There are two ways to update the lineage: either using Complete Lineage report or Lineage Template.

Using Complete Lineage report

Follow the below steps to modify the lineage:

Click the Manage Graph icon.

Click Download Complete Lineage to update, add, or delete the nodes and their relationships in the current lineage.

Once the complete lineage report is downloaded, you can make necessary updates such as updating, deleting or adding the nodes and its relationships.
After making the required changes, upload the updated lineage report in Upload to Modify Lineage.
Click Apply to incorporate the changes into the dependency structure.
Generate the required lineage.
Click Regenerate Lineage to update the Lineage Analysis report with the latest data.

Using Lineage Template

Follow the below steps to add new nodes and their relationships to the current lineage report:

Click the Manage Graph icon.

Click Download Lineage Template.

Once the lineage template is downloaded, you can add new nodes and relationships in the template.
After making the required changes, upload the template in Upload to Modify Lineage.
Click Apply to incorporate the changes into the complete dependency structure.
Generate the required lineage.
Click Regenerate Lineage to update the Lineage Analysis report with the latest data.

Important

To effectively manage lineage, you must adhere to the following rules:

Do not modify the column headers or their order in the Complete Lineage report or the Lineage template. The following are the column headers: source_name, source_type, target_name, target_type, relation_type, and database_id.
When deleting a row, retain the value in the database_id column and clear all the other column values.
When inserting a row, add all the column values except in the database_id column.
When updating a row, ensure that all the columns have relevant data.

You can apply:

Feature	Icon	Use
Filter		Used to filter the lineage.
Reload Graph		Assists in reloading graphs.
Manage Graph		To view and manage lineage by adding, modifying, or deleting nodes and their relationships to accurately reflect dependency structures.
Save		Used to save the lineage.
Download		Used to download the file.
Expand		Used to enlarge the screen.

Downloadable Reports

Downloadable reports allow you to export detailed Alteryx assessment reports of your source data which enables you to gain in-depth insights with ease. To access these assessment reports, click Reports.

Types of Reports

In the Reports section, you can see various types of reports such as Insights and Recommendations, Source Inventory Analysis, and Lineage Analysis Report. Each report type offers detailed information allowing you to explore your assessment results.

Insights and Recommendations

This report provides an in-depth insight into the source input files. It contains the final output including information about workflows, nodes, expressions, macros, and more.

Here, you can see Alteryx_Report.xlsx and alteryx_query_information.csv reports.

Alteryx_Report.xlsx: This report provides insights about the source inventory. It helps you plan the next frontier of a modern data platform methodically. It includes information about workflows, nodes, expressions, macros, and more.

This report contains the following information:

Report Summary: Provides information about all the generated artifacts.
Volumetric Info: Presents a summary of the aggregated inventory after analyzing the source files. For instance, it provides total number of folders, nodes, workflows, macros, and likewise. It also provides workflow-level complexity.
Workflow Summary: Lists all the workflows existing in the Alteryx files. It also provides statistical information about the nodes, macros, components, complexity, and so on.
Nodes Information: Lists all the nodes existing in the source files along with information about the components, tools, categories, conversion percentage, and so on.
Nodes Connections: Provides node connection details. It includes information about start and destination nodes.
Expression information: Lists all the expressions in the source files along with the expression functions.
Macro Information: Lists all the macros existing in the input source files along with their status.
Entities Information: Lists all the entities along with their type such as Tables or Views. It also provides information about the tables used, database types, and so on.
Unparsed Files: Lists all the Alteryx files that are not parsed.
Additional file: Lists all the Alteryx files that appear additionally.
Expression Functions: Lists all the functions along with the frequency of use.
Queries Information: Lists all the queries existing in the source files. It also provides information about the file types, complexity of queries, and query analysis status.
Constants Information: Provides information about the constants along with their value and namespace existing in the source files.
Missing Files: Lists all the missing source files along with components and tools.
Database: Lists all databases.

alteryx_query_information.csv: This report provides information about queries including file types, complexity, parse types, and more. If the analyzed status is TRUE, it indicates that the query is analyzed successfully. Conversely, a FALSE status indicates that the query is not analyzed.

Source Inventory Analysis

It is an intermediate report which helps to debug failures or calculate the final report. It includes all the generated CSV reports such as Alteryx_Additional_Files.csv, Contants.csv, Entities.csv, Node_Connections.csv, Node_expressions.csv, Unparsed_Files.csv, and more.

keywordSearch.csv: Provides detailed insights into keyword occurrences— specifically files—identified across all uploaded source files.

Lineage_Raw.xlsx: This report provides complete dependency details for all nodes. It provides an end-to-end data and process lineage that helps to identify the complete dependency structure and the data flow.

This report contains the following information:

Volumetric Info: Provides volumetric information about the artifact types such as Alteryx workflows, tables, and files.
Nodes: Lists all the source and target nodes along with its type.
Dependency (Process): Provides information about the process lineage.
Dependency (Data): Provides information about the data lineage.
Dependency (Data Model): Provides dependency details about the data models.

missing_artifacts.csv: This report provides information about missing artifacts—such as tables, workflows, and other components—along with the associated lineage or nodes and the lineage type.

To access various CSV reports such as Alteryx_Additional_Files.csv, Contants.csv, Entities.csv, Node_Connections.csv, Node_expressions.csv, Unparsed_Files.csv, and more, navigate through the analytics > alteryx folders.

Alteryx_Additional_Files.csv: This report provides information about additional files along with their file path and message.

alteryx_macro_information.csv: This report provides information about macros present in the file.

Contants: This report provides information about constants.

Entities.csv: This report provides information about entities such as tables and files. It includes details about databases, database types, and so on.

Node_Connections.csv: This report provides information about nodes along with their origin and destination nodes.

Nodes_Expressions.csv: This report provides information about nodes along with its expressions. It also includes information about functions, tools, validity status of expressions, and more.

Unparsed_Files.csv: This report lists all the unparsed files along with the reason for parsing failure.

Lineage Analysis

This section provides lineage-related reports, including entity_link.csv, entity_report.csv, entity_summary.csv, link.csv, script_report.csv reports.

entity_links.csv: This report provides information about how views are connected to entities or tables and how these links extend across multiple levels. Level 1 shows the immediate table to which a view is linked. If that table is further connected to another entity, the next connection appears in Level 2, and so on.

entity_report.csv: This report provides detailed lineage information for each entity within the uploaded source files. It provides a comprehensive list of all entities along with their respective types, identifies the processes or tables that each entity is impacted by or used by, and includes other dependency details.

entity_summary.csv: This report provides a list of entities from uploaded source files, indicating where they appear (e.g., workflow) and the operations performed on them—Read, Write, or ReadWrite.

link.csv: This report provides information about entities linked to each view.

script_report.csv: This report provides detailed lineage information for each script. It lists all scripts along with their type, specifies the processes, entities, or scripts from which each script reads data and those to which it writes, as well as other dependency details.