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Cookbook Series  |  7 Steps to Successful Data Blending for Excel
7 Steps to Successful  
Data Blending for Excel
®
COOKBOOK SERIES
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Cookbook Series  |  7 Steps to Successful Data Blending for Excel
The evolu瑩on of self-service analy瑩cs is upon us. What 
started out as a means to an end for a data analyst who 
dealt with a single source of data, has now led to the 
necessity of combining mul瑩ple sources of data. 
Throughout this evolu瑩on, data blending has empowered 
those analysts in the line of business with the ability to access 
and combine data from mul瑩ple sources to reveal deeper 
intelligence that drives be瑴er business decision-making. 
Analysts use data blending to build an analy瑩c dataset 
to answer a specific business ques瑩on or take advantage 
of opportuni瑩es, with insight into customer preferences, 
marke瑩ng campaign results, financial opera瑩ons, site and 
merchandising op瑩miza瑩on, and much more.
What is Data Blending?
Tradi瑩onal Data
Cloud Apps
CRM
Data Warehouse
Excel
Marke瑩ng Data Mart
Customer Analy瑩cs
Financial & Sta瑩s瑩cal Analysis
Predic瑩ve Analy瑩cs
Spa瑩al Analysis
Enrichment Data
New Business Opportuni瑩es
Demographic
Firmographic
Industry-specific
Spa瑩al
Emerging Data
Amazon Redshi晴
DataSi晴 
Google Analy瑩cs
Marketo
Twi瑴er
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Cookbook Series  |  7 Steps to Successful Data Blending for Excel
Microso晴 Excel
® 
is everywhere; it can be an analyst’s best friend and their 
worst nightmare at the same 瑩me. It is great for calcula瑩ons and manipula瑩ng 
numeric data. On the other hand, it can be a headache for those who u瑩lize it 
for heavy data cleansing and processing, blending mul瑩ple data sources, and 
anything but the most basic analy瑩cs.
Many analysts who rely on Excel for data blending struggle with:
 Accessing any type and size of data
 Preparing and transforming large data files
 Joining mul瑩ple datasets/tabs/spreadsheets
 Understanding the complexity within a spreadsheet
What is Data Blending for Excel?
Incomplete data and small differences 
between fields require manual work 
before combining data
Excel is not equipped to combine large 
and mul瑩ple sources of data easily
Analysts have to remember and  
repeat the same tedious steps 
whenever data changes 
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Cookbook Series  |  7 Steps to Successful Data Blending for Excel
Understanding your business begins with understanding your data.
Alteryx delivers an intui瑩ve, drag and drop workflow for data blending that 
leads to deeper insights in hours, not weeks. It makes analysts more produc瑩ve, 
and delivers the transparency and automa瑩on they need to ensure a thorough 
and accurate analysis.
Alteryx addresses the Transparency Challenge
The Intui瑩ve Workflow 
of Alteryx Analy瑩cs  
helps analysts
•  Self document the data 
blending process
•  Understand every transition 
the data takes
•  See where errors/issues arise
•  Work with multiple data 
sources easier
Input tool: Connect to 
Customer Database
Input tool: Connect 
to Product Sales
Auto Field tool: Automa瑩cally 
change field types
Select tool: Change 
field names
Join tool: Combine data  
streams on common fields
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Summarize tool: Count and add  
the value of the transac瑩ons
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Cookbook Series  |  7 Steps to Successful Data Blending for Excel
Recipe for faster data blending
Ingredients you need
•  A copy of Alteryx  
alteryx.com/download
•  A list of the data sources you 
want to blend
•  Access to each database or 
source you are going to use
•  A rough specification of the 
dataset you need
•  A clear understanding of the 
analysis you want to deliver
Reformat or restructure your data
Output results to Excel
Get data from the sources needed for your analysis
Prepare, cleanse and isolate data
Transform your data without manual formulas or copying data
Join the specific data required from all your different types  
of sources
See demo videos on Data 
Blending at alteryx.com/
solutions/data-blending 
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Automate and Parameterize your data processes
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Cookbook Series  |  7 Steps to Successful Data Blending for Excel
Input tool: Connect to 
Customer Database
Input tool: Connect to 
Product Sales
Input tool: Connect to  
Store Informa瑩on
 By using the Input tool you can drag and drop data sources onto the 
Alteryx canvas to start building your workflow
 Unlike Excel, Alteryx can handle any dataset regardless of size –  
even spreadsheets with millions of records
 Preview your datasets so that before you blend them  
together you can understand if you need to make changes later  
in the workflow
Get data from the sources needed 
for your analysis 
1
Recipe for  
analy瑩c greatness
•  Ensure you have the right 
credentials to access your 
data sources 
•  Analyze all data types 
without data size limitations
•  Bring all Excel tabs and 
worksheets into a single view
•  Blend data from Excel, data 
warehouses, third-party data 
providers, and cloud-based 
data, including social media
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Cookbook Series  |  7 Steps to Successful Data Blending for Excel
 Once you have accessed your datasets you can now prepare them for 
blending and analysis
 The Auto Field tool automa瑩cally sets the field type for each string field 
 Use the Select tool to reformat the data, plus change or rename fields
 U瑩lize the Filter tool to isolate a subset of the data you are  
interested in
Prepare, cleanse and isolate data 
Recipe for  
analy瑩c greatness
•  Make product names, 
categories, and user IDs 
consistent as you bring 
multiple datasets together
•  Read CSV or XML files in as 
string or text fields
2
Input tool: Connect 
to Product Sales
Select tool: Change 
field names
Auto Field tool: Automa瑩cally 
change field types
Input tool: Connect to 
Customer Database
Filter tool: Isolate  
a subset of data
T
T
Cookbook Series  |  7 Steps to Successful Data Blending for Excel
 Use the Summarize tool to aggregate data; For example, calculate Total 
Spend and Number of Transac瑩ons by Customer ID
 The Summarize tool does the work that pivot tables do in Excel
Recipe for  
analy瑩c greatness
•  Group and count  
records passing through  
a data stream
•  Determine min and  
max values, plus keep  
a running total
Summarize tool: Count the number of 
transac瑩ons, and add the value of the transac瑩ons
Transform your data without 
manual formulas or copying data
3
Cookbook Series  |  7 Steps to Successful Data Blending for Excel
 Combine each spreadsheet file or tab into a single stream using  
the Union tool
 Join mul瑩ple fields without having to pre-process and concatenate 
key fields together
 Perform inner and outer joins 
without mul瑩ple  
VLOOKUP expressions
 Incorporate Fuzzy Matching to 
handle non-exact matching of 
customer names or addresses  
(e.g. John, Jon, Johnny, or Jonathan)
Recipe for  
analy瑩c greatness
•  Bring together fields that 
don’t match exactly using the 
Fuzzy Match tool
•  Create a macro that brings 
in all spreadsheet tabs in a 
simple click
Join the specific data required from 
all your different types of sources
4
Union tool: Combine each data 
source into a single stream
Join tool: Combine data 
streams on common fields
L
R
L
J
R
Cookbook Series  |  7 Steps to Successful Data Blending for Excel
Recipe for  
analy瑩c greatness
•  Crosstab and transpose 
on a full dataset rather 
than working on separate 
spreadsheets
Transpose tool: Move data from 
columns to rows (or vice versa)
Formula tool: Create a new field 
based on IF THEN statements
 Transpose and rearrange fields in large sets of data without the 
worry of your system crashing as it does in Excel when very large 
datasets are used
 Use the Formula tool to create expressions, which are similar to 
formulas you can create in Excel
Reformat or restructure your data 
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