11.6 Convert To Macro

Alteryx Essentials Workshop 3 - Cryptocurrency Arbitrage
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Transcript

In this video, we're going to convert our arbitrage workflow into a macro with the ability to dynamically set out arbitrage percentage opportunity. At the moment, we have it statically set to 9%. But at the end of this, we'll be able to dynamically choose the number before we run the workflow. Before we dive into it, I'll quickly explain what's going to happen. We're going to cut a majority of our workflow and go from version one which looks like this to version two, which looks like this. What you'll notice here is a blue dots that we haven't seen before.

This is a macro which we're going to build. In the configuration pane we have a list of questions which I'll go through in more detail soon. But you'll see at the bottom here, we've enabled a capability to select the arbitrage percentage to whatever we want. So let's kick off converting our workflow to a macro. We'll start by highlighting all the tools between The first formula tool and the last formula tool by selecting everything with Ctrl A. And then we'll just do select holding control the input tools, the append, and the last browse tool will cut that with Ctrl x and paste this into a new workflow.

We'll then go to the interface tab and drag in a macro input tool at the front and a macro output at the end of our workflow. Macro input tool is producing an error so let's quickly configure it. In the configuration pane we need to specify the text input and anchor abbreviation. Everything else can be left alone. The text input we need to provide the column headers from our append fields here which I'll go To be name, URL and exchange. So let's type them in here.

Name, URL and exchange. The anchor we'll call this is just input, and the anchor abbreviation will be I, everything else is left alone. So we're still getting an error with our formula tool here missing incoming connection. So we'll delete this one there and connect it to here and can remove that one. And there we go. Let's save our workflow now with Ctrl S, and let's call this maybe arbitrage macro and be sure to save it as a dot y x MC will then go back to our chopped up workflow and add our arbitrage macro to it to do this for right click on the canvas, select Insert, go to macro and choose our arbitrage macro.

Since we gave our input anchor the name of AI, we can see it appear on the left of it. To give it an output name, we can go to our macro back here, click on output name, this output and the anchor abbreviation of Oh, save it. And we get a message saying that our macro has been updated, and our output anchor appears here. We will add the Browse tool to the end of this. We'll just drag that one back here and run our workflow to check that everything's still working. And awesome.

Looks like everything's still working. Now we want to dynamically set the arbitrage percentage without having to click into our macro and modifying the formula tool. We want it to appear as a question in the macro which means it'll appear in the configuration pane on the left. To do this, we'll jump back to our arbitrage macro and add a numeric up down tool on top of the formula tool at the end to, but don't connect anything just yet. Let me just remove this browse tool here and drag this one in. In the configuration pane on the left, we need to configure the question that's going to be asked from our macro.

Let's use something like specify arbitrage percentage will set the minimum arbitrage to 1%. Leave the maximum as 100 leave increment as one. Let's put a default of 9% and leave decimal places as zero. Now that we've configured the numeric up down tool, we can drag the cue or question output into the input of the formula tool. Automatically an action tool appears in the numeric and formula tool, but it's asking for the action to be configured. In the configuration pane on the left, we want our action type to update a value, which is going to be that static 9%.

So we'll leave this action alone. In this box here we need to specify the value or attribute we want to update, which again is the 9%. If we click through the formula fields, and look inside action, we see our expression for that 9% there but we can't select it. So to work around this, what we need to do is select the formula tool and add a new output column called ob rate. And we'll set this to a data type of double and in the expression here who insert nine will then update our function in action to check if our return percentage is more than our newly created operate. If we go back to the action tool, a new formula field has been created called ARB rate.

The value we want to update in this expression is nine. So we'll click on that. Let's save this macro and go back to our arbitrage workflow. And we get the message saying that our backer has been updated. We can also see that the arbitrage percentage now appears as a question in the macro input. And we're still getting an error in here, unknown variable rate.

Let's go back in here and see what's wrong. unknown variable let's try Moving this up one to see if that makes a difference. And yeah, that removes the error. We'll go back to our workflow. And if we run our workflow again, we can say that everything's still working. And we can even customize the arbitrage percentage say 1%.

Fantastic, everything appears to be working. We've now converted our workflow into a macro and included a way to dynamically change the arbitrage rate without having to manually open our macro and update the formula tool manually.

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