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Allocate Input Tool

The Allocate Input tool allows the user to pick geographies and data variables from any Allocate dataset installed on the user's system. The most recent dataset used in Allocate will always be the default dataset that opens within this tool.

Configure the tool

Choose a Dataset: Use the dropdown list to select an installed Allocate dataset.

You can specify the default dataset from User Settings. Go to Options > User Settings > Edit User Settings and click the Dataset Defaults tab.

You can optionally read in an existing Allocate Workspace (*.aws) file:

1. Select the Use Allocate Workspace checkbox.
2. Click Import to navigate to the workspace file.
3. Select a file and click Open. Alteryx will read the file and make the appropriate variable and geography selections.

Pick Geography Tab: The selection box on the Pick Geography tab lists all of the standard geography types available.

1. Expand the geography trees to reveal the desired geographies.
2. Check the box to select the appropriate geographies.

Pick Variables Tab:The selection box on the Pick Variables tab lists all of the data variables in the selected Dataset.

• Expand the variable trees to reveal the data to append. Check the box to select the appropriate variable(s).
• To view variable names alongside their descriptions, right click on the description, select Show Field Names and the field names will appear to the right of the description.

Special Fields Tab: Use the checkboxes to return any of the following additional fields:

When specifying the Geography Type in an Allocate Append tool, you will want to ensure to use the RawKey when specifying any geography type that is 'by State' or 'by County.'

Geography Short Name: Returns the Short Name of the selected geography. The Short Name is how Allocate refers to the type of geography chosen. This field is useful for updating geographies in an Analytic App or Macro and for creating reports with mixed geographies.

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