Clear Communications Between Software Components
An Application Programming Interface (API) facilitates effective communication between software components like Excel and Alteryx. This enables streamlined processes, such as automating data updates and workflow enhancements, improving efficiency and accuracy.
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Click to edit Master title style API: Excel to Alteryx Click to edit Master subtitle style 7/3/2025 0
What is an API? An Application Programming Interface, or API, is a set of clearly defined methods of communication between various software components (in this case Excel and Alteryx). What does that look like? Imagine communication chain at a restaurant 1
Use Case We have a database of logged competitor filings that is updated each month. From this we can see whether or not any given filing had an impact on premium dollars going forward. We use this information in our Rate Review process and while we were using Alteryx to get the desired information, in the end we were copying and pasting updated information and manually checking the saved PDF files for additional changes. Using the Alteryx API allows the user to pass a string of State names and NAIC company numbers to a similar workflow that outputs the data to an Excel workbook on their C drive, a macro can then bring the result into the workbook that you are working in. 2
Ease of Use The heavy lifting has been done for you on the excel side of things. Export Module 2 (API code) and Import into the users workbook Copy the code from the competiorrates and Part_Deux macro into the users workbook (in a separate module) In the competitorrates macro, user will fill in their Key , Secret , and AppID Key and Secret are located in Keys section of user s profile settings in the Alteryx Private Gallery AppID is located in the URL of the App saved to the Private Gallery Then user will identify the variables and where the variables are stored in the workbook. In Alteryx, workflow needs to be set up to receive the variables and how to Output the result In my example, I use 2 Text Box and Text Input tools to pass variables using %Question.top5states% and %Question.topNAIC%, then with the macro these are passed through %Question.ControlParam.top5states% and %Question.ControlParam.topNAIC% 3
