| Industry | Vehicle manufacturing |
| Organization | A global vehicle manufacturer with an established dealer network (client details generalized to protect confidentiality) |
| Migration | Alteryx workflow (.yxmd) and nested macro (.yxmc) → Microsoft Fabric Dataflow Gen2 on OneLake |
| Challenge | A deeply nested Alteryx macro encoding years of dealer-hierarchy business rules, including a quirk that had to be reproduced exactly, not corrected |
| Scope | A two-workflow pilot: a proof-of-concept workflow, then one production dealer-network reporting workflow and its embedded hierarchy-lookup macro |
| Approach | An automated, validation-first migration: proof of concept first, then the primary production workflow |
A GLOBAL VEHICLE MANUFACTURER
A vehicle manufacturer used an Alteryx workflow to prepare dealer-network reporting, combining dealer records, sales data, and inventory data with an organizational-hierarchy lookup (field support roles, regional structure, authorization status) pulled from an internal dealer-management system through a deeply nested Alteryx macro.
This workflow sat at the center of the organization’s dealer reporting, and downstream reports already depended on its exact output, so any migration had to reproduce its behavior precisely, not just approximate it.
Moving this workflow to Microsoft Fabric meant confronting logic that had accumulated inside the macro over years, not just converting a visual canvas. The key challenges:
The macro’s logic spanned multiple joins, hierarchy pivots, and years of accumulated business rules.
A lookup key was silently dropped for one subset of records inside the original macro. That was an Alteryx-side quirk, not a bug to fix, since downstream reporting already depended on that exact behavior.
Confirming the Fabric output matched the legacy Alteryx export required validating individual fields, not just reviewing whether the logic looked right.
The engagement was scoped as a two-workflow pilot, proving the approach on one real, business-critical report before considering a wider rollout.
DataTerrain rebuilt the workflow and its embedded macro as a Fabric Dataflow Gen2 query set reading from OneLake, replicating the macro's join and pivot logic step by step, including its specific quirks.
DataTerrain converted a smaller, representative workflow first to validate the overall approach before tackling the primary production workflow.
DataTerrain rebuilt the production dealer-network workflow and its nested macro as Dataflow Gen2 queries on OneLake, reproducing the macro’s exact join, pivot, and lookup behavior, including the quirk that had to be preserved, not corrected.
DataTerrain reconciled the output against the legacy Alteryx export iteratively until it matched, rather than accepting it once it “looked right.”
Full match against the legacy Alteryx output after iterative validation.
Matched on the large majority of fields, with the remaining gaps traced to source-data differences, not logic errors.
A documented, validated conversion approach ready to scale to additional dealer-network workflows.
DataTerrain treated this as a validation-first migration, not a one-shot conversion, proving the approach on a smaller workflow before touching the production report, and reconciling Fabric’s output against the legacy Alteryx export field by field rather than assuming a workflow that ran without errors was automatically correct. The result was a contained, two-workflow pilot that gave the business owner concrete evidence the new platform reproduced the original’s business logic exactly, including its quirks, a validated pattern the organization can now scale to its remaining dealer-network workflows.