Alteryx flow to create a Macro function to replace user ID (Individual id to generic ID)

Question

Hi All,

Good Day

I am working on a project where I am trying to  replace User Id of tableau hyper file to Generic Id using macros.

1. Alteryx flow to replace user name and password for an hyper file published to Tableau server.

Can anyone help me me out to give information how can this be done using Marcos.

Thableaus · Answer

@sushmahg01 from what I understand you want to create an Analytic App.

There's no "Alteryx" way to provide pop-ups in the middle of a workflow. You can create an App that will basically provide an interface BEFORE you run the workflow so the user can provide these credentials.

I recommend that you learn more about Apps and Macros, here's a list of topics that could help:

https://community.alteryx.com/t5/Engine-Works/Alteryx-Analytic-Apps-Introduction-and-Deep-Dive-Series-Part-1/ba-p/669655

https://community.alteryx.com/t5/Interactive-Lessons/Using-Analytic-Applications/ta-p/243106

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Difference-between-analytic-applications-and-workflows/ta-p/30205

Macros:

https://community.alteryx.com/t5/Interactive-Lessons/Introduction-to-Macros-in-Designer/ta-p/657914

https://community.alteryx.com/t5/Interactive-Lessons/Types-of-Macros-in-Designer/ta-p/657916

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Apps-and-Macros/ta-p/35375

This should get you started. It's important to understand these concepts before trying to create and deploy a solution.

Cheers,

sushmahg01 · Answer

Hi @Thableaus

1. When we are creating hyper file as output and publish to tableau server we have to input our own individual credentials in Alteryx designer right, So now i have to replace that credentials by building Macro function.

2.For existing workflows we are converting from individual id to Generic id

3.we do not have any list but individual user workflows credentials should be moved to Generic Id.

Example: our Macro creation should create pop up to change user ID & password, so we can input and give run its should change the credentials

Thableaus · Answer

Hi @sushmahg01

Are you going to pass a list of Username ID's and Passwords? What exactly are you trying to do here? We need to understand your use case to help you, could you please provide more information?

Cheers,