Alteryx Community Resources

Get up-and-running on the Community and with Alteryx in record time.
The Expert Exam is now live online! Read about the specifics and what it took to bring it to life in the blog by our very own Elizabeth Bonnell!
Welcome To our Community The Alteryx Community was created to provide a place for members or participants to search for information, read and post about topics of interest, and learn from each other. Depending on how the community is set up, you'll find : boards where you can post questions and answers BLOGS where you can read and comment on articles idea exchanges where you can suggest ways to improve products and vote for ideas that other community members have posted and more... Guests (unregistered visitors) can browse or search the community for information. Members (registered users) can post messages or comments, track discussions, and get email notifications on posting activity and other community actions.       What is my role and responsibility in the community? You are essential to the community, even if all you ever do is read messages or articles that someone else has posted. Communities offer all kinds of contributions: posting questions and sharing answers, leaving comments on blog articles or ideas, voting for ideas you like, or just searching for answers to your questions. We encourage you to visit often and participate. Ask your toughest questions. Chances are someone has a solution or can point you in the right direction. If you find a solution that works, let others know and pass on your own tips and insights. You might just have the answer someone else needs. Remember to thank community members who have helped you. Show your appreciation by giving likes to helpful posts, accepting a solution that answers your question, or posting thank-you replies. We want the community to be appropriate, friendly, informative, and fun for everyone. Be sure to read the Community Terms of Service  and the community's Guidelines so that you know what to expect and what is expected of you when you're here.
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  Table Of Contents: How do I post on the Community? How do I respond to a message? Can I create "canned" or "boilerplate" responses? Finding Spam Notifying the Community Team       How do I post on the Community?   Two ways post a message: Home page: Select Ask a Question Select which board you would like to post your message. Fill in the message and Subject. Don’t forget to post your workflow with sample data. Discussion Boards: Click the New Message link. In the Subject field, enter your message title. Tip: Make your subject clear and concise, as it's the only part of the message that shows up on the message-listing page. In the Body field, type your message. Be sure to include all necessary details, especially for technical topics. Please DO NOT include proprietary data or information on the Alteryx Community. Use sample data for posting. Format and spell check your message, as needed. Click Submit Post. For more information How to Post, Get Answers Fast     How do I reply to a message?   Click Reply to respond to a particular post. The Reply Message screen is similar to the Post Message screen, with these differences: When you reply to a post, the subject line is filled in automatically. You can change it if you want. You can paste the message to which you are replying into the body of your reply by clicking the quotes (“) in the taskbar. Your reply is added to the existing thread. It won't create a new thread.       Can I create "canned" or "boilerplate" responses?   Yes. You can use macros to create a "canned" or " boilerplate" response (also known as a premade response) that you can paste into any message. You can create up to 9 macros. To set up a macro for boilerplate text: Sign in to the community. Go to My Settings > Macros. Enter a short but memorable name in the Macro Title field. In the Macro box, enter your boilerplate text. (You can use HTML tags if your community allows it.) Click Save. Tip: To add text at the bottom of your posts, you can include that text as part of your signature instead of using a macro. To add your boilerplate text to a post: Go to a post. In the comment area, place your cursor where you want to add the boilerplate text. Open the Macros menu and select the macro you want to add.       Finding Spam   If you happen to find a piece of content that seems to be spam. Select the ellipses (...) on the right hand side of the post. You can then choose “Mark as Spam” and our team of Moderators will be alerted. We would appreciate your help in keeping our Community as clean as possible.       Notifying the Community Team   If for any reason you need assistance with a post that you have written and posted you can use the “Notify Moderator” Option. Select the ellipses (...) on the right hand side of the post. You can then choose “Notify Moderator” and our team of Moderators will be alerted and will assist you as soon as possible. If you are having account issues or seeing issues with the site, please email community@alteryx.com and a support ticket will be created for you.
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Table Of Contents: PERSONAL Email Settings Personal Information Close Account TWITTER INTEGRATION PREFERENCES Privacy Private Messenger AVATARS MACROS SUBSCRIPTIONS & NOTIFICATIONS Subscriptions What is RSS and how do I use it? Notification Settings       PERSONAL   Email Settings The Email Settings allow you to turn on or off all emails from the Community. This is your master switch to stop all communication coming from the Community.   Personal Information You can tell other community members as much or as little about yourself as you want. You can enter a short biography, your location, your interests, or anything else (within community guidelines, of course). To tell other community members about yourself: Sign in to your community account. Go to   My Settings >  Personal Information. Enter information about yourself in the   Biography   field. You can also enter your name, location, company info, and any other information you want to share. Click   Save. Note: Don’t forget to introduce yourself to the Community in the   Introduce Yourself Board   Close Account Here is where you can close your Community account. If you happen to accidentally close your account, please notify Community@alteryx.com within 24 hours if you wish to reinstate your account and all progress associated.       TWITTER INTEGRATION   You can link your community profile to your Twitter account. This lets you tweet about great content you find in the community and reply to tweets without switching to Twitter.         PREFERENCES   You can customize the look and behavior of the community in many ways, including time zone and language preference, text size, menu behavior, message order, and privacy settings. To set your viewing preferences: Sign in to the community. Go to   My Settings > Preferences. Click through the various preference tabs and make the changes you want. Click   Save   on each tab where you make changes.   Privacy By default, all community users cannot see your personal information. To display your info only to people on your Friends List: Click   Preferences > Privacy. Set   show private information in profile to "friends only". Click   Save.   Private Messenger You can disable your private messages from here, as well as set your messages per-page available. The ability to turn off email notifications for messages is also located here.       AVATARS   Changing your avatar is an easy way to personalize your community identity. You can change your avatar as often as you like. Your current avatar appears at the top of the Avatar page. To change your avatar: Sign in to your community account. Go to   My Profile, and click on the icon. Choose a new avatar in one of these ways: Choose a new image from the Community collection. (Choose an avatar collection and click the avatar your want.) Use an image from your Image Gallery. (Click   From Image Gallery   and click the image you want.) You can only use this option if you have uploaded images that have been approved. If you have been granted permission, use your Facebook profile photo as your avatar. (Click   From Facebook   and click   Set Avatar. If you have been granted permission, use an image from the web. (Click   From the Web   and enter the URL for the image. Then, click   Set Avatar.       MACROS You can use macros to create "boilerplate" text that you can paste into any message. You can create up to 9 macros. To set up a macro for boilerplate text: Sign in to the community. Go to   My Settings > Macros. Enter a short but memorable name in the   Macro Title   field. In the Macro box, enter your boilerplate text. (You can use HTML tags if your community allows it.) Click   Save. Tip:   To add text at the bottom of your posts, you can include that text as part of your signature instead of using a macro. To add your boilerplate text to a post: Go to a post. In the comment area, place your cursor where you want to add the boilerplate text. Open the   Macros   menu and select the macro you want to add.       SUBSCRIPTIONS & NOTIFICATIONS   Subscriptions Subscriptions let you get email updates whenever new content appears in an area of the community that you're interested in. You can subscribe to a board, a blog article, an idea exchange, or any other location in the community. You can also subscribe to a specific post. To subscribe a piece of content: Go to the post, or board you want to subscribe to. To subscribe to a board, click   Options > Subscribe to RSS feed. To subscribe to a specific post, go to the post and click Options > Subscribe To view and manage your subscriptions: Go to   My Settings > Subscriptions & Notifications. Click   My Subscriptions   to see a list of the items you've subscribed to. You can click a subscription to go to the item. To delete a subscription, click the checkbox for the subscription and click   Email Subscription Options > Delete Selected Subscriptions. For more information check out   Subscriptions   What is RSS and how do I use it? RSS stands for "Really Simple Syndication." It is a way for you to get the latest content from this community, along with many other sites that you visit, all in one place. With an RSS feed reader, you subscribe to web sites, and those sites feed you new content so you can stay up to date. To use RSS, you need a feed reader, such as Google Reader, MyYahoo, or the Live Bookmarks feature of Firefox. There are many free options. After you have your feed reader set up, you can find RSS feeds in the community by going to a board, blog, thread, or message and selecting  Subscribe to RSS Feed  from the options menu. There you will see a preview of the feed. Most RSS readers give you a button to click at this point. After you click it, the RSS feed appears in your reader as well as new content from that section of the community whenever it becomes available.   Notification Settings From here you can customize what kind of notifications you receive from the Community. You can use these settings to pick and choose what you are notified about, and the frequency of those notifications.
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What do I do if I forget my login or password? To get help with your password: Click Forgot Password? Under the sign in. Enter the email address you used when you registered with the community. Click Reset Password. Check your email for your login name and a password reset link. If you don’t receive a reset email, please send an email to community@alteryx.com for assistance.     How do I update my email address?   At this time the only way for us to update your email address is to contact community@alteryx.com. Please provide the current email and new email. We hope to have a more user-friendly solution for this coming soon!     How do I update my username?   To Update your username, please email community@alteryx.com with the request including your current username, and your new username.  Note: Usernames cannot include Spaces.  
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  Table of Contents: What is the Private Messenger? How do I send a private message? How do I delete a private message? What is my Friends List and how do I add people? What is my Ignore Users List and how do I add users to it?     What is the Private Messenger?   Private Messenger enables you to send private notes to other community members. Private Messenger has two big advantages over email: You don't have to know the other member's email address to send the note. (Also, you don't have to reveal yours.) You can read and send private messages without leaving the community, making it easy to a quick conversation with another community member.   To use the Private Messenger, you must be registered and signed in. You can find your Private Message icon at the top of your page by clicking on your username. If you have any new messages, you'll see the number of unread messages next to the envelope icon. Click the message count or envelope icon to go to your Private Messages Inbox.   How do I send a private message?   To send a private message: Sign in to the community. Click your username icon, and then the envelope to go to your Private Messages Inbox. Click Compose New Message. Enter the recipient's name in the Send to area. Note: Depending on your role in the community, you might be able to send a message to a group of users based on their role or rank in the community. If so, you can choose a role or a rank. Enter the subject for the message in the Message Subject area. Type the reply in the Message Body editor. Click Send Message. You can look for the messages you've sent in the Sent tab.     How do I delete a private message?   You can delete messages one at a time as you read them, or in bulk from your Inbox. To delete a private message: Sign in to the community. Click your username icon, and then the envelope to go to your Private Messages Inbox. To delete a single message, click the message to view it and then click Delete. To delete all messages, click the Options menu and click Delete All.       What is my Friends List and how do I add people?   Your Friends List is a way to create your own community within a community. Depending on your privacy settings, the people on your Friends List can see your biography, other personal information, or online status. If you send private messages, you can choose friends from a list instead of typing their user names. Note: Your Friends List is available only if your community supports private messages. To add people to your Friends List: Sign in to the community. Click the user name of a friend to see the friend's About user name page. Click Add user name to Friends. Note: You can remove a person from your Friend's List by clicking "Remove from Friends". Additionally, you can click "Ignore" to prevent specific users from contacting you.     What is my Ignore Users List and how do I add users to it?   Most users in an online community get along very well. Sometimes, however, you might encounter someone you consider a nuisance. If you are receiving messages that you'd prefer not to receive, you can add the sender to your Ignored Users list. The system blocks all messages from users on your Ignored Users list. To add someone to your Ignored Users list: Sign in to the community. Click the message count or envelope icon to go to your Private Messages Inbox. Click a message from the user you want to ignore and click Ignore user name. To remove someone from your Ignored Users list: Sign in to the community. Click Ignored Users to see the list. Click Remove from Ignored list to begin receiving messages from this user again. You can also search for community members and add them to your Ignored Users list. To search for a user. On any page, enter a user name in the Search box. Choose Users and click Search. In the Search Results, click the user's name. Click Ignore user name in the Contact area
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  Table of Contents: What are the idea boards? How do I post an idea on an idea board? How do I vote for an idea I like? Can I edit or delete my ideas' comments? How do I share an idea with friends? Can I subscribe to an idea? Product Idea Submission Guidelines   What are the idea boards?   The idea boards are a collection of ideas posted by community members. Ideas can include anything from new product requests to suggestions about how to improve a product or service. Everyone in the community can see and vote on the ideas. Adding an idea is similar to posting a message on a board, and giving likes to an idea is like voting for it. You can post comments on ideas the same way you do on blog articles. The community uses labels to help organize related or similar ideas, and assign a status to each idea so you know which ideas might be considered or implemented.     How do I post an idea to an idea board?   Posting an idea is just like posting a message on a discussion board. To post your idea: Go to the idea board of the product pertaining to your idea. Tip: It's a good idea to search the idea boards first to make sure that someone else hasn't already posted the same idea. Click New Idea. Type an Idea Subject and make sure there is not already a post existing for your idea. Check the box insuring there is no duplicates then click continue if you do not see your idea in the search. Type the body of your idea. You can use simple HTML, format the text, or add links or images. You can also preview your idea and check your spelling before you post the idea. To receive an email when someone comments on your idea, click E-mail me. Choose one or more labels. The labels you can choose from are listed below the Label entry area. Click a label to choose it. Labels make it easy to find related or similar ideas. Click Post. Ideas Submission Guidelines       How do I vote for an idea I like?   You vote for an idea by giving it Likes. Just click the ‘Thumbs Up’ button next to the idea. If you change your mind, you can revoke your Likes later.         Can I edit or delete my idea comments?   No, you can't. Be sure to check your spelling and preview your comment before you post it.       How do I share an idea with friends?   To share ideas with friends, you can use any shared bookmarking, social network, or other tracking services, such as Del.icio.us, Digg, Reddit, Facebook, MySpace, Google, StumbleUpon, Technorati, or Twitter. However, you must have a valid account with the service. To share an idea: Go to the article you want to share. Click Share. Click the service you want to use. The next steps depend on the service.       Can I subscribe to an idea?   Yes. You can subscribe directly to an idea or an idea board, or you can subscribe to their RSS feeds. If you subscribe to an RSS feed, you can use an RSS reader to view new content that's added to the idea boards. If you subscribe directly to an idea or ideas' board, you receive an email alert when new ideas or comments are posted. To Do this Subscribe to ideas board Go to the idea board page and click Options > Subscribe to this Ideas' board. Subscribe to an idea Go to the idea and click Options > Subscribe to this Idea. Subscribe to an RSS feed Go to the idea board or idea and click Options > Subscribe to this Ideas' board RSS Feed or Options > Subscribe to this Idea's RSS Feed. Then, save the live bookmark or whatever you usually do to add an RSS feed.
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We want your journey here to be as great as can be, so we have put together this guide to help you get quickly familiarized with the Alteryx Community. 
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Learn how to perform an advanced search in Community.
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Learn more about our favorite two community features, Solutions & Likes!
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Some of the most popular features of the Community are the Discussion Forums and the Knowledge Base. These discussion styles have two methods for acknowledging helpful or awesome content; Solutions and Likes.   If you aren't already familiar with the basics of these two features, check out the Intro to Accepted Solutions and Likes article to learn more.     Why do solutions and likes matter?   In the spirit of Buzzfeed, I am going to provide this answer in the form of a gif list (number 6 will blow your mind!).     1. Search Results         Accepted Solutions and Likes have an impact on our search algorithm. Discussion threads with an accepted solution and posts with a higher like count are returned with higher preference in a Community Search. There is a 99% chance someone will have a question that your thread will help them answer. By marking a Solution on the thread or giving likes, you are making it more likely someone will be able to find that solution. Also, when a discussion has an accepted solution there is an option to navigate directly to the solution post. By making a solution, you are helping those that come after you get results faster.    Also, using the advanced search on our Community, you can limit your search results to only include threads with an accepted solution or a certain number of likes. For tips and tricks on using Advanced Search, please see the Search the Community article.     2. Community Engagement       The Community works best when its members are all active and engaged. Engagement is how new questions get asked, how new solutions and answers are found, and how people continue to upskill themselves through the Alteryx Academy. Marking a Solution or giving content a like is doing your small part in keeping the Community an engaging place.     3. Post Credibility       Likes are effectively a voting system. A post with a bunch of likes or that has been marked as a solution (or both) has been vetted by the community, and is considered to be a more credible resource than responses with fewer likes.     4. Badges and Ranking       Don't lie to yourself. Badges matter. They're fun, and you know you want them. Badges are awarded for earning likes and solutions, and fun fact- the people with the most likes often give the most likes.     5. Acknowledgment         Someone took the time out of their busy day to think about a question you asked and provide you with a potential solution. Wouldn't it be nice to acknowledge their effort, especially if it solved the question, or helped you on your way there?     6. New Features!       Did you know that our Ideas Forums are powered by likes? Our Product Managers are always using the Ideas Forum on the Community to find great new ideas to integrate into the products, and an idea with more likes is more likely to be noticed and considered. If you see something you love on the Ideas Forums, be sure to like it!     7. Closure       Isn't there something deeply satisfying about checking an item off a list as solved? When you accept a solution, you're saying "this question is solved, case closed! On to the next adventure!"   Our Community is founded on collaboration and a shared love of analytics. Our Solutions and Likes are one way to keep the Community strong. So please, take the extra two seconds to mark questions as solutions, or give something you liked a like!
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Learn more about our Community member rank structure! 
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  What's a blog?   A blog is an online journal written by one or more authors. Blog articles usually appear in reverse-chronological order, so you see the most recent article first, followed by earlier articles. Some BLOGS have comments from readers, which you can read by clicking the Comments link at the bottom of the article. How do I share a blog article with friends?   Sharing a blog with friends and co-workers is easy! Simply go to the article you want to share, and scroll to the bottom of the article and click the Share button. 
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The Innovator program is a collaborative network of customers and partners who go above and beyond with the Alteryx platform and share their accomplishments. We are thrilled to highlight your work and personal brand as you help grow and influence ours.  Anyone significantly contributing or willing to start is eligible .  See below the activities and descriptions:
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  What is a knowledge base?   A knowledge base (also called a tribal knowledge base) is a collection of articles that captures and organizes helpful community information. Knowledge bases are great community resources for several reasons: You can search for knowledge base articles or use special navigation links that let you browse through the community's knowledge bases. After you find an article, you can add your comments. If you want to ask a question, we suggest posting in the appropriate Discussion forum referencing the knowledge base to have more members see your question. Questions asked as a reply to the knowledge base are only seen by the author and contributors. If the article's publisher incorporates your comment into a later version of the article, you'll get credit as a contributor. Articles can contain some of the same rich media as other posts, including images and attachments. Each article contains lists of contributors and related links. Contributors could be community members whose posts or comments are used in the article, authors who put the article together, or editors who reviewed or refined it. Related links take you to posts that were used in the article or other posts that the authors thought you might find helpful or interesting, including forum messages, blog articles, and ideas     How can I view a knowledge base? You can view a knowledge base article in a number of ways. To go to the knowledge base for a board in the menu , hover over the lightbulb icon and choose the knowledge base you want to look at. Then, you can browse the list of articles and choose one to read. You can also do a search within each topic. To search for a knowledge base article , enter a search keyword and choose Knowledge Base (Book icon). Then, you can use search results filters to zero in on the article you want.
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With all the great collaboration and conversation taking place on the Alteryx Community, more and more series have been developing to deliver great content around similar Designer themes. We know some might be right down your alley, but you probably don’t receive email notifications from the Community because, let’s be honest, managing an inbox could be a full time job.     To help sift out the noise, you can use the Community subscription feature to only get the emails for the things that won’t immediately make their way to the deleted folder. To sign up for a subscription…   Navigate to a board of your choosing and select “Subscribe” in the “Options” drop down from the top left corner of your board’s landing page (next to “New Topic”). Identify a label of interest/corresponding to your favorite series in a board from the “Labels” box on the right hand side of the board’s landing page. Click one these labels to see search results just for that label, as well as a quick subscribe prompt at the very top of your search results, in yellow. With this handy feature, you’ll be able to only tune in for the articles and boards that you want to be reading. Things like: Mastering the Alteryx Designer with the Tool Mastery Series Tips for developing your best macros from the CS Macro Dev Series Exercises to keep your blending sharp from our Weekly Exercises Or, like I do, to give you notifications for the raddest Pokemon GO catches of the day:       You know, the really important stuff. If you ever change your mind, you can manage your subscriptions at any time by clicking “My Subscriptions” under your user icon in the top right hand of any Community page!
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Stay up-to-date on new Alteryx Community features and offerings.
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Alteryx Certification Policies
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QUESTION:   Where do I post my questions?   ANSWER:   Our end to end platform allows you to accomplish so many things that having all of it in one place would make it difficult for our users to find their answers and post their questions. We have the platform broken out by the pieces of the platform that users may have individually: Designer, Server, Connect, and Promote. Each of these areas of the platform have a specific focus and each of these areas can be purchased individually.     Designer Discussions -  Repeatable workflows for self-service data analytics.   Designer Discussions is the forum to ask questions regarding anything Alteryx Designer. From Data Prep and Blending to Predictive Analytics.   How To Post       Server Discussions -  Deploy and share analytics on a scalable platform.   Server Discussions consist of topics from setting up your Alteryx Server to creating and managing scheduled workflows.   How To Post     Connect Discussions -  Collaborative data exploration platform for analytics   Connect Discussions can consist of setting up Alteryx Connect to understanding how to share workflows and data.     Promote Discussions -  Data science model production system Alteryx Promote helps analytic teams deploy more predictive models faster by eliminating the need to recode models for real-time application consumption. Questions in the Promote Discussions can be from deploying models, monitoring, and troubleshooting.
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