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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
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.
Table Of Contents:
How do I post on the Community?
How do I respond to a message?
Can I create "canned" or "boilerplate" responses?
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.
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.)
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.
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 firstname.lastname@example.org and a support ticket will be created for you.
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.
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!
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!
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:
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!
Where do I post my questions?
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.
Thank you for checking out the Idea Boards for Designer, Server, Connect and Promote! We appreciate your ideas on how we can best enhance each of our products. However before submitting an idea please be sure to review our submission guidelines.
Posting to the Idea Board:
Which Board To Post In: We have four unique idea boards for our four primary products. Due to this, posting to the correct board is key for making sure your idea gets the support needed from the Community. The Designer board is meant for our base product and can include enhancements to workflow behavior, tools and data connections. Server Ideas is built to provide a separate location for ideas pertaining to but not limited to the Alteryx Gallery, scheduling and Server behavior. Our Connect and Promote boards are for the enterprise products Alteryx Connect and Alteryx Promote and are meant for ideas pertaining to their functionalities. Posting Your Idea: Before submitting an idea you’ll be required to search your title against all the current posts, this is to make sure no duplicate ideas are posted. Duplicate ideas can split support for an idea, which can cause our Product Team to be unable to appropriately evaluate the interest in an idea or miss it entirely. Should you find your idea has already been posted to the board be sure to like the idea and provide constructive commentary! This helps our Product Team gauge interest.
What to Include In Your Idea:
Use Cases: Be sure to provide a use case, or rational on why this idea would be helpful. The more we understand the context of the idea the more accurate and clear we will be able to be with technical capabilities, prioritizing and timelines. Demos or Visuals: If possible demoing your idea in Alteryx or providing mock screenshots is greatly appreciated. This helps the idea gain more attention from the Community and helps our product team better understand your idea overall!
Engaging with the Product Idea Board:
Explore Other’s Ideas: Once you’ve posted your idea be sure to check out other’s ideas. If you find a idea you like be sure to like and provide any constructive commentary you might have. Likes Are Key: Be sure to like any ideas you would like to see implemented in the product. The more likes the quicker the idea will catch our attention, we also require at least 10 likes for the idea to be brought to our product teams.
Status Definitions and Process:
Every idea has merit and we strive to implement as many as we can that would have the greatest customer value and viability while still fitting into the strategic mission for Alteryx. Ideas will move through a set life cycle that we’ve described below. New Idea - All good ideas have to start somewhere! This is the default status for a new idea, these ideas likely are new or have not yet reached the necessary amount of likes and have not been reviewed by our product team. Comments Requested - We love your idea! But we need a bit more information. Our product team needs more information on what you exactly have in mind or if it would be beneficial in the opinion of the masses. Ideas left in this status for longer then a year will be marked as retired due to lack of Community interest or additional information. Under Review - These ideas has gotten the necessary number of likes for it to be up for review by our product team. We'll get back to you once we have a response from the development team on if and when we could implement your idea. Accepted - Congrats your idea has been cleared and approved by the product team as something we can implement! Our product team is working away at getting your idea integrated and we will let you know when it's close to done. Ongoing - Our development team loved this idea, but to properly implement it they are going to need a few releases. Ideas in this status mean we were able to implement part of the idea but not all of it is implemented just yet. Coming Soon - Almost done! These ideas should be completely ready and implemented in a upcoming release. Implemented - Nice work! These ideas are now fully deployed in the product. Let us know what you think in the product’s Discussion Board. Not Planned - Unfortunately we can't implement every good idea that comes our way due to technical restrictions or the product moving in a different direction. We appreciate these users for submitting their ideas and contributing the the Community as a whole. Revisit - We love this idea, but there is no time or room in the near future to implement it to the best of our ability. But our product team would like to keep it on the radar and will revisit it when they can better speak on the timeline for this idea! Partner Dependent - We would love to implement these ideas but are currently stuck due to the idea depending on a third party partner. We'll keep going once the block is cleared with the partner! Inactive - We appreciate all contributions to the idea boards. Unfortunately, some ideas do not get the support or clarification needed for our Product Team to effectively evaluation the idea. Ideas that are unable to get ten likes and have not had any activity on their post within a year, including likes and comments, will enter this status. However, ideas placed in this status can be returned to the New Idea status with enough renewed activity.
Disclaimer: All statements made by Alteryx employees on the Idea Boards are subject to change. While we do our best to be as accurate as possible, all forecasting done on the board can be subject to change or delay.
Whether you are a Community veteran or brand new to the Alteryx Community. We hope these 7 tips help with your Alteryx Community experience.
1. Community Guidelines - knowing the guidelines to the Alteryx Community is a great way for you to know what's allowed so that you and others play safe.
2. Explore - The Alteryx Community has something for everyone! From Developer content in to our popular Alter Everything podcast. Make sure you check out what Alteryx Community has to offer.
3. Introduce yourself to the Community - Knowing a little about you helps start relationships and bring down barriers. Tell the Community what you do, how you use Alteryx and what you would like to become an expert in. Tell us about you!
4. Like Posts - Give credit to the Community members for helping out!
5. Ask Questions - We know a lot of people come to the Community to browse and find answers without posting, but did you know that the Alteryx Community is one of the fastest responding Communities? If you post with all the appropriate Alteryx information needed, you will get a response! Our Community loves to help each other. Once you post, pass it forward by answering questions yourself.
6. Post Questions in the correct board - Our end to end platform makes analytics easy, but we've broken the platform up so that it makes it easier to organize the content. Make sure you are posting in the correct discussions boards. Each area of the platform has its own area. If you have a questions about our Designer product, then post in the Designer Discussions. If you have a question about the Alteryx Connect product, then post in the Connect Discussions, etc.
7. Provide Ample Information - Our Community of Alteryx Experts needs as much information as possible to help you as quickly as possible. Remember to add your workflow with sample data, so the Community can test. Remember, the more information you provide and the clearer you are as to what you want to accomplish will get you a faster answer. Community members use Alteryx for many reasons, but many won't know your industry or use case, but they know the tools. Example:
We hope these 7 tips provide some guidance for a great Alteryx Community experience. If you're unsure or need help, just ask the Community and we'll help you out!
Welcome to the Alteryx Community, your one-stop-shop for planning total analytical domination. As you explore, you'll find that we're a global community where everyone is encouraged to learn together, and geek out.
Question: I was clicking around on the community, and I got the following error "The link you clicked is requesting an operation that requires authentication, but the authentication failed." What does this mean and why did this happen?