Alteryx Community Resources

Get up-and-running on the Community and with Alteryx in record time.
Register for the upcoming Live Community Q&A Session - and don't forget to submit your questions for @DeanS regarding the future role of analytics here.
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 , Associates-Rules-of-Engagement 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 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.       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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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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An Alteryx ACE's guide to getting the answers you seek!
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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:   50 points Speak at an Event: Share your story at an Alteryx event (in person or Virtual) 50 points Feature in a Story: A formal case study or use case which tells your story for others to be inspired by 50 points Be a User Group Leader: Y ou can get involved with any user group type, including Local, Internal, and Industry/Departmental 50 points Reference Call: Help a future client validate the investment they’re about to make by sharing your story 50 points Participate in Beta Testing: Install, test and provide feedback on early product releases to product management 50 points Feature in a Press Story: Be featured in a press story managed by Alteryx 50 points Feature in a Video: 2:00 - 5:00 min video highlighting your work 40 points Feature in the Podcast: Be a guest speaker in the Alter Everything Podcast 40 points Alteryx Mentor: Provide tips & tricks to a new Alteryx user while making a new connection. You can also request a mentor and we’ll help facilitate   40 points   Lead a Webinar: Let’s amplify your work and personal brand via a webinar presentation  30 points Write a Blog: Submit your idea to  communitycontent@alteryx.com 30 points G2 Crowd Review: Spread experience for others to be enlightened 20 points Promote #AlteryxAdvocacy on social media: share an Alteryx pre-written asset or event on LinkedIn 20 points   Promote #AlteryxInnovator Status: Share your awesome new Innovator status on your LinkedIn - extra brownie points for adding it to your profile  
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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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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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Find answers to your questions about the Alteryx Support Case Portal.
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A quick overview on how to post questions on the Alteryx Community.
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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.
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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.    Designer Connect Server Promote   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!  
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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.
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