So you’re new to Alteryx, you’ve downloaded and installed Alteryx Designer, you’ve rolled up your sleeves and you’re ready to go. Everything is going along swimmingly and wham! You run into a wall. Why isn’t that tool working correctly? Let’s take a look at the primary product training and support resources available for Alteryx and see if we can get your workflow working the way it should.
Alteryx Website: www.alteryx.com/
Great place to start to you don’t know to where to go next to get information. The main website provides links to many of the sites listed below as well as a few others. You’ll find links to:
- Products: Alteryx Designer, Alteryx Server, Alteryx Gallery, Pricing, and Technical Specifications
- Solutions: various solutions by Industry and Department
- Partners: Tableau, Qlik, Microsoft, Amazon Web Services, Cloudera, Experian Marketing Services and more.
- Customers: examples of Alteryx customers around the globe.
- Events: upcoming events including Inspire and Self-Service Analytics Workshops.
- Resources: Daily Demo, Product Demos, Guide to Alteryx for Excel Users, On-Demand Webinars, Solution Cookbooks and Training.
- Community: access to the Alteryx Community site (see below).
- About: Leadership, Board of Directors, Investors, News and Careers.
Community: community.alteryx.com/
Alteryx has a community site where customers and staff exchange ideas, discuss business cases and ask/answer questions. Read blogs, search for answers, or submit product enhancement ideas. The community is the #1 location to find answers to your Alteryx questions.
If you are new to the Community, you will need to register before you can take full-advantage of what the Community has to offer. Registration is free and takes just a couple of minutes to complete. You’ll be asked to provide some basic information, your email address will act as your username and you’ll create a password.
The Community is a portal where you can have conversations with other Alteryx users, post issues you’re having with Alteryx, read articles written by Alteryx subject matter experts, get information about upcoming events, access Alteryx-related blogs and news, and make suggestions regarding product improvements and additions.
Within the Community, you have access to the following sections:
- Discussions: this is an open forum for Alteryx users to exchange ideas, discuss business cases or ask technical questions. Post questions, answer open questions or search topics previously discussed. These discussions are divided by subject (Setup & Configuration, Data Sources, Data Preparation & Blending, Advanced Analytics, and Publishing & Gallery).
- Knowledge Base: hosts a variety of articles written by Alteryx staff who are subject matter experts related to Alteryx products, analytics and data visualization. These are helpful articles designed to instruct as well as help and often include sample workflows, macros or apps.
- Blogs: the Analytics blog covers news and thought leadership relevant to the field of Analytics. The Engine Works blog goes under the hood of Alteryx and provides tips, tricks and how-to’s. Get the latest news and announcements about Alteryx in the Alteryx Community News blog.
- Events: provides information and buzz around upcoming Alteryx events such as Inspire and the Alteryx Analytics Excellence Awards.
- Ideas: submit your suggestions for how Alteryx can be even better! This your opportunity collaborate with Alteryx and shape the future of the product.
When you post to the Community issues you’re having with Alteryx, your post will alert the attention of a Customer Support Engineerat Alteryx to ensure your post is quickly addressed. Posting on the Community is to great way to share screenshots, error messages and workflows. All of these are assets that can make troubleshooting and resolution easier and quicker.
Product Information and Release Notes: downloads.alteryx.com
The latest information and documentation for the Alteryx Designer, Alteryx Service, Predictive Analytics and Data downloads. Download new or previous versions of Alteryx from here.
Training in Alteryx Designer (Help Menu):
Product Training: www.alteryx.com/product-training
- Getting Started: 5 steps designed to get you ramped up quickly using basic tools and functionality. The section is organized in a “Watch à Read à Do” format which allows you to learn about a process then immediately put what you learned into practice.
- Self-Paced Training: similar in format to the ‘Getting Started’ section, but covers additional topics, many which are intermediate and advanced topics.
- On Demand: short topical training videos covering different functions within Alteryx ranging from Beginner to Advanced. Designed to provide a lot of information within 10 minutes or less.
- Virtual Training: provided at no cost and is an opportunity to sit in on a WebEx session with an Alteryx trainer and learn about specific topics. Click on the session title to get the course description. Check out previously recorded sessions at your leisure.
- Classroom Training: in-person training classes are held either in the Naperville, IL or Irvine, CA offices of Alteryx. These are training sessions delivered in a classroom environment and involves a registration cost and. These are ‘hands-on’ sessions that provide a lot of one-on-one attention.
Alteryx YouTube Channel: www.youtube.com/user/alteryx
Help Site: help.alteryx.com
Learn about all the tools available in Alteryx and how to configure them.
Gallery: gallery.alteryx.com
The Public Gallery features analytic apps, macros and workflows that are available for everyone to use, download and re-engineer for their own purposes. Search for apps and macros by name, description or keyword.
- An app is a workflow designed to be interactive with inputs or tool configurations in the workflow.
- Macros allow you to package frequently used processes into a single tool. Save time by not having to reconfigure a task every time it is needed. (Visit macro district)
License Key Support: gallery.alteryx.com
If you are using v10.1 or above, you can sign into the Public Gallery and release your license key in the event you need to reactivate it on a different computer.
- Sign into the Gallery and in the upper right corner, click on ‘Settings’ (looks like a cog or bicycle sprocket).
- Click on the ‘Designer Licenses’ tab where you’ll see all the license keys you’ve activated. If the license key is active, you name and email address will appear in a white box.
- Copy your key and paste it into Notepad.
- Click on the trash can icon in the upper right corner of the white box. This will not delete your license. It makes it available to be installed on another computer.
- When you get to your (new) computer, activate the license key as normal (Options à Activate License Key) and use the key you pasted in Notepad.
Product Support: www.alteryx.com/support
Alteryx support is available from 8AM-8PM EST.
- Email (support@alteryx.com😞 this is the most comprehensive method of getting support; describe issues, send screenshots, data and/or workflows. This is Alteryx’s preferred method since it provides more detail and information for the Customer Support Engineer (CSE). When you email Customer Support, a case (help ticket) is automatically generated and assigned to a CSE.
- Live Chat: available for very basic or quick questions. After filling out a brief form for your name, company, a phone number, email (in the event you get disconnected) and short description of your problem, you enter a queue until a CSE can assist you. Be aware the CSE is unable to see your workflow which can make diagnosing your problem difficult. If you need to share your workflow, it is best to email Customer Supportwhere you can provide more detail and attachments. In some situations the CSE may want to schedule a live WebEx meeting to view and diagnose your workflow with you.
- Phone: like Live Chat, the phone hotline is available for very basic or quick questions.
- Community: covered above, this is where you can research answers to your questions.
In the event your Customer Support Engineer(CSE) is unable to help you resolve your problem, your case will be entered into an escalation process. Alteryx has implemented a very structured escalation process which ensures collective technical resources in the organization are engaged, including the engineering team. As a part of this escalation process, your CSE will provide you with regular updates on the status of your case. The intervals can and will vary depending on the nature and urgency of the escalation.
