Alteryx Designer Knowledge Base

Definitive answers from Designer experts.
The Visual Query Builder is not displaying the table columns for PostgreSQL connection.
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This article details on the steps to read/extract password protected excel file in Alteryx Designer using the R code.
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So, you are new to Alteryx and you find an administrator version, non-administrator, licenses, predictive tools ... Do not worry, in this guide I will describe step by step the procedure to install Alteryx Designer on your computer. If you require something specific, here is the content of the guide so you can get to what you are looking for faster.
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The Run Button, Schedule Button, and the active document buttons disappear from Designer when you make the configuration pane or Result pane a tabbed document
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This article addresses the replacement of PDF Input tool with the Image Input tool starting from 21.2 version of Alteryx Designer
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Where do you start when you see "An Unhandled Exception occurred"?
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Custom tool not showing in tool pallette after installation.
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Interested in getting an email notification whenever a workflow is executed and fails? Read this article for a detailed guide.
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With the release of 2018.3 comes a very exciting new functionality – workflow caching! Caching can save a lot of time during workflow development by saving data at “checkpoints” in the workflow, so that each time you add a new step to your workflow, it does not need to rerun the workflow in its entirety, rather it can pick up from your last Cache point. There are a couple conditions where tools cannot be selected as cache points, including tools with multiple output anchors, and tools in "circles".
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This article will walk you through how to install a macro, so that it can be accessed from the tool palette in the Designer.
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Customers using pre 2019.4 Designer and Insights Data need to update to the Mapbox maps or they will see this issue with Digital Globe maps.
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Troubleshooting the error: XmlParse Error (2): the element Configuration is not properly closed.
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Troubleshooting error with Publish to Tableau Server tool: TypeError: Cannot read property ‘token’ of undefined
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To get a better understanding of how to properly leverage a machine’s resources to use Alteryx, it can be very helpful to understand how the Alteryx Engine functions. To clear up any haziness surrounding the term “Alteryx Engine”, this article covers what happens when you click the Run Button
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Any time you are planning to run a workflow in the background while continuing other work, it is a good idea to run it with less memory.   It is also good to check the box to run Alteryx Designer at a lower priority (found in your User Settings). This will ensure that the Alteryx Engine runs at a lower priority than all the other applications running on the same machine. By doing so, even the Alteryx GUI will remain responsive when you are running a large workflow in the background.   It is also a good idea to have the temporary directory point to a separate physical hard drive from your boot drive. If your temp drive points to C:\temp and you run a workflow that consumes hundreds of GB of temp space (it happens), your system may become unstable.
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Alteryx is designed to use all of the resources it possibly can. In order to make Alteryx run as fast as possible, it tries to balance the use of as much CPU, memory, and disk I/O as possible.   The good news is that most of the resource utilization can be controlled. You can limit the amount of memory that is used on a system, user, or module level.   The Sort/Join memory setting is not a maximum memory usage setting; it’s more like a minimum. One part of Alteryx (sorts) that benefits from having a big chunk of memory will take that entire amount right from the start. It will be split between all the sorts in your module, but other tools will still use memory outside that sort/join block.  Some of them (e.g. drive times with a long maximum time) can use a lot.   If a sorting can be done entirely in memory, it will go faster than if we have to fall back to temp files, so that’s why it’s good to set this higher.  But if the total memory usage on the system pushes it into virtual memory, you’ll be swapping data to disk in a much less optimal way, and performance will be much worse and that’s why setting it too high is a bigger concern.   The Default Dedicated Sort/Join Memory Usage can be found in the Designer at Options > User Settings > Edit User Settings Best Practices on Memory Settings 32-bit machines*: Setting should be on the lower, conservative side. No matter how much actual RAM is there, only has at maximum 1 GB available, as soon as it is set higher, the machine will cross over into virtual memory and be unable to recover.   A 32-bit machine should never have a setting over 1000MB, and 512 is a good setting. Set it low (128 MB), especially when using Adobe products simultaneously with Alteryx. 64-bit machines: Set this in the system settings to half your physical memory divided by the number of simultaneous processes you expect to run.  If you have 8 GB of RAM and run 2 processes at a time, your Sort/Join memory should be set to 2GB. You might set it lower if you expect to be doing a lot of memory intensive stuff on the machine besides Alteryx   Set your Dedicated Sort/Join Memory Usage lower or higher on a per-module basis depending on the use of your computer, doing memory intensive non-sort work (i.e. large drive-times) then lower it, doing memory intensive sort-work then higher. *Please refer to this link for additional details on 32-bit support for Designer
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Copy:  In a Browse tool, under the map tab, right click on any point on the map.  The Latitude and Longitude for that location will be displayed.  If you click on “Copy Point …” you will have copied that Latitude Longitude value to your clipboard. Paste:  Right click on the module canvas, select “Paste” and a Text Input tool will be added to your module, with the values of your copied point already populated in the tool.
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You can control-click any number of tools to highlight them, then move them around as a group. You can click, hold and drag (to draw a box), and all tools covered by the box will be highlighted as you go; release, and then pick up and move that assembly of tools around as a group. Employing the tactics in a and b above, you can also copy and paste tools within your module.  You can cut too.  To go a step farther, you can copy tools in one module and paste them into another, which is a great way of breaking a process out for a little more focus, or to minimize the amount of processing your machine does every time you click Run. Another great tip is to Copy and Paste your Text Comment tools.  Perhaps you’ve taken our advice about annotating your modules…  You can create a module that’s designed only as a container for your most frequently used Text Comment settings.  This will save you the effort to change background colors, font sizes, etc. every time you add a Text Comment. Depending on the tool, formulas and other configuration selections will carry over when copy/pasted.  This is especially useful when configuring formulas that have been used in previous modules.
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There are a couple of things that can be done to make this easier, and they have been features in Alteryx for some time. Let’s shine some light on them. Renaming Tools: Change tool names as they are being used. Re-naming is also useful when a tool is used many times throughout the course of your module. (for instance, the Select or Browse tools are often used many times) Annotating Tools: To use the annotation feature, click on the tool you wish to apply annotations. In the Properties window, choose Annotation from the menu on the left. From this menu change the name of the tool. The Annotation field can be changed as well.   (Note: this is the same location in which one can adjust the Name of the tool.)
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