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Alteryx Designer Knowledge Base

Definitive answers from Designer experts.
Question Have you ever wanted your own help page for your custom macros or applications? Answer If you create your own macros or applications and send them to other who aren’t as familiar with your project, or if you just need a refresher from time to time, you may try and access the help menu only to be greeted by the general Alteryx macros/apps pages:   Macro Workflows Page Analytics App Workflows Page   You can actually create your own help pages/files that can be accessed how you would normally access the Alteryx Help Menu for any "out of the box" tool that comes with the Designer.   Using your favorite text editor (Microsoft Word, for example), you can create your help file with any instructions or graphics that you feel would be helpful to the end users who may need to access a help file. Once you are done, you can save this in any file format that your (or your users') machine is able to open, as well as any location those users would be able to access (a network drive for example).   In your application or macro’s Interface Designer Properties, there is an option to add the path of a file or hyperlink to your newly created help file.     For an example I created the following help file as a .docx, .pdf, and .htm file type. Each other these files open in their respective default programs.   Word:   PDF:   HTM:
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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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Interested in getting an email notification whenever a workflow is executed and fails?
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Symptoms   “Unhandled Exception occurred” error is thrown when you copy and paste text (Ctrl-V) using the R Tool.     Now, to witness it happening:     Diagnosis   Looking at the error log you will see error message below:   Default Log path - C:\ProgramData\Alteryx\ErrorLogs\AlteryxGUI         If you look at the log, you can see the error is directly related to the FIPS cryptographic algorithms. According to Wikipedia, FIPS stands for Federal Information Processing Standards and it is a “standard developed by the United States federal government for use in computer systems by non-military government agencies and government contractors”.   As of right now, “Unhandled Exception occurred” error will be thrown in the R Tool if FIPS compliance is turned on .    Solution   Our Development team is fully aware of the problem with the FIPS compliance and is planning to sort this out in the future releases. As for temporary solution, you can consider turning off the FIPS compliance, of course after checking and making sure your IT manager is okay with it, and this should resolve the “Unhandled Exception occurred” error.   Here’s how you can turn off FIPS compliance:   There are other ways to turn on/off FIPS compliance and you can find them here:   https://www.howtogeek.com/245859/why-you-shouldnt-enable-fips-compliant-encryption-on-windows/   Eddie Wong Alteryx CSE
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As most of us can agree, predictive models can be extremely useful. Predictive models can help companies allocate their limited marketing budget on the most profitable group of   customers,  help non-profit organizations to find the most willing donors to donate to their cause, or even determine the probability a student will be admitted into a given school. A well-designed predictive model can help us make smart and cost-effective business decisions.
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This is the third article in the series of renaming, moving, and deleting files using a batch file. This workflow will create a .bat file which you can use in other workflows that use the files you specify in this workflow to delete files.   WARNING: Please be careful using this command as it will do what it says it will do. Test thoroughly before adding to production.   Deleting Files   Creating the Batch file workflows: Tools needed: (1)Directory Input, (2)Select, (3)Formula, (4)Summarize, (5)Output Tools.   Directory Tool (1) – Browse to the file or files you are looking to change   Select Tool (2) – Fields you will need are Fullpath, Directory, and File Name   Formula Tool (3) – Output Fields Created: Command and Batch File. Create a new field, Command (String) – This is the field you want to build your command. Expression: 'DEL '+ '"'+[FullPath]+ '"'+ ' ' + + '"'+[FileName]+ '"' Sample Output - DEL "C:\Users\dmenke\Documents\Sample Data\Command Line Test\$200.xlsx" "$200.xlsx" Create a new field,   Batch File (String) – You will take the Directory field from the Directory Input and add a name of what you want the Batch File to be. Expression: [Directory]+’Delete_files.bat' Sample Output - C:\Users\JDoe\Documents\Sample Data\Command Line Test\rename_files.bat Summarize Tool – Select the Command field and the action will be to concatenate using a separator as \n. Select the Batch file and the action will be First. You can rename the Output fields if you choose as it will change the fields to Concat_Command and First Batch File.   Output Tool (5) – Browse to save file as any name you want (you will be replacing this name). You will want to use the Save as type: (.csv) and add .bat to end of the name. We want to transform that txt file to a bat file. In the Delimiters Row in the Options section add \0 as the delimiter. Select Take/Table Name From Field and choose Change Entire File Path. Select the First_Batch file (or name you called the field) in the Field Containing File Name or Part of File Name and unselect Keep Field in Output.     Adding Batch File to Your Workflow: The last step is to add this batch file to the Events tab in a Workflow that you want to move the file or files you have chosen in the .bat file in the Configuration window. Select Add > Run Command> Run Event When> After Run> Command: Browse to the bat file and click Ok.   See attached Sample Workflow.  
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One of the many great things about Alteryx is how it can assist the user in organizing their data not only within the tool, but outside of the tool as well. In this series we will show you how to rename, move, and delete input files that you use in your Alteryx Workflows. You will create batch files with Alteryx that you will later be able to use in a workflow that runs the file. This will give you the ability to stay organized as to what you have run through the workflow.   The first one we will go over is Renaming Spreadsheets.   Renaming Files   Creating the Batch file workflows: Tools needed in order of use: (1)Directory Input, (2)Select, (3)Formula, (4)Summarize, (5)Output Tools.   Directory Tool (1) – Browse to the file or files you are looking to change   Select Tool (2) – Fields you will need are Fullpath, Directory, and File Name   Formula Tool (3) – Output Fields Created: New File Name, Command, and Batch File. Create a new field, New File Name (String) – Create the new name either by adding a name with quotes around it, from a field, or in like the example below, adding the runtime date of the file to the file name. Sample Expression of adding the run Date from Directory Tool as the renamed file:   Replace(left([FileName],findstring([FileName],'.'))+' '+tostring(DateTimeNow())+'.xlsx',':','-') Sample Output - $200 2016-03-04 09-00-43.xlsx Create a new field, Command (String) – This is the field you want to build your command. Expression:   'Rename '+ '"'+[FullPath]+ '"'+ ' ' + + '"'+[New File Name]+ '"' Sample Output - Rename "C:\Users\johndoe\Documents\Sample Data\Command Line Test\$200.xlsx" "$200 2016-03-03 13-23-53.xlsx" Create a new field,   Batch File (String) – You will take the Directory field from the Directory Input and add a name of what you want the Batch File to be. Expression:   [Directory]+'rename_files.bat' Sample Output - C:\Users\JDoe\Documents\Sample Data\Command Line Test\rename_files.bat   Summarize Tool (4)– Select the Command field and the action will be to concatenate using a separator as \n. Select the Batch file and the action will be First. You can rename the Output fields if you choose as it will change the fields to Concat_Command and First Batch File.   Output Tool (5) – Browse to save file as any name you want (you will be replacing this name). You will want to use the Save as type: (.csv) and add .bat to end of the name. We want to transform that txt file to a bat file. In the Delimiters Row in the Options section add \0 as the delimiter. Select Take/Table Name From Field and choose Change Entire File Path. Select the First_Batch file (or name you called the field) in the Field Containing File Name or Part of File Name and unselect Keep Field in Output.   Adding Batch File to Your Workflow: The last step is to add this batch file to the Events tab in a Workflow that you want to move the file or files you have chosen in the .bat file in the Configuration window: Select Add > Run Command> Run Event When> After Run> Command: Browse to the bat file and click Ok.
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.NET Framework is a software framework developed by Microsoft that supports the building and running of apps and XML web services. The framework version can have an impact on the installation and operation of Alteryx.
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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.    Download or save a macro to a directory Open Alteryx Designer Click Options > User Settings > Edit User Settings Click the Macros tab within the User Settings window Click the + icon and select the directory used to save your macro(s) Enter a Category Name for the directory to appear as in the Designer Click OK Macro(s) will now show up in the category specified Things to consider:       - all macros within the folder specified will be installed       - the category specified within the macro Meta Info will take priority over the Category Name specified in step 6:     Additional Tip: A macro can be added to a workflow without installing it.  Do this by right-clicking on a blank-portion of your wokrflow and selecting Insert > Macro.., then navigate to the location of the macro you'd like to insert.
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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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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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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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Question Is the Alteryx Help available in languages other than English? Answer Yes! Currently the Alteryx Help file is translated in French, German, and Portuguese (Brazil). For the latest, click here:  http://help.alteryx.com/current/index.htm#HelpLanguages.htm   You will also find the Alteryx Server Quick Start Guide in the same languages.
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This article describes an example of a simple logical test used to determine whether or not to kick off the second module with a workflow event.
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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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