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Alteryx Designer Knowledge Base

Definitive answers from Designer experts.
Troubleshooting Invalid Path: "Cleanse.yxmc" / Nested Macro Locations are not supported   Randomly Designer appears to be losing macro references. This results in the below two behaviours.   Invalid path error for macro based tools   In some cases the user will see the error message below when running a workflow containing the Data Cleansing tool. Typically a simple uninstall will not solve the issue.   Invalid Path: "Cleanse.yxmc"   Additionally, the error message below will be shown when trying to use the Publish To Tableau macro.   Invalid Path: "PublishToTableauServer_v2.0.0\Supporting_Macros\PublishToTableauServer.yxmc"                                           Unable to add Macro paths in User Settings   When trying to add a path to a macro this will lead to the below error.   Nested Macro locations are not supported   Environment   Alteryx Designer   Cause   This is caused by a corrupted AddOnData folder in %ProgramData%\Alteryx\DataProducts.   Solution   1. Close Designer 2. Rename the   AddOnData   folder in   %ProgramData%\Alteryx\DataProducts 3. Restart Designer (to recreate the AddOnData   folder)   As always if you encounter issues please feel free to reach out to   Alteryx Customer Support.
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We are working diligently and intelligently on making connections to databases easier, more secure, and faster in Alteryx. Even when we can make the best possible experience for our users come to fruition, any user may still encounter some issues due to the use of third party drivers and/or the intricate communications between the database, driver, and Alteryx. To help to minimize those issues, Alteryx is tested with an abundance of "supported" databases and drivers that are proven to be compatible but, unfortunately, you just can't test every database and every driver out there. Our technical specifications page found here will show you those databases Alteryx supports, as well as the drivers we have tested and support with respect to each database. This does not mean Alteryx will not connect to a database or driver you do not see on this page (or links within the page), however, Alteryx can not support those databases and/or drivers if troubleshooting or setup is required.
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What to check when a workflow runs in Designer and not in Gallery    There are some common reasons why the same workflow may run correctly in Designer and have errors when running in Gallery or when saving to the Gallery. The errors often include references to file not found, unable to access or connect, permission denied, or unable to translate alias. This article will review general ways to resolve these errors.   Environment   Products: Designer, Gallery Versions: all versions    Causes for file not found errors   1.The missing file was not included in the workflow dependencies when the workflow was saved to the Gallery.   Solution   When saving a workflow to the Gallery, click on Workflow Options, then Manage Workflow Assets. Make sure the files needed to run the workflow are checked. This will save a copy of each checked file along with the workflow in the Gallery's database on the Alteryx Server.   Prior to saving a workflow to the Gallery, you can check what files are required for the workflow to run by going to Options > Advanced Options > Workflow Dependencies.   When saving, the assets checked in the Manage Workflow Assets screen should include any files and macros used in the workflow and other workflows called by Run Command Events or chained applications. If multiple events or chained applications are used, all workflows that will be called after running the first workflow must be included.                                                       Note: the copies of files that are saved to the Gallery's database are not updated until a new copy of the workflow and its dependencies are saved to the Gallery. If the files are updated regularly, consider having the files on a shared drive accessible by the Alteryx Server instead. When using files on a shared drive in a workflow, leave the files unchecked in the Manage workflow assets screen. This ensures latest version of the file on the shared drive is used when the workflow runs, rather than a potentially obsolete copy saved to the database when the workflow was uploaded to the Gallery.   2. The path to the workflow or files cannot be resolved.   If a file location is shown in Designer without a file path, such as in a tool configuration screen or the Manage workflow assets screen, the location recorded is relative to the workflow.                                Similarly, in the Workflow Dependencies screen a path without the full folder directory such as .\Input.yxdb is a relative location that shows the file is in the same directory as the workflow.                                              If the workflow is saved in the Gallery’s database separate from its files on a network location, or if it moved from its original location, the relative path would no longer be valid.   Solution   Use the Edit button in the Workflow Dependencies screen and set the file locations to a UNC or Absolute path rather than a relative path to the workflow.   Causes for unable to access or connect errors and permission denied errors    1. The Run As user in the System Settings does not have permission to access a file or database.   When a workflow is run from Designer, the credentials used are the currently logged in user’s credentials.  When the workflow is run from Gallery, the credentials used come from the Run As user set in the System Settings on the Worker Run As tab. By default, the Run As user is the Local System account on the Server.  The local system account is not a domain account and may only have permissions to the local drives on the server, not files on shared drives.                               2. The Alteryx Service does not have the permissions needed to run a scheduled workflow job.    The Alteryx Service also runs as the Local System account by default.    Solution   A service account can be used for Run As user or another account with the needed permissions to shared drives and databases used in Gallery workflows. If errors occur only when scheduling, The Alteryx Service can be set to run with a service account having the permissions needed, instead of the default Local System account. In the Windows Services screen, right click on the Alteryx Service, and then go to the Log On tab.   Causes for Unable to translate alias errors   1. A User or System connection was used with the workflow that cannot be shared with the Gallery. In this case, the error would occur when trying to save to Gallery.                                                       User and System connections are stored on the local workstation where they are created. Also, the encryption used for the password in the connection string is only valid for the computer where the connection is created. It cannot be copied and used elsewhere. To check the type of connections saved on your workstation, go to Options > Advanced Options > Manage Data Connections > and look for the Type column on the right.                 There is a separate menu for In-DB connections here: Options > Advanced Options > Manage In-DB Connections. The Connection type field is right after the Data Source                     Solution   A connection can be created on the Gallery, and then shared with the users needing access. DSN-less connection strings are recommended because users are only required to install the proper database driver on their machine for the data connection to work. Afterwards, the user can access the connection from the Saved Connections menu in Designer when building a workflow.   For In-DB connections, a file type connection must be used when saving to Gallery. When saving the workflow to the Gallery, select Workflow Options, and ensure the connection file is included in the workflow dependencies that will be saved to the database used by the Gallery, along with the workflow.   2. The connection used for the workflow when it was saved to the Gallery is obsolete.   Solution   Ensure a valid connection exists to the database on Gallery and check the alias name assigned to that connection. Afterwards, in Designer go to Options > Advanced Options > Manage Data Connections and Select the Sync All button. Check to see if the validated connection is listed and use that connection in your workflow.   3. The Gallery connection was shared with a Studio or an Active Directory group instead of an individual user.   Solution   It is recommended to share Data Connections with individual users and not to share with Studios or Active Directory groups due to known issues where data connections are lost.   Additional Resources   How Workflow Credentials Work  Server Administration Part 1 Server Administration Part 2  Server Administration Part 3 
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Amazon Redshift: Check 'stl_load_errors' system table for error details   When writing to Amazon Redshift, the following error appears:     Data Stream In (x): The COPY failed with error: [Amazon][Amazon Redshift] (30) Error occurred while trying to execute a query: [SQLState XX000] ERROR: Load into table 'ayx1XXX' failed. Check 'stl_load_errors' system table for details.     Environment   Alteryx Designer In-DB connection to Amazon Redshift   Cause   Amazon Redshift uses the stl_load_errors table to track errors that happen when loading data to a Redshift table. This table contains error messages that will provide necessary detail to determine the cause for an error.    For more information on the stl_load_errors table, see Amazon's STL LOAD_ERROR documentation.      Solution   Users with appropriate permissions can access the table themselves to investigate errors: Open a new Alteryx workflow. Drag an Input Tool on the canvas. Connect to the Redshift database. Go to the SQL Editor Window and enter the following query:    Select * From stl_load_errors   Run the workflow. The table will return an error code and an error reason. Use the column "starttime" to find the right error. See Amazon's STL_LOAD_ERROR documentation for a detailed explanation of all fields on the table and their load error reference for a list of errors.    Solution B    If the user doesn't have access to the table themselves, their DBA should be able to provide the same information.      Error Message examples   String length exceeds DDL length   Input data exceeded the acceptable range for the data type, try increasing the field size in Alteryx to resolve the error.  This often happens with multi-byte characters. In Alteryx, field size relates to characters, i.e.the value ' Góðan dag' only needs a field length of 9. In Redshift, field size is in bytes, to write out 'Góðan dag', the field size has to be at least 11.  See Amazon's document on Redshift character types for more information. Multibyte character not supported for CHAR (Hint: try using VARCHAR)   The CHAR datatype in Redshift only accepts single-byte UTF-8 characters. The VARCHAR datatype accepts multi-byte characters, to a maximum of four bytes. The WString datatype in Alteryx is translated into a CHAR datatype in Redshift. To load multi-byte characters into Redshift, use the V_WString datatype in Alteryx.      Additional Resources   STL_LOAD_ERRORS Documentation from Amazon Database Issues – Working with Alteryx Customer Support Engineers (CSEs)    
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Here at Alteryx we believe in working smart, not hard. Building out reports to highlight business-critical metrics is a pretty smart way to track goals. Customizing those reports to everyone in the department, then distributing them as attachments to individual emails? That sounds like a lot of hard work. Scheduling those reports from a refreshing data source each month so you don’t have to remake or rerun the reports yourself - that’s genius. Logging into your work computer to open up Alteryx, then having to check the scheduled results before having any peace of mind those reports were delivered without a hitch? Hard.
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The improvements in our salesforce connectors have been astronomical over the last year and now it is easier than ever to navigate the UI configuration screen and connect to your Salesforce Data!
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Some time ago, there was a nice writeup: The Ultimate Alteryx Holiday gift of 2015: Read ALL Excel Macro: Part 2. This amazing macro allowed me to read any excel file, regardless of the number of tabs.   Until I start working with users that use diacritics on the sheet names.     For example:   If we try to use the mentioned macro, you will receive an error like this: ‘not a valid name’ I decided to approach this as a macro (2 levels) and use the Directory functionality to read all possible xls files within a folder.   Level 1: Read xls Tabs   This macro will read all the tabs for a single xls file. I used an R tool that includes the library readxl.   This library allows us to read xls files. I used the excel_sheets function to extract the sheet name and compile the sheet name with the name file path. You will receive a column per tab that the xls file has. I cleaned these two values and passed them as Path and Tab.     This data is sent to the Read xls file macro.     Level 2: Read xls Files   This macro gives structure to the full path (Path + Tab) using the structure needed in xls files. It uses the Dynamic Input tool to dynamically choose the data and output its content.       Note: Update the XXXX for your corresponding paths Don’t forget to install the R library readxl under your %Program Files% path g. C:\Program Files\Alteryx\R-3.5.3\library
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"Unable to find connection 'x' " when workflow is scheduled   When running a workflow via the Scheduler (for Designer with Automation), the following error is observed:   Unable to find connection "x"   Environment   Alteryx Designer Designer with Automation Windows Operating System In-Database Connection   Diagnosis   1. Confirm that you are using Designer with Automation and not Alteryx Server. You can confirm this by opening the Alteryx System Settings from Designer under Options > Advanced Options > System Settings. On the Setup Type page you will see Designer and Scheduler Only selected.   2. Confirm the In-Database connection is setup as a User connection. You can check this from Designer by navigating to Options > Advanced Options > Manage In-DB Connections and choosing the Data Source and Connection name you are using. It will show next to the name of the Connection:     Alternatively, you can check in the drop-down for the Connection Name Connect In-DB tool or the Data Stream In tool:       Cause   The In-Database connection in use is a User connection; scheduling requires a System connection or a File connection.     Solution A - System Connection   Follow the steps in this article to set up a System connection: How To: Create an In-Database Connection This will require admin permissions. Please see the following article for more information: Unable to create System Connection/System Connection type missing   Solution B-  File Connection   Follow the steps in this article to set up a File connection: How To: Create an Alteryx In-DB Connection File The .indbc file will need to be available to the Run As User or the user running the Alteryx Service. To avoid any issues, you can package the workflow, then schedule as follows: Package the workflow by going to Options > Export Workflow, making sure you check the box to include the .indbc file Go to Options > View Schedules On the Workflows tab, click the + icon Navigate to the .yxzp file you created above and set the schedule frequency     Additional Resources   Database Connections: Creating an alias and the advantages of using an alias Database Issues – Working with Alteryx Customer Support Engineers (CSEs)
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  Occasionally you may see one of these errors from the Join Multiple tool.  It is a result of Cartesian joins.   A Cartesian join is when you join every row of one table to every row of another table. You can also get one by joining every row of a table to every row of itself. A Cartesian join is very CPU intensive.   For example, if you have four files and each file has the same ID in it twice, that means it will join 2*2*2*2 times on the ID (the field on which you're joining is the key referenced in the error; in this example, it's Field1, and the duplicated value is 12345).  The same can be caused by multiple nulls in each file. After your data prep and investigation, and when you know your data are correct, your choices on how to handle Cartesian joins include:   Allow multidimensional joins: The multidimensional join will occur with no error or warning reported. Warn on multidimensional joins of more than 16 records: A warning will be reported in the Results window that a multidimensional join has occurred. Error on multidimensional joins of more than 16 records: An error will be reported in the Results window that a multidimensional join has occurred and downstream processing will stop.     Happy Alteryx-ing!
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How to check for encoding or formatting issues with Excel worksheets   When Excel worksheets are used in Alteryx Designer, sometimes Designer has difficulty reading the data. Viewing the worksheets in XML format is a good way to check for encoding or formatting issues as all of the encoding and formatting is shown.   Prerequisites Product - Alteryx Designer, Gallery, or Server and an Excel file used in Alteryx workflows or applications   Procedure To view in XML, open the Excel worksheets in 7-zip or another application used for .zip files. Use the format C:\folder_path_of_the_workbook\Excel_file_name.xlsx\xl\worksheets. Next, click on the sheet name and the XML for the worksheet is shown.          Notice the type of encoding is listed at the top. Followed by the formatting schemas, and then formatting for the worksheet. If needed you can change the extension of the worksheet from .xml to .txt and edit the encoding or formatting of a worksheet to match a working example, and then change the extension back to .xml.    To edit, right click on one of the sheets, select Rename, and change the file extension to .txt. Edit as a text file, and then Rename again to change the extension back to .xml.                                    Common Issues  If the Excel workbook is created automatically, such as being created by a script, information needed for Designer to open the worksheets may be missing. Excel can sometimes add this information when opening the worksheet, but Designer is not able to add default encoding and formatting if it is missing. If you come across an issue, it is a good idea to try adding example data directly in Excel and saving as Excel should automatically add the needed encoding and formatting. Afterward, you can compare this with the broken file, and update it to match the working example.    There are other possible reasons why Designer may not be able to open an Excel spreadsheet. However, checking for encoding and formatting issues in XML view will catch many of the problems with opening Excel data in Designer, so it is a good place to start.    Additional Resources Character encoding Microsoft Office XML formats Structure of a spreadsheet  
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Having trouble reading or writing Microsoft Access files? No worries - Client Services is here to help!
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The Email Tool is a tremendously useful shortcut when it comes time to disseminate your analyses and other results straight from your workflow. However, in order to do so, it must communicate using Simple Mail Transfer Protocol (SMTP), which is often restricted by IT infrastructure and firewalls to protect organizations from spam. As a result, many users excited to try the tool get the direct, yet demoralizing, error below (among others): “SMTP Failed.”     That’s why we’ve detailed in this article the steps you can take to investigate what, exactly, is giving you trouble: Manually-entered SMTP server   First make sure a colon and port number are appended to the server name: Does this SMTP server use SSL/TLS or require username/password authentication? Unless the SMTP server uses windows authentication you won’t be able to use the Email Tool, as SSL and TLS are not yet supported through the tool. You can, however, look into other approaches to sending emails in the Designer that can accommodate those requirements.   If not, do you have the required ports open in your network firewall? You can check with your IT team for port numbers and statuses, but the default ports you can check yourself are usually 25, 445, 465, 587, and 993: You can check to see if a server and port are open using the Telnet utility; if you have Telnet installed, open the command prompt and simply type telnet.     If you do not see the second prompt above then you’ll have to install a Telnet/SSH third party client like PuTTY.   From either the Telnet prompt or client, you can open a connection to the server and port to test: In Telnet, connect to the server and port using the command below.     In PuTTY, opening the port will look like the following.     Either approach will then send you to the following prompt.     Then use these commands ( <CRLF> is the enter key ) to send a test email that, if received, will indicate that your port is open. HELO <CRLF> mail from:<mail from address> <CRLF> rcpt to:<mail to address> <CRLF> data< CRLF> subject:<email subject here><CRLF> <CRLF> <type the body of the message here> <CRLF> . <CRLF> To send the email, you must end the body by hitting the enter key (<CRLF>), then period, then enter again (please note that after specifying your subject you must also press the enter key twice – not doing may neglect the message body argument). The test should look something like the below:   If the email sends and the mail to address confirms receipt, then your port is open. Otherwise, you should receive an error that should help your IT team diagnose why the traffic is being blocked. Use the steps above to determine likely causes for the error and you’ll be able to take steps to get the Email Tool unrestricted in your network. Once that happens, bid adieu to whatever repetitious emails you might have to send in the future!  
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‘Alteryx has stopped working’ - APPCRASH   Scenario: You are running a workflow and all of a sudden Alteryx becomes unresponsive and a windows prompt opens and says ‘Alteryx has stopped working’ with options to close the program. Once you click on problem signature properties it references 'Problem Event Name: APPCRASH'. This error can be due to several factors however there a few troubleshooting steps which have resolved this error for several of our clients in the past.   Are you on the latest version of Alteryx? If possible being on the latest version of Alteryx can help ensure any known bug fixes have been resolved and the software is up to date. To find the latest version of the Designer please click on this link Downloads   Limit the number of Browse tools Every time you add a Browse Tool to the canvas it caches the data locally, therefore if you have a large workflow this can sometimes cause memory issues on your machine (dependent upon your machine environment). This can be adjusted by changing the default sort/join memory, however taking advantage of the Browse Everywhere is highly recommended! Before removing all browses you can also 'Disable All Browse Tools' in the runtime configuration settings to test this theory.        Have you tried the block until done tool? When Alteryx becomes unresponsive it can be due to constraints on the processing power of the machine. More often than not you may receive an error relating to an ‘inbound pipe error’ (also memory related). The Block Until Done Tool (found in the developer category) allows all the pre-processing to occur before passing data downstream (e.g. writing out through an output tool). This often makes it an easier process when writing out to a database.   Adjust your sort/join memory The sort/join memory is one of the most underestimated elements of the designer. Because Alteryx is designed to use all the resources it possibly can, it tries to balance and use as much CPU, memory and disk I/O as possible. There are great tips on how to achieve the right balance here: http://community.alteryx.com/t5/Alteryx-Knowledge-Base/What-is-the-Sort-Join-Memory-Setting/ta-p/1302 Again, as always if this error persists after trying these troubleshooting steps, please do not hesitate to reach out at support@alteryx.com  
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  You may be trying to install the Alteryx Designer or Server and receive an error saying: There was an error downloading "AlteryxInstallx64_VersionX.exe...."      This is due to a proxy blocking the data manager from installing the software.    DO NOT FEAR THE ANSWER IS HERE!   All you need to do is to install the Individual Installs of the Designer/Server/Predictive tools to circumvent the data manager GUI and you will be able to download the designer as normal.    Navigate to licenses.alteryx.com Log on to the downloads portal Download the relevant installer .exe files.     *****Please remember to download the correct bit and admin/non-admin version for your machine!    Once the download has finished it will prompt you to finish and open the designer. This is when you can enter your license key and use Alteryx!   If this fails to resolve your issues please do not hesitate to reach out to Support
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A common error we see in Support is: "The temp drive is getting full. Free up some disk space or cancel." Here's how to fix it!
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This error may occur when using the AlteryxGraph device. The reason for this is that the AlteryxGraph device creates a pipe between Alteryx and R. If creating graphs in a loop, a pipe has to be created for each loop which slows down the processing. As a result, Alteryx ends up trying to create the next graph before the previous one is completed. To avoid this, it is best practice when creating multiple graphs within a loop to keep the AlteryxGraph device statement outside of the loop.
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The day will come.  You are on a deadline, you need some data, and it happens: you cannot open your workflow.     What now?  Your file has been corrupted somehow, and you need to restore it asap to meet your deadline.  Don't fret!  Here are two options:   Check your Autosaved files! It's possible you have a nearly complete version saved from the last time you worked on this module:  File > Open Workflow > Open Autosaved Files (there's even a timestamp!)     Your second option is a great example of what the .bak files are for (in case you were ever wondering). First, check to see if your .yxmd was indeed corrupted.  Right click your corrupted .yxmd in a windows explorer, and open with Notepad (or Notepad++ or a similar program).   At the end of every correct Alteryx workflow will be the tag </AlteryxDocument>     If your module is corrupted, it could end with anything – but the error message will tell you exactly where your file was truncated.  If you do not see that tag, here's what to do:  right-click the .bak file associated with your workflow, and simply rename the extension to .yxmd   Now, go meet that deadline!  Save early, save often, and Happy Alteryx-ing!
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Some users have reported a problem when importing and exporting macros within the Alteryx Designer when the Regional Settings for the machine are not set to English (United Kingdom) or English (United States) (see screenshots below). You may also be unable to see personalized Macro folders within the Designer. They encounter the following error: "Input string was not in a correct format.”   The workaround for this is to switch the Regional Settings to the regions named above and you will then be able to import, export macros and see personalized macro folders within the designer categories.   The screenshots below demonstrate what the users will see when they try to import and export workflows with other Regional Settings than English (United Kingdom) or English (United States).               To find Region and Language settings in Windows 7, please navigate to the Control Panel>>>Clock, Language and Region>>Region and Language. For more information on Localization please see this link: http://community.alteryx.com/t5/Analytics-Blog/Alteryx-Commences-Localization-Endeavors/ba-p/11765.        
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Unable to find the dll: "OCI.dll"   Within Alteryx this error will be prompted due to a mismatch between 32/64 bit drivers and the Alteryx bit version.  This error may also appear if you do not have the drivers installed.     One way to troubleshoot this is to find out what drivers you have installed!   You can use an input tool in the Alteryx Designer, go to Other Databases and select either ODBC/OleDB (64-bit) or 32-Bit Database Connections -> ODBC/OleDB. In the next pop out window it will populate with the available drivers for those connections. If you have no drivers in this pop out window this means you do not have the correct drivers for 32 bit or 64 bit connection dependent upon which one you chose.         Links to drivers are available from within individual data source pages here. This will take you away from the Alteryx website and onto the driver provider’s pages. Please consult with your IT to find the correct drivers for your environment.
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