Alteryx Designer Knowledge Base

Definitive answers from Designer experts.
Data Cleansing tool metadata is not completely retained, following a macro, when the workflow is saved and re-opened.
View full article
You just finished making a workflow, now how do you share it so your colleagues can also use it but with their own inputs? Make an Analytic App!
View full article
Troubleshooting the error: XmlParse Error (2): the element Configuration is not properly closed.
View full article
You're working on your gazillionth Formula tool and "Jeff" from Quality Assurance sends you an email that the margin of error for your process has been restandardized. It's not 0.122 anymore but 0.121. Then the horrible reality sets in - you're going to have to go back through all of your formulas and update that one.. stupid.. little.. number.
View full article
For any macro or analytic app – one of the inevitable questions that you may encounter is “how do I configure this to do what I need?” For example, if you build a macro that checks if two fields are equal, but sometimes you want to ignore the case such that “A” equals “a,” and sometimes you want an exact match. This is where the Interface Tool Category comes to the rescue, with a super-tool called Check Box!
View full article
Ever needed to learn how to use an Iterative macro? This article walks you through the process with a basic mathematical problem highlighting how the data moves through the macro and loops back to continue processing.
View full article
This article is part of the Tool Mastery Series, a compilation of Knowledge Base contributions to introduce diverse working examples for Designer Tools. Here we’ll delve into uses of the Date Tool on our way to mastering the Alteryx Designer
View full article
A product idea recently introduced the ability to compare workflows using the command line from Windows. I thought it would be good to turn this idea into a more GUI friendly Alteryx Analytic App!
View full article
When setting up manually specified NAME and VALUE parameters in an Alteryx Analytic App there are two options.  When the NAME and VALUE are different, they must be in the format “Name: Value”.  However, if the name and value are the same, you can just type the Name (or Value, they are the same either way).   The Drop Down list would look like this:
View full article
Business Problem: When creating custom Tree questions in Alteryx, the Module or Macro designer will typically use the “Custom File/Database” mode of the tool. This is a great option because of the ease with which the data can be arranged to populate a great Tree question. Handling the Action side of a Tree question can sometimes be a little challenging, and the goal of this macro is to streamline that process.   Overview: Consider for a moment the following example where the user has selected “Blue Whale” from the Tree. Would you like just the record for “Blue Whale”, or would you like the parent records from that selection? Depending on your choice in the Tree Processing Macro, you can receive the following outputs from the tool.   What if we had selected “Whales”, how would you like to handle the child records from that selection? The Tree Processing Macro makes it is easy, as it will return all of child records for you automatically.   The macro is designed to reside in the .yxwz from which the user will interact with the Tree Question. The same file that is referenced in the Tree Question should also be present as an Input tool. This Input tool will populate the connection to the “D” (Data) input of the Tree Action Macro. The “T” (Tree) connection will be populated by a connection from a Text Input tool. As every Question has an accompanying Action, your .yxwz's Action will update the Text Input tool.         The Tree Action Macro has two configuration settings; the first defines whether you wish to exclude branches as records in the output. The second setting allows you to define the key length. Apart from these settings, the Tree Action Macro will take care of the rest.   I have provided a sample Analytic App that details the use of the Tree Action Macro, and the difference between including branches as records and excluding them.
View full article
Alteryx Analytic Applications (Apps) let us take a process, parameterize parts of it, and add an interface so that end users don't need to know all of the inner workings of the process in order to make it work for their specific scenario.
View full article
Tired of pulling conversion rates manually? Me too!   Let’s build ourselves a currency converter in Alteryx Designer version 10.1 using the http://fixer.io/ exchange rates. Fixer.io is a free JSON API for current foreign exchange rates published by the European Central Bank. The rates are updated daily around 3PM CET.   The first thing we will do is gather the API documentation from the Fixer.io website. This will give us the URL we need to make our REST API call. If you are unfamiliar with making REST calls please take a look at Tasha’s
View full article
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).
View full article
Is it possible to have a question included in a macro that would not show to the user in the configuration window?
View full article
This article is part of the CS Macro Development Series. The goal of this series is to communicate tips, tricks, and the thought process that goes into developing good, dynamic macros.
View full article
Configure a Custom File Tree Data Source for a Tree Interface tool
View full article
This article is part of the CS Macro Development Series. The goal of this series is to communicate tips, tricks, and the thought process that goes into developing good, dynamic macros.
View full article
How to select both a file and a field within this file to create the values in the List Box
View full article