Alteryx Designer Knowledge Base

Definitive answers from Designer experts.
Interested in getting an email notification whenever a workflow is executed and fails? Read this article for a detailed guide.
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One of the perennial challenges of creating high-quality maps is working with data sets where the spatial data is too spread out to make a useful map. The general solution for this challenge is to create a Map Book. A Map Book is a series of maps that show a subset of the data at a more detailed resolution. This article demonstrates methods for creating a Map Book in Alteryx.\n  
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Additional characters such as ! are appearing in emails sent from Designer.
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Ever have to output tables of differeing schemas to the same Excel workbook? Ever need to output to different tabs? This article covers your bases with the cunning use of Reporting tools! Also included are links to other helpful "outputting to Excel" Knowledgebase Articles.
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When creating reports within Alteryx, you can name Excel tabs by specifying a column to use in the Layout tool. This is done in a 3 step process. Step One:   Choose your grouping column; below, the Table tool is being used and [DMA_Name] is being used for the Group By field. This would also apply with the Charting and Map tools.         Step Two:   In the Layout tool, change the Layout Mode to Each Group Of Records. Next, choose the column you would like to Group By;  for the example we will use [DMA_Name]. Next, change the Orientation to Vertical with Section Breaks. By doing this, the Section Name option will appear at the bottom of the tool configuration and allow you to choose the column you would like to use to name the Excel tabs.       Step Three:   Update the Render tool to create an Excel spreadsheet. In our example, each of the Excel tabs was named for the DMAs contained in the data.           Keep on reporting!
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The Report Map tool allows the user to define theme settings/ranges and to modify the size, icon, and color of the display for each range, and this can be done rather easily. First, in the Map tool on the Data tab, pick which column you would like to theme off in the Thematic Field selection area:                            Once this column is selected, go to the Layers tab in the Map tool and expand the layer options for your theme layer. Click on the Theme and options will appear on the right. For the purpose of defining your own theme settings, you will want the Tile Method to be on Unique Value, which gives the Specific Values area.                             The Specific Values area is where you list what you want to theme on. For this example, we are theming off the DMA_Name so you would enter each of the DMA names you would like to theme. If you have a lot of ranges, you could also use a Summarzie tool in your module and  Group By your theme column, thus giving you a list of your theme values. Run the module once to populate the Browse tool and you can then click and hold on the first row and drag down to the row of your choosing, selecting them all. Ctrl+C will copy the rows and you can paste them into the Specific Values area using Ctrl+V                             Once the values are entered, click on Refresh and a layer option will show up for each of the theme values you set.                           Now that the theme values are layers, you can go to the Style option under each layer and change the Point Style , bring in a Custom Point , change the  Size , Color , modify the Outline Color and Outline Size .                           If you don't define all the values that are contained in the data you are bringing thru, the Map tool also provides options on what to do with these.                           This can also be done with number ranges with a few small changes. For Tile Method , choose Manual Tile . Enter in the cutoff for each range that you would like to be able to theme.                          Hit Refresh and the new layers for the theme ranges will be displayed, allowing you to modify each one. Also note that layers are created for the ranges below and above what you specify in the Cutoff Values area.                         
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Alteryx defaults to using the US/English Standard when it comes to number formats. However, for reporting purposes, it is important to remember that not all countries report their numbers in the same fashion. This article shows a quick and easy way to use Raw PCXML to convert numbers in to the Continental European Standard before outputting a final report. Throughout the workflow building process, numbers will be represented in the US/English Standard of 1,000.00.  However, when building an automated report, it is important to remember who the audience will be. In the case of users in countries that use the Continental European Standard, it may best to have Alteryx change the numerical formatting system before outputting the final report. The following example is specific for the Spanish-Spain numbering convention. Process   1. Pass the data through a Table tool to create a Table Report Snippet. 2. Insert a Report Text Tool and format as seen below. The LocaleID is what is specifically driving the formatting change.  For more information on other locale ID's check out this article. 3. Complete your layout and use a Render tool to complete your automated report. Please see the attached workflow for an example in practice.
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The attached Alteryx Workflow takes the color schemes from www.ColorBrewer2.org and adds them to a new XML file to be utilized as the ReportSettings.xml file installed with Alteryx. You can utilize the new color palettes under the Report Map tools. Note that these palettes will not be added to the Interactive Chart or Insight tools. 
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Many skunk works type of products are never really seen by the public eye (such as the Boeing Joint Strike Fighter prototype).  The beauty of being a part of a software company that has both desktop and web products is that we have the ability to play with and show off our prototypes to the general public.  Enter interactive visualizations within Alteryx!   (NOTE: The methods described in this article and the linked blog posts serve the sole purpose to display the flexibility of Alteryx and there is no current or future plan to further develop or productize this functionality.)   The image you see above was directly pulled from an Alteryx output.  You may or may not have read the blog of our CTO, Ned Harding (If you haven't, I highly recommend subscribing!).  His recent posts revolve around a topic that has been brought up quite often in the Alteryx circles, reporting and visualizations within Alteryx.   In these articles, Ned displays a method to incorporate HTML5 and Javascript into a few macros with incredible results.  The first is a more static but visually pleasing output, while the second is a Public Gallery app that displays the use of interactive output.  Both are very interesting displays of the two technologies working in tandem to help the user better understand their data. Check it out, test it out, and visit the links to the Public Gallery within the blog.   Part 1: Alteryx: JSON Data Output   Part 2: Alteryx: HTML5 Visualizations   Part 3: Alteryx: Interactive HTML Visualizations
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The Email tool is designed to send an email for each record that you input -- if you attach an Email tool directly to your output data stream, it will generate and send one email per record – e.g.: if you have one thousand records in a report you'd like to send, the Email tool will send one thousand emails.   The reason for this is that you may have a list of email addresses as recipients, or you might want to use a separate subject line for each department in your organization; that is what the input side is for – to allow you to dynamically populate fields such as the "To" and "From" fields, or even the body of the email itself.     If you're not populating your Email tool from your data stream, to keep the Email tool from sending a thousand emails, first separate a single record from your data stream, attach the email tool to that single record, and then hard code your configuration – including attachment -- into the Email tool. There are a lot of ways to accomplish this - a Sample tool, or a Select Records tool, or a Unique tool will all get the job done. The Email tool will execute at the end of the module, regardless of what is attached to it. Based on this, once you've written out your results using an Output tool, another option is to simply attach an Email tool to a Text Input anywhere in your workflow and hard code your configuration into the Email tool with the attachment specified – just don't put more than one record in your text input!    
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Those of you who have used the Report Map tool to create thematic maps have likely been unimpressed with the way Alteryx outputs the thematic legend text. Alteryx added two little known/used tools: the Map Legend Splitter and Map Legend Builder. With a little finesse, you can get the legend to go from completely unformatted to fully customized.   Before After       Not only does this allow for an easier to read the legend, but it also can save valuable space on your map or document. The example above simply involves taking the default thematic output legend text and replacing it with user-defined text for those layers.   Here's How You Do It    The entire workflow is illustrated after all of the steps below. In the Report Map tool on the Legend tab, change Position to "Separate Field". This will output the map and legend as separate objects, allowing you to work with just the legend. Add two Select tools after the map. In the first Select tool, select only the legend. In the second, only the map (and BoundingRect, if needed). Add the Map Legend Splitter tool after the Select tool that selects the legend, and select "Legend". Add a Record ID tool which will be used later to re-sort the legend back to its original order. Add a Filter tool using the [ThemeName] field in order to extract just the records which make up the thematic part of the legend. For this example: [ThemeName] = “Block Groups”. Create a Lookup table containing the Record IDs and the new text for the legend rows that you want to replace. Join the lookup table to the legend stream using RecordID. Deselect the original “Text” field and rename the “NewText” field to “Text”. Deselect the second RecordID. Union the new modified legend rows back with the non-modified legend rows using “Auto Config by Name”. Sort the records back to their original position. Use the Map Legend Builder to rebuild the new legend. The default configuration is all that is necessary. From this point, you can choose to either overlay the legend on the map (using the Overlay tool), or join the legend back to the map (using “Join by Record Position” in the Join tool) and position the legend adjacent to the map as desired using the Layout tool.   Below is the entire workflow numbered by the steps above. Attached is a sample workflow created in 10.0.  
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  We recently had a user that was looking to distinguish polygons between each other using dashed lines, a style not currently available in the Report Map Tool. But that’s alright, we can use the opportunity to showcase how you can be creative in Alteryx by using a few tools.       In cifically filter out the record IDs you want to change or use the Sample tool to pull random records, or 1 of every N Records. (FYI – if you use the record ID, you will want to remove that column after you have split the records, due to the record ID used later in the mapping process.)   Once you have selected the polygons you want to use, you will need to break those polygons into individual points using the Poly-Split tool. Here, choose Polygon field and Split to Points. Splitting the polygon into points will allow you to adjust the polygon by each point.   Then, you'll want to remove some of the points to create the “dotted line” effect by using the Sample tool. This tool's settings will want 1 of every N Record selected (you can change the N=3 to any number you like that will have the spacing effect you want).   Now that you have removed some points, you'll want to do a few things to give the points a grouping effect. In order to do this, add another Record ID tool, then filter the record ID by odd and even numbers. You can do this using the Filter tool and using the expression mod([Record ID],2)>0. Then add Record ID tools to the T and F anchors to complete the grouping effect when you add them both to a Union tool.   Grouping the points allows you to build your Polylines. After the Union tool, add a Poly-Build tool. The Build method will be Sequence Polyline using the SpatialObj and the RecordID, as the Source and Group fields, respectively.   Your final step is to add a Map tool and pull in the data from your Poly-Build tool, as well as the original centroid points of the polygons with which you created the split lines, and finally the remaining polygons you want to be represented as full lines around the radius. When configuring the Map tool, remember that the points coming from the Poly-Build are actually lines and not Polygons. Your layering will need to have Points, Lines, and Polygons to complete the map.
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  We get quite a few requests asking how to add the current date to Excel spreadsheet file names. The difference in adding information to your file name in Excel and other output configurations is that you have to use the Reporting tools for Excel to accept the new file name.   Why would I have to use the Reporting tools, you ask? Simply put, Excel thinks that when you are adding a prefix or suffix to the file name that you are stating that additional information is the “Sheet Name” and not appending the file name from the Output Tool. The Render tool in the Reporting tab on your palette basically tricks Excel into thinking that you are creating a separate report and is able to append the date.   In order to add the date to the file name you will connect these tools to your workflow in the order, you see below.      In the Formula Tool, create a new field that is a String type.  Go to the DateTime functions and add the DateTimeToday() expression. No configuration of the expression is necessary.      The Table tool will allow you to Group By this new field. In the GroupBy Configuration, choose the Date field you created in the Formula. In the Per Column Configuration, uncheck the new field. This will allow you to group by the new field name in the Render Tool and still remove it from the data so that your new field does not appear in your report.          Use the Render Tool to output your Excel spreadsheet with today’s date in the file name.   Output Mode - Choose a Specific Output File. Output File - Specify the Excel 2007 Spreadsheet (xlsx) and point to where you would like to save the documents. The file name you specify will be replaced with the date in step 5 below. You will then check the box that says Group Data into Separate Reports. Field to Group on - You will choose your new field that you created. Modify Filename By – Replacing Filename With Group. Report Data – You will choose Table and can leave the rest as defaults.  
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** Update ** With the release of 2019.3 the email tool now has the ability to accept email authentication which opens the doors for sending email through Gmail and other web-based email services. Check out this post on how to send email through Gmail using Alteryx.   There have been a couple instances lately where users have wanted to use the Email tool to send email notifications as part of their workflow but run into issues because their email service is web based like Gmail or Hotmail.   Unfortunately the current Alteryx Email tools don’t support email from an online provider.    However, there is still a way to send email from Alteryx with a web based email.  It’ll require the use of the Event tab or the Run Command tool and the installation of a third party tool.  In this example a tool called SendEmail is used (Alteryx does not recommend or endorse this tool, it happened to be free and worked).   From the Events tab or the Run Command tool enter in the command that executes the tool then in the arguments section add in the tags that are required for the particular email tool.   Events Tab:           Run Command tool:         There is another option in this post in the Ideas section by
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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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A number of the Predictive tools have Interactive Visualizations.  A Predictive tool will have this capability if you see an output anchor with the letter ‘I’ (for "Interactive").\n  
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A picture is worth a thousand words!
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