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Question What’s the difference between Scheduling a workflow from its original location on disk vs as a copy in the Scheduler DB? Answer Run a copy of the workflow stored in the scheduler DB creates a copy of the workflow and stores it in the Scheduler’s database. When the time comes to run the workflow, it is pulled up the database and run. When scheduling as a copy stored in the scheduler DB, it is important to make sure that any dependencies (input files, macros, etc) are available at run time. If the location of the dependencies cannot be reached by the Scheduler you may run into errors stating things such as “File not found” or “unable to open macro”. These errors mean the Scheduler is unable to see the file paths you have referenced in your workflow, and therefore cannot run the process successfully. To get around these errors, check your dependencies. If you are using relative paths you may just need to set them to Absolute. You can do this by going to Options > Advanced Options > Workflow Dependencies. When a workflow is stored in the database, it becomes static. Any changes made in Alteryx to this workflow are independent to the Scheduled version and will require you to upload a new instance of the workflow or replace the current one. Run the workflow from its original location on disk calls the actual .yxmd file from where you originally saved it and runs the process. You’ll still need to make sure the dependencies are accessible by the scheduler, including the location of the workflow itself. The difference with this option is the scheduler is pulling the live version of the workflow and input files so any changes made are reflected the next time the workflow is run and there is no need to create a new schedule. For more information on the Scheduler, see Manage Schedules. Additional Resources Scheduling a Workflow on Disk: How to Fix the "Corrupted" Error Message
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.
How to install the Microsoft R Client Predictive Tools
Most people using Designer will only install the Alteryx Predictive Tools. These tools do not need additional software other than Designer. The Microsoft R Client Predictive Tools require a separate Microsoft R Client installation.
An account with Windows Administrator privileges on the workstation for the installation
Admin version of Designer
See the link below for the Alteryx Designer Predictive Tools Compatibility Policy.
Predictive Tools Compatibility Policy
Please complete the installation using the sequence listed below. When a different order of installation occurs, there may be errors such as Microsoft R Client was not found on this computer and is required for this install.
Admin privileges are required to install Microsoft R Client Predictive Tools, as some Windows components and drivers are part of the installation. These tools must be used with the Admin version of Designer.
Go to downloads.alteryx.com. In the Product Downloads List, select the version of Designer or Server that will be used with the Predictive Tools.
Download and install Alteryx Designer or Server first.
In the Designer Product Download List at downloads.alteryx.com, choose the Alteryx Predictive tools that match the Designer version, and install these tools.
Next, the Microsoft R Client should be downloaded and installed. Download files and a compatibility chart for the correct version to use are available at Microsoft Machine Learning Server R Client.
The last software to install is in the first Other Predictive Tools section of the Designer downloads page, the Microsoft R Client Predictive Tools (MRCInstaller).
Alteryx and Microsoft R Integration
What is Microsoft R Client
Issue When connecting to an OleDB Datasource using the either the Input Tool or the In-DB Tools, users can encounter the below error message : Error opening connect string: Microsoft SQL Server Native Client 11.0: Login failed for user 'user1'.\28000 = 18456 Environment Alteryx Designer Drivers : OleDB Providers for Microsoft SQL Server Diagnosis Usually, when testing the Data Connection through the OleDB "Data Link Properties" window they are able to successfully test the connection : However the error message will persist from the canvas. Cause When mentioning a username/password combination in a connection string, they need to be extracted in the program calling for it. A parameter will need to be set and added to the string so windows remembers the credentials and they can be extracted in program. Solution Open the Driver's configuration "Data Link Properties" window Go to the "All" tab Identify the Persist Security Info parameter - at this time it should be set to False Double-click and on this parameter and set it to True Apply all the changes Run the Tool on Designer again Additional Resources How To: Connect to an OleDB Data Source Database Issues – Working with Alteryx Customer Support Engineers (CSEs) As always, don't hesitate to contact us over at Customer Support if you run into any trouble.
When using the Salesforce Input tool, the following error is seen at run-time:
400: Bad Request
This may only occur on some tables
It fails almost immediately after the workflow starts running.
It may also been seen on the Salesforce Credentials screen along with the error:
invalid_grant: authentication failure
Salesforce Input tool
Version 4.0 or 4.1
Confirm where you are seeing the error. If it is on the Salesforce Credentials configuration page when you click Connect, and you see "invalid_grant", please see Solution B.
Otherwise, validate the query to get a more verbose error log.
1. Use the Query Builder option (this is the default option) and select the Table and Output Fields you want to read in.
2. Change to the Custom Query option and click the Validate button:
3. If you receive the error: "OPERATION_TOO_LARGE: exceeded 100000 distinct ids", see Solution A.
The data you are attempting to pull is too large to be returned in one call based on the Salesforce API limits used by the Salesforce Input Tool. Limit the number of results returned by modifying the WHERE Clause (SOQL) in the tool's configuration:
Please see the Additional Resources section below for a guide on SOQL (Salesforce Object Query Language). Here are some suggestions:
Try limiting date fields by relative dates :
CreatedDate = THIS_YEAR
Try limiting a string field to a certain value:
You can also combine conditions with logical operators like AND & OR:
Name='SFDC Computing' AND NumberOfEmployees>25
For more advanced comparisons, you can perform fuzzy matches by using the LIKE operator. For example, you can retrieve all accounts whose names start with SFDC by using this condition:
WHERE Name LIKE 'SFDC%'
- The % wildcard character matches any or no character. The _ character in contrast can be used to match just one character.
The credentials are incorrect. Please confirm your Username, Password, and Token are correct.
Salesforce Knowledge Base - Write SOQL Queries
Salesforce Knowledge Base - Reset Your Security Token
Welcome to the closing chapter of our voyage through the Pre-Predictive series! This has been a four-part journey introducing you to the thrilling world of data investigation. This section covers the plotting tools included in the Data Investigation Toolbox.
The Email tool is one of the critical last steps in putting that status report on cruise control. As of 2019.3, you can send those reports out through any SMTP server that requires credentials, with Gmail being one of the most popular. To ensure you can connect to your Gmail account, we want to provide you with a step-by-step guide to be successful.
Note: G-Suite, the paid version of Gmail, is not currently working with the Email tool.
Alteryx Designer Version 2019.3
Once you drop the Email tool onto the canvas you will be able to configure it. Let’s dissect that configuration below:
For Gmail, connect to smtp.gmail.com on port 465, if you're using SSL. Connect on port 587 if you're using TLS. Another example would be Yahoo - smtp.mail.yahoo.com
Encryption method (if required)
It is HIGHLY likely you will need to complete this step with SSL/TLS being the most widely used.
Username and Password
Username can include or not include the @domain part of email address
Configure the tool as usual by adding recipients of your analysis, a subject, etc. If you want more detail on configuring this tool please see this article.
You might need to go to your email account to configure some additional settings as security is an imperative for every company and your SMTP email provider likely has some guardrails against letting other applications send an email through their server. Gmail, for example, requires you to change your account settings but you can do this easily using this link, or go to myaccount.google.com/security and scroll down to the option: “Less secure app access”.
Turn on “Less secure app access” (see below screenshots). Go back to Alteryx and send a test email to ensure it works. Then, kick your feet up and put those reports on cruise control.
And of course, if you need additional help, please visit our help documentation, reach out to a customer support representative, or start a conversation with a peer through Community. I found the information about Gmail SMTP server at this Google support thread: https://support.google.com/a/answer/176600.
When your Python libraries don't work the way they should in Python tool, restoring the tool to it's original state could be the solution. This article walks through how to restore Python libraries and the virtual environment associated with the Python tool.
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
The Select Tool within the Alteryx Designer is the equivalent of your High School Sweetheart. Always there when you needed them and helped you find out more about yourself. The Select Tool can do exactly this by showing you the data type and structure of your data, but it also gives you the flexbility to change aspects of your dataset.
Far more than just a window to your data, the Browse Tool has a catalog of features to best view, investigate, and copy/save data at any checkpoint you place it. That introspection to your data anywhere in your blending gives valuable feedback that often speeds workflow development and makes it easier to learn tools by readily visualizing their transforms. Be equipped, and browse through the catalog of useful applications below!
The partnership between Alteryx and Tableau is becoming stronger and stronger, and the seamless effortless integration has been made easier through the Publish to Tableau Server Tool. This article demonstrates the use of the Publish to Tableau Server tool, available on the Alteryx Analytics Gallery.
With the Python Tool, Alteryx can manipulate your data using everyone’s favorite programming language - Python! Included with the tool are a few of pre-built libraries that extend past even the native Python download. This allows you to extend your data manipulation even further than one could ever imagine. The libraries installed are listed here - and below I’ll go into a bit more detail on what and why these libraries are so useful.
Each library is well documented, and there’s usually an introduction or examples on their sites to get you started on how a basic function in their library works.
ayx – Alteryx API – simply enough, we’re using Alteryx, sooo yea, kind of a requirement for the translation between Alteryx and Python.
jupyter – Jupyter metapackage – If you’ve used a Jupyter notebook in the past, you’ll notice the interface for the Python Tool is similar. This interface allows you to run sections of code outside of actually running the workflow, which makes understanding and testing your data that much easier.
matplotlib – Python plotting package – Any charting, plotting, or graphical needs you would want will be in this package. This provides a great deal of flexibility for whatever you want to visualize.
numPy – NumPy, array processing for numbers, strings, records, and objects – Native Python processes data in what some would call a cumbersome way. For instance, if you wanted to make a matrix, a.k.a. a 4x4 table, you would need to create a list within a list, which can slow processing a bit. However, NumPy has its own “array” type that fits the data in this matrix pattern that allows for faster processing. Additionally, it has a bunch of methods of handling numbers, strings, and objects that make processing a whole lot easier and a whole lot faster.
pandas – Powerful data structures for data analysis, time series, and statistics – This is your staple for handling data within Alteryx. Those who have used Python, but never pandas, will enter a whole new beautiful world of data handling and structure. Data manipulation within Python is faster, cleaner, and easier to code with. The best part about it is that the Python Tool will read in your Alteryx data as a pandas data frame! Understanding this library should be one of the first things to know when tackling the Python code.
geopandas – Extends the data types used by pandas to allow spatial operations on geometric types. Are you interested in geospatial analysis using Python? Try this package. It makes working with geospatial data in Python much easier and faster.
requests – Python HTTP for Humans – for all the connector/Download Tool fans out there. If any of you are familiar with making HTTP requests (API calls and the like), then you should introduce yourselves to this package and explore how Python performs these requests.
scikit-learn – a set of Python modules for machine learning and data mining – Welcome to the world of machine learning in Python! This library is your go-to for statistical and predictive modeling and evaluation. Any crazy and wild methods you’ve learned for machine learning will most likely be found here and can really push the boundaries of data science.
scipy – Scientific Library for Python – all your scientific and technical computing can be found here. This library builds off the packages already installed here, like numPy, pandas, and matplotlib. Dealing with mathematical models and formulae are usually located within this library and can help provide that higher level analysis of your data.
six – Python 2 and 3 compatibility utilities – For those who are unfamiliar, Python versions come in 2 forms, version 2.x and 3.x (with 3.x being the most recent). Now, even though Python 3 is supposed to be the latest and greatest, there are still many users out there who prefer using Python 2. Therefore, integration between the two is a bit tricky with syntax differences, etc. The six module provides functions that are usable between the two so everyone can remain calm and happy! Their documentation is usually coupled with which version the functions most closely align to, so a user can get a better idea to its functionality.
SQLAlchemy – Database Abstraction Library – SQL in Python! Covers all your database needs from connecting to and extracting data, allowing it to interact with your Python code and thus, Alteryx itself.
statsmodels – statistical computations and models for Python – This library builds off sci-kit learn but focuses more on statistical tests and data exploration. Additionally, it utilizes R-style formulae with pandas data frames to fit models!
These are the libraries installed with the Python Tool, which can do almost any data function imaginable. Of course, if you’re looking to do something that these libraries don’t provide, there are myriad other Python libraries that I’m sure will help you with your use case. Most of these are also well documented in how to use so search away and let your mind float away in the beautiful cosmos created by Python.
Salesforce Output tool used in a non-English Designer produces the following error:
Error - ToolId 1: ツール#93: Error trying to create the job. HTTP/1.1 400 Bad Request ... Data from server: <?xml version="1.0" encoding="UTF-8"?><error xmlns="http://www.force.com/2009/06/asyncapi/dataload"> <exceptionCode>InvalidJob</exceptionCode> <exceptionMessage>Unable to parse Job</exceptionMessage> </error>
Alteryx Designer - Non-English
Salesforce Output tool
The cause is due to passing in a non-English operation value to Salesforce as selected in the "Output Operation" option in the Salesforce Output tool.
An example of a non-English (Japanese) output operation options in Salesforce Output tool:
Value passed to Salesforce:
<?xml version="1.0" encoding="UTF-8"?>
To address this, please update the "Gui.html" file to use English operation values so the "Output Operation" options will display in English instead.
Close the Designer.
Backup "Gui.html" in "...\Alteryx\Tools\SalesforceOutput_v1.3.0\" or "...\Alteryx\Tools\SalesforceOutput_v1.3.1\".
Modify the "Gui.html" file
<alteryx-pluginwidget type="DropDown" id="dataItemOutputOptions" dataName="OutputOptions">
<alteryx-pluginwidget type="DropDown" id="dataItemOutputOptions" dataName="OutputOptions">
With the change, the "Output Operation" options will show "Update", "Insert" and "Delete" in English instead.
4. Open your workflow and re-select the output operation value in the Salesforce Output tool.
How To: Install two versions of Designer on the same machine
It is possible to have two installations of Designer installed on the same machine concurrently. This can be useful if you need to build workflows on multiple versions (for example, if your co-workers are on a previous version), to test out new features in more recent versions, or for troubleshooting purposes.
Windows Operating System
You can have one Admin version and one Non-Admin version of Designer installed on the same machine simultaneously. To install another version of Designer, follow these steps.
Check if you are running the Admin or Non-Admin version of Designer by going to Help > About
2. Proceed with the installation of the other option by downloading either Admin or Non-Admin Designer from the Alteryx License Portal
I installed a Non-Admin version and have lost the ability to schedule a workflow, or see my scheduled jobs You must have the Admin version of Alteryx installed to use the Scheduler with Desktop + Scheduler.
Install (or Upgrade) Designer + Scheduler