Alteryx Designer

Definitive answers from Designer experts.
Some Salesforce users do not use Salesforce Security Tokens. An accepted IP range can be set up instead in Salesforce Admin. This article will walk you through the steps to modify the Salesforce Output tool to be able to be used without a Salesforce Security Token.
View full article
For problems with Windows not launching Designer or displaying an error message, the Program Compatibility Troubleshooter may help.
View full article
Data preparation and investigation are a must for successful Predictive Modeling.
View full article
How To: Connect to Redshift   Alteryx supports connecting to Amazon Redshift, a columnar database. Amazon Redshift Spectrum is a supported feature that allows running queries against unstructured data stored in Amazon S3.   Please note that your DBA can be an invaluable resources in configuring the database specific settings.   Prerequisites   Product - Alteryx Designer 3rd party product - Access to Redshift database Version 1.3.7.1000 or newer 3rd party product - Access to Amazon S3 to be able to use Amazon Redshift Bulk Connection.  Redshift  ODCB driver.   Configure an ODBC Connection   To configure an ODBC connection to a Redshift database:     Navigate to ODBC Data Source Administrator Select Redshift driver and click Configure Enter you connection settings and credentials Navigate to your Redshift Data Source and click "configure", Select Additional Options   Check the option "Retrieve Entire Result Into Memory"   Confirm with OK.   Configure an Amazon Redshift Bulk Connection   Write-only Bulk Load support is available for standard and in-DB workflows for Redshift. For Redshift Spectrum standard workflows writing is only supported through Bulk Load.   Please note that an S3 account is required for the below steps.   In Designer draw an Output Data tool on the Canvas, Then,  2019.1 and earlier or when using Classic Mode for Input Data / Output Data tool.  This can be set under Alteryx - Options - User Settings - Edit User Settings - Defaults - "Use classic mode for the Input/Output tool menu options": Click the Write to File or Database drop down menu and select Other Databases > Amazon Redshift Bulk 2019.2 and later: Alteryx displays the Data connections window. To create new connection click Data Sources and select Amazon Redshift - Bulk or Amazon Redshift Spectrum - Bulk           Select a Data Source Name or create a new one in ODBC Data Source Admin   Optionally enter User name and password Fill in AWS credentials to access data for upload  In the Secret Key Encryption drop down, select an encryption option: Hide: Hide the password using minimal encryption. Encrypt for Machine: Any user on the computer will be able to fully use the connection. Encrypt for User: The logged in user can use the connection on any computer. The endpoint should be set to Default so that Amazon will automatically determine the endpoint to be used. The endpoint should be set manually if a specific endpoint is needed for either private S3 deployments or to select a specific region. Optionally, select Use Signature V4 for Authentication to use Signature Version 4 instead of the default Signature Version 2. This will increase security, but connection speeds may be slower. This option is automatically enabled for regions requiring Signature Version 4. Select a   Server-Side Encryption   method for uploading to an encrypted Amazon S3 bucket. For more information on Amazon S3 encryption methods, see the   Amazon Simple Storage Service Developer Guide. None (Default) : No encryption method is used. SSE-KMS : Use server-side encryption with AWS KMS-managed keys. Optionally provide a   KMS Key ID . When you select this method,   Use Signature V4 for Authentication   is enabled by default. In   Bucket Name , type the name of the AWS bucket in which your data objects are stored. Optionally select Use Redshift Spectrum to connect to Redshift Spectrum tables   Please note that the Output Options are described in greater detail in the  Amazon Redshift Database Developer Guide.     Common Issues   S3 Error - Wrong Endpoint for Bucket Used The following error message occurs: The bucket you are attempting to access must be addressed using the specified endpoint. Please send all future requests to this endpoint. The above error message typically occurs if the bucket selected is not in the region the specified endpoint is in. Select the Default endpoint solve this issue. 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. Please refer to the following KB article for further information - Amazon Redshift: Check 'stl_load_errors' system table for details. As always if you encounter difficulties with the above feel free to reach out to Alteryx Customer Support.    Additional Resources   Amazon Redshift help documentation Atleryx help documentation covering Amazon Redshift
View full article
Unauthorized Access Error when publishing a large data set to Tableau Server   When using publish to Tableau Server tool to publish a large .hyper or .tde file to Tableau Server, even though the credentials are all correct, the following errors still occur:   Tableau Server API Request (Upload file) Error Code 401002: Unauthorized Access -- Invalid authentication credentials were provided Or Tableau Server API Request (Publish file) Error Code 401002: Unauthorized Access -- Invalid authentication credentials were provided.     Confirm the credentials are correct A small data set can be published Tableau Server with same credential with no error The workflow executes more than 4 hours   Environment   Product - Alteryx Designer PublishtoTableauServer tool   Cause   By default, the authentication token is good for 240 minutes (4 hours). After 4 hours, token is expired, and Tableau Server requires the new token for authentication. This is the reason you would see the unauthorized error when workflow executes for more than 4 hours of time.  https://kb.tableau.com/articles/issue/Intermittent-HTTP-401-403-Errors-Using-the-Tableau-REST-API     Solution + Increase Tableau’s session timeout limit with tabadmin command: tabadmin stop tabadmin set wgserver.session.idle_limit <minutes> tabadmin configure tabadmin start   Additional Resources   This Error code can be found in Tableau's external KB article: https://kb.tableau.com/articles/issue/Intermittent-HTTP-401-403-Errors-Using-the-Tableau-REST-API Different options for change session timeout on Tableau Server can be found on following Tableau KB: https://kb.tableau.com/articles/howto/changing-the-user-session-timeout
View full article
Platform Product: Fuzzy Matching Issues – Working with Alteryx Customer Support Engineers (for use by CSEs and Alteryx Customers)   To EXPEDITE the resolution of your case, please include the below information.   Fuzzy Matching- Requested Information *** Suggestion: copy/paste the questions below and email the supporting documentation to support@alteryx.com   1. Detailed Description of the Issue 2. Screenshot of Alteryx Version 3. Screenshot of Error (if applicable) 4. Please send a copy of your workflow (*.yxmd or *.yxzp) and sample data if possible   Fuzzy Matching – Requested Information (Detailed Instructions):   1.  Detailed Description of the Issue – What issues are you having? Has it worked in the past? When did the issue start? What are the steps to reproduce your issue? Have you searched the Alteryx Community using the Fuzzy Match label?   2.  Screenshot of Alteryx Version– Our CSEs need to know the precise version of Alteryx so we can replicate any issues.   In Alteryx, click Help > About and provide a screenshot.        3.  Screenshot of Error or Exact Text of Error (if applicable) - Click CTRL+Print Screen to capture the error and paste into your e-mail.   Note: You may wish to Google the error text research the issue. The Knowledge Base is also a great place to search the error text as well!       4.  Please send a copy of your workflow (*.yxmd or *.yxzp) and sample data if possible. Either create a .yxzp and include macros and data from Designer by clicking Options > Export Workflow.  Or, include the workflow (.yxmd) and sample data if possible.         Suggested links: Tool Mastery | Fuzzy Match Keyword Fuzzy Matching Strings: Clean Human Entered Data Tips and Tricks for Fuzzy Matching  
View full article
Platform Product: Database Issues – Working with Alteryx Customer Support Engineers (CSEs) Database Issues – Working with Alteryx Customer Support Engineers (CSEs) To EXPEDITE the resolution of your case, please include the below information. Please be advised you may be asked to provide more information as needed.   Database Connections- Requested Information  *** Suggestion: copy/paste the questions below and email the supporting documentation to support@alteryx.com   1. Detailed description of the issue 2. Alteryx Version 3. Screenshot and full text of the error 4. Specifics on the database (including driver, driver version, database version, and the connection string) 5.  ODBC Trace Log file     Database Connections – Requested Information (Detailed Instructions): ***All of the below are not required, but please send what you can provide.   1. Detailed Description of the Issue – When did the issue start?  Has it worked in the past? Are all users affected or just some?  What are the steps to reproduce your issue? Are you able to connect to the database using another program? If this worked in the past, do you have any information on what has changed (Designer upgrade, database upgrade, driver upgrade, etc.)?   2. Alteryx Version – Our Customer Support Engineers need to know the precise version so we can replicate any issues.   In Alteryx, click Help > About and provide a screenshot, or the exact version number.   3. Screenshot of error, screenshot of tool/connection configuration, and full text of error - Click CTRL+Print Screen to capture the error and paste into your e-mail/Support Case. Note: You may wish to Google the error text research the issue. The Knowledge Base is also a great place to search the error text as well. - To copy the full error text, Right Click on the error in the Results window and select 'Copy Selected'. Paste into your e-mail/Support Case.     - For standard database connections, include a screenshot of the configuration of the Input Tool:     - For In-DB connections, include a screenshot of the Manage In-DB Connections window for your connection (include both Read and Write tabs):       4.  Specifics on the database* you are connecting to.  Please provide the following:   - The database you are connecting to, and the database version (if known) - The driver you are using, and driver version (this can be found through the Windows ODBC Connection Manager) - Location of the database (on-prem or cloud based, if known) - If you are not using a DSN, please provide the Connection String, i.e.: odbc:Driver={ODBC Driver 13 for SQL Server};Server=tcp:data.database.windows.net,1433;Database=default;Uid=user@data.com@db1;Pwd=__EncPwd1__;Encrypt=yes;TrustServerCertificate=no;Connection Timeout=30; This can be found in the Input Tool or the Manage In-DB Connections window (see point 3 for screenshots).   *Our list of supported datasources can be found here: Supported Data Sources and File Formats   5. ODBC Trace Log file - Follow the steps on this article: How To: Gather ODBC Logs for troubleshooting Suggested Links: Troubleshooting Database Connections How To: Connect to an Oracle Database in Alteryx Connecting to Hadoop Data source name not found and no default driver specified How To: Connect to an OleDB Data Source
View full article