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Alteryx Knowledge Base

Quick navigation for the Tool Mastery Series!
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How do I differentiate between workflows which are not uploaded to gallery and those that are present in the gallery?
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Looking for more premium connector and tool content to better equip your Alteryx platform for success? Check out what our partners have been up to!
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What’s changing with Alteryx licensing in 2018? Find out in our FAQ!
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Have you ever wanted to do a Cross Tab, but needed the results in a particular order?  You've probably discovered that Cross Tab will dutifully change your data to column headings and keep the rest of the data correlated, but that the output columns will be arranged in alphabetical order.  It's as if there were a Select tool with the "Sort on Field Name" Option thrown into your workflow without you putting it there.    
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The  Radio Button Tool  can be used in a number of ways. This is a simple tool to configure but can be very powerful!
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The  Date Filter  tool is a very tailored version of the  Filter  tool with an enhanced  GUI  for date picking.
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The  Join Multiple  tool is a combination of the  Join  and  Union  tool. It is best used to consolidate a workflow into one tool when you would instead use Multiple Join then Union tools.
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The Analytics Gallery What is an Analytic Application? Pre-packaged data and analytic integration published to the Alteryx Analytics Gallery by Data Artisans to answer specific strategic analytics questions.   What is the Analytics Gallery? The Analytics Gallery is a publicly hosted web service where applications can be published, securely shared, and run in the cloud.   What is a Viewer? A Viewer is a free user of the Analytics Gallery. A Viewer can run all applications published in the Public Gallery.   What is a Member? A Member is a user who can run applications that are shared privately through Collections. A Membership is granted by a Data Artisan. A Member also shares the privileges of a Viewer to run all applications published in the Public Gallery.   What is a Data Artisan? A Data Artisan is a user who creates analytic applications using the Alteryx Designer Desktop and then shares them publicly and/or privately in the Analytics Gallery. A Data Artisan also shares the privileges of a Member.   What is required to run applications in the Public Gallery? Anyone can sign up and become a Viewer, with the ability to run all applications in the Public Gallery, for free. As soon as you confirm your email, you will have access to the Public Gallery.   What is required to run an application in a private Collection? You must be a Member to run applications shared in private Collections. Memberships are granted by Data Artisans, who create and share applications.   What is required to build applications? Applications are built with Alteryx Designer Desktop. Download the Designer Desktop Free Trial.   What is required to publish applications in the Analytics Gallery?  Applications are published from the Alteryx Designer Desktop into a private Studio. •A Studio is automatically created for license holders of the Designer Desktop. •Trial users of the Designer Desktop can set up a Studio with a 30-Day Studio Free Trial    A user with the Designer Desktop and a private Studio is known as a Data Artisan.   How do I run an application? 1. Click on the title of an application to view application details and click the Run button; or simply click the icon. 2. Configure the application to suit your needs. Depending upon the application, you might be prompted to enter an address for geocoding, to input a customer file for demographic analysis, or to select data from a range of choices that apply to your business. 3. Click the Run button at the bottom of the application.   What are the results of running an application? Applications can be authored to create a variety of different reports and data outputs. When the application processing finishes, the results will appear in the same window as the questions you answered before running the application.   Reports can be previewed after an application has completed by clicking on the Preview link.   Additionally, results for applications that have been run can be found in the application detail view, and the "App Results" tab on the left of the screen.   What kinds of reports can an application create? Depending upon how the application was built, it may produce Word, Excel, HTML, and/ or PDF files, containing a variety of text, tables, charts and maps.   What kinds of tabular and spatial data output can an application create? Depending upon how the application was built, it may produce CSV, MDB/ ACCDB, DBF, FlatFile, MID/ MIF, SHP, TAB, YXDB, and/or KML files.   I ran an application but I closed the window before it finished running. How can I view the results?  Application results are stored with your account and can be accessed at any time. As long as you are signed in, the results of any applications that have finished running can be found in two places: •Under the application details page for an application. •Under "App Results" (visible on the left side of the screen when you are signed in).     How can I view more details about an application? Click on the name of an application to view details, such as the upload date, description, author, studio, copyright, and number of times run. The application details page also includes buttons enabling you to Run, Share, and (if enabled) Download the application.   What browsers are supported by the Analytics Gallery?  Internet Explorer (IE8 or higher)  Firefox  Google Chrome  Safari   How can I find the applications I need?  Each section of the Analytics Gallery features a context-sensitive Search field you can use to find applications. •Searching in the Public Gallery returns applications in the Public Gallery. •Searching in the Studio tab returns applications in your Studio. •Searching in a Collection returns applications in the Collection. •Additionally, a Collection created by you will offer a second search window, which allows you to find applications in your Studio and add them to your Collection.   Publishing and Sharing Applications  What is a Studio? A Studio contains all of the applications published by the Data Artisans within an organization.   Who has access to the applications published in a Studio? All of the Data Artisans within an organization, and only those Data Artisans, can view and run any applications in their Studio.   How can I rename my Studio? 1.Click on your User Name to go to your Settings. 2.Select the Studio Tab. 3.Enter a new name in the Studio Name field. 4.Click the save button.   How can an application be shared? 1.When an application is published in a Studio, all Data Artisans belonging to that Studio can access it. 2.An application in a Studio can also be shared to the Public Gallery, where anyone can access it. 3.An application in a Studio can also be shared in a Collection. Any users added to the Collection can access it.   As a Data Artisan, how can I share an application privately with someone? 1.Publish an application from the Designer Desktop to your private Studio. 2.Add the application to a Collection. 3.Add the User to the Collection. In order to run the application, the user must be a Member.   As a Data Artisan, how do I grant a Membership to someone?   1.Click on your User Name to go to your Settings. 2.Select the Studio Tab. 3.In the Members section, enter an Email address or User Name.     As a Data Artisan, how can I tell how many Memberships I have to distribute? 1.Click on your User Name to go to your Settings. 2.Select the Studio Tab. 3.Find "Memberships available to distribute" in the Members section.   How can I purchase additional Memberships? Please contact Sales@Alteryx.com.   What applications can be added to a Collection?  Only applications published in the Data Artisan's Studio may be added to a Collection. Applications in the Data Artisan's Studio may also (at their discretion) be shared in the Public Gallery. However, applications in the Public Gallery that were published from other Studios cannot be added to a Collection.   Can an application be added to more than one Collection? Yes.   As a Data Artisan, do I also need a Membership? No, Data Artisans are also Members.   I am a Data Artisan or Member. I want to run an application shared with me from a different organization. Do I need a Membership from that organization? No. A single Analytics Gallery Membership entitles you to run private applications shared from any Collection.   As a Data Artisan, how can I add another Data Artisan to my Studio? Please contact support@alteryx.com for assistance.   My organization has more than one Data Artisan. Who controls the distribution of Memberships? At present, all Data Artisans have equal access to Membership distribution under Studio Settings.   What types of users can be added to a Collection? Data Artisans, Members, and Viewers can all be added to a Collection. You can even enter the email address of someone who has not yet visited the Analytics Gallery.   Can a Viewer who is added to a Collection run the applications in the Collection? Only those applications in the Collection that have also been shared in the Public Gallery by the Data Artisan can be run by the Viewer.   What types of users can run private applications in a Collection? If an application in a Collection has not been shared in the Public Gallery, Viewers (who have been invited to join the Collection) can view the application, but cannot run it. Only Data Artisans and Members can run the application.   How can I find users to add to a Collection?  Select the Collection and use the Search Users field on the right. Any registered users of the Analytics Gallery that match your search terms will be returned.   Additionally, you can add someone who has not registered with the Alteryx Analytics Gallery by entering a valid email address. An invitation will be sent.   Is there a limit to the number of applications or users I can add to a Collection? No.   When I add a new application to a Collection, are the users in that Collection notified? Yes.   Can I allow users within my Collection to share it with others? Each Collection includes a checkbox on the upper right that states "Other users may share this collection." When this box is checked, anyone in the Collection will have the ability to add other users to the Collection.   The Data Artisan who created the Collection will see the names of any additional users who are added to the Collection, and can remove them.   I published an application and shared it in a Collection (or in the Public Gallery). Since then, I have made changes to the application in the Designer Desktop. Can I update it? First, select the original version and delete it. Next, re-publish the application and add it to your Collection (or to the Public Gallery)   How can I share an application in the Public Gallery?  Click on the name of an application to view the application details page. Click the Sharing button and choose "Place in Public Gallery."   How can I remove an application from the Public Gallery?  Click on the name of an application to view the application details page. Click the Sharing button and choose "Remove from Public Gallery."   How can I share an application through email or social media?  (Public Gallery applications only) Click on the name of an application to view the application details page. Click the Sharing button to share via email, Twitter, Facebook, and Google+.   Publishing Restrictions  What is "private data?" A license of the Alteryx Designer Desktop may include a variety of private data sets, including demographic data, psychographic data, business list and consumer list.   Can I publish applications using private data? Yes, applications using private data can be published in your private Studio, and can be shared in Collections. They cannot be shared in the Public Gallery.   What data is allowed in the Public Gallery? Please see Alteryx Analytics Gallery Data Inventory   What capabilities in the Designer Desktop cannot be used in the Analytics Gallery?  The following tools are prohibited in applications published in the Analytics Gallery. •Run Command tool •Run Command event •R tool (Macros included in the Designer Desktop that use the R tool are permitted.) •Email tool •Send Email event •Download tool     I built an application that uses a prohibited tool in a safe manner. How can I apply for an exemption? 1.Email curator@alteryx.com and explain how and why each prohibited tool is used, along with the general purpose of the application. 2.Publish the application in your Private Studio and check the box "Others may download this application." 3.Add the application to a Collection and share it with curator@alteryx.com.   Your application will be reviewed and an exemption may be made to allow it to be run.   What tool configurations or question types cannot be used in the Analytics Gallery?•Input and output files referenced by Tools must be in the same directory as the application. •The application Question type "Folder Browse" cannot be used in applications published to the web. •In the application Question type "File Browse," the "Save As Dialog" configuration cannot be checked. •Application results (under analytic application properties) cannot include Browse tools.   Are there limits to the file size of applications and/or data published in the Analytics Gallery? Yes, applications and data are limited to 100MB.   What are my options if I want to publish an application and data that exeed 100MB? Please use the Cloud Connector tools within the Designer Desktop to host your data on the cloud.   Are chained applications supported in the Analytics Gallery? At present, chained applications are not supported.     General Assistance  I forgot my password. How can I reset it? Click Sign In and click the Forgot Password link. Enter the email address associated with your account and a new password will be emailed to you.   Can I download an application? Yes, many applications can be downloaded. View application details and click the Download button. Use the Alteryx Designer Desktop to open the *.YXZP files that are downloaded. Go to Designer Desktop Free Trial to get started if you're not already an Alteryx customer.   I need help with my account. Who should I contact? Please log a case at www.alteryx.com/community.   I found a bug on the Analytics Gallery or in an application. Who should I contact? Please log a case at www.alteryx.com/community.   How can I purchase additional Memberships, Data Artisan accounts, or extend my subscription? Please contact Sales@alteryx.com.   How can I recommend a feature for the Analytics Gallery? Please send your feedback to GalleryFeedback@alteryx.com.   Where can I connect with other Alteryx users to ask questions and learn about best practices? www.alteryx.com/community   Who is the better captain, Kirk or Picard? Malcolm Reynolds
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If you are building a predictive model, inevitably you will want to analyze the effect that your independent variables have on your dependent variable. This article is meant to shed some light on the Alteryx-specific options for this type of analysis!
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The “D” notation is common to Fortran implementations and generally represents double precision numbers. This notation is much less common than the E notation, but Alteryx does recognize it.
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Following the launch of our premier  Developers Space Community  for all things surrounding Alteryx platform extensibility we are happy to share our b rand new design for our Developers Help Page!
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Set yourself up for success with  excerpts from the 2017 Tips and Tricks Book for workflow design!
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The  Dynamic Replace Tool   is an under-utilized tool in the   Developer Toolset  that is very powerful. It allows for dynamic formulas or conditions to be used in your workflow.  It was first introduced in Alteryx 6.1 . It’s one of the few tools that is currently multi-threaded which makes is fast.
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The humble  histogram  is something many people are first exposed to in grade school. Histograms are a type of bar graph that display the distribution of  continuous  numerical data. Histograms are sometimes confused with bar charts, which are plots of categorical variables.
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Welcome to Part 3 (out of 4) of the Pre-Predictive series. In this article series, we are introducing you to the very exciting world of data investigation. This section covers the Association Analysis Tool, The Pearson Correlation Tool, and the Spearman Correlation Tool!
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Welcome to Part 2 of the Pre-Predictive series! After a strong start but long hiatus, we will be resuming our tour of the Data Investigation Tools. This section will cover the Frequency Table, Contingency Table and Distribution Analysis Tools.
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You want to impress your managers, so you decide to try some predictions on your data – forecasting, scoring potential marketing campaigns, finding new customers…  That's great! Welcome to the addictive world of predictive analytics.  We have the perfect platform for you to start exploring your data.   I know you want to dive right in and start testing models.  It's tempting to just pull some data and start trying out tools, but the first and fundamentally most important part of all statistical analysis is the data investigation.   Your models won't mean much unless you understand your data.  Here's where the Data Investigation Tools come in!  You can get a statistical breakdown of each of your variables, both string and numeric, check for outliers (categorical and continuous), test correlations to slim down your predictors, and visualize the frequency and dispersion within each of your variables.   Part 1 of this article will give you an overview of the Field Summary Tool (never leave home without it!)  Part 2 will touch on the Contingency and Frequency Tables, and Distribution Analysis; Part 3 will be the Association Analysis Tool, and the Pearson  and  Spearman Correlations; and Part 4 will be all the cool plotting tools.     Always, every day, literally every time you acquire a new data set, you will start with the Field Summary Tool.  I cannot emphasize this enough, and I promise it will save you headaches.   There are three outputs to this tool: a data table containing your fields and their descriptive statistics, a static report, and the interactive visualization dashboard that provides a visual profile of your variables.  From this output, you can select subsets to view, sort each of the panels, view and zoom in on specific values, and it even includes a visual indicator of data quality.   You'll get a nifty report with plots and descriptive statistics for each of your variables.  Likely the most important part of this report is '% Missing' – ideally, you want 0.0% missing.  If you are missing values, don't fret.  You can remove these records or impute those values (another reason knowing your data is so important).   Also check 'Unique Values' – if you have a single unique value in one of your variables, that won't add anything useful to your model, so consider deselecting that variable.    The Remarks field is also very useful – it will suggest field-type changes for fields with a small number of unique values, perhaps that should be a string field.  Or, if some values of your field have a small number of value counts, you may consider combining some value levels together.   The better YOU know your data, the more efficient and accurate your models will be.  Only you know your data, your use case, and how your results are going to be applied.  But we're here to help you get as familiar as you can with whatever data you have.   Stay tuned for subsequent articles – these tools will be your new best friends.  Happy Alteryx-ing!
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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.
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In Alteryx, there are 5 customizable options within the Cross-validation screen.
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