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Alteryx Knowledge Base

This article entails a list of what the tool can do at this point and what it can’t at this point. Also, short instructions on how to setup the tool. We will continue to add new features and update this article each time with what can do now!
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With the 11.3 release, the location and name of many of the samples included with the Designer install have changed.
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We had a fun question in the solutions center at Inspire this year.  A customer showed us the sample for network analysis and asked us if it is possible to create one that has a picture for each icon.     We've provided a sample workflow (attached) that you can use as a reference to add as many pictures as needed.   Please note that the field names are case sensitive.   Happy Visualizing!    
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The Make Columns Tool takes rows of data and arranges them by wrapping records into multiple columns. The user can specify how many columns to create and whether they want records to layout horizontally or vertically.
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PRODUCT: Alteryx Designer or Alteryx Server  VERSION: 11.3  LAST UPDATE: 06/27/2017 ATTACHMENT: None  Hadoop makes it possible to run applications on systems with thousands of commodity hardware nodes, and to handle thousands of terabytes of data. Its distributed file system makes it simpler for rapid data transfer rates among nodes and allows the system to continue operating in case of a node failure.    Hadoop supports many types of projects that can enhance the performance of Hadoop's Capabilities. Along with Alteryx, users have a very powerful way to pull, clean, and create datasets, reporting quickly and efficiently.   List of Hadoop clients and projects that Alteryx supports as of v11.3:     Current Supported Data Sources   Connecting-to-Hadoop-Alteryx   If you have requests for other Hadoop projects not supported by Alteryx at this time, please visit our Ideas page to add your requests.                
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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 Image Tool on our way to mastering the Alteryx Designer:   A picture is worth a thousand words, right? Save your breath and snap a picture to supplement your analyses and reports with the Image Tool, the camera icon tool residing next to all your other reporting needs in the Reporting Tool Category. Whether you’re looking to build a presentation, report, or email from scratch, or simply add graphics to accentuate your raw data – this tool will make it a breeze to access image files from disk, store image files in physical workflows, or dynamically access image files (even in Blob format!) to pair with any Alteryx output. Use the Image Tool to:   Add visual assets to reports and presentations (attached in the v10.6 Image.yxmd):   Perform dynamic image substitutions (attached in the v10.6 Image.yxmd):   Supplement reporting tables with graphics to make raw data more readable   By now, you should have expert-level proficiency with the Image Tool! If you can think of a use case we left out, feel free to use the comments section below! Consider yourself a Tool Master already? Let us know at community@alteryx.com if you’d like your creative tool uses to be featured in the Tool Mastery Series.   Stay tuned with our latest posts every #ToolTuesday by following @alteryx on Twitter! If you want to master all the Designer tools, consider subscribing for email notifications.
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A common error we see in Support is: "The temp drive is getting full. Free up some disk space or cancel." Here's how to fix it!
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Hive ODBC can be slow when writing to tables. If you are looking for a faster option to write to Hive and want to create a new table or overwrite an existing table, use the IN-DB tools to output your data. 
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When you're setting up your Macro Input tool, make sure to use the Field Map option and add '(Optional)' next to the field names you don't want to be required!
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The ‘How to Guide’ for the Publish to Tableau Server Tool   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.   You can download the tool from the Alteryx Analytics Gallery. Once you have downloaded the tool you should be able to find it in the Tableau folder at the end of the tool bar.     Now once you have downloaded the Macro you are ready to configure the tool and Publish to Tableau.   Step 1: Access   You have to have access to an instance of Tableau Server ( 9.0.1 and above) or Tableau Online to use this tool and publish a data stream to tableau. Unless noted otherwise, Tableau Server and Tableau Online are interchangeable throughout this document and throughout the tool's configuration. For the sake of brevity, “Tableau Server” will refer to both Tableau Server and Tableau Online for the remainder of this document.   Step 2: Connect Option   This macro gives you the choice to either connect directly to Tableau Server through the web browser or through the server URL.   ‘Connect with full page URL’ When you log into Tableau Server navigate to the workbook page you are looking to write to. This is the recommended option. You can then copy the whole URL into the text box given in the interface.   Example URL: https://10ay.online.tableau.com/#/site/mycompanyssite/workbooks   ‘Connect with server and site’ With this option selected, you must enter in the domain name for the Server URL (eg, https://10ay.online.tableau.com using the example above).   Tableau Server is designed so that multiple "sites" can be hosted on the same server instance. Use the guidance below to determine your site name when you log in to Tableau Server from a web browser.   With Tableau Server, immediately after entering in a user name and password, one of two things will happen:   1) The user is prompted to select a site. If this happens, the site selected here can be entered into the “Enter site name” field 2) The user is logged directly into Tableau Server, without having to select a site. If this is the case, then the user should select the “Use default site” option.   With Tableau Online there is no default site and you will always need to manually enter the site name with this option (one of the reasons “Connect with full page URL” is the preferred method, especially when connecting to Tableau Online). Once you log in, the URL should be something like: https://10ay.online.tableau.com/#/site/mycompanyssite/workbooks. The site name will be the string contained between the slashes following "#/site/". In this example, the site name would be mycompanyssite.   Once you have chosen your connection you can choose to ‘save connection history’ which will keep your credentials and connection within the ‘select existing connection’ radio button. This will populate a dropdown with all your previous successful connections.    Step 3: Enter your username and Password   At this stage please enter your username and password for Tableau Server, the same as when logging in through a web browser.    *Please see common errors if you are receiving an ‘Error 400000 Bad Request message’   Step 4: Let’s move to the Output tab   By default the ‘Publish data source’ will be selected. At this stage you will need to type in the newly created data source on Tableau Server. The data source name is case sensitive and needs to be accurate.   You can either manually type in the project name or choose ‘select project name’ which will only populate if you have ‘Refresh project name list…’ ticked and have run the module once. If the ‘Refresh project name list’ option is checked, no data will be published to Tableau Server – this is simply a setup step to get the list of available projects put into the dropdown!     Step 5: Output Options   Once you have the correct data source and project name you can choose your output method. “Create data source” will generate a new file in the specified project folder, however if a file already exists with the same data source name, the file will not be uploaded and will give an error.   The second option is “overwrite data source”. The file will be uploaded regardless of whether the file exists or not in the specified project folder. If a file with the same name already exists, it will be overwritten.     Step 6: Optional   If you choose to select the “request authentication token” option the macro will provide an authentication token in the X-Tableau-Auth field. This can be used to make subsequent calls to the Tableau Server REST API with the Download tool or other tools such as curl. The data source will not be published.   Tips and Tricks   Make sure the tool is up-to-date!   Visit the Publish to Tableau Server tool’s Gallery page by going to gallery.alteryx.com and navigating to the Macro District, or by going directly to this link.     Then, check the version of the tool by right-clicking on it, and clicking “Open Macro: Publish To Tableau Server.yxmc”. Then, in the workflow configuration window, click on the Meta Info tab.   [Note: v1.02 and earlier do not show the tool version, in which case you should update to the newest one by downloading it from its page on the Gallery!]   Do your homework! Log into the Tableau Server or online and retrieve the connection URL name! You only need the URL up to the workbook you are writing out too.   Check the small print! If you choose the ‘select project name’ make sure you tick the ‘refresh project name list’ and run the module once to populate the drop down. (And again, when the tool is run with this option checked, no data will be published.)   ‘Refreshing’ the data source Using the new Publish to Tableau Server tool, even if you are successful, it will not “refresh” the data source automatically. This means you’d have to do it from the Tableau side. Within Tableau you can set up interval refreshing which will refresh on the Tableau side periodically. However, you can also refresh manually as well.         Common Errors   “Payload is either malformed XML or incomplete”     Solution This is a limitation in the Tableau Server API, that we’ve communicated to Tableau, but are awaiting a response/fix so it’s a bit outside our control. If your password contains any characters that require xml-escaping double/single quotes, greater than, less than, ampersand, or percent sign – “ ‘ < > & %) – then the login request will fail. This is especially true if your password has two special characters in it. The latest Publish to Tableau Tool has been built to handle the majority of these special characters however if you continue to experience this error message, the current workaround is to change your password to avoid special characters or include just one of the above characters.     “Tool #200 Iteration limit of 1000 was reached”     Solution This error has been resolved in the latest version of the tool. Please download it here.    “Tableau Data Engine Error: 4: SimpleDatabase::SelectMetadataName: expected found=1, actual found=0 (fk= name="Extract" nameTable="TEST") The table "[Extract].[Extract]" does not exist. Unable to connect to the file "C\Desktop….". Check that the file exists and that you have sufficient access privileges for it.” This error has been resolved in the latest version of the tool. Please download it here.     If you continue to have problems with the Publish to Tableau Tool please contact Support.   Best,   Jordan Barker Client Services Support Engineer                          
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The ‘How to Guide’ To Adobe Analytics   Through Adobe Analytics the ability to collect and visualize data from your websites has allowed for improved decision making, yet the format of that data can only take you so far. Within Alteryx you now have the ability to connect to Adobe Analytics and bring that data into Alteryx, allowing you to perform greater data manipulation to provide further insights, as well as Predictive & Spatial Analytics!    There are just a few things you need in order to use the Adobe Analytics connector: Adobe Analytics Account (user or developer) This tool is not automatically downloaded with the designer, please download it from the Alteryx Analytics Gallery.   Step 1: Download the Connector Please download from the Alteryx Analytics Gallery The downloads are now performed through an YXI file Click Run   This will take you to the screen below and then you can press the Appropriate download for your Alteryx Designer version.     If you press the ‘Adobe Analytics Install’ it will download the installer from your web browser, hit ‘open’ and it will open a slash screen in Alteryx Designer.     Once you hit OK you have downloaded and installed the connector, and it ca be found in the connectors parent category.   Step 2: Sign In When you drag the connector into the canvas this will update the configuration window to show the ‘User’ and ‘Developer’ Login. User Login will prompt a pop out window User Login The User login will last for 30 Days or any time a new instance of the tool is added. The User login requires web services access which is granted by your adobe administrator. To gain single-sign you will need to link your adobe analytics account to your Adobe ID. If you wish to link your accounts please go to marketing.adobe.com and log in with your Adobe ID (Adobe Admin will be needed). You then need to click on the grid icon in the top right hand side and click on the Analytics logo.       You then need to go to Admin>>>User Management       Within this page you can select the ‘users’ button and edit user login permissions.     Developer Login   The Developer login is recommended for when you are using the connector in a scheduled workflow or adding workflows to the Gallery. To create a developer login you will need to create an application on the Adobe Developer Page using your Adobe Analytics account When logged into the create an application page you need to select ‘Developer Tools’ tab in the navigation bar on the left hand side.   When in the developer tools page, please click on the ‘Applications’ tab in the left hand side navigation window.   When inside the Application page you can add the application.   You want to keep the drop down as ‘Client Credentials’ and name you’re Application, company and scope to whatever you see fit.         This will then provide you with the Application (Client) ID and Secret which you will need in the developer Login screen.   Step 3: Configuration   After logging in the configuration will update and allow you to choose the Report Suite.   Report Suite The Report Suite which will populate are those available in the drop down on the right hand side of Adobe Analytics webpage.    Date Range & Granularity Select your date range & Granularity. The default start date will be todays date. Due to specific system requirements, the minimum date that can be used in the date, dateFrom, and dateTo parameters is 2000-01-01, and the maximum date is 2899-12-31. The time units used to display data in a report that organizes the data by date.     Metric The metrics available are those specified under site metrics in Adobe Analytics. They can be used to tailor your report to return the metrics which you want. Select up to 5 metrics   Element (1, 2, 3)   The elements have three different level. Element 1 is used to breakdown the metric, whereas Element 2 is used to break down Element 1 and Element 3 is used to break down Element 1 & 2. For example, you can generate a report for page view (metric) by the Web browsers (element) used to access the page. The resulting report lists page views by Web browser type. As part of the report definition, you can specify the elements to include in the report as a parameter, using the tns:reportDefinitionElementList data type (Referenced from Adobe)  You can also use the advanced options to choose a specific classification, record limit and starting value.  Segments Segments are optional, but you can only choose a maximum of two. Only valid combinations of segments can be used.       Step 4: Run the connector You have now configured the connector and can run the workflow!   Tips and Tricks All report suites do not offer all elements. Use ReportSuite.GetAvailableElements (in the Administration API) to get a list of Element IDs available in a particular report suite. Social elements are available only if Social is enabled. Video elements are available only if v15 video measurement is configured in Admin Console. Mobile elements are available only if mobile application reporting is enabled in Admin Console. Factors affecting report generation time please see API best practices   Common Issues   "As the connector auto-populates based on your log in credentials you should not receive any errors related to Adobe."   However, if you do they are referenced here.   If you have any issues please reach out to Alteryx Support   Best,   Jordan Barker Solutions Consultant, Alteryx Inc. 
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THANKS to our wonderful users who provided us with their tips & tricks for our 2017 T&T Booklet where you will find their contributions under the From the Tip Meisters label and THANKS to those who attended our session at Inspire, you all made it a very enjoyable experience.   Enclosed you will find the 2017 Tips & Tricks booklet.   Margarita, Henriette & Jessica Customer Support Engineering
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The Directory Tool gives you a data-stream input that contains information about the files and folders (file name; file date; last modified, etc.) for the location of your choice, which you can then use for more complex interactions with the file system. Basically, the Directory Tool could also finally help me track down my keys - not just where I put the keys in the house, but also how long they've been there, and when they were last moved.
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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!
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The Field Info Tool is another one of the gems hidden in the Developer Tool Category – however don’t be intimidated, this is a tool for all of us! The purpose of the Field Info Tool is to give you the information about the fields in your data in a way that you can use down-stream as part of your workflow. There are no settings to configure, so just drop it on your canvas and you’re good to go!
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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 Union Tool on our way to mastering the Alteryx Designer:   The Union Tool, the aptly named join category tool with DNA on it, accepts multiple input streams of data and combines them into one, unified, data stream. Whereas the Join Tool combines datasets horizontally (either by a record ID or record position), the Union Tool combines datasets vertically. Not unlike how two nucleic acid strands are unified to form the double helical DNA.   We know, great puns are in our DNA.   The Union Tool has a handful of great applications besides side-stitching punchlines, too. Check them out below:   Stacking records Have common fields in multiple datasets? Stack them into a single stream with the Union Tool by field name, position, or with manual arrangement:     Don't worry - your datasets don't have to have identical. Any uncommon fields will be at the end of the table, with any fields that are not in a given dataset being populated with null values.   Creating different joins The Alteryx Join Tool has 3 outputs:     These look like:     If you’re used to SQL joins, these are the left, inner, and right joins, respectively. The Union Tool allows you to effortlessly combine these Join outputs (shaded areas above) to create other, more complex, SQL join configurations like the ones below:     Combining reporting elements vertically Simply take your reporting elements and specify an Output Order in the Union Tool to stack them vertically - without creating a single reporting element from the combination like the Layout Tool does:     Detouring in apps/macros with help from Tool Containers See the attached v10.6 workflow, Union.yxmd, for the stack, join, and reporting examples shown above!   By now, you should have expert-level proficiency with the Union Tool! If you can think of a use case we left out, feel free to use the comments section below! Consider yourself a Tool Master already? Let us know at community@alteryx.com if you’d like your creative tool uses to be featured in the Tool Mastery Series.   Stay tuned with our latest posts every Tool Tuesday by following Alteryx on Twitter! If you want to master all the Designer tools, consider subscribing for email notifications.
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Use the following instructions to download and install the Alteryx Designer. All steps and screenshots below were made using v11.0.   1. Navigate to http://downloads.alteryx.com/ and select the correct version of the designer based on your operating system (32/64-bit operating system in Control Panel\All Control Panel Items\System >> System type) and user account privileges (Alteryx Designer Admin/Non-Admin Install Guide):      “View All Downloads” will show you a more extensive list of Designer installs – be sure to take a look at this to know you have the correct designer version before initiating an install. “View All Documentation” will supply you with referential information to around the Designer and its installation.   2. At the bottom of your browser window open the installation executable:     3. If prompted by the User Account Control, select Yes to allow the executable to begin the installation:     4. Close all instances of Alteryx currently open on your computer.   5. Select the correct install in the download manager:   6. After a brief load screen, the install will continue to the next prompt, which will list the necessary pre-requisites for installation. Previous versions of the designer will be uninstalled automatically, but otherwise ensure these pre-requisites are satisfied:   7. After clicking next, your install will validate and begin initialization:   8. Continue through the installation menu by selecting “Next,” changing fields where necessary:   9. Read and accept the license agreement before clicking “Next” to continue:   10. Installation will begin:        11. Click “Finish” to complete your installation:     12. If prompted for a license and email, enter them to activate the Designer.
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Is it possible to query the data on the "View Schedules" tab of the scheduler? This question has come up a few times recently, and the answer is yes you can but the method depends on whether you are using MongoDB (Server) or SQLite (Designer + Scheduler). Let's go over MongoDB (Server) first: First you'll need some information from your System Settings (Controller - Persistence section): You'll need the Host information, Username, and Password. You'll see two options for password, Admin and regular. For this you want to use the regular Password (which you can just copy/paste into your connector). Once you have this information, configure the MongoDB Input tool (Connectors toolset): The "Host" information goes in the Server input. Username and Password go in their respective boxes. The database you need to query is AlteryxService. The Collection drop down should auto populate with the tables you can pull from, however you may need to run the workflow once to refresh (you will get an error stating that Database and Collection must be specified). Once you've established your connection you can use the rest of the tool configurations to set up any other information you want such as record limits: You can find more information on the specifics of these options in the help file by clicking on the ? icon in the tool configurations. Next we’ll go over how to connect using SQLite (Designer + Scheduler): For this option it’s pretty straight forward. You’ll use your standard Input Data tool. Browse out to: ProgramData\Alteryx\Service\Persistance\AS_Schedules The file you are looking for is called “__TheData.sqlite” Parse the data With both methods you'll get a variety of information back including computer name, username, run dates, etc. There will also be a field called "ServiceData" that is a blob field with a binary object. This field contains additional information about the record you are viewing and can easily be parsed using the ServiceDataParser macro attached below. The ServiceDataParser.yxmc was created by Kory Cunningham and is necessary to make use of the additional field. The original macro is included in the Gallery Usage Report App available on the downloads page ( http://downloads.alteryx.com/downloads.html )  Note that in some cases you may encounter an error when trying to use the macro stating "This tool is not licensed". This is because the macro uses a generic tool that some older licenses don't enable. If you encounter this error, consult with our Fulfillment team to obtain an appropriate license.   Put it all together: The final step here is to join the information from the various Mongo tables back together (if pulling from multiple tables). The key table for this process is the Queue table (AS_Queue) as it holds all of the IDs necessary to join back to the other tables (AS_Results, AS_Schedules, AS_Applications) in order to get all the data together.   You'll need multiple Joins to make this work outlined below: 1) Join the Schedules Table to the Queue Table using the AS_Application_ID field. 2) Join the results of Step 1 to the AS_Results Table using the AS_Queue_ID field. 3) Join the results of Step 2 to the AS_Applications Table using the AS_Application_ID field and the Mongo_id field (from Mongo Input tool)   Note that in order to use the Mongo_id you'll need to parse it out to remove the unneeded information. You can do this using a simple RegEx expression within the RegEx tool: .*"(.*)".*   I've also attached a sample workflow detailing this process. Note that the workflow probably won't run until you update the credentials to match your own as it is set up for my instance of Mongo. You can use the workflow as a template for your own connections.   If you want to take this process a step further, take a look at this article. It will show you how ot use an Alteryx macro to accomplish this (downloadable from the Gallery) and also includes a link to show you how to build a Tableau dashboard to make the information easier to consume! All screen shots and directions are taken from Alteryx version 10.1.6   **Update for 11.0 release** In 11.0, the option to schedule workflows from the Gallery was added. I've updated the sample workflow to show how to bring those in and identify them separately. There's a bit of extra parsing necessary. Take a look at the "PullFromMongo_Updated_v11.yxzp" file attached.
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This new functionality will replace the Alias Manager. The reason for this upgrade is twofold: first, we wanted the ability to create and manage aliases to become part of your database connection process as it will make users life easier when updating passwords and remembering what connections connect to where. The second reason is to have another one of our new functionalities (Database Connection Sharing) seamlessly integrated with users own database connections.
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Reading in multiple files with different field schemas   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.   The Directory Tool can be very powerful when reading in multiple files from a folder, either on your local drive, or network location. Once you have the list of file paths you can use the dynamic tool or create a batch macro to read all of these files in.    The dynamic input can be used if all your files have the same field schema.    However, if the field schema's differ you will receive the warnings below when using the dynamic input tool to read in the full file paths.   As a result, you can create a simple batch macro which can be used repeatably to bring in multiple files at one time.        Inside the Macro - The first step is to create your workflow.   1) Bring in an input tool and select one of the files you wish to read in. In this example I use .xlsx files but you can choose whatever file format you wish to read in however, it will need to be the same file format for all files you are reading in.   2) Add a control parameter above your input tool. This allows you to pass one file path at a time from outside your macro. There is no configuration needed on this tool.   3) Drag from the 'Q' of the control parameter down into the lightning bolt of the input tool. This will add in an action tool. In the action tool highlight the file path in the configuration window.   This will now add it into the 'replace a specific string' option at the bottom of the configuration window. All this means is that the value you pass through your control parameter will replace this in the input tool.    4) Add a macro output to the Input tool. This will allow the data to flow out of the macro back into your original workflow.      Now got to View>>Interface Designer (ID) and click on the wrench icon within the ID window.   In the output mode change the option to:   - Auto configure by Name (Wait until all iterations Run) - Auto Configure by Name will union the fields with the same names   - Auto Configure by Position (Wait Until All Iterations Run) - Auto configure by position will union field 1 etc. in the same position for every file read in.     This will now remove the warnings you were getting with the dynamic input.    Inserting the macro into your workflow   1) File>>Save As - Save the macro in a location where you can access it. Alteryx will know this is a macro workflow because you have added a control parameter, as well as a macro output.    2) In a new canvas you can then right click on the canvas>>insert>>>Macro).   3) If you are reading in a list of files you can then use the directory tool to access the folder with the files in it.   4) As this is an xlsx example I will need to add the sheet name for each of the files. If you are reading in a different file type you will not have to do this step.   5) You can then configure the control parameter and select 'Full path'.     Attached is an example workflow (Version 11.0) which you can use as a template to build off.    If you would like to build a batch macro there is an excellent video on our demand training web page: http://www.alteryx.com/on-demand-training   *Although this macro has been tested it may not work in all scenarios. Please comment on the thread and I would be happy to assist.   Best,   Jordan Barker Client Service Representative
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