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The Append Cluster Tool is effectively a Score Tool for the K-Centroids Cluster Analysis Tool. It takes the O anchor output (the model object) of the K-Centroids Cluster Analysis Tool, and a data stream (either the same data used to create the clusters, or a different data set with the same fields), and appends a cluster label to each incoming record. This Tool Mastery reviews its use.
This is a quick guide to get you up and running with Alteryx!
Please note: To license Alteryx versions 11.7 or older, check out the Licensing Series here. If you’re a current customer, check out the 11.8 Licensing FAQ for more information on what’s changing with Licensing.
If you have other questions about licensing, let us know at email@example.com!
What do I need to get licensed?
Alteryx products require license keys to activate, which are 32-character strings split into dashes, ex. 1a2b-3c4d-56ef-7g89-0h12-jkl3-4m56-n78o
Each license key corresponds to a single product, so you may have one key for Alteryx Designer and another license key for an add-on product, like US Data.
Each license key has a number of seats available, which corresponds to the number of machines it may be used on. A single user may use multiple seats if they activate the license key on multiple computers.
Alteryx will send license keys to a license administrator at your organization, who decides how to distribute these licenses.
How do I license Alteryx?
Licensing Alteryx is easy! Just follow these simple steps:
If you need to download Alteryx, you can find it in the Downloads & Licenses portal at licenses.alteryx.com.
You will need your license key to sign in to the portal.
Install Alteryx on your computer, and open it.
When prompted, type in your email and paste in your license keys.
You can input multiple license keys at the same time, one per line, if you have multiple licenses to activate.
If you’re already licensed, you can get to this screen in Designer by going to “Options”, “Manage Licenses”, and then “Activate New License”.
What if I’m offline?
If you’re offline, you’ll need to activate Alteryx using license files.
To start the Offline Activation process, open Alteryx and go to Options > Manage Licenses.
Select Activate License to bring up the window below:
If you are on Alteryx between version 11.8 and 2018.1.3, you will need to be offline to see the activate offline option.
Click on the Activate with File button in the bottom left. You will see two options, Create, and Browse.
Click on the “Create” button and paste in your license keys, email, first name and last name. Then, click “Create request” to generate a *.req file and save it on your computer.
Take this file and upload it to licenses.alteryx.com, or provide it to your license administrator.
Click “Upload Activation Request” under the Announcements to upload.
Download and save the *.bin file to your computer.
Back in Alteryx, now click on the “Browse” button under “Use an activation file to activate offline”.
If the previous window is still open, you can click “Back” to go back to the activation screen.
LICENSING VIDEO TRANSCRIPT - USER
Version 2018.1 brings significant changes to the Alteryx platform’s licensing system. As part of our partnership with Flexera Software, the new Downloads and Licenses portal provides Alteryx users with an easily accessible location to download recent product releases and a streamlined process for activating product licenses. Version 2018.1 is the first version in which users will be required to activate license keys that are compatible with our new licensing system. In this video, we will demonstrate how to access the Downloads and Licenses portal to download Alteryx Designer, activate a license, and manage your license in Designer. Once you have received your new license key from your license administrator, browse to licenses.alteryx.com. Enter the credentials you use to access the Alteryx Analytics Gallery. Haven’t been to the Gallery before? It’s simple to register and create an account! After entering your credentials or creating your account, you’ll be directed to the Alteryx Downloads and License portal. The Alteryx Downloads and Licenses portal displays information on the most recent releases of Alteryx products, download locations for each product, and announcements, including links to the Release Notes for the most recent version of the software. We’ll choose to download Designer for the most recent version of the software, 2018.1. In the box labeled “Product Downloads”, we’ll click “Alteryx Designer”. On the following page, we’ll choose the download package for the New Version, 2018.1. Select the installer for the product or products you’d like to install. You can choose between admin and non-admin versions of Designer and the Predictive tools, as well as reference map layers. To learn more about each product, click the “plus sign” next to the product name to expand its description. We’ll install the non-admin version of Alteryx Designer. To start the process, we’ll click the executable for this product, which begins the download process. To install the product, follow the prompts provided by the InstallWizard. Once you’ve completed the installation process, open Designer. You’ll be asked to activate your license. In the Activation window, enter your email address and the license key you’ve been given. Then, click “Activate”. Now, you’re ready to drag and drop! As a user, you’re able to easily see the products you’ve installed and the information associated with that product’s license in the Manage Licenses window. Under the “Options” Menu in Designer, we’ll choose to “Manage Licenses”. In this window, we can see our actively licensed products, the license key associated with that product, and the expiration date for that license. We can manage our licenses using the buttons to activate a new license or deactivate a license. Activating a new license opens an activation window where you can enter your email address and license key for the product you are activating or renewing. Deactivating a license allows that license key to be transferred to another user or a different machine. Select the product you’d like to deactivate using the check boxes to the left of the listed Products. Then, click “Deactivate License”. Confirm your deactivation by clicking “OK”. Should you need it for future reactivation, copy and paste the key that is displayed in the window. After clicking “Close”, you’ll notice that the deactivated product is no longer listed in the Manage Licenses window. In the event that you require an offline activation, you’ll need to activate your Alteryx product with an activation file. In this case, you’ll need to create a license request file from the offline machine, which then needs to be uploaded to the Downloads and Licenses portal by your license administrator. Please refer to the Licensing Help Documentation to complete the necessary steps for an offline activation. If you encounter an issue during your activation process, be sure to contact the Alteryx license administrator for your organization.
What do I need to know if I'm a License Admin?
License admins play an important role in getting their colleagues up and running in Alteryx. All new license keys get sent to the License Admin, who decides how to distribute them in the company.
Here’s how it usually works:
Alteryx sends an email over to the license admin (above) with the license keys and other information.
The license administrator sends the license keys over to Alteryx users at their company, along with a link to licenses.alteryx.com, where they can go to download Alteryx software and datasets.
License admins also have access to extra functionality on the Downloads & Licenses portal at licenses.alteryx.com!
Can I deploy Alteryx in a silent install?
Absolutely! If you would like to automate the deployment of Alteryx, you can use our command line activation options to install and license Alteryx software in the form of a script or packaged app deployment.
What are the technical requirements?
First, check that you meet the technical specifications for installing and running Alteryx.
Make sure that Port 80 and Port 443 are open.
The licensing system contacts the following web domains, so make sure that the computer has access to them:
NB: Alteryx Designer must be able to connect directly to https://fno.devops.alteryx.com. If your network employs a transparent SSL/TLS proxy to intercept and inspect encrypted payloads, you will need to request an exemption (sometimes called a "decrypt bypass") from your IT/security team.
LICENSING VIDEO TRANSCRIPT - ADMIN
Version 2018.1 brings significant changes to the Alteryx platform’s licensing system. As part of our partnership with Flexera Software, the new Downloads and Licenses portal provides Alteryx users with an easily accessible location to download recent product releases and a streamlined process for activating product licenses. For license administrators, the Downloads and Licensing portal offers the ability to easily view and manage licenses. In this video, we’ll demonstrate a few administrative tasks using the Downloads and Licensing portal. A new user at our organization has requested a license key for Alteryx Designer. We need to assign her a license key for this product. We’ll log into the Downloads and Licensing portal to see the available keys we have. Once in the portal, we see a few menu options: Licenses, Machines, and Accounts & Users. We’ll click on “Licenses”, then “View Licenses” to see all the licensed products available to us, as well as the associated license keys to those products. Each available license key is listed alongside its associated product, number of seats, and expiration date. The drop-down menus at the top right of the page allow us to filter this information either by product or by a specific license key. Let’s search one the keys we have been distributing to our associates. In the first drop-down, we’ll select “License Key”. In the second drop-down, we’ll choose “Equals” and paste our license key in the text box. Then we’ll click the magnifying glass icon to filter the data. After a moment, we see that only this license key has been found. This key licenses the Alteryx Designer, which is exactly what our user needs. We notice that it not only has available seats but also ample time before it expires. Then, we’ll select the license key and copy the key from the License Details screen. We’ll send that to our user so she can activate this key on her desktop. Let’s learn more about this license key that we’ve just distributed. Who else is using this key? And where is it installed? To find this information, we’ll navigate to the menu labeled “Machines” in the Downloads and License portal. We’ll select “Administer Machines”, which then gives us a list of every machine name with an activated license key. By hovering on the machine name’s associated “License Info”, we can see what product or products are active on that machine. Let’s narrow this list down by searching the license key we provided to our user. In the drop-down menu on the top right of the screen, we’ll choose “License Key” and paste the key into the text box. We’ll search the data for records associated with this key. Now, we can see a list of the machine names associated with this license. Hm, it appears we need to do a bit of maintenance. We know that a particular machine no longer needs an active license. We’ll revoke this license to remove it from the machine and make it available for another user. We’ll click the machine name from which we want to remove the license. Then, we’ll click the button that says “Action” and choose “Revoke a License”. In the gray text box under the column header “Quantity to Remove”, we’ll enter “1”, the number of license keys currently activated on the machine. Then, we’ll hit “Save” to commit this change. We have one more task to do: a user has left the organization and we need to remove him from our system. In the Downloads and Licenses portal, we’ll select the menu “Accounts & Users” to search for this user’s name. In the Users Advanced Search, we can search this user using a few methods; we'll search this user by last name, Skywalker, which we’ll manually type into the text box. Once our user appears, we can select the checkbox next to his information and from the box labeled “Action”, click “Delete”. However, on second thought…perhaps it’s better to change this user’s status to “Inactive”. This way, we’ll be able to view this user’s history in the portal, in case we ever need it. We’ll click the user’s display name, which then takes us to a page that allows us to edit this user’s information. We can change this user’s name and contact information, as well as their access to the Downloads and Licenses portal and their status. We’ll change this user’s status from “Active” to “Inactive”, then save our changes. For more information on Alteryx license administration, a number of additional resources are available to you. The Licensing Help Documentation provides detailed information on portal navigation and task execution. The Community includes an FAQ and Knowledge Base articles on a variety of topics related to licensing. Finally, any technical questions can be sent to our Fulfillment team at Fulfillment@alteryx.com.
UPDATE: As of 3/14/18, the URL "downloads.alteryx.com" will re-route to "licenses.alteryx.com". To access the Downloads and Licenses portal, please sign in, and select the product you'd like to download, such as Designer, from the homepage. Previous versions of your selected product can be downloaded on the following screen; toggle between "New Versions" for the latest version and "Previous Versions" for earlier, supported versions of the product.
Is there a workaround for not being able to use the Folder Browse Tool in the Gallery? Though it may not be as clean as being able to use the Folder Browse Tool, the simple workaround for this is to use the Text Box Interface Tool instead. This will allow the user to copy a directory path from Windows Explorer and paste it into the Text Box. In the workflow, all you need to do is connect the Text Box Tool to an Output Data Tool and have the Action Tool update the path portion of the Output Data Tool. You can even enter in a default path in the Default Text section of the Text Box if there is a path that is most commonly used.
To assist you in your R adventures in Alteryx, we've developed a R Tool Cheat Sheet which you can download to have as your very own. This article reviews and explains the functions included in the Alteryx - R cheat sheet.
The ‘How to Guide' to Google Sheets
In Alteryx 10.5 we have introduced two new connectors for Google Sheets, allowing you to download and upload data to and from Google sheets.
These connectors are only available in Alteryx Designer/Server 10.5.
These connectors are not installed directly with the designer. You can download them the Alteryx Analytics Gallery
These connectors are querying the Google Sheets API, which is different from the Google Drive API.
- If you have Excel, .csv, .txt or.ods file types in your Google Drive, you will have to convert them to a Google Sheets file before pulling them in.
- Google Sheets files that can be read by the connector will have this icon:
- All Google Sheets contained in Folders within your Google Drive will be visible in the connector.
Step 1: Sign up/in to Google Sheets
To use these connectors you will need a Gmail account linked to your Google Sheets Account. Follow this link and click ‘Go to Google Sheets’.
This will then take you to the Google Account login. Enter your details here or sign up for an Google Account if you do not have one.
Congrats you’re now in Google Sheets
Within Google Sheets you will be able to see any excel documents you have uploaded previously or if this a new account you will not see any documents other than ‘Start a new spreadsheet’.
If you do have spreadsheets exist you will see them posted below the 'Start a new spreadsheet' section.
Let’s move to Alteryx
We now have Google Sheets configured and have the correct credentials to connect.
Depending upon if you want to bring files into Alteryx from Google Sheets or write data to Google Sheets, this will dictate the type of connector you will use.
If you are bringing data in from Google Sheets you will want to use the Google Sheets Input Connector, alternatively if you are writing out will want to use the Google Sheets Output Connector.
Bringing in data from Google Sheets
When you bring in the Google Sheets Input connector you will see two sign in options, one for ‘User Login’ and another for ‘Developer Login’.
The Developer login will require you to set up Google API Credentials. This option requires obtaining a Client ID, Client Secret, and Refresh Token. You SHOULD use this option if you are looking to schedule this tool as it does not require re-entering credentials to run a workflow.
The ‘User Login’ is appropriate for all other scenarios but you will need to re-enter your credentials every 60 minutes or when you close and re-open a workflow.
Once you hit ‘User Login’ it will generate a pop-out window with the same screen as the Google Accounts Login. Enter your username and password here and hit accept.
This will now take you back to the Google Sheets Input connector configuration window in the designer.
You will now see the spreadsheets which exist on Google Sheets.
You can now select one of the sheets and it will highlight in blue and populate where it says ‘no value selected’ above.
Once this sheet is selected the next button will become active and you can press it.
If there is a sheet associated with the spreadsheet it will then prompt you for that on the next window.
There is the tick box for ‘First row contains field names’. When this box is checked, Alteryx sets the first row of input as field header information. If you leave this option unchecked, Alteryx assigns field names based on their order (e.g., 0, 1, 2).
Once you select the sheet it will then become active and you can press ‘Done’.
This will take you to the final overview window.
This overview window will give you a chance to ‘change spreadsheet’ if you would like. If you are happy with your selection you can run the workflow and it will give you the data from that Spreadsheet.
Writing out to Google Sheets
Similar to the input tool the Google Sheets Output connector will ask you for your Google Account in a pop out window.
Once you have logged in it will give you five different options:
Depending upon your dataset and current spreasheets in Google Sheets this will disctate what option you choose.
With all other options other than ‘Create New sheets’ it will populate with spreadsheets and sheets which already exist in your Google Sheets account. If you choose ‘Create New Spreadsheet’ this will prompt you for a new Spreadsheet and Sheet name (see below).
Similar to before once you have created a new spreadsheet or updated an existing spreadsheet it will give you a confirmation window.
If you are happy with the configuration window you can now run the workflow and it will be written to your Google Sheets Account.
Congrats you have successfully configured the Google Sheets Input & Output connectors!!!
Tips & Tricks
If you are scheduling a workflow with a Google Sheets connector we recommend using the ‘Developer Login’. This will use your hard coded Google API credentials and therefore will not expire every 60 minutes.
If you wish to Change Credentials please use the hyperlink in both connectors and it will return you back to the Google Account Login page.
"Time out error with the ‘Developer Login"
The Developer Login authentication method uses the Google Spreadsheets API and may time out when trying to download large files. If you encounter this issue:
Break one large sheet into two or more smaller sheets.
Use a Google Sheets Input tool for each sheet and combine the results with the Union tool.
"The email and password you entered don’t match"
Please re-check you have the right credentials. This is a Google error not an Alteryx Error.
If you have version 1 of the Google Sheets input connector, when you read in data it will change your data types in the Google Sheets Spreadsheet to 'Plain Text'.
This has been fixed in the latest version of the Google Sheets Connectors. Please re-download the connectors.
'Cannot find Macro' - When scheduling the Google Sheets Tools.
So the reason is because the yxi package gets installed into a different location on the server and the user needs to manually save this is a new folder.
The Server documentation refers to this on page 57. In short here is the summary of what the user has to do below:
When a tool that is packaged as a .yxi file is installed, the tool is added to the tool palette in Designer and the .yxi file and supporting macros are installed in the AppData\Roaming folder in the user’s account. For example: C:\Users\\AppData\Roaming\Alteryx\Tools\.
A .yxi file must be manually installed before a workflow that includes that tool can be run.
In order for a tool package to be available to Gallery and Scheduler processes on a machine, a Gallery administrator must copy the contents of the .yxi file to the C:\ProgramData\Alteryx\Tools directory on the server.
In a multi-node environment, the .yxi file must be added to every worker machine in your server deployment.
To install a Tool Package on the server:
Double-click the .yxi file and select OK on the Tool Installer window.
Locate the user Tools directory: C:\Users\\AppData\Roaming\Alteryx\Tools.
Copy the folder of the tool to be installed on the server.
Paste the folder in the following directory: C:\ProgramData\Alteryx\Tools.
Alteryx loads tools in the Designer from these locations in the following order:
Alteryx install folders
If you have any issues please reach out to Alteryx Support
Hello #AlteryxAddicts, tl;dr tl;dr - Alteryx Partners leveraging the Designer API via .NET should not upgrade to Alteryx Designer 11.8, 2018.1, or 2018.2 because doing so will render API integration inoperable. The issue will be addressed in Alteryx Designer 2018.3 (expected GA end of August 2018) at which time users can safely upgrade. FAQ What Happened? We uncovered a previously unknown issue that renders the Designer API from .NET inoperable for Alteryx Designer 11.8, 2018.1, & 2018.2 (NOTE: API code itself is sound, the issue is 100% attributable to licensing). What is the Designer API? This notice is specifically for APIs accessed via the .NET assemblies such as “Allocate.Net.dll” and “AlteryxAPI.Net.dll”, documentation found on page 1 of: [installdirectory]\Alteryx\APIs\readme.pdf. Why did this happen? In our work to improve the Alteryx Designer Licensing experience, we inadvertently broke the ability to license API in Designer when using the .NET assemblies. This issue was identified and resolved in a timely manner and is expected to be resolved in Alteryx Designer 2018.3. What will this problem look like? - The user will receive a message that the API is not licensed. Who's Impacted? - Anyone leveraging Alteryx API on Designer 11.8, 2018.1, and/or 2018.2. Who's Not Impacted? Anyone leveraging Alteryx Designer API in Alteryx 11.7 and older. Alteryx Designer APIs accessed via C++ or the CLI were not impacted and will continue to work as expected. When will the issue be fixed? Alteryx Designer 2018.3 (expected GA end of August 2018) Next Steps? If you are using 11.8, 2018.1, 2018.2 and the Alteryx API, this issue directly impact you. We recommend downgrading to 11.7 until 2018.3 is released. Otherwise, wait until 2018.3 is released and use API integration with it. NOTE: You can also use Alteryx 11.7 and older without interruption until you choose to upgrade to 2018.3 (or future releases). Questions? Contact firstname.lastname@example.org Alter Everything! -- Alteryx Product Extensibility team
Have you ever used the ConsumerView Analytical File in US Core Data and stared wide-eyed at the codes returned? There is now an alternative to looking in the documentation for the coded values! The ConsumerView Renaming Macro allows you to rename the codes into readable data.
Connecting to Salesforce
In order to use the Salesforce Input or Output tools in Alteryx, you must first connect to Salesforce using your Salesforce credentials:
URL - The URL of your salesforce instance in the format: https://[instance].salesforce.com where [instance] is the domain of your Salesforce environment.
User Name - Salesforce username (often an Email address).
Password - Password associated with Salesforce account.
Security Token - If necessary, you can send a new token to your email by logging in to Salesforce, going to “My Settings”, and selecting “Reset My Token” under the “Personal” tab.
Once you click the ‘connect’ button, Salesforce will authorize your credentials, and you will be able to begin using the tool to query Salesforce data.
Salesforce Input Tool (Querying Salesforce)
The Query Builder has four fields that allow you to select the data you would like to pull from Salesforce simply, without having to write full SOQL (Salesforce Object Query Language) statements:
Table: Select the table you would like to pull fields from. *The list only includes ‘Queryable’ tables as defined by the flag ‘Queryable’ set to true or false returned by the API call.
Fields (optional): Select the fields in the table you need data from. If no fields are selected, all fields will be pulled.
Record Limit (optional): Place a MAX on the number of records you will pull.
WHERE Clause (optional): Using a SOQL statement, specify the conditions that you require for the data you pull. *You do not need to include ‘WHERE’ in the statement. Ex. AccountID = ‘2543456’
It is best practice to limit the records you bring in with the Fields, Record Limit, and WHERE clause arguments in the Salesforce Tool instead of bringing in all of the salesforce data, and then filtering down the data with tools in Alteryx.
If you prefer Querying Salesforce using SOQL, you can use the Customer Query to write out SOQL statements. For full SOQL Syntax, see this link. If you began using the Query Builder, and decided to change to the custom query, you will be prompted in the Custom Query Builder to pull in the query you began in the Query Builder in full SOQL syntax:
Below the SOQL Query text box is a check box for “Attempt to Parse JSON Response.” With this box checked (the box is checked by default), Alteryx will attempt to parse the response returned from the API call for quick viewing in the results window. If the box is left unchecked, the API response will be returned in one field titled “JSON.” You can parse this response using the JSON Parse tool in Alteryx.
Next to the “Attempt to Parse JSON Response” check box is a “Validate” button. Clicking this button prior to running the workflow will submit the query to Salesforce to determine if it valid. It will also check to see if the response from the API will be able to be parsed automatically, which should prompt you to leave the “Attempt to Parse JSON Response” check box selected.
Salesforce Output Tool (Writing to Salesforce)
Connecting to the Salesforce Output is identical to the Salesforce input tool. URL, User Name, Password, and Security Token are all required credentials to connect to the API.
There are only two options that need to be selected in the Salesforce Output tool. Both are required.
Table: Select a table to write to from the list of tables available
Output Operation: Select the operation for how you will write the data to the table. The three available options are Update, Insert, and Delete.
** If you want to overwrite values in Salesforce with null values, use “#N/A” instead of “null.” You can accomplish this with a replace function in the Formula tool.
Basic Troubleshooting steps:
Error: “Unable to reach SOAP API (Check URL)”
-The first thing to check with this error is that the URL you entered is correct and in the format: https://[instance].salesforce.com.
-Check to see if your username needs to have the domain attached (eg. JonDoe@alteryx.com).
-If you’ve ensured that the URL is correct, this may be a proxy issue. Alteryx should pick up the proxy settings, but you may need to enable them manually by going to Options->User Settings->Edit User Settings->Advanced. There is an article on the community that walks through this.
-The tool requires that your Salesforce account is API enabled. You may have to work with your Salesforce administrator for granting your account API User Permissions.
Error: “The following fields are not updateable members of the target table: (table)”
This error is telling you that your Salesforce administrator has locked the fields from being updated, and you will have to work with them determine what can be updated.
Error: “INVALID_LOGIN: Invalid username, password, security token; or user locked out.”
After you have confirmed that your credentials are correct, and you are not locked out of Salesforce, check to see if your company uses SSO (single-sign-on) for Salesforce. You can check this by seeing if Salesforce requires a password when you log in a browser. This authentication is not supported by the connector, and will not work. Custom domains are also not supported by the tool. Check to see if you are using a custom domain to log onto salesforce. You will know you are using a custom domain if this screen appears when logging in to Salesforce:
Because there are “two pages”/steps for authentication, and the tool can only send one request, this type of authentication is not supported.
*See the “Common Issues” section of this Community article by @JordanB for more common issues and troubleshooting steps.
Salesforce has a maximum length for SOQL statements, which is set at 20,000 characters by default. There is also a maximum length of 4,000 characters for the WHERE clause. Other SOAP API call limits can be found here.
As the API accepts data in batches which have limits, the output tool contains logic to take care of the batching. Please see this link for more details.
Imagine this – you’re on vacation. You’re on a sandy beach where the sun has been relentless all day. It’s hot and you need something to cool you off. Ice cream would be perfect! The Find Nearest tool can help!
The Sample Tool allows you selectively pass patterns, block excerpts, or samples of your records (or groups of records) in your dataset: the first N, last N, skipping the first N, 1 of every N, random 1 in N chance for each record to pass, and first N%. Using these options can come in the clutch pretty often in data preparation – that’s why you’ll find it in our Favorites Category, and for good reason. While a great tool to sample your data sets, you can also use it for:
Alteryx provides product technical support for a period of eighteen (18) months after the Release Date of each Release Version, as outlined in the tables below.
NOTE: You can find product 'Release Version' details for all Alteryx Analytics Platform products by following the steps here.
Alteryx Designer & Server
End of Support (EOS)
Version Information Displayed in Product
End of Support (EOS)
Version Information Displayed in Product
End of Support (EOS)
v2018.2.0 - Build 593b5b29
v2018.1.0 - Build 2bfb396
Alteryx Analytics Product Compatibility Policy
Alteryx is committed to ensuring that workflows created in legacy versions of Alteryx Designer will continue to work as expected with newer versions of Alteryx Designer. Alteryx will identify any known workflow compatibility issues. With the release of 11.7, a user may convert workflows created in a newer version of Alteryx Designer for use in an older version of Alteryx Designer. In this 'downgrade' scenario, a dialog appears asking the user to confirm or cancel the conversion process. Conversions performed in this manner are not fully tested for compatibility. For Alteryx Designer users who also use Alteryx Server, Alteryx is also committed to ensuring that in an upgrade scenario, legacy versions of Alteryx Designer are able to successfully connect to and use the newest Alteryx Server version. Therefore, it is always recommended that Alteryx Server first and the Alteryx Designer installations are upgraded thereafter. Alteryx will identify any known upgrade compatibility issues. If you experience any issues with an upgrade, please visit alteryx.com/support.
Alteryx Designer Predictive Tools Compatibility Policy
Alteryx Designer users can install predictive tools for use with open source R, or Microsoft R. This table details the versions compatible with each release of Alteryx Designer.
Alteryx Designer Version
Standard R Version
RRE - Revolution R Enterprise
(renamed as Microsoft R Server in 2016)
Microsoft R Client (MRC)
Microsoft R Server
(renamed as Microsoft Machine Learning Server in 2018)
Microsoft Machine Learning Server (MMLS)
Deprecated by vendor - Not supported
Deprecated by vendor - Not supported
Deprecated by vendor - Not supported
Deprecated by vendor - Not supported
Deprecated by vendor - Not supported
Deprecated by vendor - Not supported
Deprecated by vendor - Not supported
Deprecated by vendor - Not supported
When importing a .xls file using the Input tool, Alteryx produces NULL values for specific cells, why does this happen?
By design, Alteryx uses either the Jet or ACE drivers when importing .xls files. In short, it’s not really an Alteryx issue but rather a limitation on the Microsoft drivers, but there’s always a workaround available, and we’ll dig into it later.
One of the common reasons this happens is due to the logic both the JET and ACE drivers follow. By design, they look at the first eight rows in your document when identifying the data types and their lengths, when it comes to handling Legacy Excel files. Translation, please? If at least one cell within the first eight rows of your file contains more than 255 characters, then the drivers will set the data type as “memo” (i.e., a length that can hold up to 32,768 characters). Now if the data type doesn’t exceed 255 characters within the first eight rows the driver sets the data type as a string with a 255-character restriction. How does this relate back to you? Well, if any of your cell values that are after the first eight rows do surpass 255 characters, then the driver will assign a NULL value to those cells. Confusing, right? It’s a good thing all is not lost, at least not yet.
The user has the choice to work around this issue or fix it in their registry. The workaround includes the following:
From the Input Data Tool configuration, check option 6: "First row contains data." This will force all fields as a V_String.
Configure the Dynamic Rename Tool to "Take Field Names from First Row of Data."
Use the Auto Field Tool to assign the best field type for each data column correctly.
The fix for this involves changing a setting in your registry. These instructions are being provided as well as documented from Microsoft, as Alteryx cannot be sure that changing this setting will not cause problems with other applications. For more information on this issue: http://support.microsoft.com/kb/189897.
To change the Registry setting***
Go to Start > Run and type "regedit"
In the registry go to HKey Local Machine > Software > Microsoft > Jet > 4.0 > Engines > Excel
Double Click: TypeGuessRows
Change the value to 0 (zero)
Another workaround is to save the .xls file as a .xlsx. It’s well known that Microsoft hasn’t updated the legacy file extension since 1997. If this is an option you desire to exercise, fear not, there is a Macro for that, especially if you need to convert files by the masses.
Quick Shout out to DanJones for creating a fantastic app that takes a directory path and converts all xls files to csv or .xlsx respectively.
The post is located all the way in the bottom.
Disclaimer, when it comes to converting a .xls as .xlsx, please review if your workflow has a lot of formatting enabled, if so, please remember that sometimes this will potentially create inconsistencies with your data. It’s also possible to lose some data in the process.
*** For performance reasons, setting the TypeGuessRows value to zero (0) is not recommended if your Excel table is enormous. When the value is set to zero, Microsoft Excel will scan all records in your table to determine the type of data in each column.
Thanks for reading! If you have any questions, please message away!
“Unhandled Exception occurred” error is thrown when you copy and paste text (Ctrl-V) using the R Tool.
Now, to witness it happening:
Looking at the error log you will see error message below:
Default Log path - C:\ProgramData\Alteryx\ErrorLogs\AlteryxGUI
If you look at the log, you can see the error is directly related to the FIPS cryptographic algorithms. According to Wikipedia, FIPS stands for Federal Information Processing Standards and it is a “standard developed by the United States federal government for use in computer systems by non-military government agencies and government contractors”.
As of right now, “Unhandled Exception occurred” error will be thrown in the R Tool if FIPS compliance is turned on .
Our Development team is fully aware of the problem with the FIPS compliance and is planning to sort this out in the future releases. As for temporary solution, you can consider turning off the FIPS compliance, of course after checking and making sure your IT manager is okay with it, and this should resolve the “Unhandled Exception occurred” error.
Here’s how you can turn off FIPS compliance:
There are other ways to turn on/off FIPS compliance and you can find them here:
As most of us can agree, predictive models can be extremely useful. Predictive models can help companies allocate their limited marketing budget on the most profitable group of customers, help non-profit organizations to find the most willing donors to donate to their cause, or even determine the probability a student will be admitted into a given school. A well-designed predictive model can help us make smart and cost-effective business decisions.
You’re creating an app that involves dates. You want the user to be able to dynamically select the dates being used in the app, though. The tools you already know may not work. A Text Box would be too messy and allow lots of room for error. Pre-defined Drop Downs and List Boxes aren’t dynamic enough. Ah ha! What about that tool that looks like a calendar? The Date tool in the Interface category provides the perfect solution!
Trying to convert all of your old, mundane Excel workbooks into Alteryx workflows? The Running Total Tool could be the key to your success! You know, it’s that tool in the Transform category with the little running man picture on it.