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Alteryx Knowledge Base

Definitive answers from Designer experts.
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The BB Date tool allows you to parse any date or datetime field with ease - even if you have mixed formatting.
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First added to Alteryx Designer in version 10.6, the Optimization Tool is a member of the Prescriptive Tools (included with the Predictive Tools installation) and allows you to solve optimization problems. Mathematical Optimization is the selection of the best possible option(s), given a set of alternatives and a selection criterion. In this Tool Mastery, we will review the inputs, configuration, and outputs of the Optimization Tool.
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This article is an extension to the community article " Scheduling as a copy in the Scheduler DB vs On Disk ", and is specifically aimed for Designer + Desktop Automation installations only.
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Question   What’s the difference between Scheduling a workflow from its original location on disk vs as a copy in the Scheduler DB?   Answer   Run a copy of the workflow stored in the scheduler DB creates a copy of the workflow and stores it in the scheduler’s database. When the time comes to run the workflow, it is pulled up from the database and run.   When scheduling as a copy stored in the scheduler DB, it is important to make sure that any dependencies (input files, macros, etc) are available at run time. If the location of the dependencies cannot be reached by the Scheduler you may run into errors stating things such as “File not found” or “unable to open macro”. These errors mean the Scheduler is unable to see the file paths you have referenced in your workflow, and therefore cannot run the process successfully.   To get around these errors, check your dependencies. If you are using relative paths you may just need to set them to Absolute. You can do this by going to Options – Advanced Options – Workflow Dependencies.   When a workflow is stored in the database, it becomes static. Any changes made in Alteryx to this workflow are independent to the Scheduled version and will require you to upload a new instance of the workflow or replace the current one.     Run the workflow from its original location on disk calls the actual .yxmd file from where you originally saved it and runs the process.   You’ll still need to make sure the dependencies are accessible by the scheduler, including the location of the workflow itself.   The difference with this option is the scheduler is pulling the live version of the workflow and input files so any changes made are reflected the next time the workflow is run and there is no need to create a new schedule.   For more information on the Scheduler check out the Scheduler FAQ in the help documentation here.
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Upgrade from Alteryx 11.7 or prior to the Latest Version in 10 Easy Steps!
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How to get rid of annoying "Exception" error during YXI installation. Case of long path names.
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This article details how to enable the logs for the installation of tools written with Python SDK.
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How to get rid of annoying "Cache entry deserialization failed, entry ignored" error during YXI installation
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When your Python libraries don't work the way they should in Python tool, restoring the tool to it's original state could be the solution. This article walks through how to restore Python libraries and the virtual environment associated with the Python tool.
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Quick navigation for the Tool Mastery Series!
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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 Release Version Detail Release Date End of Support (EOS) 2018.4.3.54046 11/14/2018 5/14/2020 2018.3.5.52487 10/1/18 4/1/2020 2018.3.4.51585 8/27/18 2/27/2020 2018.2.6 8/16/2018 2/16/2020 2018.1.6 7/17/2018 1/17/2020 2018.2.5.48994 7/5/18 1/5/2020 2018.2.4.47804 5/31/2018 12/1/2019 2018.1.4.44311 4/2/2018 10/2/2019 2018.1.3.42973 3/6/2018 9/6/2019 11.8.3.40692 1/19/2018 7/19/2019 11.7.4.37815 11/28/2017 5/28/2019 11.5.1.31573 8/15/2017 2/15/2019 11.3.3.30523 7/14/2017 1/14/2019 11.3.2.29874 6/27/2017 12/27/2018 11.0.5.26351 3/21/2017 9/21/2018 11.0.3.25674 2/15/2017 8/15/2018 10.6.8.17850 7/12/2016 6/28/2018 10.6.6.17413 6/28/2016 12/28/2017 10.5.9.15014 5/5/2016 11/5/2017 10.1.7.12188 2/18/2016 8/18/2017 10.1.7.11834 2/4/2016 8/4/2017 10.1.6.11313 1/14/2016 7/14/2017 10.1.6.60263 11/30/2015 5/30/2017 Predictive Analytics 10/24/2015 4/24/2017 10.0.9.58949 9/26/2015 3/26/2017 10.0.9.58645 9/9/2015 3/9/2017 10.0.9.58529 9/3/2015 3/3/2017   Alteryx Connect Release Version Version Information Displayed in Product Release Date End of Support (EOS) 2018.4 v18-4-1-20181114.131138-git.3fd95347 11/14/2018 5/14/2020 2018.3.0  v18-3-7-20180814.115808-git.ae708379 8/27/2018 2/27/2020 2018.2.4.47804 v18-2-6-20180418.134811-git.67cf65dd 5/31/2018 12/1/2019 3.0.0_0c4cae69 v17-4-7-20180212.164240-git.0c4cae69 3/6/2018 9/6/2019 2.0.0_05b4e5c2 N/A 11/28/2017 5/28/2019 1.0.1.31573 N/A 9/12/2017 3/12/2019 1.0.0.31573 N/A 8/15/2017 2/15/2019   Alteryx Promote Release Version Version Information Displayed in Product Release Date End of Support (EOS) 2018.4.1 v2018.4.1 - Build 167a0f1 12/4/2018 6/4/2020 2018.4.0 v2018.4.0 - Build 5926960 11/14/2018 5/14/2020 2018.3.1 v2018.3.1 - Build d88f0a6 10/1/2018 4/1/2020 2018.3.4.51585 v2018.3.0 - Build c14dfc7 8/27/2018 2/27/2020 2018.2.4.47804 v2018.2.0 - Build 593b5b29 5/31/2018 12/1/2019 2018.1.3.42973 v2018.1.0 - Build 2bfb396 3/6/2018 9/6/2019   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) 2018.4 3.4.4 Deprecated by vendor - Not supported 3.4.3 Deprecated by vendor - Not supported 9.3 2018.3 3.4.4 Deprecated by vendor - Not supported 3.4.3 Deprecated by vendor - Not supported 9.3 2018.2 3.4.4 Deprecated by vendor - Not supported 3.4.3 Deprecated by vendor - Not supported 9.3 2018.1 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.8 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.7 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.5 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.3 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.0 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 10.6 3.2.3 8.0 Not supported NA NA     Alteryx Analytics Platform Hardware and Operating System Requirements Product Chip Disk Size Machine OS Processor RAM Designer Quad core (single chip) 500GB - 1TB Minimum: 64-bit, High Performance: 64-bit, 32-bit not supported Microsoft Windows 7 or later (64-bit) 2.5GHz or faster 8GB;16GB Connect Quad core (single chip) 25GB Recommended: 64-bit, 32-bit not supported Microsoft Windows Server 2008R2 or later 2.5GHz or faster 8GB Promote Quad core (single chip) 100GB Required: 64-bit, 32-bit not supported Linux CentOS 7 2.5GHz or faster 16 GB Server Quad core (single chip) 1TB Recommended: 64-bit, 32-bit not supported Microsoft Windows Server 2008R2 or later 2.5GHz or faster 16GB;32GB   Supported Browsers for Alteryx Analytics Platform   Alteryx Analytics is supported on the following versions of Chrome, Safari, Firefox, Internet Explorer and Edge web-browsers*:       Chrome - Windows Safari - MacOS Firefox Standard Release Internet Explorer Edge Alteryx Analytics Platform latest 11 and above latest (60 and above for Firefox ESR) 11 and above latest         *Note: from time to time, the vendor may provide an update to its web-browser that results in compatibility issues with the browser version used by Alteryx in the development and pre-release testing of the Alteryx platform. Alteryx will use reasonable efforts to mitigate against this risk but we also encourage you to be mindful of browser versions used within your organization and to manage your deployment of the Alteryx platform accordingly.   Alteryx Virtual Environment Support Nutanix, Azure, AWS, VMWare, GCP. All of Alteryx's products run in modern virtualized environments that are properly configured. Support also depends on using a supported and properly configured Windows operating system that also meets or exceeds minimum OS hardware environments. Alteryx Server MongoDB Support Policy Alteryx Server users have two options for managing user and instance metadata. 1) Use the version of MongoDB embedded in the server installation 2) BYO (Bring Your Own) Mongo DB instance Alteryx ships a version of MongoDB in product <OR> customers can connect to their own version. In the case of the latter, Alteryx doesnt provide support, but we do ensure that users are able to successfully connect to their own existing instance of MongoDB and the expectation is that users will be able to connect to that MongoDB instance and manage their Server users and metadata from there.   Release Version Release Date End of Support (EOS) Version of MongoDB embedded Certified versions of MongoDB supported to connect to user managed instances 2018.3.4.51585 8/27/2018 2/27/2020 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.2.6 8/16/2018 2/16/2020 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.1.6 7/17/2018 1/17/2020 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.2.5.48994 7/5/2018 1/5/2020 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.2.4.47804 5/31/2018 12/1/2019 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.1.4.44311 4/2/2018 10/2/2019 MongoDB version 3.0 MongoDB version 3.0 2018.1.3.42973 3/6/2018 9/6/2019 MongoDB version 3.0 MongoDB version 3.0 11.8.3.40692 1/19/2018 7/19/2019 MongoDB version 3.0 MongoDB version 3.0 11.7.4.37815 11/28/2017 5/28/2019 MongoDB version 3.0 MongoDB version 3.0 11.5.1.31573 8/15/2017 2/15/2019 MongoDB version 3.0 MongoDB version 3.0 11.3.3.30523 7/14/2017 1/14/2019 MongoDB version 3.0 MongoDB version 3.0 11.3.2.29874 6/27/2017 12/27/2018 MongoDB version 3.0 MongoDB version 3.0 11.0.5.26351 3/21/2017 9/21/2018 MongoDB version 3.0 MongoDB version 3.0  
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  Alteryx has a full set of integrated predictive tools but even with developers working at full  speed , it is hard to keep up with the R community. Sometimes users want to install and utilize their  favorite  R packages. This post demonstrates how to use and install additional R packages.
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Tips and tricks on how to output multiple sheets to an Excel file with the Output tool or with Reporting tools. 
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A large component of data blending is applying mathematical or transformational processes to subsets of your data.  Often, this requires isolating the data that complies with a certain criteria that you’ve set. The Conditional functions build expressions that allow you to apply processes to data that satisfy conditions you set.
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Introduced in Alteryx Designer 2018.3, the Insight tool can be used to build and combine multiple interactive charts into an interactive dashboard, allowing you to clearly communicate your analysis and data insights. This article will review many of the features of the Insight tool, and how to use them. With this article, I hope you feel empowered to take on your Visualytics adventures head-first.
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I’m proud to show off some of the great features of the Interactive Chart tool . Using the new Interactive Chart tool, users can immediately validate the configuration options selected to ensure the desired chart is created. There is no longer a need to re-run the workflow to see changes reflected in the chart.
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How to save your predictive model.
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An explanation of stochastic processes, pseudorandom number generators, and their existence in Alteryx.
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An R macro for parsing PDFs with images!
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This is a quick guide to get you up and running with Alteryx!
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