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Alteryx Knowledge Base

Definitive answers from Designer experts.
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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.
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Very large numbers don't behave the way users expect. Often, it's better practice to handle a big number like that as a String.
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A few months ago, I found the free space on my hard drive shrinking significantly on a daily basis, but for the life of me I couldn't figure out the cause. As it turned out, I was suffering from a Windows issue that I was not alone in dealing with. I was able to get the issue resolved by our IT department, but not before I spent a fair amount of time searching through my directories, compressing and deleting files, running Disk Cleanup, etc., none of which was particularly helpful. So, I decided to look to Alteryx for an answer.   I created a simple workflow (attached and created in 11.0) which uses the Directory tool to read the attributes of all of the files on my computer. Then, I grouped the files by directory and summarized the file size. After a sort, I instantly found the culprit. There were hundreds of CAB files (a Windows archive file format) that were 100 MBs each which were being created erroneously by Windows. I was able to share this with my IT associate which helped him greatly in diagnosing and subsequently fixing the issue.   Most of you are unlikely to be experiencing the same issue (but if you are, you're welcome  ). However, this workflow may come in handy for other reasons. If anything, just to help you manage your files and disk space by pointing out which files are hogging up all of your hard drive space!   Thanks for reading!
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Have you ever wanted to restrict the fields that flow through your workflow based on their data type? What about only allowing fields that begin with the same word or are in a specific position? The  Dynamic Select  tool is just what you’re looking for!
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The  Multi-Row Formula Tool  functions much like the normal  Formula Tool  but adds the ability to reference multiple rows of data within one  expression . Say, for example, someone was on the ground floor of a house and had a Formula Tool. They would only be able to talk to the people also on the ground floor. If they had a Multi-Row Formula Tool, though, they would also be able to talk to the people upstairs, in the attic, and in the basement as well.
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One of the best things about Alteryx is the ability to read in multiple files very easily and automatically combine them into a single dataset. This becomes a bit trickier when dealing with files that have different schemas or Excel files with multiple tabs. Adding both multiple excel files with multiple tabs, and having the schema change within each tab takes it to another level.
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As long as you know where to look, data has all the answers. Sometimes, though, those answers aren’t clear as day. More often than not, they need to be communicated in an effective format - a format that can let the data talk and highlight the important motifs for you. Another favorite of the Reporting Tool Category , the Charting Tool can do just that by adding expressive visuals to any report or presentation. Offering an exhaustive list of charts to choose from (area, stacked area, column, stacked column, bar, stacked bar, line, tornado, pareto , box and whisker, scatter, bubble, polar, radar, pie), the Charting Tool will give you the ability to add descriptive visuals, with legends and even watermarks, to your reporting workflows that will help you find the answers in your data.
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Brand new design!  Same helpful information.  Find the familiar table of contents and search bar by clicking the menu (inside the green rectangle). Getting Started resources include connecting to data sources, building workflows, and learning tools.
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Connecting to Hadoop HDFS/Hive/Impala/Spark with Alteryx 11.0.
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We are proud to introduce you to the Manage Data Connection functionality in 11.0!
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Use the following instructions to download and complete installation via the Alteryx installation wizard in v11.0!
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PRODUCT: Alteryx Designer and Alteryx Server   VERSION: 11.0   LAST UPDATE: 02/15/2017   ATTACHMENT: None  Connecting to Oracle in Alteryx 11.0 The Oracle connection has been redesigned for Alteryx 11.0 and it is now much easier to connect!  Existing Oracle connections and Aliases will function the same in Alteryx 11.0 as they did in previous versions but there are some differences in how new connections are established.    If you have NEVER connected to Oracle before.... (Note: an Internet connection is required for this option)    1. Add an Input tool to the canvas and select Oracle Click the drop down arrow to bring up the connection options.     2. Select a directory to install the client A window will appear prompting you to select a directory to install the client. Best practice is a to use a new empty folder you created for Alteryx to install the driver to. Alteryx will then download the appropriate client and install it for you. This should take a few minutes.     3. Create a Saved Oracle Database Connection Enter information in the database connection window to create a new Oracle Saved Database Connection.   Simply start typing in the Connection Name box to create a new Connection Name you will later use to identify the connection.  Your Oracle DB Admin will have to provide the Host, Service Name and Credentials.     4. Test the connection then click OK to connect Errors that start with ORA- and a number, such as the one below, are thrown by the database. Verify that your connection information (host, service name, port, username, password) are correct and that you have access to the Oracle database.     5. Create your query If your connection test was sucsuccessfullick OK to connect to the database and create your query using the Visual Query Builder, Tables Tab or SQL Editor. Note: Stored Procedures are currently not supported for Oracle.    6. Use the Saved Database Connection Going forward, Alteryx will not ask to install the driver again. It will recognize the driver previously installed.  If you need to connect to the same database in another input tool, you can find the connection in the drop down option.  If you need to connect to a different database, you can repeat steps 3 - 5 for the new database.     If you have connected to Oracle before.... ....or if you want to use an existing Oracle client on your machine.     1. Add an Input tool to the canvas and select Oracle Click the drop down arrow to bring up the connection options.  Alteryx will search your machine for an existing Oracle client.     2a. If Alteryx can find an existing client:  The Oracle Database Connection window will appear.  The drop down will reveal Aliases (now called Saved Data Connections) created in previous versions of Alteryx. You can also start typing in the Connection Name window to create a new Saved Data Connection for Oracle.     2b. If Alteryx cannot find an existing client... ... and you have the appropriate permissions on your machine, internet access, don't care if you use an existing driver, and your Oracle DBA did not tell you that you must use a specific client: Follow the instructions for users who have never connected before to install the Oracle Instant Client through Alteryx and use it to connect.  Note: This will ignore any clients previously installed on the computer and it should not interfere with them.  This is a good option to use if you are currently using a 32 bit client and want to use the 64 bit client for Alteryx.     2c. If Alteryx cannot find an existing client... ...but you have a client you want/must use to connect:   Most likely Alteryx can't find the existing client because it couldn't find Oracle Home in the Windows Environmental Variables and/or there was no tnsnames.ora file in the Oracle Home Directory. You can force Alteryx to use the existing client by setting the Environmental Variable and creating a tnsnames.ora file.    To do so:  - Close all instances of Alteryx - Navigate to the folder containing the Oracle client files - Create a blank text file called tnsnames.ora. Be careful not to save with an extension such as .txt or .csv and save to the folder - Copy the path of the folder - Open up Windows Environmental variables and create a new one called TNS_ADMIN with the path for the Oracle client file folder as the value --> If you already have a tnsnames.ora file, or a TNS_ADMIN variable, do not overwrite any of these - Open Alteryx and try connecting again   If you want to connect the "Old" way.... ... or if you want to use a tnsnames.ora file.   The new Oracle connection uses the Oracle instant client but it doesn't use any tnsnames.ora files you might have on your computer. If you have multiple entries in the tnsnames.ora file, you would have to create a new Saved Data Connection for each of those entries or you have the option to use the tnsnames.ora file.   In the Input tool, navigate to Other Databases and select Oracle OCI (Oracle Call Interface):  This will display the screen familiar from previous versions of Alteryx allowing you to enter the TNS Service Name from your tnsnames.ora file.    Note: if you set up Aliases in previous versions using the Oracle OCI connection, they will continue to function in Alteryx 11.0 as they did in Alteryx 10.6 unless you edit the connection.        If you must use a 32 bit driver.... ... as required by your IT You will have to navigate to Other Databases > 32 bit Database Connections and then select ODBC or OCI as appropriate.    In order to use these connections, you will need to have the driver already installed and a tnsnames.ora file created in the Oracle Home directory.  If you are using ODBC you have to set up a connection through the Windows ODBC Data Sources Administrator before attempting to connect through Alteryx.  To connect using the Oracle Call Interface (OCI), enter the TNS Service Name as it appears in your tnsnames.ora file and the username and password:    If Alteryx cannot locate the driver, see step 2c (Alteryx cannot find an existing client but you have a client you want/must use to connect) above. 
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One trick I often use to conditionally update a field is the Boolean  IIF  function.  IIF is basically a shorthand version of a single condition test.
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You probably already know that you can output results to multiple sheets of an Excel file.  If not, you should check out  our resource  that explains how to do that very thing.  But what if you run that workflow every day, and you want to keep the outputs from days past?
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The standard search within the Designer has been replaced with Global Search . Global Search now allows users to search from the Tool Palette, the Alteryx Help Documentation, and the Alteryx Community in one search bar.
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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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 @jrdepriest recently wrote to the Alteryx Community asking How-To-Sort-IP-Addresses?  In response to his request, I provided him a macro that not only sorts the data, but also validates that the values are in range {0-255}. {0-255}. {0-255}. {0-255}. The solution post includes the macro as well as having posted the macro to the Alteryx Gallery for all members to access: IP Address Validation   Now I'm now following through with a Knowledge Base article and will review my macro with anyone interested in the following topics: RegEx (Regular Expression) validation of an IP Address Building a Standard Macro Mapping to an incoming field Reverse Field Maps (aka keeping the incoming field name for your IP Address) Conditional processing via a Detour Using a custom image for the Macro Placing a copyright into your workflow/macro Placing a logo into your workflow/macro Finally, I also created a video for those who prefer a more visual explanation     The macro has two (2) containers which isolate the macro interface tools from the IP Validation/Sorting process.  The formula for the IP validation uses RegEx to see if the numbers and dots conform to the standard of:   {0-255}. {0-255}. {0-255}. {0-255}   It would be easy to check for {0-999}.{0-999}.{0-999}.{0-999} with: \d{1,3}\.\d{1,3}\.\d{1,3}\.\d{1,3} This problem required something more creative, like: ^((\d|[1-9]\d|1\d{2}|2[0-4]\d|25[0-5])\.){3}(\d|[1-9]\d|1\d{2}|2[0-4]\d|25[0-5])$   IP Validation 0.0.0.0 to 255.255.255.255 Regular Expression:   ^((\d|[1-9]\d|1\d{2}|2[0-4]\d|25[0-5])\.)({3}\d|[1-9]\d|1\d{2}|2[0-4]\d|25[0-5])$   Breakdown: ^ Beginning of text ( (\d|[1-9]\d|1\d{2}|2[0-4]\d|25[0-5]) \.) \d any single Digit [0-9]                                     :: This allows for the group to be 0 through 9 | OR [1-9] the numbers 1 through 9 followed by      :: This allows for 1 to 99 \d any Digit [0-9] | OR 1 the number 1 followed by                             :: This allows for the group 100 to 199 \d{2} any two Digits [0-9] | OR 2 the number 2 followed by                             :: This allows for the group 200 to 249 [0-4] the numbers 0 through 4 followed by \d any Digit [0-9] | OR 25 the number (sequence) 25 followed by      :: This allows for 250 to 255 [0-5] the numbers 0 through 5 followed by \. A decimal point {3} The above logic is repeated for 3 fields (\d|[1-9]\d|1\d{2}|2[0-4]\d|25[0-5]) This logic is similar to the above logic, but doesn’t include a decimal point at the end. $ End of text     Here's a quick peek at the macro: If you don't know what field name the input data will have for a given element that is REQUIRED, you can require field mapping in the macro input.  This will essentially change the incoming field name to your required field.  The issue is that the data is renamed on output to your name.  In order to revert back to the incoming field name, there is an action tool connected both to the incoming macro input as well as to the final select tool.  That's a TIP!   Please watch this short video.  It explains why the TIP is so crucial.     There is a detour that allows for SORTING of the data.  If the detour is checked, the records containing the IP data pass to the right/bottom and gets parsed and sorted otherwise the data flows without interruption.  When sorting the numeric data (remember that this is a text field), version 11 allows you to sort in dictionary order so that you'll get the desired numeric series on output.  That's a TIP!   I invite you to watch the video (less than 15 minutes) and review the macro & word documents.  Please let me know your thoughts and if this article was of value to you.  
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As we learned about this hidden gem through the Tool Mastery | Tool Container article, exciting changes happened to this tool for Alteryx 11.0.
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We continue to improve the user connection experience and hope the enhanced Input Data Tool will allow users to connect and manage their data much more easily.
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Now connecting to SharePoint 2016 and SharePoint Online! Everything else is the same.
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