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Alteryx Knowledge Base

Definitive answers from Designer experts.
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"I have a bajillion files that I need to bring into my workflow... wayyyyyy too many for me to use individual Input Data tools! What's the best way to do this?"                            - every Alteryx user ever
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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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While the  Join tool  is easily one of the most used tools in Alteryx, it can also be one of the most misunderstood. This is even more likely true if a new user hasn’t previously used joins in any other data-manipulating platform or they are joining big tables where they might not be keeping track of the records inside the fields they are joining on.
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For most tools that already have “dynamic” in the name, it would be redundant to call them one of the most dynamic tools in the Designer. That’s not the case for Dynamic Input. With basic configuration, the Dynamic Input Tool  allows you to specify a template (this can be a file or database table) and input any number of tables that match that template format (shape/schema) by reading in a list of other sources or modifying SQL queries. This is especially useful for periodic data sets, but the use of the tool goes far beyond its basic configuration. To aid in your data blending, we’ve gone ahead and cataloged a handful of uses that make the Dynamic Input Tool so versatile:
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Ever have to output tables of differeing schemas to the same Excel workbook? Ever need to output to different tabs? This article covers your bases with the cunning use of Reporting tools! Also included are links to other helpful "outputting to Excel" Knowledgebase Articles.
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Have you ever tried writing to multiple tabs within the same workflow and have received an error? This article is for you!
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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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What to do when you see the "CASS engine appears to not be installed" error.
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When bringing data into Alteryx a lot of users often add a  select tool  to check the data type and structure. Data types are very important because of the available operations/functions in tools can be adjusted to fit the data type being used!
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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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Here at Alteryx we believe in working smart, not hard. Building out reports to highlight business-critical metrics is a pretty smart way to track goals. Customizing those reports to everyone in the department, then distributing them as attachments to individual emails? That sounds like a lot of hard work. Scheduling those reports from a refreshing data source each month so you don’t have to remake or rerun the reports yourself - that’s genius. Logging into your work computer to open up Alteryx, then having to check the scheduled results before having any peace of mind those reports were delivered without a hitch? Hard.
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Looking to install additional R packages?  Here's how!
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Use RegEx and build a Macro to Validate and sort IP Address.
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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! 
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The improvements in our salesforce connectors have been astronomical over the last year and now it is easier than ever to navigate the UI configuration screen and connect to your Salesforce Data!
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The Drop Down Tool  is part of the Interface Tool Category and can be used when creating Apps.  This tool has many great configurations from loading data from within the workflow to using outside sources to update tools. Hopefully, after reading this article and looking at the samples you will feel more comfortable using this tool in your app user interface.
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The RegEx tool is kind of like the Swiss Army Knife of parsing in Alteryx; there are a whole lot of ways you can use it to do things faster or more effectively, but even if you just use the blade it's still immensely useful. Sometimes that's all you need, but if you do take the time to figure out how to use a few other tools in that knife, you'll start to see that there isn't much you can't do with it .
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We are proud to introduce you to the Manage Data Connection functionality in 11.0!
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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. This article demonstrates the use of the Publish to Tableau Server tool, available on the Alteryx Analytics Gallery.
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