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Alteryx Knowledge Base

Definitive answers from Designer experts.
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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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A guide to RgEx syntax in Alteryx!
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With 10.1, License owners can now manage their license keys and the users tied to them through the Alteryx Analytics Gallery!
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The following steps detail how to obtain a client ID, client secret, and refresh token that can be used for authentication with Google related tools.   1. Open the Google Developers' Console 2. Login with the Google account associated with the data you would like to analyze 3. Create a new project by clicking the My Project dropdown (top-left corner) and selecting   Create project (top-right corner of the pop up 4. Enter a Project name of your choosing and click Create     5. If you have not already enabled the Google API you will be working with, you can do so by navigating back to the webpage we started on, the Console Dashboard, and clicking Enable API:     For Google Analytics: Other popular APIs >> Analytics API For Google Drive: G Suite APIs >>   Drive API Click Enable: 6. After you've confirmed that your API is enabled you can obtain API credentials by returning to the Console and clicking on Credentials in the left-hand navigation pane next to the key icon 7. Click on the Create Credentials dropdown and select   OAuth client ID:     8. Select the Web application radio button and add   https://developers.google.com/oauthplayground   as an Authorized redirect URI before clicking   Create 9.  At this stage, a pop up should appear where you can copy and save your Client ID and Client Secret You can also find your Client ID and Client Secret by returning to the Developer's Console >> Credentials and clicking the name of the app we just created:         10. Go to https://developers.google.com/oauthplayground 11. Click on the gear icon in the top-right corner of the page and click the checkbox for   Use your own OAuth credentials, enter the client ID and client secret from step 13, and click   close 12. Copy/paste the respective scopes into the Input your own scopes field and click Authorize APIs For Google Analytics https://www.googleapis.com/auth/analytics.readonly For Google Sheets  https://www.googleapis.com/auth/drive, https://www.googleapis.com/auth/drive.appdata,  https://www.googleapis.com/auth/drive.readonly, etc 14. Click Allow 15. Click Exchange authorization code for tokens and save the Refresh token 16. Test the authorization by sending a request for an available operation from List possible operations 17. If successful, the client ID, client secret, and refresh token that you obtained in the prior steps can now be used for authentication with the Google related tools
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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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What to do when you see the "CASS engine appears to not be installed" error.
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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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By combining Alteryx and Microsoft Power BI, organizations can streamline and accelerate the process of preparing and analyzing data. This provides a faster way to deliver an end-to-end experience for data access, preparation, analysis, visualization and consumption — delivering deeper business insight faster with a more complete set of data.
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Alteryx allows you to connect to many different types of data sources. One type of data source you can connect to is a database. Examples of databases are SQL Server, Oracle, Teradata, and MongoDB;  amongst many others. There are several connection methods to connect to database sources including ODBC, OleDB, or natively.
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Web scraping, the process of extracting information (usually tabulated) from websites, is an extremely useful approach to still gather web-hosted data that isn’t supplied via APIs. In many cases, if the data you are looking for is stand-alone or captured completely on one page (no need for dynamic API queries), it is even faster than developing direct  API connections  to collect.
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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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What’s changing with Alteryx licensing in 2018? Find out in our FAQ!
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API connections give access to many web-based applications, database systems, or programs by exposing objects or actions to a developer in an abstracted format that can easily be integrated into another program.
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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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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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An index for all the Alteryx Product technical specifications and system requirements!
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With the Python Tool, Alteryx can manipulate your data using everyone’s favorite programming language - Python! Included with the tool are a few of pre-built libraries that extend past even the native Python download. This allows you to extend your data manipulation even further than one could ever imagine. The libraries installed are listed here - and below I’ll go into a bit more detail on what and why these libraries are so useful.   Each library is well documented, and there’s usually an introduction or examples on their sites to get you started on how a basic function in their library works.     ayx – Alteryx API – simply enough, we’re using Alteryx, sooo yea, kind of a requirement for the translation between Alteryx and Python.   jupyter – Jupyter metapackage – If you’ve used a Jupyter notebook in the past, you’ll notice the interface for the Python Tool is similar. This interface allows you to run sections of code outside of actually running the workflow, which makes understanding and testing your data that much easier. http://jupyter.org/index.html   matplotlib – Python plotting package – Any charting, plotting, or graphical needs you would want will be in this package. This provides a great deal of flexibility for whatever you want to visualize. https://matplotlib.org/   numPy – NumPy, array processing for numbers, strings, records, and objects – Native Python processes data in what some would call a cumbersome way. For instance, if you wanted to make a matrix, a.k.a. a 4x4 table, you would need to create a list within a list, which can slow processing a bit. However, NumPy has its own “array” type that fits the data in this matrix pattern that allows for faster processing. Additionally, it has a bunch of methods of handling numbers, strings, and objects that make processing a whole lot easier and a whole lot faster. http://www.numpy.org/   pandas – Powerful data structures for data analysis, time series, and statistics – This is your staple for handling data within Alteryx. Those who have used Python, but never pandas, will enter a whole new beautiful world of data handling and structure. Data manipulation within Python is faster, cleaner, and easier to code with. The best part about it is that the Python Tool will read in your Alteryx data as a pandas data frame! Understanding this library should be one of the first things to know when tackling the Python code. https://pandas.pydata.org/   requests – Python HTTP for Humans – for all the connector/Download Tool fans out there. If any of you are familiar with making HTTP requests (API calls and the like), then you should introduce yourselves to this package and explore how Python performs these requests. http://docs.python-requests.org/en/master/   scikit-learn – a set of Python modules for machine learning and data mining – Welcome to the world of machine learning in Python! This library is your go-to for statistical and predictive modeling and evaluation. Any crazy and wild methods you’ve learned for machine learning will most likely be found here and can really push the boundaries of data science. http://scikit-learn.org/stable/   scipy – Scientific Library for Python – all your scientific and technical computing can be found here. This library builds off the packages already installed here, like numPy, pandas, and matplotlib. Dealing with mathematical models and formulae are usually located within this library and can help provide that higher level analysis of your data. https://www.scipy.org/   six – Python 2 and 3 compatibility utilities – For those who are unfamiliar, Python versions come in 2 forms, version 2.x and 3.x (with 3.x being the most recent). Now, even though Python 3 is supposed to be the latest and greatest, there are still many users out there who prefer using Python 2. Therefore, integration between the two is a bit tricky with syntax differences, etc. The six module provides functions that are usable between the two so everyone can remain calm and happy! Their documentation is usually coupled with which version the functions most closely align to, so a user can get a better idea to its functionality. https://pypi.org/project/six/   SQLAlchemy – Database Abstraction Library – SQL in Python! Covers all your database needs from connecting to and extracting data, allowing it to interact with your Python code and thus, Alteryx itself. https://www.sqlalchemy.org/   statsmodels – statistical computations and models for Python – This library builds off sci-kit learn but focuses more on statistical tests and data exploration. Additionally, it utilizes R-style formulae with pandas data frames to fit models! https://www.statsmodels.org/stable/index.html   These are the libraries installed with the Python Tool, which can do almost any data function imaginable. Of course, if you’re looking to do something that these libraries don’t provide, there are myriad other Python libraries that I’m sure will help you with your use case. Most of these are also well documented in how to use so search away and let your mind float away in the beautiful cosmos created by Python.
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Looking for more premium connector and tool content to better equip your Alteryx platform for success? Check out what our partners have been up to!
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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.
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