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This note is to alert users of Alteryx 8.6 to 10.5 of an error message that may appear if a user previously installed the combined US and Canada CASS dataset and then in subsequent data updates separately installs CASS for a single country.
The Q2 2019 Business and Location Insights data packages are now available for analysis. The packages include analytics-ready data from a variety of vendors as well as data-specific analysis tools which will empower users to get the most from the packaged data.
You may have noticed a longer than usual list of map styles in Alteryx over the past year. This is because in version 2019.4 we introduced a bevy of new maps from our mapping partner, Mapbox. These were added in addition to the existing map styles from our previous provider, Carto.
The option to be able to search a field with wildcard characters is often needed. This functionality within the Calgary suite of Tools can be accomplished by having a “Contains” function, where this is accomplished without utilizing a wildcard to search. This also allows you to be able to use the Indexing power that the Calgary products offer, without having to do these searches with downstream functions like Filter or other Formula based tools. Tools used: Here's how 1) Create a base cydb file with this option selected: 2) Once the base file has been created, you now want to modify that cydb file to enable the Fields you want to query with the “Contains” option. In this example dataset, we want to be able to do these type of queries for the “CONAME” and “ADDR” fields: Setup Calgary Input into Calgary Loader, when the following message will appear. Make sure you check “Yes” 3) Select the “Load a single advanced index” option Set the Index Name you would like (in this case, keeping the same name), and choose the field desired from the “Source Field”. Also, set Advanced Index Mode to Full Text 4) Repeat this process with all of the fields you’d like to be able to search. In this sample, placing “mail” in the CONAME and “ln” in the ADDR fields returned this record:
The US and CA Data and Spatial Bundles contains many datasets, including the Melissa Data CASS engine. While the US and CA Data Bundles are updated every quarter, CASS is updated every 2 months. Luckily, the install file size for CASS is just over 1gb, so we are able to provide this update as a download. Once downloaded, a few simple steps will get you on your way to using the most updated version of CASS. On occasion though, users have reported a few issues with being unable to utilize CASS. Because of this, we have decided to provide full download and install instructions, with a final portion of frequent questions and issues. To install the latest CASS:
Download the latest version of CASS. This is sent via email from Alteryx Products on a bi-monthly basis and will be in the format of the following:
YY is the current year and MM is the current month release of CASS.
Double-click on the .exe file. This starts the 7-Zip Self-Extractor. Choose a location where you would like to extract the install files.
IMPORTANT: This does not actually install the files, it only extracts the install files.
Once the install files have been extracted, located and double-click the file DataInstall.exe. This will be in the directory you just extracted to in the previous step.
When the install dialogue pops up, check the box to accept the license agreement and click Next.
The next screen allows you to select datasets to install. Depending on which install you've chosen, you will see the option to install US, Canada, or both versions of CASS. Check all boxes, then click Next.
This screen displays all current datasets installed on your machine. Checking any box here will uninstall the dataset. By default, the previous version of CASS will be checked for uninstall. Make sure all prior versions of CASS are checked, then click Next.
IMPORTANT: You must uninstall all previous versions of CASS during this process. If you have any expired versions of CASS on your local machine, no other versions of CASS will work properly.
Browse to the directory you wish to install CASS to, then click Finish.
Once the above steps have been completed, you will be able to use CASS on your local machine. FAQ/Common Errors:
Error: CASS (2): CASS is not installed properly or it has expired. Please contact your reseller or Client Services at 1-866-516-2400 1-866-516-2400 FREE to receive an updated CASS database.
This is often because a prior version of CASS is still installed. Re-run DataInstall.exe and make sure all prior versions of CASS are checked in the Uninstall screen.
CASS was installed on a network drive and permissions are not allowing you to see it. Try re-running DataInstall.exe and install CASS on a local drive.
Error: CASS (1): The Melissa Data CASS engine appears to not be installed (can't find dll).
This is often the result of mismatched registry entries or install folders. Please contact email@example.com for resolution.
In most cases, the solutions for error 1 above will resolve your issue, but if not please don't hesitate to reach out to firstname.lastname@example.org for handling. Thanks, and until next time! Chad Follow me on Twitter! @AlteryxChad
Update Allocate Append tool using XML
You’re running a process to select certain variables to be used within a model. You’ve built your process, but you’re getting tired of having to run it twice. Once to pull thousands of variables to check for relevance, and a second time with just the variables you want to include in the final model based on the tests you’ve run.
There’s good news! You can use the Action tool within the Interface toolset to update the Raw XML of the Allocate Append tool to dynamically select the variables you want to use, and it’s not as hard as you might think.
The first thing we need to do is find out what the XML code is for the variables we want to use, and the format it needs to be in for the Allocate Append tool to recognize it. You can enable the XML view from the User Settings menu (Options -> User Settings -> Edit User Settings). On the Advanced tab, there is a check box to “Display XML in Properties Window”:
Once you’ve checked the box, return to your Allocate Append tool, or any tool on your canvas, and you’ll see a new option on the right hand side that will allow you to see the XML code the tool is creating.
From here you can get the format you need for the XML code that we’ll pass into the macro to be created later.
Once you know the variables you want to use, you can use the variable name (code, not description) to build out the XML string as show above. If you select multiple variables, what you’ll notice is that they are each on their own line under the “<Variables>” tag in the XML code. The list you make must follow the same format:
In the sample workflow attached, you’ll see that I am using a Text Input tool to simulate the data stream that contains the fully compiled XML strings needed. As you will most likely see in your data, I have one variable per record. The problem is I need all of the variables in the same cell, on their own line. So how do we combine the records into one, and add a new line?
The answer is we use the Summarize tool. Within the Summarize tool we can use the Concat function to combine the XML strings into a single cell, and in the concatenate Properties section, we can indicate that we want to use a new line as the separator by typing in \n.
Now that the prep work is done, all we need to do is pass this new variable list into the Allocate Append tool through XML. This can be achieved with a simple Batch Macro. For the Control Parameter you want to use the Variable list that we just created. The Control Parameter gets connected to the Allocate Append tool which adds the Action tool as shown below.
In your Action tool, select the option to “Update Raw XML with Formula”, expand the options under Allocate Append until you see “Variables” and highlight that section. You’ll want to update the Inner XML, and the formula to use is the connection from the Control Parameter as shown below.
Once you have this set up, simply add your Macro Input (for your incoming data stream) and Macro Output (to feed back into your workflow) to complete the macro set up.
Return to your original workflow, insert your newly created Batch Macro and connect your inputs. Your variable list stream will feed into the ¿ input, and your main data stream to the other.
You’re now set to dynamically change the variables you are pulling! Simply run your process for selecting relevant variables, build your XML strings through the Formula tool and pass them into your macro.
If you need more geographical information on a coordinate, try converting it into a spatial object and using the Find Nearest Tool to find coinciding Experian geographical data from an Allocate Input Tool.