Get Started with Plans
Plans is an orchestration tool. Orchestration is a set of functionalities that supports the scheduled execution of task sequences in Alteryx One. These tasks could be external processes, data transformation jobs, HTTP requests, and more.
The sequence of tasks can be gated based on success or failure criteria and can be restarted if needed, where the plan failed.
Overview
In many scenarios, data pipelines have dependencies. Data sourced from one dataset must be cleaned and delivered for use in another data pipeline. When a pipeline is built, it needs to be scheduled for periodic execution. Ideally, when the execution completes, downstream stakeholders must be informed that the pipeline has succeeded or failed in execution.
In Alteryx One, Plans provide the mechanism for building these robust data pipelines within the application, in which sequences of tasks can be executed to deliver more diverse datasets. As a result of the success or failure of these executions, Alteryx One can deliver messages via email, Slack, or any other platform with a public API.
Terms
Term | Description |
|---|---|
plan | A plan is a sequence of tasks that are executed from the platform or on assets to which you have access. To orchestrate tasks, you build a plan. A plan can be scheduled for execution, triggered manually, or invoked via API. |
task | A task is a unit of execution in the platform. It's, for example, a logic built into a plan or the execution of an asset. |
Application Setup
Complete these steps to get started using Plans.
Enable
Plans are enabled on Professional and Enterprise accounts by default.
Assign Roles
Assigning roles determines what level of access each user has when working with Plans. Roles control whether a user can create, edit, or only run existing Plans. The available permissions depend on your organization’s pricing and packaging model.
New Pricing and Packaging
Full users can create and edit Plans.
Basic users can run Plans created by Full users, but cannot create or edit Plans.
Old Pricing and Packaging
If you are using the old packaging model, any user role that provides access to other Alteryx products also grants access to Plans.
For more information on application roles, go to Privileges and Roles Reference.
For more information on role permissions, go to Permissions Matrix.
For more information on assigning roles, go to Roles Page.
Create a Plan
To begin, you must create a Plan object.
From the Alteryx One landing page, select Plans from the App Switcher.
On the Plans page, select New. A new Plan with the name
Plan-Xis created, whereXis a number.Select the
Plan-Xto enter a Plan name and description. Your Plan is saved and displayed in the Plan Canvas view.
After you create your first Plan and it appears in the Plan Canvas view, you can begin configuring its components. For information on the different configurations, go to Build Plans.