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Ask Alteryx in Alteryx One

In Alteryx One, Ask Alteryx aiuta gli utenti nuovi e preesistenti a utilizzare le capacità e i flussi di lavoro analitici della piattaforma. È possibile porre domande in un linguaggio naturale, per ottenere informazioni su flussi di lavoro, set di dati, report e piani, oltre che sulla preparazione dei dati. Ask Alteryx può anche aprire Designer, per aiutarti ad avviare la creazione di un flusso di lavoro.

In Alteryx One, Ask Alteryx aiuta gli utenti nuovi e preesistenti a utilizzare le capacità e i flussi di lavoro analitici della piattaforma. È possibile porre domande in un linguaggio naturale, per ottenere informazioni su flussi di lavoro, set di dati, report e piani, oltre che sulla preparazione dei dati. Ask Alteryx può anche aprire Designer, per aiutarti ad avviare la creazione di un flusso di lavoro.

New Alteryx One Experience

A new Alteryx One experience built around Ask Alteryx is being rolled out. The rollout is gradual and expected to take one to two months, so not all users see it at the same time. You're using the new experience if your homepage is named Home and opens with the Ask Alteryx box. The new experience adds these capabilities:

If your homepage is named Overview, start a chat from the Ask Alteryx box at the top of the page or from Ask Alteryx in the left navigation pane, and find your past chats under Recents. Nothing is wrong with your account. You can build and run workflows, ask questions, and change Ask Alteryx settings in both experiences.

Accedi a Ask Alteryx

  • If your homepage is named Home, enter your request in the box at the top of the page.

  • If your homepage is named Overview, enter your request in the Ask Alteryx box at the top of the page, or select one of the suggestions below it. You can also select Ask Alteryx in the left navigation pane.

Describe the data you want to use, the result you want, and any rules to apply. For ideas, go to Domande di esempio.

Utilizza Ask Alteryx

In Alteryx One, puoi usare Ask Alteryx per:

  • Find datasets and workflows in your workspace.

  • Apri Designer per iniziare a creare i flussi di lavoro.

  • Run the workflow and review the results in the chat.

  • Update the workflow with follow-up requests, such as adding a filter or sorting the results.

  • Get answers to questions about Alteryx One features, with links to the help pages the answer is based on.

Upload Files to a Chat

If your homepage is named Home, you can upload CSV and XLSX files to a chat. Ask Alteryx turns each file into a dataset in Data, so you can build workflows from it. For steps, limits, and error messages, go to Upload Files to Ask Alteryx.

Build and Run a Workflow

  1. Open Ask Alteryx.

  2. Describe the result you want. Name the data to use, the calculation, and how to group or sort the results.

  3. Review the explanation of the workflow and the results.

  4. To change the workflow, send a follow-up request, or select one of the suggested next steps below the response.

Ask Alteryx can take a few minutes to complete a request with several steps. Ask Alteryx saves the workflow to your workspace. To find it, go to Library. For other ways to open it, go to Find and Open Assets from a Chat. To run the workflow again later, go to Save and Re-run a Workflow with Ask Alteryx.

Follow the Progress of a Request

While Ask Alteryx works, the chat shows Thinking and a list of the actions it takes, with a count of completed actions. When the response is complete, the list collapses to Called tools. Expand it to review each action.

For requests with several steps, an Execution Plan appears above the message box. It shows the goal of the request, the tasks Ask Alteryx plans to complete, and the status of each task. Expand the plan to review the tasks.

Review Sources

When an answer is based on help documentation, select the sources link below the response, for example Show 3 Sources, to review the pages Ask Alteryx used.

Open Assets from a Chat

Workflows that Ask Alteryx builds are saved to Library, and datasets are saved to Data. To open them from the chat, including from the Assets panel, go to Find and Open Assets from a Chat.

Find and Manage Chats

If your homepage is named Home, your chats appear in the Chats section of the left navigation pane after you start your first chat, with the most recent chats first. Select a chat to open it and continue. Chats are private to you and to the workspace you use them in.

If your homepage is named Overview, open Ask Alteryx and select Recents to find your chats.

You can pin, rename, and delete chats. Deleting a chat doesn't delete the workflows and datasets in it. For more information, go to Manage Ask Alteryx Chats.

Change Ask Alteryx Settings

The chat shows Data Awareness and its current setting below the message box. Select it to open Settings, where you can:

  • Turn Data Awareness on or off. With Data Awareness on, Ask Alteryx can sample your workflow data, and it might run your workflow to do so. For more information, go to Consapevolezza dei dati.

  • View the workspace Ask Alteryx is connected to, in Current Workspace.

  • Select Reload Ask Alteryx to restart Ask Alteryx.

Limitations

  • You can't edit a workflow in the chat. Open the workflow in Designer to make changes.

  • Ask Alteryx can find and describe macros and analytic apps, but it can't build them.

  • Ask Alteryx can't build Live Query workflows.

  • In a browser, a Designer workflow opens in view-only mode. To edit it, open it in the Alteryx One app or in Designer.

Domande di esempio

Puoi fare domande quali:

  • Calculate total revenue by region and product, and sort the results from highest to lowest.

  • Which datasets in my workspace contain customer data?

  • Remove duplicate rows from my sales dataset and show me how many were removed.

  • Add a filter to the workflow so it includes only orders from this year.

  • Come faccio a programmare un flusso di lavoro?

  • Clean up the file I uploaded and remove rows with missing values.

  • Run my monthly sales workflow again.

  • Show me common use cases for marketing data.

Dichiarazione di non responsabilità

Ask Alteryx può generare risposte non corrette o incomplete. Prima di utilizzare le risposte nei flussi di lavoro di produzione o nei processi di business, verificale per assicurarti che soddisfino le tue esigenze.