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What's New in Designer

2023.2

Version: 2023.2.1.7 (Go to Release Notes)

Release Date: November 1, 2023

New Features: Designer

Custom Templates

You can now create and use custom templates in Alteryx Designer. Save your existing workflow, macro, or app as a template that you (and others, if shared) can reuse in the future. You can save templates with common workflow configurations and spend less time formatting workflows and more time delivering solutions. Go to Templates to learn more.

Find Missing Macros in Workflows

No more black question mark icons! When you open a workflow with missing macros, you can now resolve the missing macro issue and open the workflow with no errors. Go to Update Missing Macros to learn more.

Interactive Results Grid Enhancements

We've made enhancements to the capabilities in the Interactive Results Grid. We added a change indicator to make it easier to see that a data cleanse, filter, or sort action was applied to a data column. Additionally, you now have access to new operators for date fields, and you can now filter results that are OK and Not OK. Go to Results Window Data Manipulations to learn more.

New Formula Functions

We’ve added 3 new String functions:

  • GetPart

  • GetLeft

  • GetRight

You can use these anywhere functions are available.

Build Custom Formula Functions via C++ with AMP

Advanced workflow developers who use Custom formula functions can now use Custom C++ formula functions with AMP engine (both newly created and existing functions). For more information, go to Build Custom Formula Functions.

Updates to IRR and XIRR Functions

The IRR and XIRR functions (available in the Formula and Summarize tools) were updated to use the Newton-Raphson Method. These improvements should allow the IRR/XIRR functions to produce solutions for more cases than they did previously. With the change of underlying computation method, you might see slight changes in your results from the functions when using the same input values.

A fix to these functions has also been made for the error-handling case. In the previous version, there were some cases that could produce the erroneous value “999999” if the functions failed to converge on a result. We updated this to produce a warning message and return a NULL value in these cases.

Calculate Product via Summarize Tool

You can now calculate the product for a group of numeric values via the Summarize tool. Go to Summarize tool to learn more.

Updates to the Cloud Execution for Desktop Experience

We have made several usability enhancements to the Cloud Execution for Desktop experience in Alteryx Designer. You can now see a progress bar when you save your workflows to the Alteryx Analytics Cloud Platform (AACP). You now also have access to a quick link that brings you to the location where your workflow is saved in AACP. Additionally, when you want to open your (previously saved to AACP) desktop workflow in Designer Desktop, you can now search for the workflow by name as well as sort the workflow list.

Dark Mode Updates

Additional Designer components are now Dark Mode compatible. We have also started updating several tool configuration components to be Dark Mode compatible. Go to Dark Mode to learn more.

Beta Release

Dark Mode functionality is still in Beta at this time. This means that only certain Designer interface components have been converted to Dark Mode. Additionally, you might see certain components (including many tool configurations) that are currently only partially converted to Dark Mode. We will continue to include additional elements for Dark Mode in future releases.

Render Tool Updates

We've added right-to-left language support for PDF outputs from the Render tool. Additionally, you can now select a widescreen slide size (16:9) when you output to PowerPoint from the Render tool.

Tool UI Updates

We've refreshed the user interface for the Record ID, Sort, Sample, and Unique tools.

Tools Fully Compatible with AMP

These tools are now fully converted to AMP:

  • The Blob Convert tool is now fully converted to AMP. There is a new functionality within the Blob Convert tool that allows you to convert from a Blob field to a SHA256 hash.

  • Create Samples

  • Distance

  • Formula

  • Imputation

  • Multi-Field Formula

  • Multi-Row Formula

  • Spatial Process

New User Setting to Enable Default State for Engine Compatibility Mode

You now have the option to automatically enable Engine Compatibility Mode whenever you enable AMP Engine. Go to Engine Compatibility Mode to learn more.

Automated Crash Reporting

There is a new crash reporting feature that uses debug information collected from Engine runs. This information is used to analyze issues and make improvements in the product. For more information, go to the Automated Crash Reporting help page.

Amazon Tools

The Amazon S3 tools now support virtual-hosted-style paths. You can also enter a direct URL path to a file or folder. They can now also read, create, and overwrite XLSX files.

DCM Migration Tool

There is a new Migration tool to help you quickly and effortlessly transfer your current workflows to DCM-utilizing connections. For more information, go to the Migration Tool help page.

DCM Adoption

The option to enable and disable Data Connection Manager (DCM) in System and User Settings is no longer available. If you have DCM disabled in Designer and Server, it is automatically enabled when you update to 2023.2.

DCM Mode selection is still available both on the System Settings and User Settings level, with the options of Optional, Default, Only, and Enforced, allowing you to choose a preferred way of using Designer and DCM. In the Optional mode, new connections are configured outside DCM with the option to opt-in for DCM for individual tools.

With DCM as Default, connections are by default stored in DCM with the option to opt-out from using DCM. The Only and Enforced modes do not allow configuring new tools outside of DCM, while the Only mode doesn't enforce DCM usage on already configured tools in existing workflows.

DCM Support for ODBC Technologies

We're extending support for DCM to all database technologies. You can now create and store connections using DCM instead of creating DSNs first. Additionally, you can sync connections between your Designer and Server instances via DCM, without the need to set up DSNs.

Configurable Connection Timeout for ODBC Connections

You now have the ability to improve the connectivity experience and connect to remote data sources or data sources operating in peak times that are not able to respond within the 30-second timeframe.

OIDC Authentication for HashiCorp Vault

You are now able to leverage OIDC token authentication when fetching secrets from HashiCorp Vault with DCM.

Generic OAuth

This feature lets you drastically improve security when you connect to driver-based data sources supported by Designer. When you enable Generic OAuth authentication methods, you can leverage custom identify providers (IdPs) when you establish connections with individual data sources.

Databricks Unity Catalog

The new feature allows you to work with Unity Catalog-enabled Databricks instances. Go to Databricks Unity Catalog for more information about configuration and use.

Merge Tables in Databricks

With the Merge Tables functionality, you are now able to update or delete data in your target delta table in Databricks Unity Catalog using the InDB tools. Go to the Merge Tables help page for more information about configuration and use.

Cancel Query Logic for Snowflake

You can now unblock your data pipelines when you cancel execution locally. This feature lets you cut costs when you work with Snowflake and improves overall database interaction.

Azure AD Authentication Updates

  • Redshift: With this feature, Alteryx enables enterprise-grade authentication for Redshift. This allows you to leverage Azure Active Directory identities when you access data in Redshift.

  • ADLS Staging for Databricks Bulk Loader: This feature lets you improve security when you work with Databricks Bulk Loader. Organizations can granularly manage access to individual containers within a storage account instead of granting storage account-level access.

  • Azure SQL Server, Azure Synapse, and Azure SQL Database: This feature drastically improves the user experience when you work with the referenced data sources. Instead of re-authenticating on each workflow execution, you are now able to use credentials stored in DCM to set up connections to these data sources.

Publish to Tableau Server Tool Removal

The Publish to Tableau Server tool has been removed from the installer. Please use the Tableau Output tool (which provides updated features) instead.

End of Support for Tableau .tde Files

Warning

As of the Tableau 2023.1 release, Tableau has deprecated the TDE extract file format and by default does not allow the publishing of TDE content. Starting with Designer Version 2023.2, Alteryx does not support Tableau TDE extract files anymore. Existing workflows will continue to run as long as they are not edited.

Python SDK Example Tool Removal

The Python SDK Example tool (SDK Examples tool category) is no longer available. You can access SDK example tools that use the new v2 Python SDK at Alteryx IO Resources.

OpenSSL Version Upgrade

We have updated OpenSSL to version 3.0.8. This addresses several vulnerabilities present in older versions:

  • CVE-2023-0286

  • CVE-2023-0401

  • CVE-2023-0217

  • CVE-2023-0216

  • CVE-2023-0215

  • CVE-2022-4450

  • CVE-2022-4304

  • CVE-2022-4203

Go to https://www.openssl.org/news/secadv/20230207.txt for more information.

Python Version Upgrade

We have upgraded the embedded Python version to 3.8.16.

CEF Version Upgrade

We have upgraded the Chromium Embedded Framework (CEF) version to 111.2.4+g49cae37+chromium-111.0.5563.65 / Chromium 111.0.5563.65. This CEF build includes Chromium 111.0.5563.148.

Legacy Alteryx Platform Access

You no longer have access to the legacy Alteryx Platform via the File menu's Save and Open options. Additionally, the Manage Alteryx Links option (previously used to manage links to the legacy Alteryx Platform) is no longer available via the Options menu.

Important

Please note that the legacy Alteryx Platform, in this case, does not refer to the new Alteryx Analytics Cloud Platform (AACP).

Windows 11 Support

Alteryx Designer now supports Microsoft Windows 11 for Designer versions 2023.2 and newer.

End of Support for Windows Server 2012

Warning

As of Designer version 2023.2, Alteryx no longer supports Windows Server 2012 as it has reached the end of support by Microsoft. Go to https://learn.microsoft.com/en-us/lifecycle/announcements/windows-server-2012-r2-end-of-support to learn more.

New Features: Intelligence Suite

Python Version Upgrade

We have upgraded the Intelligence Suite Python version to 3.8.16.

Barcode Tool Dependencies

For Designer 2023.2 or later, the Barcode tool requires additional dependencies to run. Please download and install the Microsoft Visual C++ 2013 Redistributable Package to add these required dependencies.

2023.1

Version: 2023.1.1.12 (Go to Release Notes)

Release Date: May 17, 2023

New Features: Designer

New Tool: Control Containers

The Control Container tool is a brand new tool available via the Developer tool category in Designer. Control Containers give you the ability to build more dynamic and complex processes with better orchestration, logging, and conditional execution.

Here are just some of the capabilities of Control Containers:

  • Manage the sequence in which tools run in your workflow. For example, you can use Control Containers to sequence outputs to different sheets within the same Excel workbook or even output a file in a workflow and use that same file as input later in the same workflow!

  • Conditionally execute workflow branches—use a Filter tool to execute a branch of your workflow depending on whether records pass through the True or False outputs.

  • Use information about the tools that are run, either as logging information or as data to use in your workflow. For example, you can use Control Containers to create an output log for a workflow. Place all tools inside the container, and then output a file from the container’s Logging Output anchor to display the messages from your workflow execution.

AMP Only

The Control Container tool is compatible with Alteryx Multi-threaded Processing (AMP) only.

New Formula Functions

We’ve added several new formula functions:

  • AverageNonNull (Math Category)

  • Between (Min/Max Category)

  • Ceil and Floor functions have a new optional parameter to let you raise/lower numeric values to the nearest specified multiple (Math Category).

  • Factorial (Math Category)

  • ToRadians and ToDegrees (Conversion Category)

You can use these anywhere functions are available.

Higher Precision DateTime

You can now specify additional precision for your DateTime and Time data types. This allows for higher precision than seconds. For example, milliseconds, microseconds, nanoseconds, and so on.

  • A new f parameter is now available via the DateTime tool and lets you set precision time.

  • A new %1-%18date-time specifier is available for use with the DateTimeFormat and DateTimeParse functions.

  • Higher precision is available via the DateTimeAdd, DateTimeDiff, DateTimeFormat, DateTimeNow, DateTimeParse, and DateTimeSeconds functions. Go to DateTime Functions for details.

  • A new DateTimeNowPrecise function is now available. This function returns your operating system's current date-time with digits of precision that you specify via the parameter.

  • You can now also use the Select tool (as well as other tools with embedded select functionality) to adjust the size of DateTime and Time data to contain your desired precision. This functionality is also available via other tools where you can select field size, like Formula, and Generate Row.

Force SQL WChar Support via Output Data Tool

The Force SQL WChar Support option is now available via the Output Data tool for Oracle OCI connections. This option lets you force all char fields to output to WString to handle multibyte characters.

Render Tool Data Truncation Fixes

We’ve made an update to help prevent unexpected data truncation in the Render tool. You’ll now encounter an error message when you try to output to PDF and the page size is too small to accommodate the data in your dataset.

Field Name Case Change Updates

To improve the workflow creation process, we've made updates to ensure that changes to the case of a field/column name will propagate to downstream tools without the need for manual reconfiguration. This update doesn’t apply to tools that are macros and doesn’t affect tools that use a pop-out configuration dialog (for example, the Insight and Interactive Chart tools).

Note that this change doesn't affect the Engine, nor does it affect how a workflow executes. Field names have always been case-insensitive from an Engine perspective unless otherwise specified.

Dark Mode BETA

Alteryx Designer now lets you select a Dark Mode option as your Designer theme! Preview Dark Mode via the Customization tab of Designer's User Settings.

Beta Release

The initial release of Dark Mode is a Beta release. This means that only certain Designer interface components have been converted to Dark Mode. Additionally, you might see certain components (including many tool configurations) that are currently only partially converted to Dark Mode. We will continue to include additional elements for Dark Mode in future releases.

Denodo Support

Alteryx now supports the Denodo platform connection. You can use standard workflow processing as well as In-Database workflow processing tools to read and write your data. For more information, go to Denodo.

Okta Authentication Support for SAP HANA

The 2023.1 release brings Okta authentication support, single sign-on (SSO), for SAP HANA. You can now authenticate to SAP HANA Cloud with Okta accounts.

AWS Secrets Manager

You can now connect DCM to your AWS Secrets Manager instance and then fetch authentication data from AWS Secrets Manager for your workflow. For information on how to configure AWS Secrets Manager, go to AWS Secrets Manager Configuration.

DCM as Default Option

DCM is now set as Enabled and Default in System Settings and Enabled in User Settings. Also, SDK is set to Allow and the DCM check box is checked on a tool level.

If you upgrade from versions after 21.4, your DCM settings reflect the setup from your previous installation.

Microsoft Access Support

Alteryx now supports the MS Access 2016 Runtime and the MS Access 365 Runtime for reading ACCDB.

IAM Role Support for S3 Tools

In the S3 Download and S3 Upload tools, you can now select the Assume Role option as a new authentication method to fully leverage roles in your AWS IAM.

End of Extended Support Period for 32-bit Connections

For a period of two years from the date of release of Alteryx version 2021.2 (the "Extended Support Period"), Alteryx was providing customer technical support for 32-bit connections. If you currently use 32-bit connections, you will get an error message and you will no longer be able to use those connections. Go to End of Support for 32-Bit Database Connections FAQs for more details.

New Features: Intelligence Suite

Text Classification Tool

Use the Text Classification tool to build a custom model that classifies text. Label your text data with categories to train a model and then classify new text with the Predict tool.

Enhance Step in Image Processing Tool

Added an image enhancement step to the Image Processing tool. Enhance increases image resolution of your scanned documents. Use Enhance to improve the results of your computer vision tasks.

Auto Option Added to Alignment Step in Image Processing Tool

Auto to automatically align your scanned documents in your OCR workflows.

Apply Annotations to All Pages

Added an Apply First Page of Annotations in Image Template to All Pages checkbox to the PDF to Text and Image to Text tools. Use this checkbox to apply the first page of annotations from the Image Template tool to all pages in batch processing.

2022.3

Version: 2023.1.395 (Go to Release Notes)

Release Date: November 29, 2022

New Features: Designer

Installer Updates

As of the 2022.3 release, Alteryx Designer, Server, and the R Predictive tools use new installer technology. The updated installer detects your operating system language and installs Alteryx products in that language (if applicable). Go to Download and Install a Product for important upgrade and downgrade considerations and review updated command-line options.

Search in Select

You can now perform a search in Designer tools that use the Select functionality. The search returns only the fields that match your search criteria—it searches the Field, Rename, and Description columns. You can then quickly select or deselect all the returned fields to perform actions on them, edit their data types, rename them, and more. We've also added a check box to let you quickly select and deselect all visible fields. Available in the Select, Join, Join Multiple, Append Fields, Select In-DB, Find Nearest, and Spatial Match tools.

Formula Tool Enhancements

We’ve added enhancements to the Formula tool. Each expression now contains an Expression ID number to assist with documenting and troubleshooting your expressions. Additionally, you can now quickly expand and collapse all expressions in the Formula tool via the expand all/collapse all toggle.

Multi Anchor Caching

You can now cache tools that have multiple output anchors (maximum of 5 anchors). This feature extends the caching functionality to over 50 additional tools. Please note that some tools (including those with more than 5 output anchors and In-DB tools) might still not be cacheable.

Disable Single Output Data Tool

You can now quickly disable a single Output Data tool while you develop your workflow or troubleshoot an issue. Use the Disable Tool check box in the tool’s configuration window. While disabled, the Output Data tool is shaded on the canvas to help visually indicate its disabled status.

Fuzzy Match Support for Japanese

We’ve added support for Japanese to the Fuzzy Match tool. You can now apply predefined match styles, that account for Japanese orthography, to Japanese addresses, names, or text.

Results Grid Accessibility Updates

We’ve made updates to the user interface of the Designer Results grid to improve accessibility via screen readers and other assistive technology. Buttons and controls that were previously only visible under certain conditions are now always visible, though inactive if not applicable.

Compare Workflow Enhancements

We've made improvements to the Compare Workflows feature. When you compare 2 workflows with container tools, if their enabled and disabled states are different, the Compare Workflows functionality identifies them as different.

Start Here Updates

We’ve rebuilt and updated the Start Here experience when you launch Designer. Start Here now launches in its own window rather than a tab on the Designer canvas. We’ll update the content periodically to highlight new features and updates in Designer. If you close the window, you can reopen it via Help > Sample Workflows > Start Here.

AMP Tool Support

There are now 166 fully supported tools and 11 partially supported tools. The partially supported tools fall back to the original Engine for some unsupported functionality.

All Reporting and R tools are now AMP enabled (except the Insights Reporting tool).

There are 7 more AMP-only Connectors, with several more planned over the next few months, and even more planned for 2023*, 1 new Engines Parity tool, 13 Reporting tools, and 65 R tools for a total of 86 newly supported AMP tools, including the R tool in the Developer category.

*These Connector tools are available as AMP only, and won't work with the original Engine: Azure Data Lake File Input, Azure Data Lake File Output, Microsoft Power BI Output, OneDrive Input, OneDrive Output, SharePoint Input, and SharePoint Output.

Proxy Support in AMP

Added support for networking via proxy to AMP. Added support for SFTP over HTTP proxy to both engines. Added the ability to bypass proxy for both engines. You can now specify the Proxy Protocol Type (support for HTTP and SOCKS5h) in User Settings and System Settings. If you don’t specify the protocol, the default is HTTP.

Engines Parity Utility

Engines Parity Utility is an easy way to compare the original Engine to AMP. It allows you to run both engines in parallel, evaluate the results, and make a decision about which workflow you can confidently convert to AMP. You can run Parity Utility via the command line with AlteryxEngineCmd.exe or run it via Designer using the Gallery Macro download. For more information, go to Parity Utility.

Global Setting to Enable Allow-list for Peer Validation

As an admin with a non-FIPS Designer version, you are now able to specify a list of problematic hosts in a flat file for which peer validation will be skipped. If users encounter issues with certificate authorization, it does not need to stop the users from work.

Behavior Analysis Tools Deprecation

The Behavior Analysis tools in Alteryx Designer have been deprecated. These tools will continue to work with US Business Insights Data Packages 2021 Q4 and earlier versions.

DCM External Vault

The External Vault feature allows you to connect DCM with your Vault of choice. You can use External Vaults in DCM to fetch credentials from your Vault and securely use them in your workflow. For more information, go to DCM External Vaults.

Google BigQuery Bulk Loading

Bulk loading to Google BigQuery is now available in the Output tool. It is supported with Oauth authentication using DCM. We use Google Cloud Storage for data staging.

In-DB Support for Google BigQuery

Google BigQuery is now supported for the In-Database tools. It is supported with Oauth authentication using DCM and includes bulk loading for streaming in data.

Email Tool OAuth Support

You can now authenticate to Microsoft Exchange Online with OAuth authentication via DCM and obtain a token pair that allows you to send emails from your Exchange Online account. For more information, go to Email Tool.

Azure AD Support for Snowflake

You can now access and manage your Snowflake data with OAuth authentication via DCM. For more information, go to Snowflake Azure AD Authentication.

Azure AD Support for Databricks

You can now access and manage (read/write/bulk write) your Databricks data via the private (single-tenant) and the public (multi-tenant) applications with OAuth authentication via DCM. For more information, go to Databricks Azure OAuth Authentication.

Connectors Deprecation

We’ve deprecated these connectors:

  • Dynamics CRM Input and Output

  • Google Sheets Input and Output

  • Publish to Tableau Server

  • Salesforce Einstein Analytics Output

  • Salesforce Wave Output

  • SharePoint List Input and Output

For more information, go to Data Sources.

Display Updates in Maps

The Mapbox logo and attribute text now appear at the bottom of the basemaps.

Usage Data Configuration

We have removed the configuration for sending usage data in the Designer User Settings. To read more about our philosophy on usage data, go to Improving Our Products with Usage Data and the Alteryx Privacy Policy.

New Features: Intelligence Suite

PDF to Text Tool

Extract text encoded as characters directly from your PDF files with >99% accuracy. Add OCR to extract images for additional coverage. In most cases, you’ll see an increase in accuracy, speed, and completeness compared to the Image to Text tool.

Zero-shot Text Classification Tool

Classify text into categories of your choice without the need for training data.

Text Summary Tool>

Extract a summary of your text based on the TextRank methodology. You can specify the length of the summary by number of sentences.

Image Template Tool Enhancements

Added the ability to edit annotation bounding boxes in the Image Template tool. We enabled this functionality with mini-tate, a new open-source React library from Alteryx.

Shift Step in Image Processing Tool

Added a Shift step to the Image Processing tool. Shift automatically shifts documents into alignment based on a user-defined anchor. Use the Image Template tool to define the anchor with an annotation. Shift can improve OCR results for images that shifted during the scanning process.

Image Recognition Tool Enhancements

Added Evaluation Metrics and Model Report output anchors to the Image Recognition tool. Metrics include information on the precision, recall, and accuracy of each classification label. The report output includes loss and accuracy plots for each epoch. Use these plots to visualize if the tool sufficiently trained the model.

2022.2 Designer-FIPS

Important

The 2022.2 release is an Alteryx Designer-FIPS release only. Please note that there is not a 2022.2 release for the non-FIPS version of Alteryx Designer.

The most up-to-date version of Alteryx Designer (non-FIPS) is 2022.1.

Version: 2022.2.1.39654 (Go to Release Notes)

Release Date: August 24, 2022

2022.1

Version: 2022.1.1.25127 (Go to Release Notes)

Release Date: May 4, 2022

New Features: Designer

AMP as Default Engine

AMP is now the default Engine for any new workflows you create. However, you can still choose the engine for your workflows via the workflow-level setting. Go to the Workflow - Configuration pane in Designer and select the Runtime tab. Next, enable or disable the Use AMP Engine check box to make your engine selection.

Please note that when you launch the 22.1 version of Designer, you’ll be greeted with a pop-up to notify you that AMP is the default for new workflows. You can then select to not show the message again if you choose.

Alteryx Multi-threaded Processing (AMP) is a new architecture of Alteryx Engine, designed to work with larger volumes of data at a higher velocity. To learn more about the AMP Engine, as well as the differences between the original engine and AMP, visit these resources:

AMP Engine supports Standard, Iterative, and Batch Macros. In addition, over 85 tools have been converted to run with AMP. Tools that haven’t been converted will automatically use the original Engine.

Field Limit for Input and Output Data with Original Engine and AMP

For Input and Output data, there is now a 32,000 upper limit of fields per record for both the original Engine and AMP.

  • When read/write data is less than or equal to 32,000 fields, a valid workflow runs successfully.

  • When read/write data exceeds 32,000 fields, an error is returned on a workflow run to indicate that the max number of fields was exceeded: "Error - Number of fields is larger than the 32,000 limit. Please reduce the number of fields."

AMP Grouping Framework Changes

The grouping framework on AMP Engine has been changed to behave similarly to the original Engine. This affects the Summarize, Join, and Join Multiple tools.

Designer User Interface Improvements

We’ve updated the Designer UI to better align with other Alteryx products. As part of the refresh, you’ll notice new fonts, colors, and icons—all part of a more modern look and feel.

One notable change is that when you run your workflow, you’ll no longer see the text "(Running)" in your workflow tab. Instead, you'll see a spinning/loading icon in the tab, beside the title of your workflow.

Auto Insights Uploader

The Auto Insights Uploader tool is now a default tool in Alteryx Designer. You can access Auto Insights Uploader via the In/Out tool category.

DCM Connection Tool

The DCM Connection tool is a new tool within the Interface tools family. With the DCM Connection tool, you can display a prompt in an app or macro, and allow the user to pick a Connection from their DCM storage.

Databricks Delta Lake Support

There is new functionality that supports Delta tables on Databricks. You can use interactive or SQL Endpoint clusters on AWS and Azure. Bulk loading is supported with data staging in AWS S3 or Azure ADLS.

Updated Gallery References to Server

We have replaced any references to "Gallery" inside of Designer to instead reference "Server" and thus align with recent terminology updates to the Alteryx Server product.

New Features: Intelligence Suite

Part-of-Speech Tagger Tool

The Part-of-Speech Tagger tool allows you to determine a given word's part of speech. You can analyze specific parts of speech and refine outcomes for other Text Mining tools. For example, you can create word clouds of only verbs or topic models with just nouns.

Barcode Tool

The Barcode tool extracts information stored in QR codes and barcodes. The tool can also generate QR codes and barcodes. You can extract underlying information in QR codes and barcodes to automate business processes. For example, some companies use QR codes to determine whether documents are relevant to certain departments, then organize documents by Finance, HR, Marketing, etc. accordingly.

OCR Optimization Feature in the Image Processing Tool

We added an OCR Optimization feature to the Image Processing tool for scanned PDFs. Use the OCR Optimization step to pre-process noisy, scanned PDFs (for example, scanned documents that contain non-white or textured backgrounds and watermarks) for Optical Character Recognition (OCR). This additional step can greatly improve the Key-Value Pair tool results.

Key-Value Pair Tool

The Key-Value Pair tool links 2 data elements, a key, which defines the data set, and its value, which belongs to the dataset. For example:

  • Company: Alteryx

    • "Company" is the key.

    • "Alteryx" is the value of the key "Company."

OCR Speed Optimization

Introduced performance improvements to the Image Input and Image to Text tools that can make your workflows run even faster! You might notice significant improvements (up to a 40% speed increase) when you parse larger documents such as multi-page PDFs.

New Features: Installation and Licensing

Alteryx License Server

We have streamlined the activation process with Alteryx License Server so you can focus on the available products by removing license keys from view.

New Options for AlteryxActivateLicenseKeyCmd

We have added an option to update the trusted storage with the information on the License Server. We have also added an option to return the current configuration including licensing mode, email address, and License Server URL, if applicable.

2021.4

Version: 2021.4.1.04899 (Go to Release Notes)

Release Date: February 2, 2022

Link Designer with the Alteryx Platform

You can now link Designer and the Alteryx Platform. This lets you save your Designer workflows to the Platform as well as open workflows from the Platform in Designer.Manage Alteryx Links

XML Parse Tool Enhancement

The XML Parse tool now includes an option to not pass the original parsed field downstream.

Generate Support File

The tech support file now includes additional information, for example, system information, environment variables, engine logs, ODBC Drivers and Versions, and much more! Go to Generate Support File to learn more about this feature.

Reserve Products for Specific Users (Admin-only)

Administrators can reserve product access for specific users via Reservation Groups. This ensures that users have access to the products and features that they need. Go to Alteryx License Server Reservations to learn more.

Public Gallery and Designer

You can no longer save workflows from Designer to Public Gallery. Go to the Public Gallery Migration FAQ to learn more.

Error Message Enhancements

Certain error messages in the Results window now link to Community articles that will help you understand and resolve the errors.

CEF Upgrade

We upgraded CEF to version 91.0.4472.124. You might encounter a blank screen when authenticating to OneDrive, Dropbox, Dataverse, Box, SharePoint, and Power BI Connectors. Please note that you need to update these connectors to resolve this issue. To learn more about Connector compatibility with Designer, go to Designer Compatibility with Data Connectors.

New Intelligence Suite Tool

The Alteryx Intelligence Suite now includes a new Text Mining tool. The Named Entity Recognition tool allows you to train a model that identifies predefined or custom entities, like people, places, or things, in text data.

New Data Connectors

These Data Connector tools are now available:

Data Connection Manager (DCM)

Data Connection Manager (DCM) is the unified secure vault to store user credentials. Use DCM to improve security by moving your credentials outside the workflow and synchronizing them across the Alteryx product suite. To find out more about this new feature, go to the DCM help page.

Engine Compatibility Mode

Engine Compatibility Mode is a new workflow-level configuration option when it's necessary to maintain the order of output records from specific tools across both engines. It provides an easier migration path allowing users to bring workflows that expect specific record ordering from the original engine to AMP. Go to the Engine Compatibility Mode help page for more information.

Record Limit for All Inputs Support in AMP

The global setting Record Limit for all inputs is now supported by AMP. In the Workflow Configuration - Runtime tab, you can set the record limit in one place for all inputs.

Customer-Managed Telemetry

Instrument your Designer desktop installations to log workflow metadata and XML locally. You can use these logs to automate any number of processes, like change control or departmental utilization metrics. To maintain the highest expectations of customer privacy, these logs are customer-managed and are not sent to or logged by Alteryx.

2021.3

Version: 2021.3.1.47945

Release Date: August 11, 2021

Compare Workflows

Use the Compare Workflows feature to compare 2 workflows and quickly identify the differences via visual indicators. You can access this feature via Options > Advanced Options in Alteryx Designer.

Recommended Tools

The new Recommended tab in the Designer tool palette suggests tools that you can use while you build out your workflow. Select a tool on your canvas and the Recommended tab displays 6 common downstream tools that typically follow the selected tool.

New Intelligence Suite Tools

The Alteryx Intelligence Suite now includes 2 new Computer Vision tools. The Image Profile tool allows you to extract helpful information from images, and the Image Recognition tool lets you train a machine learning model to classify images.

Tool Container Enhancements

We made some updates to the Tool Container tool. Now, when you disable a Tool Container, the disabled container remains expanded on the canvas and appears dimmed to indicate the disabled state. You can collapse a disabled container to hide its contents. Select the expand/collapse icon within the tool container to do so.

Performance Profiling with AMP Engine

To optimize your workflow when building workflows with AMP, you can now analyze the performance of specific tools with Performance Profiling with AMP. You can turn on profiling with the Enable Performance Profiling check box in the Workflow Configuration Runtime settings. For more information, visit the Performance Profiling with AMP Engine help page.

Microsoft Power BI

We made updates to the Microsoft Power BI connector:

  • Built-in multitenant Azure App with an option to use a custom Azure App.

  • Supports multiple table inputs.

  • Keeps existing dataset and its structure with updating and overwriting data.

  • Users can select which workspace to work with.

  • Proxy support.

Generate Support File

Generate a tech support file that contains information that helps our Customer Support Engineers properly troubleshoot your issue. You can upload this file when you submit your support case. Make sure to review the file contents and remove anything you might not want to include.

End User License Agreement and Privacy Policy

The Alteryx End User License Agreement (EULA) and Alteryx Privacy Policy are now accessible via the Help menu in Designer.

2021.2

Version: 2021.2.1.35394

Release Date: May 17, 2021

New Intelligence Suite Tools

The Alteryx Intelligence Suite now has Computer Vision tools. Use them to input, process, analyze, and then output images using Designer.

R Upgrade

We upgraded R to 4.0.4 from 3.6.3. The R 4.0 release features improvements in R's memory management, which means R can now work with more data without memory issues. Moving to the newer version allows our users who make use of custom R code in Alteryx to continue to be able to download binary installers of R packages from CRAN.

Separate Installer for Alteryx Intelligence Suite

Intelligence Suite is now installed separately from Designer. This improves the Designer install time while allowing users to quickly install Intelligence Suite.

Updated Trial Experience

We have updated the trial experience for new and current customers. Now, individuals can independently activate an Alteryx Intelligence Suite trial from the Alteryx Designer trial. Users that want to test Alteryx Intelligence Suite now have the ability to trial this functionality even if they already have a base Designer license.

Data Cleansing via the Results Grid

You can now perform data cleansing actions directly in the Results grid and apply these actions to your workflow via a preconfigured Data Cleanse tool. We also made some user interface updates to the Results grid to better organize the Data Cleanse, Filter, and Sort options.

Convert to Macro

You now have the option to convert an existing workflow (or a portion of the workflow) to a macro. Select at least one tool, right-click, and select Convert to Macro from the dropdown menu. Visit Convert to Macro to read about important limitations and additional instructions.

Global UID

Workflows (.yxmd, .yxmc, and .yxwz files) now track unique IDs in the XML. This includes the original workflow ID and the previous workflow ID. For example:

<WorkflowId value="f8e90084-fca0-4c5d-9c0e-5fe614d78df1" />

<Telemetry>

<PreviousWorkflowId value="" />

<OriginWorkflowId value="f8e90084-fca0-4c5d-9c0e-5fe614d78df1" />

</Telemetry>

Engine Asynchronous Logging

Local engine logs can now be written asynchronously for the original Engine. This improves performance, especially for administrators writing logs to a shared network file path.

Specify a Predictive Tools Code Page per Workflow

We’ve added Predictive Code Page settings to Workflow Configuration so that the predictive code page information gets saved within the workflow. This will avoid having workflows use different predictive code page settings based on the user's selected language.

Phonetic Sort Support for Kanji Characters

We’ve introduced more sorting methods available in the various areas of Designer that allow users to sort such as the Sort tool, IRG sorting behavior, Select tool, or any tool that has an embedded Select and Tile tool. These sorting methods include Pinyin, Gojūon, and Dictionary Order for all of our supported languages.

You can customize this setting via the Localization User Settings.

Updated Embedded Fonts in Predictive Macros

We’ve updated the hardcoded fonts that were embedded in Predictive macros. As a result, customers will avoid running into garbled results in their PDF reports. The font used supports the chosen language text of the user.

Topic Model Output

We've added an additional M output anchor to the Topic Modeling tool, which allows users to save models they can later use to make predictions about new data.

Google BigQuery Output Tool Updates

We updated the Google BigQuery Output tool to utilize bulk file write instead of streaming records to BigQuery. The tool now loads JSON files from the local machine into BigQuery. Please see the release notes in Gallery provided for these tools for additional update information.

Salesforce Input Tool Maintenance

We remedied defects in the Salesforce Input tool. Please see the release notes in Gallery provided for this tool for update information.

Update SafeMode Error Message Text to Restricted

When attempting to run a workflow (in Server, Gallery, or AAH) that contains restricted tools when the Safe or Semi-Safe mode is set, users will now get different error messages returned. For example, "Restricted Environment Error: The R tool is prohibited based on current run mode settings."

Deadlock Prevention Part 2: Limit Connections for Join Multiple, Action Order for Summarize, and Increase the Number of Threads if Memory Is Increased

In the case where a workflow contained multiple of these tools (Join, Join Multiple, Summarize, Tile, and FuzzyMatch), and the memory limit was too small, there was a high chance that the engine went to a memory deadlock. Now, this issue is resolved.

One Tool Example Updates

We converted several workflows into One Tool Examples. You can now find these under Help > Sample Workflows > Learn one tool at a time > Predictive. These were previously found under Help > Sample Workflows > Predictive Samples.