Auto Insights Uploader
Run your workflow with the Auto Insights Uploader tool to view your dataset insights instantly in Alteryx Auto Insights. This tool takes a copy of the data that is transformed in Designer and loads it into Auto Insights for you.
Important
This tool is not automatically installed with Designer. To use this tool, download it from Alteryx Community. Make sure you download the version that is compatible with your version of Designer.
Designer Version | Compatible Auto Insights Uploader Version |
---|---|
2021.2 | 1.213.x |
2021.3 | 1.213.x |
2021.4 | 1.214.x |
System Requirements
- Alteryx Designer 2021.2, 2021.3, or 2021.4
- AMP Engine
- An Alteryx Community Account
- An active Alteryx Auto Insights account with Administrator or Organization Admin Role. Contact your IT Admin to request changes to your role.
- For version 1.214x, you must have Alteryx Data Connection Manager (DCM) enabled and Access to SDK set to Allow or AllowAll.
Install
- Download the ZIP file from Alteryx Community. The ZIP contains both versions of the tool.
- Select and hold (right-click) on the Designer app. Select Run as administrator.
- In Designer, select File > Open Workflow > Browse.
- Find the Auto Insights Uploader YXI that's compatible with your version of Designer, and select Open. The tool installer displays.
- Select Install.
Dataset Requirements
- Must be transactional or time-series data with at least 1 field configured as a date or date-time data type.
- Field names must begin with a letter.
- Field names must contain 5 words or less.
- Have at least 1 numeric field to create a measure in Auto Insights.
- Have at least 1 string field to filter and break down.
- Remove unsupported data types–blob and spatial.
- Maximum File Size–2 GB.
- For the database, the max recommended limit for the table is 10 GB.
For more information on how to prepare your data to use in Auto Insights, see Data Preparation.
Configure Version 1.213.x
This version is compatible with Designer versions 21.2 and 21.3 only.
- In Alteryx Designer, go to the In/Out tool category.
- Drag the Auto Insights Uploader tool onto the canvas.
- In the configuration panel, enter the Host (for example, alteryx-au.autoinsights.alteryxcloud.com) for your organization, then select Connect.
- Under API Token, select Click here to login and create your Access Key/Secret. A sign-in window displays.
- Sign in to your Auto Insights account, then select Create Token.
- Paste your Access Key and Secret into the Configuration panel, then select Verify.
- Enter a Dataset Name or select a dataset from the list, then select Save.
Now you’re ready to build your workflow.
Configure Version 1.214.x
This version is compatible with Designer 21.4.
- In Alteryx Designer, go to the In/Out tool category.
- Drag the Auto Insights Uploader tool onto the canvas.
- Select Set up a Connection. Connection Manager opens.
- Select + Add Data Source.
- Enter a Data Source Name and Host (for example, alteryx-au.autoinsights.alteryxcloud.com).
- Select Save.
- Select + Connect Credential.
- From the Authentication Method dropdown, select API Token.
- From the Credential dropdown, select Create New Credential.
- Enter Credential Name.
- Enter your Access Key and Secret from your Auto Insights Account Settings. Learn more in the Auto Insights API Tokens article.
- Select Create and Link.
- Select Connect.
- Check that your connection displays in the Configuration Panel.
- Enter a Dataset Name or select a dataset from the list, then select Save.
Build and Run Your Workflow
Add the Auto Insights Uploader tool as an output in your workflow. The Auto Insights Uploader tool only runs with AMP Engine. To use AMP Engine, go to the Workflow - Configuration panel > Runtime. Check the box Use AMP Engine. Then, run your workflow to upload your dataset to Auto Insights. To launch Auto Insights and view your dataset insights, select Launch Auto Insights at the bottom of the tool's configuration panel.
Update Your Dataset
To update your dataset, select the updated data source as Input in your workflow. Then rerun the workflow with the dataset you want to update selected in Auto Insights Uploader configuration.
Uninstall
You have to uninstall this tool when you want to install a new version.
To uninstall for 1 user…
- Open File Explorer
- Go to C:\Users\YOUR_ID\AppData\Roaming\Alteryx\Tools\
- Delete AutoInsightsUploader
Uninstall for all users…
- Open File Explorer
- Go to C:\ProgramData\Alteryx\Tools
- Delete AutoInsightsUploader
To learn more about Alteryx Auto Insights, visit the help site or Alteryx.com.