alterryx

alterryx provides access to each of the Alteryx Gallery API endpoints. With alterryx users can:

• Retrieve information on Alteryx Gallery resouces like apps, workflows, and macros

• Queue jobs for applications

• Retrieve the status and output of jobs

In order to use this package, you will need to have a private gallery API key and secret

Running Jobs in the Gallery

Setup

Once you have obtained your API key and secret set them as global options. Though it is not necessary, it will save you typing later if you also set your Alteryx Gallery URL as an option.

alteryx_api_key <- "ALTERYX_API_KEY"
alteryx_secret_key <- "ALTERYX_API_SECRET"
alteryx_gallery <- "https://yourgallery.com/gallery"

options(alteryx_api_key = alteryx_api_key)
options(alteryx_secret_key = alteryx_secret_key)
options(alteryx_gallery = alteryx_gallery)

Your Apps

Access to Alteryx Gallery resources like workflows, applications, and macros are managed through studios. Your account has a subscription id which determines what you can access. For the purpose of this package, when you see the term 'resource' that can refer to anything published to the Alteryx Gallery like workflows, applications, and macros. When you see 'application' or 'app' it specifically refers to files with the extension .yxwz that are published to your Gallery.

The resources you can access are obtained using get_app.

Search Apps

subscription <- get_app()

You now have a list containing all of the resources you can access. If you are a power user, this is probably going to be a long list. To pare down the list use the request_params parameter.

If you wanted to see only the five most recently uploaded resources, you can use the limit and sortField parameters.

request_params <- list(
  limit = "5",
  sortField = "uploaddate"
)

subscription <- get_app(request_params)

Non-applications

There is a reason to differentiate between 'resources' and 'apps'. get_app will return all resources that you can access via your subscription that match the search parameters. However, only 'apps' can be used with the rest of the API functions. To make sure that get_app only returns apps, use packageType = "0" as a request parameter.

request_params <- list(
  packageType = "0",
  limit = "5",
  sortField = "uploaddate"
)

subscription <- get_app(request_params)

Search Apps by Name

If you are looking for a specific app, it might be easiest to simply search for it by name. Lets say we are looking for an application named "api_tester.yxwz".

request_params <- list(
  packageType = "0",
  search = "api"
)

subscriptions <- get_app(request_params)
app <- subscriptions[[1]]

In this case, the app I was looking for was the first result in the list.

Download a Specific App

If you would like to work with the application in Alteryx, you can use doanload_app to download the application as a .yxzp file.

download_app(app)

Queueing a Job

Now that I have the app I want, I want to queue a job for it. A 'job' is one run, a single iteration of an app.

App Questions

Most of the time, applications have questions that must be answered in order for the app to run. For example, an app that performs trade area analysis might ask you to specify a radius for the trade area. These questions are set by the app author when they create the application in Alteryx Designer. My app, "api_tester.yxwz" has a single question: "How long should this application run?"

If you don't have your app questions memorized, use get_app_questions.

questions <- get_app_questions(app)

Build the Answers

Each question has a name and a value. In my specific case, the question name is "runtime" and the default value is "1". Because this app "api_tester.yxwz" was built specifically to test this API client, the "runtime" question will simply determine how long the app will run.

I would like the app to run for "3" minutes. Use build_answers to format the answers.

name_values <- list(
  name = "runtime",
  value = "3"
)
answers <- build_answers(name_values)

If your application has multiple questions, send each as a list to build_answers

name_values1 <- list(
  name = "one",
  value = "1"
)

name_values2 <- list(
  name = "two",
  value = "2"
)

multiple_answers <- build_answers(name_values1,
                                  name_values2)

Queue the Job

Once you have the answers to the app questions you can queue the job.

job <- queue_job(app, answers)

If the server administrator has granted you access to set job priority, you can add priority using the priority parameter. Valid priority values are "low", "medium", "high", and "critical".

job <- queue_job(app, answers, priority = "high")

The job will begin with status "Queued". Poll the job using get_job to update the job status.

job <- get_job(job)

Job Output

Most Alteryx jobs contain an output tool that writes data once the job is complete. Use get_job_output to retrieve the results as a data.frame. The result will be a list with one element for each valid output. 'Valid' in this case means an output from an Alteryx output tool that can be converted into a data.frame.

A job needs to have a "Completed" status before outputs can be retrieved.

output <- get_job_output(job)

Invalid Job Outputs

All outputs cannot be properly converted to a data.frame. If your job contains outputs that cannot be converted, get_job_output will issue a warning by default and skip the 'invalid' outputs.

In order to be properly converted, your output must be written in csv or yxdb format from the Alteryx app published to Gallery.

Migrating Apps, Macros, and Workflows

Setup

For migration, you will need keys and access to the admin Gallery API. Non-admin keys will not work for migration and admin keys will not work for normal API operation.

Once you have obtained your admin API key and secret set them as global options. Though it is not necessary, it will save you typing later if you also set your Alteryx Gallery URL as an option.

alteryx_api_key <- "ALTERYX_API_KEY"
alteryx_secret_key <- "ALTERYX_API_SECRET"
alteryx_gallery <- "https://yourgallery.com/gallery"

options(alteryx_api_key = alteryx_api_key)
options(alteryx_secret_key = alteryx_secret_key)
options(alteryx_gallery = alteryx_gallery)

Migration involves movement from one environment to another, so you will also need access to the admin API for the target environment.

target_alteryx_api_key <- 'TARGET_ALTERYX_API_KEY'
target_alteryx_secret_key <- 'TARGET_ALTERYX_API_SECRET'
target_alteryx_gallery <- "https://your-other-gallery.com/gallery"

options(target_alteryx_api_key = target_alteryx_api_key)
options(target_alteryx_secret_key = alteryx_secret_key)
options(target_alteryx_gallery = target_alteryx_gallery)

NOTE You can migrate from and to the same enviornment.

Migratable Apps

Users and admins can mark all resources on Alteryx Gallery as "ready for migration." Once marked, admins can get a list of all resources that are ready. The function returns all apps in the Gallery that are ready for migration.

migratable_apps <- get_migratable()

# Searching for resources marked for migration... 
# 2 resources found... 
# 
#    APP_1.yxwz 
#    APP_2.yxwz

Known Issue get_migratable has an option to filter resources by a list of specific subscriptions (private studios) but the functionality is not working properly.

get_migratable(
  subscription = list(
    subscriptionIds = "subscription1,subscription2"
  )
)

Downloading and Migrating

Once you've obtained a list of apps to migrate, you can migrate them using publish(). The function downloads the app to the given directory and then publishes to the Gallery using the credentials and information you set as options.

When publishing, you can provide a form which will determine certain options for the app in the target environment. If you do not provide a form, the form will be generated for you using the app information in the source environment.

• name: Give the app a new name
• owner: Give the app a new owner (must exist in target system)
• validate Perform a validation run prior to publishing?
• isPublic Place the app in the Public Gallery?
• sourceId See below
• workerTag Assigned worker name
• canDownload Can others download the app?

If sourceId is left blank, it will create a new copy of the published app in the target enviornment. If you provide the app ID from the source environment, it will overwrite the appropriate app in the target environment.

form <- list(
  name = "APP_1.yxwz",
  owner = "yourname@domain.com",
  validate = "false",
  isPublic = "false",
  sourceId = "",
  workerTag = "",
  canDownload = "false"
)

publish(
  migratable_app,
  migration_directory = "c:/temp",
  form = form
)

# APP_1.yxwz 
# --------------- 
#   Downloading workflow... 
#   Saving workflow... 
#   Publishing workflow to target environment... 
#   Done. Publish in target environment as 2acd7c 

Toggle Migration Flag

Once the app has been published to the target enviornment, you will likely want to turn off the "Ready to Migrate" flag in the source environment.

toggle_migratable(migratable_app)

Automation

I've provided a convenient wrapper to automate migrating workflows: migrate(). This function identifies all resources ready for migration and publishes them to the target enviornment. If you provide a form for migration, it will use the information provided but change the app name and ID for each item marked for migration.

migrate(
  form = form,
  migration_directory = "c:/temp"
)

# Beginning Migration... 
# 
# Searching for resources marked for migration... 
# 2 resources found... 
# 
#    APP_1.yxwz 
#    APP_2.yxwz 
# 
# APP_1.yxwz 
# --------------- 
#   Downloading workflow... 
#   Saving workflow... 
#   Publishing workflow to target environment... 
#   Done. Publish in target environment as 2acd7c 
# 
# 
# APP_2.yxwz 
# --------------- 
#   Downloading workflow... 
#   Saving workflow... 
#   Publishing workflow to target environment... 
#   Done. Publish in target environment as 2acd97 
# 
# Toggling Migrate Flag... 
# Done