For Admins | Alteryx Auto Insights Helpdesk

Auto Insights API Tokens

Required Learning - Data Preparation & Loading Data

Data Preparation

Analyst training on how to prepare data for Auto Insights

Written by Support
Updated over a week ago

Uploading data into Auto Insights

Provides an understanding of how to upload Data into Auto Insights as well as using the Admin Portal to set dataset permissions.

Written by Support
Updated over a week ago

Configurations after Data upload

Measures in Auto Insights

This article will share additional configurations that you can do for your key Measures in Auto Insights.

Written by Support
Updated over a week ago

Week Settings

Does your week on week reporting start on a different day from the default setting in Auto Insights?

Written by Support
Updated over a week ago

Key Measures Configuration

Learn how to customise which Key Measures gets shown in Discover

Written by Support
Updated over a week ago

'What Caused This' change settings

You can overwrite what Auto Insights calls out in "What Caused This" to provide context to insights it's sharing.

Written by Support
Updated over a week ago

Custom Measures

When you need specific calculations to be done on the fly i.e. measures that cannot be part of your uploaded dataset

Written by Support
Updated over a week ago

Uploading Goals

An introduction on how to upload goals to your main dataset in Auto Insights.

Written by Support
Updated over a week ago

Data structure

Types of data that can be used in Auto Insights

Quickly validate your data against this checklist before uploading. This article discusses data format, structure and requirements.

Written by Support
Updated over a week ago

Auto Insights' different data types explained

What are dates, measures, segments and why are they important?

Written by Support
Updated over a week ago

Data Ingestion Options

Auto Insights Uploader Tool for Alteryx Designer

The Auto Insights Uploader tool allows you to send data directly from Designer to Auto Insights.

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Written by Natalie
Updated over a week ago

Options for ingesting data into Auto Insights

This article discusses the methods to ingest data into Auto Insights, providing a high-level overview for CSV upload and database connection

Written by Support
Updated over a week ago

Our recommendation - Database connections

Establishing a database connection with Auto Insights is the best way to ensure you’re set up for success.

Written by Support
Updated over a week ago

Automated Data Pipeline - Push Option with Auto Insights

This article describes an alternative automated data pipeline that does not require any connection to your databases.

Written by Support
Updated over a week ago

How to connect to a database

Everything you need to know about database connections to Auto Insights.

Written by Support
Updated over a week ago

Data connections supported by Auto Insights

What sort of files does Auto Insights accept? This article discusses database compatibility and .csv and .zip uploads.

Written by Support
Updated over a week ago

Database refresh frequency

This article discusses how data can be uploaded to Auto Insights at your desired frequency (daily, weekly, monthly, yearly).

Written by Support
Updated over a week ago

How to upload a .csv file

A detailed guide to uploading .csv and .zip files to Auto Insights

Written by Support
Updated over a week ago

Data Re-load process in Auto Insights

If I have new rows or columns, do I have to make the same selections again? This article discusses the re-upload process in Auto Insights.

Written by Support
Updated over a week ago

Troubleshooting

One minute guide to troubleshoot data upload

Our top tips to troubleshoot the most common data upload error

Written by Support
Updated over a week ago

Troubleshoot - Discover

Our top tips to troubleshoot common errors in Discover

Written by Support
Updated over a week ago

Frequently Asked Questions

Can I use special characters in Auto Insights?

This article describes the special characters that you can use in Auto Insights.

Written by Support
Updated over a week ago

Can datasets be merged in Auto Insights?

How to join, merge and combine datasets in Auto Insights

Written by Support
Updated over a week ago

What size data can Auto Insights handle?

Written by Support
Updated over a week ago

What are my options to connect or upload data to Auto Insights?

This article discusses the various types of data sources Auto Insights can accept.

Written by Support
Updated over a week ago

What types of data can Auto Insights process?

This article discusses how Auto Insights handles structured and unstructured data.

Written by Support
Updated over a week ago

What are Auto Insights' data warehouse and data cleansing capabilities?

This article discusses Auto Insights' capabilities around extraction, transformation and loading (ETL), data warehouses and data cleansing.

Written by Support
Updated over a week ago

How long does it take to ingest data into Auto Insights and how does it work?

Uploading data into Auto Insights is quick and simple!

Written by Support
Updated over a week ago

How do I manage data quality?

This article discusses the management of quality of data in Auto Insights.

Written by Support
Updated over a week ago