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Link Designer Desktop and Alteryx Analytics Cloud

Before you can take advantage of Cloud Execution for Desktop, you need to create a link between Designer Desktop and your Alteryx Analytics Cloud (AAC) workspace. To connect Designer Desktop with AAC...

  1. In Designer Desktop, go to File > Manage Connections to open DCM.

  2. Select Alteryx Links in the left-hand menu and select the + New button.

  3. Analytics Cloud is preselected as the default Technology. Provide the required information:

    • Data Source Name: This is the display name (label) for this link. The name displays in the Save As and Open menus and helps users identify this connection.

    • Base URL: This is the URL that you use to access the Alteryx Analytics Cloud platform (for example, https://company.alteryxcloud.com/). Contact your AAC Admin for this information.

    • Workspace Name: This is the name of your AAC Workspace, as it appears in the URL (after the Base URL). For example, you might access AAC via https://company.alteryxcloud.com/?workspace=my-workspace. In this case, you would enter my-workspace in the Workspace Name field. Contact your AAC Admin for this information.

  4. Select Save. Next, you need to link credentials.

  5. Select + Connect Credential to get started.

  6. Cloud Execution for Desktop supports the OpenID Connect (OIDC) authentication method. This option is preselected in the Authentication Method dropdown.

  7. In the OIDC TOKENS section, use the Credential dropdown to choose an existing credential or select Create New Credential.

  8. If you need to create a new credential, enter a Credential Name. This label should help you identify it in the future.

  9. The Vault is set to DCM by default.

  10. You can also select Test Connection or Create and Link to finish. If you’re not already signed in to your AAC workspace, your browser will ask you to authenticate to AAC.

Importante

If your connection fails, ensure that the Base URL and Workspace Name for your AAC connection are correct.

Once you successfully connect Designer Desktop to the Alteryx Analytics Cloud platform, the connection details are available via File > Manage Connections > Alteryx Links. Select the Data Source Name in the Name column to view the connection details, edit the connection, or delete the connection.

View, Edit, and Synchronize Alteryx Links

Once you’ve created a link between Designer Desktop and AAC, you can seamlessly connect and synchronize your Designer Desktop with AAC for Cloud Execution on Desktop. This allows you to keep your connection information consistent across both platforms.

Your credentials are available to sync via the Connections section of each link created via Alteryx Links:

  1. Go to File > Manage Connections > Alteryx Links.

  2. Select the Name of the existing link to open and view the details.

  3. To update the link, select the Edit button. Make the necessary edits and select Save or select Cancel to return to the previous screen.

  4. In the Connections section, you select Synchronize to sync your credentials between Designer Desktop and AAC.

Once the sync is complete, a confirmation appears. If there is an issue with the sync, an error message appears.

Next Steps

Now that you have connected Designer Desktop to your Alteryx Analytics Cloud workspace, you can save your desktop-built workflows to AAC and open them in Designer Desktop from the cloud. Go to Save and Open Workflows to learn how.

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