Alteryx Designer Desktop Ideas

Hello,

Right now you can write a file into sharepoint. However, sometimes, you just want to upload a file. There is already the ability to download (for Sharepoint input). I would like the same for uploading a file (based on an path or workflow dependancies).

Best regards,

Simon

Hello,

A very simple idea : 
as of today, there are dedicated connectors to Sharepoint, OneDrive and Azure Data Lake.
For all these connectors, the files we can read are limited, very limited : xlsx, csv, yxdb

The location of the storage is not relevant, we should be able to read any already supported file on these locations (like parquet or shp or whatever).

Best regards,

Simon

My organization use the SharePoint Files Input and SharePoint Files Output (v2.1.0) and connect with the Client ID, Client Secret, and Tenant ID. After a workflow is saved and scheduled on the server users receive the error "Failed to connect to SharePoint AADSTS700082: The refresh token has expired due to inactivity" every 90 days. My organization is not able to extend the 90 day limit or create non-expiring tokens.

If would be great if the SharePoint connectors could automatically refresh the token when it expires so users don't have to open the workflow and do it manually.

Connecting to Smartsheets using Alteryx Desktop (and by extension, Alteryx Server) is extremely cumbersome. If a user wants to read data from Smartsheet, they are required to get an API token (preferred) or use a username/password

Then do one of the following to read data from Smartsheets:

1. a. Install a ODBC driver

    b. Configure a DSN connection for ODBC
    c. Use the input data using a generic ODBC connection
or
2. Use python

To write data to Smartsheets, a user can use Python or upload the data using an API call - both very hard for end users to use especially if they're not Python developers.

Regardless, all of these are problematic. On the server I manage, I have over 15 ODBC connections to Smartsheets and it's getting very hard to upgrade the server hardware because of them. Creating a native connector for input/output of data to Smartsheets will eliminate a headache of managing ODBC connections, and make it simple for Alteryx Desktop users to read and write data.

For companies that have migrated to OneDrive/Teams for data storage, employees need to be able to dynamically input and output data within their workflows in order to schedule a workflow on Alteryx Server and avoid building batch MACROs.

With many organizations migrating to OneDrive, a Dynamic Input/Output tool for OneDrive and SharePoint is needed.

• The existing Directory and Dynamic Input tools only work with UNC path and cannot be leveraged for OneDrive or SharePoint.
• The existing OneDrive and SharePoint tools do not have a dynamic input or output component to them.
• Users have to build work arounds and custom MACROS for a common problem/challenge.
  • Some users have identified a work around for the dynamic input (See Community Post)
• Users have to map the OneDrive folders to their machine (and server if published to the Gallery)
  • This option generates a lot of maintenance, especially on Server, to free up space consumed by the local version when outputting the data.

The enhancement should have the following components:

OneDrive/SharePoint Directory Tool

• Ability to read either one folder with the option to include/exclude subfolders within OneDrive
• Ability to retrieve Creation Date
• Ability to retrieve Last Modified Date
• Ability to identify file type (e.g. .xlsx) 
• Ability to read Author
• Ability to read last modified by
• Ability to generate the specific web path for the files

OneDrive/SharePoint Dynamic Input Tool

• Receive the input from the OneDrive/SharePoint Directory Tool and retrieve the data.

Dynamic OneDrive/SharePoint Output Tool

• Dynamically write the output from the workflow to a specific directory individual files in the same location
• Dynamically write the output to multiple tabs on the same file within the directory.
• Dynamically write the output to a new folder within the directory

Hello all,

As of today, when you want to retrieve or create a file on Apache Spark for Databricks, you have only two choices :  CSV and Avro

However it's clearly missing parquet file type :
-it's faster
-it's better for storage
-it's standard and already supported as input/output of Alteryx or for HDFS so doesn't seem hard to add here.

Best regards,

Simon

The Sharepoint file tools are certainly a step in the right direction, but it would be great to enhance the files types that it is possible to write to sharepoint from Alteryx.

The format missing that I think is probably most in demand is pdf. If we're using the Alteryx reporting suite to create PDF reports, it would be awesome to have an easy way to output these to Sharepoint.

https://help.alteryx.com/20213/designer/sharepoint-files-output-tool

https://community.alteryx.com/t5/Public-Community-Gallery/Sharepoint-Files-Tool/ta-p/877903

Hello,

It's nice to have this OpenAI Connector but it seems it must be the default OpenAI URL. In my company, we use OpenAI on an Azure instance and I'm unable to connect to it.

(by the way, I know pre-sales teams have developed lot of connectors for fireworks, mistral, etc.. it would be very cool to have it available).

Best regards,

Simon

Hello all,


As you all know, you can use API with the Alteryx Download tool. However, this tool is not that easy to configure.
On the other hand, the API world use a lot tools such as Postman  or Bruno (an open source clone) which allows easy test, debug... I use it everytime I had to work on a rest API and then I try to translate it to the final tool (such as the Alteryx Download tool). Both tools offer "collection", a set of request, and also environment configuration. Here are some examples on the project I'm working on :

And you can even get some code



I would like to leverage those collections in my download tool configuration, that would be quite easier to use !

Best regards,

Simon

It would be wonderful for Alteryx to be able to connect to and query OData feeds natively, rather than using a 3rd-party driver or custom macro.   

OData querying is supported by quite a few familiar products, including Excel and PowerBI, SSIS/SSRS, FME Safe, Tableau, and many others. And the protocol is used to publish feeds from Microsoft Dynamics and Sharepoint, as well as many of the 10,000 publically available government datasets with API's (esp. those hosted by Socrata)   

I didn't see it as in the Idea section, but questions and workarounds have been discussed in the community a few times (11/15, 3/18, 4/18), and suggestions seem to be just to buy the $400-600 ODBC driver from CDATA (or ZappySys), or I could use a VBA script in Excel trigger a refresh, or create my own Alteryx connector macro (great series btw, though most was beyond my understanding!) 

While not opposed paying, kludging, or learning to program, they're just one more thing to build/buy, install, maintain, and break at the most inconvenient time 🙂

Thanks,
Chadd

OData Overview:

OData (Open Data Protocol) is an ISO/IEC approved, OASIS standard that defines a set of best practices for building and consuming RESTful APIs. OData helps you focus on your business logic while building RESTful APIs without having to worry about the various approaches to define request and response headers, status codes, HTTP methods, URL conventions, media types, payload formats, query options, etc. OData also provides guidance for tracking changes, defining functions/actions for reusable procedures, and sending asynchronous/batch requests.  OData RESTful APIs are easy to consume. The OData metadata, a machine-readable description of the data model of the APIs, enables the creation of powerful generic client proxies and tools.

More info at at http://odata.org

Hey all,

The join tool currently does not allow case-insensitive joins, but the find/replace tool does.    Additionally- even if both sides are identical, the join tool will not join "Sean's house" to "Sean's house" because of the non-letter character in the middle.    Finally - if one side is a string(2), and the other is a vString(200) - even if you have a single identical character on both sides you get uncertain outcomes unless you force the type

Please could you consider amending the join tool to include 3 new options or capabilities:

- Case insensitive join

- Allow full Unicode character set in join

- Full match across text types (irrespective of string size) - this would allow a string(2) value to match to a string(100) value as long as the string(100) value only has the same 2 characters in it as the string(2) value

That would remove a load of work from every text-join that's being done on every canvas we do.

Thank you 

Sean

Currently Alteryx does not support writing to SharePoint document libraries.

However there are success sometimes but not at other times.

Please see attachment where we ran into an issue.

See this link for additional information.

https://community.alteryx.com/t5/Data-Sources/Connect-to-and-Publish-Back-to-SharePoint-Online/m-p/4...

We need official support for reading and writing to SharePoint document libraries.

It's an important Output target, and will becoming more so, as Alteryx enhances its reporting capabilities.

• Have anyone experienced the same error?
• If yes, is there any workaround to connect with M365?

Hi all,

The SalesForce Input tool is great.. but has some really bad limitations when it comes to report. 

I think there are 2 main limitations :

A - It can only consume 2000 rows due to the rest api limitation. There plenty of articles about it in the community.

B - Long string such as text comment are cutout after a certain number of characters. 

Thanks to this great article : https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Salesforce-Input-Tool-amp-Going-Beyond... , I had the idea of going through a csv file export to then import the data into Alteryx. 

I've done it using two consequent download tool. The first download is used to get the session id and the second to export a report into a csv in the temp folder. This temp file can then be read using a dynamic input workflow. 

Long story short, I think Alteryx should upgrade the Salesforce connector to make it more robust and usable. Using the export to csv feature, this should enable Alteryx to be fully compatible with Salesforce report.

Regards,

Hi,

A lot of companies now are deploying on both AWS and Microsoft Azure.

Alteryx supports AWS S3 object storage out of the box, it would be important to support Microsoft Azure blob as part of the native Alteryx product as well. 

Cheers,

Adrian

It would be great if we could have a Windows Active Directory data connector tool added to the standard Alteryx toolset.

MS Excel Power Query and PowerBI both can connect to Active Directory for use as a data source, but are both very cumbersome to use.  Having a connector in Alteryx that can read AD data into a workflow would be super helpful for a long list of use cases.  A couple that are top of mind for me are:

-Leveraging group membership info for dynamic distribution of reports or datasets

-Being able to build reporting and dashboards about the organization (useful for Tech audit, HR, etc.) 

I've seen links to an old project on GitHub of someone that started development on this, but the method (just copy these random .dlls into your program directory) is seriously frowned upon by any enterpise IT.  Would be great if Alteryx could pick up that work, polish it a bit and add it to the actual Alteryx Designer toolset.

Please could you enhance the Alteryx download tool to support SFTP connections with Private Key authentication as well.  This is not currently supported and all of our SFTP use cases use PK.

When creating a connection using DCM (example being ODBC for SQL) - the process requires an ODBC Data Source Name (see screenshot 1 below).

However, when you use the alias manager (another way to make database connections) - this does allow for DSN-free connections which are essential for large enterprises (see screenshot 2 below).    

NOTE: the connection manager screens do have another option - Quick Connect - which seems to allow for DSN-free connections, but this is non-intuitive; and you're asked to type in the name of the driver yourself which seems to be an obvious failure point (especially since the list of all installed drivers can be read straight from the registry)

Please could we change DCM to use the same interfaces / concepts as the alias screens so that all DCM connections can easily be created without requiring an ODBC DSN; and so that DSN-free connections are the default mode of operation?

Screenshot 1: DCM connection:

screenshot 2

cc: @wesley-siu  @_PavelP @ToddTarney 

At our organization we are required to change our passwords every few months forcing a change to my Tableau Server password.  How does this relate to Alteryx?  Well, every 90 days I have to change my password in the "Publish to Tableau Server Tool" for all of my workflows.  This is quite a cumbersome process that could be eliminated with AD.

If you dislike manually changing your for each workflow that uses this tool then "star" this post!