Alteryx Designer Desktop Ideas

Create new connector to pull Salesforce Reports

We are a large company with tens of thousands employees using Salesforce on a daily basis. Over the years, we have worked with Salesforce to make many customizations and create many reports to provide data for various reporting needs. However, we have increasingly found it inefficient and prone to error to download the reports manually. We have many teams using the Salesforce reports as a base to create additional business insights.

Alteryx is a great tool to manage data ETL and workflows, but it does not support pulling data from Salesforce reports directly. Instead, it only offers connectors to pull data from base Salesforce objects. The data from Salesforce objects such as tables can be useful, but do not necessarily offer the logical view of Salesforce reports, and may require a lot of efforts to reconcile the data consistency against the reports our users are used to. Sometimes, it may be impossible to repeat producing the same data from Salesforce tables as those from Salesforce reports. That in turn would cause a lot of efforts spent by the reporting teams, their audience, and users of the Salesforce reports to match things up.

Salesforce does not have any out-of-box solution to schedule downloading the reports. At our request, their support team did some research and have not found a good 3rd-party solution in the Salesforce App Exchange ecosystem that supports this need.

I strongly believe this is a great opportunity for Alteryx. Salesforce already has an API that allows for building custom applications to pull Salesforce reports. However, most Salesforce users are more business oriented and do not necessarily have the appetite to engage with their IT staff or external resources provide to develop such apps and bear the burden to main them.

I have attached the Salesforce Reports and Dashboards API Developer Guide for your reference.

Sincerely,

Vincent Wang

Please update the Publish to Tableau Server connector tool to support Tableau's Ask Data feature. The data source must be recognized as an extract on Tableau Server in order for the Ask Data feature to work. Currently, all data source published using version 2.0 of the connector tool are recognized as a live data source. The work around is cumbersome and requires multiple copies of data sources to be created and managed.

Alteryx Server was recently updated to allow TLS-mediated connections to the MongoDB persistence layer. This allowed us to switch off of the embedded MongoDB to a highly-available MongoDB Atlas cluster. To our surprise after the switch, when we went to edit our workflows that make use of the persistence layer's data (Server Usage Report, etc.) to hit the new Atlas cluster, we found that the MongoDB Input tool does not support TLS connections. This absolutely needs to be changed. Based on organizational constraints, Atlas is our only option for a HA persistence layer. We absolutely have to have TLS support for the MongoDB Input tool. There is no other way for us to natively query our server persistence layer in Designer. Please bring the MongoDB Input tool into alignment with the MongoDB connections that are supported by Alteryx Server.

Hello all,

HDFS (Hadoop Distributed File System) connection is widely used to load data efficiently on Hadoop, for Hive, Spark or Impala. However, it's not compatible with the new DCM.


Best regards,

Simon

Could Alteryx create a solution or work around for their tools to retry the queries with Azure DB connectivity outages.

If there are intermittent, transient (short-lived) connection outages with cloud Azure DB, then what action can we take with Alteryx to retry the queries.

Examples of retry Azure SQL logic:

https://docs.microsoft.com/en-us/azure/sql-database/sql-database-troubleshoot-common-connection-issu...

“2. Applications that connect to a cloud service such as Azure SQL Database should expect periodic reconfiguration events and implement retry logic to handle these errors instead of surfacing these as application errors to users”.

SQL retry logic is a feature that is not currently supported by Alteryx.

For further information please see [ ref:_00DE0JJZ4._5004412Star:ref ]:

Hi Alteryx Support,

We are experiencing intermittent errors with our Alteryx workflows connecting to our Azure production database with Alteryx Designer v2018.4.3.54046.

Is there anything we can do to avoid or work around these intermittent / transient (short-lived) connection errors, such as, changing the execution timing or the SQL driver settings.

Or can we incorporate examples of retry Azure SQL logic:

https://docs.microsoft.com/en-us/azure/sql-database/sql-database-troubleshoot-common-connection-issu...

“2. Applications that connect to a cloud service such as Azure SQL Database should expect periodic reconfiguration events and implement retry logic to handle these errors instead of surfacing these as application errors to users”.

https://docs.microsoft.com/en-us/azure/sql-database/sql-database-develop-error-messages

https://docs.microsoft.com/en-us/azure/sql-database/sql-database-connectivity-issues

Salesforce Import process, which contains 25 Workflow modules, completed with errors on:

Mon 25/02/2019 23:27

Error 1

2019-02-25 23:11:23:

2.1.18_SF_MailJobDocument_Import.yxmd:

Tool #245: Error opening connect string: Microsoft OLE DB Provider for SQL Server: Login timeout expired\HYT00 = 0; Microsoft OLE DB Provider for SQL Server: Invalid connection string attribute\01S00 = 0.

Error 2:

2019-02-25 23:26:31:

2.1.25_SF_ClientActivityParticipant_Import.yxmd:

Tool #258: Error opening connect string: Microsoft OLE DB Provider for SQL Server: Login timeout expired\HYT00 = 0; Microsoft OLE DB Provider for SQL Server: Invalid connection string attribute\01S00 = 0.

Salesforce Import Workflow completed with errors on:

Wed 27/02/2019 23:24

Error 3

2019-02-27 23:06:47:

2.1.17_SF_MailJobs_Import.yxmd:

DataWrap2ODBC::SendBatch: [Microsoft][SQL Server Native Client 11.0]TCP Provider: The specified network name is no longer available.

Regards,

Nigel

Please add a configuration to the RedShift bulk load to EITHER use access keys or an IAM EC2 role for access. 

We should not have to specify access keys when we are in an IAM enabled environment.

Thanks

The option to open Hyper files in 2019.4 is great! For some of our use cases it would be even better, if we would be able to directly open Hyper files that have been published to Tableau Server.

It should be possible to achieve this by combining the Tableau REST API method Download Data Source, which returns a Tableau Packaged Data Source (.tdsx), which then would need to be converted to a Zip file to be able to navigate to the contained Hyper file.

With the amount of users that use the publish to tableau server macros to automate workflows into Tableau, I think its about time we had a native tool that publishes to Tableau instead of the rather painful exercise of figuring out which version of the macro we are using and what version of Tableau Server we are publishing to. The current process is not efficient and frustrating when the server changes on both the Tableau and Alteryx side.

Hi there,

When you use DB connection aliases that are saved in Alteryx, it's currently not easy to edit them when you move a database to a different location.

Can we do something simliar to the "Edit Password" function, but which allows the user to also edit the database or server, so that this applies to all workflows using this alias?

With more and more enterprises moving to cloud infrastructures and Azure being one of the most used one, there should be support for its authentication service Azure Active Directory (AAD).

Currently if you are using cloud services like Azure SQL Servers the only way to connect is with SQL login, which in a corporate environment is insecure and administrative overhead to manage.

The only work around I found so far is creating an ODBC 17 connection that supports AAD authentication and connect to it in Alteryx.

Please see the post below covering that topic:

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Alteryx-Designer-How-to-Connect-to-Azu...

In Alteryx enable connections to Oracle Databases that are configured to use External Authentication.

This should allow Alteryx workflows to connect to Oracle databases using different authentication mechanisms, e.g. Kerberos.

Please see this discussion for some analysis on what would be required in Alteryx to support Oracle Database External Authentication:

• https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Oracle-Kerberos-based-Autheticataion-W...

Essentially this would involve Alteryx allowing users to specify that a connection to an Oracle database will utilize external authentication.

Then when connecting to an Oracle database with external authentication, Alteryx would pass the relevant parameter to Oracle to indicate external authentication is required (and Alteryx would not pass user name and password info). Then authentication with the Oracle database would be controlled by the external authentication configuration on the computer running Alteryx.

For more information on Oracle Database External Authentication see:

• https://docs.oracle.com/en/database/oracle/oracle-database/19/dbseg/configuring-authentication.html#...

It would be useful if enhancements could be made to the Sharepoint Input tool to support SSO. In my organisation we host a lot of collaborative work on SharePoints protected by ADFS authentication and directly pulling data from them is not supported with the SharePoint input tool, it is blocked. The addition of this feature to enable it to recognise logins would be very useful.

Tableau allows users to do three very useful things to make data more usable for end users, but this functionality is not available with the Publish To Tableau Server tool.

Foldering of dimensions/measures

Creating hierarchies out of dimensions

Adding custom comments to fields that are visible to users when they hover

This functionality allows subject matter experts to create data sources that can be easily understood by everyone within their organizations.  

Please "star" this idea if you would like to see functionality in Alteryx that would enable you to create a metadata layer in the "Publish to Tableau Server" tool or in an accompanying tool.

Hi all,

Currently, only the Sharepoint list tool (deprecated) is working with DCM, it would be amazing to add the Sharepoint files input/output to also work with DCM.

Thank you,

Fernando Vizcaino

My specific use case relates to writing to AWS but am sure there are many other use cases for federated user session token support.

Specifically, using the S3 Upload tool or Athena Bulk Write (via SIMBA and Athena ODBC), the configuration works when using a IAM user, access key, and secret access key but when using a federated user via Okta there is no option to enter the session token and authentication fails.

Alteryx desktop should support federated users' session tokens.

Is there a way we can turn on and off any tools in the workflow. This way we can run the tool and when a certain tool is marked off it is not executed. This way we can test the workflow and check different output without deleting the tools existing on the workflow, we can just turn then on or off.

There are a number of requests for bulk loaders to DBs and Im adding MySQL to the list.

Really every DB connection (on prem and cloud) need some bulk loader capabilities to be added (if they don't have it already)