Alteryx Designer Desktop Ideas

The TO field (and I assume other fields) in the Email tool seem to have a 254 character limit - this should be increased heavily as there are many distribution lists that will go above this character limit!

• Solved: Email tool recipients list truncating emails - Alteryx Community
• Solved: Email Widget: Cut off all the emails in the "To" r... - Alteryx Community
• Re: Email Address Truncated in the "To" Field - Alteryx Community

A distribution list works but is not ideal. Thumbs up if you like this idea!

This is a feature request based on my comment submitted here: Email Tool: Format "From" field to accommodate "Di... - Alteryx Community

 

It would be great to provide an option in the Designer Email Tool to allow us to specify a "Display Name" when sending emails.  The "Display Name" is a common part of the email specs listed here: RFC2822 - Section 3.4 (Address Specification) 

 

The email gateway/service that I'm using will send emails, but the "From" line will reflect only the email address.

 

For example, it will show an email as being from "john.smith@example.com" where I would love for it to show up as from "Smith, John".  This would make emails appear like other internal company emails in our company Outlook clients, and in general provides more useful flexibility for the Email tool. 

 

Many other email clients support using Display Name, but it appears that Alteryx currently doesn't.

 

The format of an email address with Display Name is something like "Smith, John" <john.smith@example.com> (with or without the quotes).

Hello there!

Currently the email tool has the following configuration:

It is a fairly easy tool to use - however one part that I would like to be improved is testing the SMTP settings - similar to how it is done on the Alteryx Server. It would be awesome to have a button as part of this page, that would send a test email, and return true/display to the user that the email sent correctly. This would stop the need to setup dummy data and a dummy output to test a connection before rolling the email tool out into a live environment/use-case.

 

I imagine something along these lines for this functionality:

Clicking test (and passing):

Clicking test (and failing):

Thanks,
TheOC

 

This year, Microsoft updated improve their API (GraphAPI) to access Office365 enviroment.

 

Alteryx have launched on Microsoft District in Public Gallery the Dataverse , Onedrive & Sharepoint Connectors.

 

Alteryx must develop as soon as possible an connector/email with same authenticator options as connectors Above and improve the emails settings.

 

 

It´s important to release and documentation to show wich permissions on Azure it's necssary to send the emails. 

 

References:

 

Microsoft Announce:

https://docs.microsoft.com/pt-br/lifecycle/announcements/exchange-online-basic-auth-deprecated 

 

Azure Permissions:

https://docs.microsoft.com/en-us/graph/api/user-sendmail?view=graph-rest-1.0&tabs=csharp 

There is an extensive need from customers to be able to create emails but not send them (right away at least).

I'm in the banking sector and I have been seeing many banks using Alteryx and Alteryx server in their routines. Also, when it comes to sending automatic e-mails in this sector, its very risky. We need a "four eyes check" when dealing with clients information. Currently there is no workaround that could be applied to e-mail tool when used in Alteryx server as well.

My idea is to simply create a button "Save in draft" in e-mail tool to create an .eml format as output. This .eml can be read by outlook and thus, it creates a draft.

This also should be taken into account when dealing with drafts in alteryx server, so that any user can run the workflow and get the desired draft.

Thanks

Please consider adding a new setting to the Render Tool, so the users can select or deselect if an existing File should be overwritten (Otherwise throw an error, like the Output Data Tool does, when configured to create a new Sheet and that Sheet already exists)

 

 

 

There is an extensive need from customers to be able to create emails but not send them (right away at least). This would be an enhancement to the email tool to allow for checking a box to say "Save in Draft" and if that box was checked the send email functionality would not be called but the email would be created. 

Report text tools currently only give the option to allign left, right or center. Would be great if we could have the option to have a true 'Justify' option also as it makes chunks of text look so much cleaner

Hi Community Microsoft wil deprecate basic Authentication, so users will need OAuth2 to be included in the email tool. https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic... Microsoft is removing the ability to use Basic authentication in Exchange Online for Exchange ActiveSync (EAS), POP, IMAP, Remote PowerShell, Exchange Web Services (EWS), Offline Address Book (OAB), Outlook for Windows, and Mac. This change will be efective on October 1, 2022. Best regards, JP

when you render out to an excel file, the excel file is created as a new file.  You cannot render to an existing excel file.

I'd like to see this functionality.  I have a client who has a workbook with multiple formatted sheets and they'd like to render an addiitional sheet of formatted data out from Alteryx into the existing workbook.

I am having to render my Alteryx formatted reports to Excel and then upload the report to Google Sheets

 

It would be very useful (and improve the less well known Alteryx Reporting capabilities) to be able to render straight to a Google Sheet and preserve the formatting.

 

 

 

Thanks

Hi,

I'm not finding it anywhere as a current option, but my company uses branded PowerPoint slides using our logo, these slides are in 16.:9 (widescreen) for slide size, but Alteryx won't output to that size even if I choose custom for page size & have Widescreen selected as an option. Could there be an Advanced Options button added that would allow users more output choices, like choosing the 16:9 ratio size output? Without it, I'm having to output the largest map I can create (13 x 9.75 in Report Map tool) and then stretch/shrink to get it to fit the 16:9 slide...for every single map/slide (currently making 40 maps at once).

 

Is there a work around to accomplish my goal currently? And if not, could the option be added to the Render tool? Thank you!

I've used the Table tool with large data sets to make tables with conditional formatting etc. There's a couple of suggestions I'd like to see.

 

1. I noticed an issue where if you disconnect from the tool prior to the Table tool before it forgets your settings quite easily and you may need to redo them. This is quite frustrating if you have lots of columns

2. The controls for sorting and interacting with columns aren't very good, if they were more like the select tool controls that would be fantastic. Perhaps this could be resolved with a select tool beforehand but I still think it is worth putting on the table tool itself.

3. Render output. when making excel outputs with multiple sheets of varying sizes, its very difficult to control. The sheets all stretch to the largest size. I've found I've had to put in white space in Report Text tools on one side of a table tool in order to make up the space and prevent stretching. (I found that solution on the forums)

 

Thanks.

 

Frank

Alteryx has the ability to connect to data sources using fat clients and ODBC but not JDBC.  If the ability to use JDBC could be added to the product it could remove the need to install fat clients.

The only thing I have ever found that Excel can do that Alteryx can't is creating a pivot table that allows the user to drill up and down levels of aggregation by collapsing or expanding levels in the data hierarchy. (like this). 

 

Can you add an interactive table to the new interactive charting tool that can provide this level of functionality? It's embarrassing to have to tell Excel users they can't do this in Alteyrx, and likely leads many of them to stick to Excel--and miss out on all the other great things Alteryx can do.

 

Thank you! 

Hi to all,

 

I have seen one or two posts requesting ability to total up rows and/or columns of numbers, however this idea also requests the ability to subtotal data by a field and also produce an overall total.

 

This could be an extension to existing tools such as 'Summarise' and 'Cross Tab' or could be a stand alone tool.  Desired output of using a tool like this would produce something like this:

 

 

This would be incredibly useful for building reports within Alteryx as well as analysing the data, and cut down the amount of tools currently required to produce this.  I have seen a third party tool which does some of this but this adds the ability to subtotal.

 

thanks - Roger

I am currently using alteryx to generate pdf reports and noticed there is no option to have multiple row headers. In my line of work i cant skip this as the end users insist on having it like they have always had it.

I definitely think this should be available as many of us like replicate canned reports which are otherwise in excel and hence see the need for such an option.

 

The following might give an example of the multi row header,

 

 

Also the ability to merge certain columns to create the above effect should be available.

Hello!

Currently, the Visual Layout tool (as opposed to the Layout tool) is in a Beta version and has been since I have been using Alteryx. 

I think it's a fantastic tool for (as in the name) visually laying out your reporting tools. I find the original layout tool difficult to use without great attention to detail, and it can cost a lot of time when building report-based workflows.

It would be great to get the Visual Layout tool out of Beta, similar to a lot of the other Laboratory tools (https://help.alteryx.com/20221/designer/laboratory), and increase confidence in using the tool. It is currently hard to suggest using the tool to Alteryx users, as 'BETA' creates apprehension of bugs and unstable functionality.

 

Thanks,
TheOC