Alteryx Designer Desktop Ideas

Hi,

 

The basic table report tool could be improved by including a title option, such as a checkbox that allows you to add a title above the table.

When you want to add a title to a table, you must create a report text specifically for that purpose. The more significant improvement would be for situations in which you want to create tables grouped by a specific field. It would be nice to have the option to add a title per group as well, this would make it easier to add all of them to a report in a more dynamic way without having to do workarounds.

 

 

In user settings you can define a "Logging Directory" and if you do the system will send the Output Log (Results view messages) to a file in that folder.  The name generated is Alteryx_Log_ + an apparent sequential number, example: Alteryx_Log_1519833221_1.

This makes it impossible to identify which flow it is associated with and which instance of execution simply by looking at the name, you have to parse the content to see the flow name and start/end timestamps.  For trouble shooting we want to be able to look at the list of file names and quickly see which file, of possibly hundreds of files, we need to look at to see what went wrong.

 

We've been looking into the phoneHome information that collects usage of Designer in the enterprise, and it looks like this data set (in the UsageReports collection, I believe).

Please can you add the CanvasFilename that was run to this data - we need to be able to surveil the use of Alteryx in our enterprise which is not being done within the server environment, and without the canvas name this becomes tremendously difficult.

 

Reference:

 

https://help.alteryx.com/server/11.0/admin/index.htm#Configuration/SaveDesignerUsageData.htm%3FTocPa...

https://community.alteryx.com/t5/Analytics-Blog/Alteryx-Analytics-11-0-Monitoring-and-Reporting-on-A...

 

cc: @BenG @avinashbonu @Deeksha @BenBu @revathi

Hello Community & Devs!

 

This idea consists of a couple of requests that are related to the same topic - table styling using the formula field.  As most probably know, the table tool offers column/row specific formatting.  Some of the basic formatting offered in the configuration are: fonts, texts colors, and backgrounds.  For anything that doesn't fall into these types of formatting rules, there is a "Formula" option that allows the user to define CSS-like statements to format the selected column, row, or cell.  Related to this formula, I have two requests:

 

1. I would like a double border to be included as an option.  After speaking with a support engineer, they do not believe this is currently available.  The double border is used in most financial documents as the "sum line".  I see a lot of uses for this, especially in my industry.  I would expect a formula like this: "border-top: 1px solid double black;" to give a result like this:Desired OutputBut it gives a result like this:Current Alteryx Output
2. I would like to see additional documentation on this Style Formula field so users have a reference when attempting to do advanced styling on a table.  I don't think it's sufficient to say, "Use of this requires a solid understanding of CSS styles" if all CSS styling options aren't available.  Documentation would at least let us know that what we are attempting to do isn't possible.

 

Thanks for considering my ideas!

 

-Nick

 

 

I have been going back and forth between output tool and render tool. The render tool works well when you want formatting. It's also great when you don't want an output created (when rec count=0) while output tool always generates a file regardless if there are records present or not. Output tool works well when you have a lot of fields but then you cannot easily control styling.

My issue is that I have a render tool connected to table tool. In the table tool everything looks neat; there's no wrapped text and no unnecessary white space (auto column width not necessary). However, with the render output, you don't know what to expect. Especially, when you have a lot of fields (30+) data gets truncated and column width is forcibly narrowed due to paper dimensions used in render tool. I skip letter and tabloid formats and now I have to mess with custom paper width (e.g.50) to get my reports looking right and when you have dynamic fields, this is not ideal. 

Would it be possible to make the paper size/width automatic in the render tool just like in the table and layout tool? Then this tool also doesn't negate what layout/table tools do so well.

 

 

Hello Alteryx folks!

 

I think it would be awesome to be able to dynamically rename headers right in the Table tool so that the headers can stay in their intended position. For instance, if you use a Dynamic Rename tool, the Table tool will put the new "unknown" column at the end of the output. We have the ability to rename and add formulas to the fields, but we cannot do the same with the headers.

 

Thanks!

Currently, there isn't any option in the Salesforce Input tool > Existing Reports  to remove the 2000 record limit for queries. Is there any way of removing that cap so that our queries will return the correct number of records?

 

The Salesforce input tool has an option to select Salesforce report templatesBut the number of records is capped at 2000

Hello Product Management,

 

I'm trying to emulate a graph from the book, Effective Data Visualization by Dr. Stephanie Evergreen.  Here's what I have so far:

 

This was a little bit of work to create and while it isn't what I exactly had hoped for, it does approximate my attempt.  Ideally, I would do the following to complete the exercise:

1. Have a Y-Axis (none) line on for both Old/New Sites (dual-axis)
2. Replace the Y-Axis number with the Label for the departments
3. Remove the (line) from the label

As observations, in order to add carriage returns to NOTES, i had to use HTML tags <br>.  The settings for points and lines required me to do lots of configuration.  Maybe a format painter would help to copy the format from one set of point/lines to the next.  Once I completed a chart/insight it would be "nice" to be able to copy and configure the other.  If you have an insight and wish to create a chart, you have to reconfigure the new element from scratch.

 

I do have an error in the creation of the chart that says, "Error parsing configuration."  I have no idea what error exists.  I submitted a ticket on that issue.  

 

I haven't created this chart via Excel, but the textbook shows you how to create the result in Excel.  The graph is easy for me to see and to understand.  I like it and think that it could be a valuable way to demonstrate the potential for Alteryx visualizations.

 

Cheers,

 

Mark

I would like to see either the option to create a Venn Diaram within the current chart tool or an entirely new tool specifically for Venn Diagrams.

 

I often work with data from multiple sources and would like to better understand how much of my data is in multiple sources and how much is only from a single source. A great way to view this is with a Venn Diagram.

Currently saving file output as PowerPoint is possible only doing workaround as in Megan's article (link below) using Render Tool. It might be more intuitive to implement PowerPoint to supported options in "Output Mode" dropdown.

https://community.alteryx.com/t5/Engine-Works/Reporting-in-Alteryx-Generating-a-PowerPoint-With-a-Gr...

 

Cheers,

Pawel

In the ‘Report – Table’ tool I would like to be able to force headings to multiple lines. For example If I have a heading such as “Catchment (%)” or “Spend (£)”, I would like there to be an easy way to make the (%) / (£) move to the second line when I have fixed width columns.
 

 

I have several regular outputs I use that are in both Excel and PDF (depending on who I am sending them to).

The format of these is always:

For Excel, create a summary sheet and set as the first tab, then create detailed sheets as additional tabs in the same .xlsx file.
The summary sheet always has the same fields, but the fields may reference different detail tabs day to day.

After the output, I can manually open Excel and change the field to a formula that references the other tabs (hyperlink function).
It would be great if I could just type the hyperlink formula in Alteryx and have that embedded into the Excel output.

The same goes for PDFs, except I would reference other pages (or if using PDF portfolio I would reference other PDFs in the same portfolio).

The ability to integrate a HTML page as content in the layout, insight and render process.  At the moment I create a range of advanced visualisations in Python and save them as HTML.  I would like the ability to open these pages and treat them as specialised content which I can apply reporting workflow to including:

• Layout: arrange in a page layout
• Report Text: add report text as heading or comments
• Render: include in a render process
• Insight: include in an interactive dashboard as a standalone widget

Sometimes I get conversion error messages or warnings that really don't matter, and it would be great if there was a function similar to spell check or grammer check where I could say "Don't show me this again", so that once I've read the message I can choose whether or that particular message pops up again.

I would like an separate tool for rendering excel file, or more options in the render tool. Currently you have to manually give the size of the output sheet, and it makes all of the columns on the spreadsheet look odd. Having additional options like "Auto page size" would be tremendous. 

When using Interactive Chart tool; or Insight tool - every time you click on it you are asked to configure, even if you've already configured this previously.

 

Please could you change this so that it displays the "Configure this tool" screen ONLY if there is no configuration in place.

 

This tool is already configured, but still you get the "configure this tool" dialogYou can see here that there is configuration already (looking at the XML)You can also see that this tool is already configured if you look at the config itself

The reporting tools do not currently support HTML structured or unstructured lists https://www.w3schools.com/tags/tag_ul.asp

All vertical combination creates tables which group the lines together.    Even if you manually create this - you get an error saying that ul (or ol or il) are not supported in composer

 

 

This creates a challenge in 2 ways:

a) When creating lists in reporting outputs - you lose the functionality of structured lists (numbering with letters; numbers etc)

b) additionally - selecting the text in tables behaves differently than selecting data that is created in lists.

 

Please could you add the ability to create lists in addition to tables in the reporting tools by supporting the ol; ul; and il tags?

NOTE: this could initially be done just by supporting the tags; and then later this could be a summarize option on the summarize tool; and a bullet option in the text tool.

 

Summarize using tablesdesired: summarise using listsList rendered with the list tags

 

 

 

 

 

While exporting a report to Excel via the Table/Layout/Render tools, it would be helpful to have the ability to manually adjust the size of specific columns within the report table.

 

Currently, Alteryx auto-corrects the column widths based on the data in the columns and the selected paper size, even if you select specific column widths using the Table tool. This is a great feature for reporting, however in my use-case my output report contains two blank columns which will be manually edited by my team. Because these two "manual update" columns are blank in Alteryx, the column widths on the output are quite small compared to the other columns, and this will require manual column width formatting within the Excel sheet to both accommodate the (often lengthy) manual updates that will be entered into these two columns, and to keep the report within the paper size parameters.

 

Thanks!

Taryn

Hello Alteryx Team

 

I would be great if you could enhance the emailing function to Include sending emails using the Microsoft Exchange Web Service (EWS). And not just SMTP as there are companies that do not Allow sending emails using SMTP but EWS is allowed.

 

Regards

Markus