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Alteryx Designer Desktop Ideas

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Problem:
In large Alteryx workflows, renaming a column using a Select tool (or similar) causes downstream tools like Formula, Filter, Join, Sort, etc., to break or throw errors if they reference the old column name.
This means every time a column is renamed, I have to manually go through every tool that used the old name and update it - which is tedious, time-consuming, and error-prone.

 

Proposed Enhancement:
Add a feature to automatically propagate field name changes across all tools in the workflow that reference the renamed field.

This could work similarly to how modern IDEs allow you to "rename variable" across an entire codebase, or how refactoring works in platforms like Tableau Prep or Power BI.

 

Benefits:

  • Saves time when making structural changes to data schemas.

  • Reduces human error caused by missing updates in some tools.

  • Makes workflows more scalable and easier to maintain.

  • Improves usability and development speed for all users, especially in large or collaborative workflows.

0 Likes

Hi, currently using the reporting tools, you need to use the render tool to output it, which makes sense.

 

However, is there away to render an output when using a connector tool e.g. sharepoint output

When working within the Table Tool, there are many options to help users format the width of their columns (i.e. Automatic, Fixed, or Percentage).

 

It would be nice to see an option added to disable word-wrapping.  Meaning, expand to encompass the header or data within the field so that each row is of uniform height regardless of the option:

 

 

Fixed:  The rest of the data would just be masked like in excel:

jrlindem_0-1753200155163.png

 

Percentage:  Same as fixed (above), but relative to the variable width...

jrlindem_1-1753200354732.png

 

Automatic:  Resizing to the required width, regardless.

  • It would also be nice to have options under automatic, akin to constraints
    • Automatic, but with a maximum width of...
    • Automatic, but with a minimum width of....
  • But regardless without word-wrapping

 

 

Why this matters:  When producing automation, especially for finalized outputs such as reports and tables; having maximum control over the output format is vital to ensuring downstream users don't have to continue to manipulate the output to suit their needs.  Maybe this isn't best practice, but when has customer demands ever taken a backseat to best practices!  😉

 

0 Likes

In the Table tool, is there a way to edit the bar graph's max and min values using a formula based on table values, rather than a fixed value? 

 

For Example, the automatic selection may choose bounds of 0 and 3324539 to include all values. Still, realistically, 100% needs to be a specific value from the table, with batch reports making this amount dynamic.  

0 Likes

1. Image Processing Tool functionality should be available in Reporting tools.

2. Image Output Location should allow for a temp file location

3. Image Processing should allow lock of aspect ratio when Cropping (like Scale)

4. Image Processing should allow for fieldname selection for Crop, Scale ...etc to allow for custom calculations.  Being able to generate custom values for width and height based upon the values generated in from image profile would be useful

The Email tool does not send out e-mails after an error occurred in the workflow. Since this usually is a good thing, it sometimes would be helpful being able to send out e-mails also in case of errors.

In particular, I want to send out an e-mail with a detailed and formatted custom error message.

 

Thus, please add a check box "Also send mail in case of errors" which is off by default.

 

Side note: The Event "Send mail After Run With Errors" does not work for me because it is too inflexible. Just sending out the OutputLog is not helpful because the error message might be hidden after hundreds of rows.

 

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!

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

I am trying to add additional functionality to my existing workflow.

 

We have a common workflow pushed to the Alteryx server and there will be multiple people running this workflow.

 

Every time the workflow is run, the expectation is that an automatic email should be sent to the person who has triggered it(and won't be sent to multiple other people).

 

Currently, we have it set up using the Email tool but I do not see an option to dynamically update this “To” field to automatically use the email of a person running the workflow on the server.

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).

0 Likes

The Table tool does not allow renaming a field so that it breaks at a specific point.

Fields like "H.S. Dropouts Non-Hispanic" and "H.S. Dropouts Whites" need a forced break after Dropouts.

 

Now we get random breaks like

 

H.S. Dropouts

Non-Hispanic

 

H.S. Dropouts White

 

The Rename Field function in the Basic Table tool would be a great place to allow forced breaks.

 

Thanks!

I have found a few examples in which the formatting options can be more finely tuned when editing the XML of a workflow but is not allowed by the user interface.

 

Border widths are just one example. The smallest border width is 1px, whereas if you edit the XML to "0.5" and save, you will get more narrow borders.

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 currently shows 100% in the profiling of spatial fields in the results window, regardless of if there are rows with missing spatial features. I opened a ticket about this & was told it is expected behavior.

 

Therefore, I submit the idea that the profiling for spatial fields should give an accurate profile of the field, & if there are nulls in the field, it should identify that column isn't 100% OK and show the % of records that have null values, like the profiling does for every other column in workflows.

1.JPG

 

 

 

 

 

 

 

 

 

 

Thank you!

Dear Development Team,

Can we bring back to multiple-column X-axis feature for chart?

The old (depreciated) Charting Tool allows to output 2 dimensions on the X-axis in addition to having an option for "Dynamic/Unknown" column(s). This is not possible with its supposed replacement the Interactive Chart Tool.

A possible use case is Weekly Challenge #91 Challenge #91: Getting into the Weeds - Alteryx Community

If we use the current Interactive Chart Tool, we will need to manually specify 64x layers to cover all bases. Even then the solution will still fail if more "weed types" are added to the datasets.

Considering that bar/column chart is likely the most commonly used and also most basic chart, please can we either bring back the fully supported Charting Tool or add this feature to the current Interactive Chart?

Thank you.

Dawn.

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

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.

Pawel_Paleczny_0-1661939211930.png

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

 

Cheers,

Pawel

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

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!

Most organizations have rules for password expiry every 60-90 days. We have to go into each workflow that has an email tool and update it manually and reschedule it.
If the username and password for an email tool is coming from a field, we can then use a macro to update it.

spingili_0-1655478126075.png

 

Hello there!

Currently the email tool has the following configuration:

TheOC_0-1653663519956.png



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:

TheOC_2-1653663925251.png


Clicking test (and passing):

TheOC_3-1653663937900.png



Clicking test (and failing):

TheOC_4-1653663975804.png




Thanks,
TheOC

 



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