Alteryx Designer Desktop Ideas

Hello all,

As you may know, Alteryx use the Active Query Builder component. However this component itself evolves with cool new features :
https://www.activequerybuilder.com/blog/2018-04-28-much-faster-visual-sql-query-building-in-the-new-...

You can also try the online demo

https://www.activequerybuilder.com/

Best regards,

Simon

Hello all,

In help, we can read that :
https://help.alteryx.com/current/designer/write-data-db-tool

Update/Delete is currently only supported for SQL Server ODBC connections.

 I don't know about you but SQL Server is well used in transactional workload but in analytics... well... I have only used once in several dozens of context !

Maybe it would be cool to make it work on many more database?

Best regards,

Simon

As of today, for a full refresh, I can :

-create a new table

-overwrite a table. (will drop and then create the new table)

But sometimes, the workflow fails and the old table is dropped while the new one is not created. I have to modify the tool (setting "create a new table")to launch it again, which may be a complex process in companies. After that, I have to modify it again back to "overwrite".

What I want :

-create a new table-error if table already exists

-overwrite a table-error if table doesn't exist

-overwrite a table-no error if table doesn't exist (easy in sql : drop if exists...)

Thanks!

When I create a new table in a in-Db workflow, I want to specify some contraints, especially the Primary Key/Foreign Key

For PK/FK, the UX could be either the selection of some fields of the flow or a free field (to let the user choose a constant).

From wikipedia :

In the relational model of databases, a primary key is a specific choice of a minimal set of attributes (columns) that uniquely specify a tuple (row) in a relation (table).[a] Informally, a primary key is "which attributes identify a record", and in simple cases are simply a single attribute: a unique id. 

So, basically, PK/FK helps in two ways :
1/ Check for duplicate, check if the value inserted is legit

2/ Improve query plan, especially for join

Hello,

I work for a company with circa 250K employees. We are in the process of shifting all documents over to OneDrive and I've noticed that when I have an Alteryx workflow that uses inputs stored on OneDrive the connection can be very intermittent. I use the UNC file naming protocol for my input/directory tools, but more often than not I need to run a VBA script that accesses OneDrive before Alteryx tools will connect.

There's a couple of posts on this community about this, but nothing in the ideas board. I believe the SharePoint connector is being updated for v11, but nothing for OneDrive.

I'd like there to be better integration to OneDrive for business and SharePoint Online please.

Thanks,

John.

Hello,

According to wikipedia :

A partition is a division of a logical database or its constituent elements into distinct independent parts. Database partitioning is normally done for manageability, performance or availability reasons, or for load balancing. It is popular in distributed database management systems, where each partition may be spread over multiple nodes, with users at the node performing local transactions on the partition. This increases performance for sites that have regular transactions involving certain views of data, whilst maintaining availability and security. 

Well, basically, you split your table in several parts, according to a field. it's very useful in term of performance when your workflows are in delta or when all your queries are based on a date. (e.g. : my table helps me to follow my sales month by month, I partition my table by month).

So the idea is to support that in Alteryx, it will add a good value, especially in In-DB workflows.

Best regards,

Simon

Directory Tool retrieves today a lot of information about a file. I must say I appreciate getting easily the size and the last write time.

But why not the owner? I have developped a macro with a powershell to do that but what a nightmare for a so little piece of information.

Hello,

Here a use case :

I work on the projects A and B with Alteryx inj IN DB mode.

My coworker works only on project B and have no rights to the data of project A.

When using temporary table in Alteryx, we both create the temporary tables in the default database. The issue is my coworker can see my temporary data of project A, which is not safe.

Solution : allow me to specify the database/schema when I create my temporary table.

Hello all,

As specified in the title, this idea is to distinguish between Append Prefix/Suffix to File and to Table on the Output Data Tool.


For most files (csv...), the table name does not really exist. However, for at least Excel files, if you choose this option, the result will be one sheet by suffix and the only option to have one file by suffix will be to change entire file path.

Best regards,

Simon

Hello all,

as of today, a join in-db can only be done with an equal operator.

Example : table1.customer_id = table2.customer_id

It's sufficient most of the time. However, sometimes, you need to perform another kind of join operation, (especially with calendar, period_table, etc).

Here an example of clause you can find in existing sql

inner join calendar on calendar.id_year_month between fact.start_period and fact.end_period

helping to solve that case :

(the turnaround I use to day being : I make a full cartesian product with a join on 1=1 and then I filter the lines for the between)

or <,>, .... et caetera.

It can very useful to solve the most difficult issues. Note that a product like Tableau already offers this feature.

Best regards,

Simon

Currently, when one uses the Google BigQuery Output tool, the only options are to create a table, or append data to an existing table.  It would be more useful if there was a process to replace all data in the table rather than appending. Having the option to overwrite an existing table in Google BigQuery would be optimal.

Hello all,

We all love pretty much the in-memory multi-row formula tool. Easy to use, etc. However, the indb counterpart does not exist.

I see that as a wizard that would generate windowing functions like LEAD or LAG
https://mode.com/sql-tutorial/sql-window-functions/

Best regards,

Simon

For the Output tool, File Format of Microsoft Excel (*.xlsx) - the non-Legacy one - it doesn't have the "Delete Data & Append" option that the Legacy ad 97-2003 Excel formats have. 

Having the Delete Data & Append for the most recent version of Excel would be very beneficial. Without it, there does not appear to be a way to udpate an existing Excel sheet using an Alteryx workflow while preserving the formatting within the Excel sheet. The option to Overwrite/Drop removes all formatting. 

I have this workflow refreshing an Excel sheet daily, and then am emailing it to a distribution at the end of the workflow. Unfortunately, right now I have to use the 97-2003 format to preserve the formatting of the Excel sheet when it is automatically refreshed and emailed each day. 

Can you please assess adding this option? Thanks!

Hello,

As I mentioned in this previous idea : https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Generic-In-database-connection-please-stop-i...

field mapping in generic in-db connection is based on Microsoft Sql Server. Given the specificity of MSQL Server field types, I would like to change that in order to at least be able to use another database. Without that, this feature has no sense at all.

Best regards,

Simon

Hello,

As of today, we can't choose exactly the file format for Hadoop when writing/creating a table. There are several file format, each wih its specificity.

Therefore I suggest the ability to choose this file format :

-by default on connection (in-db connection or in-memory alias)

-ability to choose the format for the writing tool itself.

Best regards,

Simon

Hi,

     Currently loading large files to Postgres SQL(over 100 MB) takes an extremely long time. For example writing a 1GB file to Postgres SQL takes 27 minutes! This is serious impacting our ability to use Alteryx as an ETL tool for loading our target Postgres Data Warehouse. We would really like to see the bulk load capacity to Postgres supported by Alteryx to help alleviate the performance issues.

Thanks,

Vijaya

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

Hi GUI Gang

At the moment, I have a lovely formatted XLS with corporate branding, logos, filled cells, borders etc.  The data from the Alteryx output needs to start in cell B6.  I have tried the output tools to this named range, but Alteryx destroys all the Excel formatted cells in the data block.

As a workaround on the forums, many Alteryx users pump out to a hidden "Output" tab, and then code =OutputA1 in the formatted sheet.  This looks messy to the users who then go hunting for the hidden tab.  Personally I end up pumping the workflow out to a temporary CSV file.  Then opening that in Excel, selecting all, and then pasting values in the pretty Excel file.

This is fine for one file, but I need to split the output report block by a country field and do this 100s of time for each month end.

Please can we have a output tool that does the same as my workaround.  Outputs directly from a workflow to a range in Excel that doesnt destroy the workbook's formatting.

Jay

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