Alteryx Designer Desktop Ideas

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 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

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

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

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,

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.

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,

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

My organization use the SharePoint Files Input and SharePoint Files Output (v2.1.0) and connect with the Client ID, Client Secret, and Tenant ID. After a workflow is saved and scheduled on the server users receive the error "Failed to connect to SharePoint AADSTS700082: The refresh token has expired due to inactivity" every 90 days. My organization is not able to extend the 90 day limit or create non-expiring tokens.

If would be great if the SharePoint connectors could automatically refresh the token when it expires so users don't have to open the workflow and do it manually.

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 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

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

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

As of today, you can pass SQL from :
-input tool

-output tool

-connect in-db

The user interface is very limited, the kind of query you can pass also, welll, not very user-friendly. This generates a lot of frustration among users.

What do I suggest :
1/ A direct button "Query Builder" without having to open a new wf and drop an input box and then go with the presql tool and fight to build a query.

2/ Basically the same features than Dbeaver (https://dbeaver.io ) or DBvisualizer (https://www.dbvis.com/) or SQUIRREL http://squirrel-sql.sourceforge.net/ 😞
  -Ability to pass any SQL Code I want (such as update, create, truncate, etc...) when I come from the button, "protected" sql when I am in a workflow
  -autocompletion

  -color coding (The idea is not new )

 
3/ A box "Free Sql Query" that I can branch on a indb or standard wf to pass any SQL query. The Output would be the same as input, just like it would be with a block until done.

DELETE from Source_Data Where ID in

SELECT ID from My_Temp_Table where FLAG = 'Y'

.... 

Essentially, I want to update a DB table with either an update or with the deletion of rows.  I can't delete all of the data.  My work around will be to create/insert into a table the keys that i want to delete and try to use a input/output tool with SQL that performs the delete.  Any other suggestions are welcome, but a tool is best.

Thanks,

Mark

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,

I had a business case requiring a cost effective and quick storage solution for real time online sourced survey data from customers.  A MongoDB instance would fit the need, so I quickly spun up a cluster on Mongo Atlas.  Atlas was launched by MongoDB in 2016 as a database-as-a-service deployed on AWS.  All instances for Atlas require TLS/SSL to connect.  Currently, the Alteryx MongoDB connector does not support TLS/SSL connections and doesn't work against Atlas.  So, I was left with a breakdown in my plan that would require manual intervention before ingesting data to Alteryx (not ideal).

Please consider expanding this functionality on all connectors.  I am building Alteryx out in my agency as a data platform that handles sensitive customer information (name, address, email, etc.).  Most tools I use to connect to secure servers today support this type of connection and should be a priority for Alteryx to resolve. 

Thanks,

Mike Schock

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