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Alteryx Designer Desktop Ideas

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Hello,

Right now you can write a file into sharepoint. However, sometimes, you just want to upload a file. There is already the ability to download (for Sharepoint input). I would like the same for uploading a file (based on an path or workflow dependancies).

Best regards,

Simon

Hi

 

Currently the date time now input outputs data only in string format, it could be useful if there was an option to output the data in date or date time format.

We have a feature to limit the number of records, and I thought why not have a column limit as well? 

Columns take up a lot of space and processing, the more columns we have the more it slows down. So if we can declare it at the start to import the first 20 columns always, it’ll ensure that any new or unwanted columns in Excel will be avoided. 

Idea: “Create THEN Append” Output Mode for Files and Databases


When outputting data in Alteryx—whether to an Excel file or a database table—the standard practice is:

First run: Set the output tool to “Create New Sheet” or “Create New Table.”

Subsequent runs: Manually change the setting to “Append to Existing.”

This works fine, but it’s very easy to forget to switch from "Create" to "Append" after the first run—especially in iterative development or when building workflows for others.

 

Suggested Enhancement:
Add a new option to the Output Data tool called:
“Create THEN Append”

Behavior:

On the first run, it creates the file/sheet or table.

On future runs, it automatically switches to append mode without needing manual intervention.

 

Why This Matters:
Prevents data loss from accidentally overwriting files/tables.

Improves automation and reusability.

Makes workflows more reliable when shared with others.

Mirrors functionality found in many ETL tools that allow dynamic "upsert-like" behavior.

 

Applies To:
Excel outputs (new sheet creation vs. append)

Database outputs (new table vs. append to existing)

CSV or flat file outputs where structure remains consistent

 

0 Likes

Currently, this option is available in the SharePoint Input tool, which will only output a list of files/items found in the directory specified, which is helpful in cases where we need to add some comparison logic to avoid reading a file that have been processed already (in like a data copy type of scenario). However, this feature was not included in the other connectors (Azure Data Lake File Input, One Drive Input, Box Input, etc.).

jrgo_0-1751574157369.png

 

Additionally, including an optional input anchor to feed in a list of files to read would also be extremely helpful, similar to a Dynamic Input tool, and avoid the need of creating a Batch macro to perform this operation.

Hello,

 

Could there be a way to explore the details of the results window by double-clicking on a value of the Browser profile?

Basically if the profile of a field in the Browser tells me that there are x records meeting that value, could they be selected by double-clicking on that value in the profile? A bit like when you explore the underpinning rows in a pivot table in Excel; if you want to see which records meet the criteria, you double-click on the value.

 

Genevieve_0-1749731805987.png

 

For example clicking twice either on the label or the count and the specific records would show.

Hello,

As of now, you can't choose the DCM connections to synchronize. It's either all or none.

 
 

image.png



However, I have one designer and two servers (Sandbox/Production). Most connections must be common, but not all.

Best regards,

Simon

0 Likes

I have to switch to using alternate software anytime I need to input a file where the spatial projection is not recognized by the input tool for a spatial object field.

I would really like to see an option added to the input tool that allows custom designation of a spatial projection. Allowing manually choosing the projection and being able to open a ".prj" (or something similar) for Alteryx to use when ingesting the data.

Hello,

A very simple idea : 
as of today, there are dedicated connectors to Sharepoint, OneDrive and Azure Data Lake.
For all these connectors, the files we can read are limited, very limited : xlsx, csv, yxdb

 

The location of the storage is not relevant, we should be able to read any already supported file on these locations (like parquet or shp or whatever).

Best regards,

Simon

For the Output Tool it would be very beneficial to be able to pass a password in order to populate a password protected Excel spreadsheet. It appears there is a decent amount of interest based on the Community feedback pertaining to the subject.

In 24.1 the email tool was adjusted such that any error in the workflow prevents the email tool from sending any emails. Previously, if AMP was enabled, the email tool could still send emails even if the workflow contained an error, but this is no longer the case. There are many cases where this is not ideal, one example being:

In larger workflows, I have multiple data streams which, after a point, operate independently. Even if one stream errors, I would like emails to be sent from the other streams. I have tried nesting the email tool within multiple layers of macros, but if any of the parent or child workflows/macros contain an error, the email tool will not send any emails. 

I would like a checkbox option in the email tool or workflow configuration that will still allow emails to be sent if the workflow errors. Then, with the use of control containers, I will have full control over email distribution with errors. 

0 Likes

Currently SharePoint Input Tool allows downloading a file from SharePoint to local machine, then we can process it locally, this is great since the tool can only handle 3 types of files and won't support the rest like Zip or anything else.
SharePoint Output tool, only support the same 3 files type, but will not allow uploading to SharePoint a local file, similar to the input tool but in reverse. Why is this important:

1- We can create local files that is in a format like KML, KMZ, ZIP etc., which we can't upload it to SharePoint after.

2- updating multiple sheets on the same file, updating locally then uploading the file to SharePoint will be a lot faster and more efficient. 

 

it is easier to overcome above challenges if we use Alteryx Designer and Sync the SharePoint, or map it to local drive or folder. but it is impossible to do it when using and scheduling it on Alteryx Server.

Please update the SharePoint Output tool to allow uploading any type of file(s). Thank you.

Hello,

There are several dozens of data sources... maybe it would be useful to have a search in it?

 

image.png

Best regards,

Simon

To increase Performance on some old Buissness Logic, i am trying to switch an existing system to In-DB tools. This has given me a lot of headache because there is no Multi-Field Formular Tool in the In-DB section. It is a very tedious job to run through every workflow to manually set the same regex for a table with more than 20 Fields. 

 

I have had the idea to implement such a tool myself but i think this could be helpful for other developers in Alteryx Desktop too, so i am bringing this up here.

The Idea is to have a similar approach to the new Multi-Formular Tool like the other already existing Tool in Preperation. 

Hello all,

As of today, you can only (officially) connect to a postgresql through ODBC with the SIMBA driver
help page :
https://help.alteryx.com/current/en/designer/data-sources/postgresql.html#postgresql

 

 

image.png

You have to download the driver from your license page

 

image.png


However there is a perfectly fine official driver for postgresql here https://www.postgresql.org/ftp/odbc/releases/

I would like Alteryx to support it for several obvious reasons :
1/I don't want several drivers for the same database
2/the simba driver is not supported for last releases of postgresql
3/the simba driver is somehow less robust than the official driver
4/well... it's the official driver and this leads to unecessary between Alteryx admin/users and PG db admin.

Best regards,

Simon

Hello,

As of today, DCM is great to store credentials. But once we want to dive deeper in technicity, like using macros or Applications, it's really bad. One of the things I hate is that we can't retrieve any informations from the DCM connection, just the id. Not good for logs, really bad for understanding and have some conditional logic related to connection type or name.

Here an example

 

image.png


 

image.png


 

image.png

Nice, I managed to retrieve an id but I have no idea of what it means : what kind of connection? what's name?

Best regards,

Simon

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I would like the ability to configure a default naming convention for yxdb files created through the "Cache and Run Workflow" feature.  For example, the naming convention could be <YXMD filename>-<ToolID>-<CreatedDateTime>.yxdb.

 

This would make it easier and faster to identify and re-use yxdbs.

0 Likes

I work with lots of Excel files, and because they don't always consistent schema, I'm often changing the configuration.

The default Window frame/window for the "Options" panel in the Input data tool only shows 3-4 rows, plus title (the section in RED in the image below).  As I have large screens 

 

The panel size can be resized by dragging the line above the "Preview (first 100 records)".  However, once I move from this tool, if I return to the tool, it defaults back to 3-4 rows, plus title.

 

I would like to be able to set the default size of the Options panel/frame/window.

  • This would improve my efficiency when setting up flows
  • This would improve debugging - I would be able to see all my parameters at a glance

 

Alteryx Input Data Tool options window.png

0 Likes

I was exploring how to make the Outlook 365 tool run faster, and I noticed in my Action tool that there are Start and End Date parameters. However, they come across as these large numbers. I learned today from Alteryx Support that "The numbers you provided for StartDate (1725163200000) and EndDate (1726751052709) represent Unix timestamps in milliseconds. Unix timestamps indicate the number of milliseconds that have passed since January 1, 1970, at 00:00:00 UTC."

 

While I am attempting to build a custom macro myself, it feels like this enhancement could just be included in the tool itself! Relatively simply conversion using DateTimeDiff([#1],"1970-01-01 00:00:00",'milliseconds') 😊

 

Edit: it's there for the Calendar option, but ideally it could be included for the Email option too! And while you can you the search parameters, we could make it easier for the user.

Tn the test environment in our POC for Alteryx - SharePoint connection,
the connection request from SharePoint Input Tool (Designer) to M365 server results in authentication failure with a proxy server.
After trials and errors, we see that the authentication fails because the Proxy server for M365 does not accept HTTP request without "Host" header.
(please see attachment for details)

 

Alteryx Support says that Share Point Tools do not set Host header in HTTP request on any Designer versions,
We use Designer 2022.3.1.430 and SharePoint Tool 2.5.0.
Alteryx Support recreated the same issue on Designer 2024.1.1.93 and SharePoint Tool 2.6.3 for Designer 2024.
and they suggested me to submit an Idea on the community site as an enhancement request.
 
So I submit this as a new idea:
To enhance SharePoint Tool to send HTTP request with Host header.
(more preferably, to send HTTP 1.1 where Host header is mandatory.)

 

At the same time, I have questions to the community:
  • Have anyone experienced the same error?
  • If yes, is there any workaround to connect with M365?
I would like to avoid keep the current security setting as it takes time to change it.
 
Thank you in advance for your support !
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