Alteryx Designer Desktop Ideas

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.

Hello,

A lot of tools that use R Macro (and not only preductive) are clearly outdated in several terms :
1/the R package
2/the presentation of the macro
3/the tools used

E.g. : the MB_Inspect

Ugly but wait there is more :

Also ; the UI doesn't help that much with field types.

Best regards,

Simon

as an analysis software. The result window plays a crucial role.
However, the numbers are not left-aligned, making it difficult to identify the number in the first grant.

and as most coding editor, monospace is recommend. it help to identify text length as well

Suggested Settings Adjustments:

1. Change of Font Type and Size: Include options for different fonts, including monospace.
2. Alignment: Provide options for left, right, and center alignment.

3. Option show whitespace

Hi there

My idea is to have an option to copy and paste a tools configuration to a different tool of the same type somewhere else on the canvas.

Example:

Say I have four summarise tools dealing with four different data streams, I envision a 'Copy Tool Configuration' option after right clicking on a tool and then a 'Paste Tool Configuration" which can be applied across the multiple instances of the summarise tool by overwriting. This would preserve the tools anchors incoming and outgoing connections.

Benefit:

This would increase the speed of developing workflows. Naturally this would be significantly quicker than copy and pasting tools, and then re-wiring anchors. Additionally, this would potentially reduce human error when iteratively developing workflows.

Regards - Rhys Cooper

I would love to have the option to easily disable a section of the workflow while diverting around the disabled tools.

I know the Detour and Detour End tools exist, but I think this functionality could be improved.  My idea would be either/both of the following functions.

Break links between tools.  Think of a workflow as a circuit board and the connection paths between tools as parts of a circuit.  With every tool connected/enabled the full circuit is complete.  However, if there is a section of the workflow which is temporarily unneeded, it would be great to have the option to break the connection between tools and then reconnect at a later point to complete the circuit.  My idea would be to have the option on a line/path to break the connection temporarily (greying out the tools downstream) and enabling it further downstream.  It's similar to what the Detour and Detour End do, but without needing additional tools on the canvas

Alternatively, if you were to select the unneeded tools in the workflow and place them into a container, then disable it, it could skip those disabled tools without breaking the circuit.
[ tool ] ---- [ tool ] ---- [ tool ] ---- [ tool ] ---- [ tool ] ---- [ tool ]

Most tools do not result in record changes: Select Tool, Data Cleansing, Record ID, Formula, Auto Field, Multi Field/Row, etc.  It would be nice to be able to tell Alteryx which tools to display the Connection Progress; specifically the Record Counts.  It would reduce the clutter/noise and allow the Record Counts to only display for the tools that matter to the analyst/user.  Right now it displays for all tools regardless of whether the records changed or not.  My hope would be to tell Alteryx to only display the Record Counts for tools like: Input, Output, Filter, Join, Summarize, Crosstab, Unique, etc. and ignore all other tools.

The current approach gives me both Record Counts and Total Record Size in KB, but I don't need or want the KB.

The option I am requesting does not currently exist.  It would remove the KB and leave you with just the Record Counts.  KB is useless to me.  I only care about Record Counts.  This option would help reduce the noise/clutter of the KBs.

Hello,

Unless you're lucky, your input dataset can have fields with the wrong types. That can lead to several issues such as :
-performance (a string is waaaaaaaay slower than let's say a boolean)
-compliance with master data management
-functional understanding (e.g : if i have a field called "modified" typed as string, I don't know if it contains the modification date, an information about the modification, etc... while if it's is typed as date, I already know it's a date)
-ability to do some type-specific operations (you can't multiply a string or extract a week from a string)

right now, the existing tools have been focused on strings but I think we can do better.

Here a proposition :

entry : a dataframe
configuration :
-selection of fields
or
-selection of field types
-ability to do it on a sample (optional)

Algo :

The output would be something like that

Best regards,

Simon

Hello,

A lot of time, when you have a dataset, you want to know if there is a group of fields that works together. That can help to normalize (like de-joining) your data model for dataviz, performance issue or simplify your analysis.

Exemple

order_id item_id label model_id length color amount

Here, we could split the table in three :
-order

order_id item_id model_id amount

-model

model_id length color

-item

item_id label

The tool would take :
-a dataframe in entry
-configuration : ability to select fields.
-output : a table with the recap of groups

<style> </style>

field group field remaining fields

Very important : the non-selected fields (like here, amount), are in the result but all in the "remaining" group.

Algo steps:
1/pre-groups : count distinct of each fields. goal : optimization of algo, to avoid to calculate all pairs
fields that has the same count distinct than the number of rows are automatically excluded and sent to the remaining group
fields that have have the same count distinct are set in the same pre-group

2/ for each group, for each pair of fields,
let's do a distinct of value of the pair
like here

item_id label

if in this table, the count distinct of each field is equal to the number of rows, it's a "pair-group"

here, for the model, you will have
-model_id,length
-model_id,color
-length,color

3/Since a field can only belong to one group, it means model_id,length,color which would first (or second) group, then item_id and label

If a field does not belong to a group, he goes to "remaining group" at the end

in the remaining group, you can add a link to the other group since you don't know which field is the key.

<style> </style>

field group field remaining fields

Best regards,

Simon

PS : I have in mind an evolution with links between non-remaining table (like here, the model could be linked to the item as an option)

Hi,

I appreciate this could be a repeat of this topic but I'm not able to find it easily if it is. 

I want to locate a column in my results window with a simple search functionality. I'd like to search for a column and then it'll present back to me potential columns that I could then select to move me to in the results window. It's painful with a lot of columns to keep scrolling to find the one you're after:

All the best,

BS

When a workflow group is created/saved, could it by default always open the tabs in the order they were in when the Workflow Group was created?

As of now, the workflow tabs open at some undeterminable order and the user must take great care to switch from tab to tab in intended order. Sometime they are in the "correct" order, other times they randomly appear in different order. 

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

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

When running a job in the gallery, a file output has to be chosen every time, even if there is no other option. I propose that under "My Profile >> Workflow Defaults" users be able to choose a preferred default file format for outputs. If it is available then the gallery will automatically choose that, otherwise the user can pick. 

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

Dear Alteryx, 

One day, when I pass from this life to the next I'll get to see and know everything!  Loving data, one of my first forays into the infinite knowledge pool will be to quantify the time lost/mistakes made because excel defaults big numbers like customer identifiers to scientific notation.  My second foray will be to discover the time lost/mistakes made due to 

Unexpanded Mouse Wheel Drop Down Interaction

Riveting right?  What is this?  It's super simple, someone (not just Alteryx) had the brilliant idea that the mouse wheel should not just be used to scroll the page, but drop down menus as well.  What happens when both the page and the drop down menu exist, sometimes disaster but more often annoyance.  Case in point, configuring an input tool.

See the two scenarios below, my input is perfectly configured, I'll just flick my scroll wheel to see what row I decided to start loading from 

Happy Path, cursor not over drop down = I'll scroll down for you ↓

Sad Path, cursor happened to hover the dropdown sometimes on the way down from a legit scroll = what you didn't want Microsoft Excel Legacy format?

And you better believe Alteryx LOVES having it's input file format value changed in rapid succession., hold please...

Scroll wheels should scroll, but not for drop down menus unless the dropdown has been expanded.

Oh and +1 for mouse horizontal scrolling support please.

Whenever I output the Count using the Summarize Tool I am unable to tell it to sort the results by Count and am forced to grab a sort tool.  It would be nice to offer a sort option from within the Summarize tool itself instead of requiring a subsequent sort tool or to use the Results window to manually sort it.

Whenever I start something in Alteryx Designer which takes some time (e.g. opening a workflow), and I want to do something in another application in the meantime (e.g., Explorer), Alteryx Designer repeatedly catches the Windows focus back and brings Alteryx Designer to the front, interrupting my work in the other application. And Alteryx does this really multiple time during an action (often multi times per second), not even only when finished, causing me to  have to press Alt-Tab multiple times to get the other window in the front again).

First, this is annoying: If I purposely select a different tool to be in the front I want to work in that tool and not be disturbed by a different tool that catches the focus back.

Second: This cannot be good for performance. Sending the "I want the focus" signals to Windows also takes time.

Suggestion:

Switch off all requests for getting the focus in entire Alteryx Designer. Instead, the Alteryx entry in the task bar might blink once or twice in green when the background action is completed.

If there are people who like this catching focus thing, then please introduce a setting so that it's possible to switch it off.

My idea is essentially to borrow the keybinding/command ethos of Vim for Alteryx. For those who are unfamiliar, Vim is a text editor from a time before the mouse and the GUI became dominant forms of interacting with PCs. I think the key ideas to take from Vim are the Modes, Commands, and Grammar.

Vim is mode based for its typing. You start out in Normal mode and enter other modes through key commands. For example, to enter Insert mode, you just type 'i'. This mode allows you to enter text into whatever file you have open at the moment. There's also the Visual mode which is for highlighting sections of text for processing with other commands. This means that key commands can take on a variety of meanings in different modes, adding depth in a limited key range.

The Grammar is another key aspect. Rather than hold an arcane combination of modifiers and letters, Vim uses an Operator-Count-Motion approach. The operator will be the primary action: y for yank/copy, d for delete, c for change, v for visual select. The Count is how many objects you want this operator to be applied to. The Motion is where and what you want to work with: w for a word, s for a sentence, p for a paragraph, ( for a set of parentheses, b for brackets. There are also options that extend this so you can have a series of commands like d2w (delete 2 words), di( (delete inside parentheses), yap (yank/copy all of a paragraph), etc. Below is a cheat sheet displaying a wider list of the possibilities with the motions.

The Command mode is the last piece of the puzzle. By typing ':' while in Normal mode, you bring up a command prompt. Here you can enter any of a number of commands including changing user settings via keywords. For example, :s/old/new/gc will search through my file and attempt to find and replace every old term with the new term, the c at the end means that Vim will ask for confirmation before each change. I could also do things like :set nohl which will turn off highlighting for items found during searches. It's easy to imagine using similar functionality to make configuration changes to a wide set of tools or simply to selectively delete tools without using the mouse or scrolling to them.

To take it a step further, current menu functions could be turned into commands, imagine typing v6t to select the next 6 tools on the canvas. You could follow this by typing :Contain %V to wrap the selected tools in a container, perhaps with extra arguments a specific color palette could be applied as well! I say all this to say that the way forward for shortcuts in Alteryx is to break away from the one-handed modifier heavy paradigm that so many programs follow today. By creating commands that can duplicate the actions found in drop down and right click menus, as well as providing a means of navigating the canvas without a mouse, Alteryx can go to the next level in terms of efficiency and ergonomics.

Let me know what you think, if you need more concrete ideas on what this might look like in practice, I can add that. Thanks!

P.S. If you work on side projects outside of Alteryx, consider giving NeoVim a try, it adds a lot of extensibility and customization to classic Vim

When using "Find and Replace", the content of the search term field ("Find") is cleared when switching between workflow windows. From my perspective, there's no reason for that. Why does Alteryx Designer decide that I don't want to search for the same term in another workflow?

Please change that behaviour that content in "Find", "Search Locations", and "Replace:" are preserved when switching between Designer windows.