Alteryx Designer Desktop Ideas

hi team,

Currently the join tool doesn't have option to join the data irrespective of its case sensitivity. this causes issues while doing the analysis.

This tool is widely being taking as a replacement of Excel Vlookup formula (which is also case insensitive),so can we have the similar functionality for Join tool also?

We can have an option like a radio button or checkbox to select if we want to have case insensitivity while joining.

Thanks

Alteryx gods,

It would make me even happier than I am now if it were possible to tailor the completion messaging in the Interface Designer when an analytic app completes.

Currently, we use rendering etc, but sometimes we simply want to be able to create a bespoke completion message.

My example is as follows:

In the app you have the option to download files, or have them emailed to you. If you choose download, the final display is the render tool with the documents listed, however, if you choose email I want nothing to show but the final window with the message "Please check your email" or something. There may be more than one option, and so being able to dynamically change these messages would be very useful.

Help me Alteryx gods, you're my only hope.

*beep boop boop*

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.

I would like a new format option within the Designer function DateTimeFormat such that where a date is held in the database

e.g. 2023-01-01

DateTimeFormat([date],%o)

will return 1st not 1 or 01. 

Workarounds exist, but are fiddly given the different options....1st, 2nd, 3rd, 4th.....

I am aware that an Auto-Documenter tool is available in the Gallery, but that has not been maintained since 2020. 

It would be great if Alteryx could have that as an added feature to the Designer as an option for end-users to utilize. 

The breakdown of it can be done via XML parsing as such: 

<Nodes>: Configuration of tools

<Connections>: The tools used

<Properties>: Workflow properties

Right now, the current workaround is for users to export their XML, and the internal Alteryx development team has to build another workflow that reads the XML accordingly + parses it to fit what is needed. 

It would be better for Alteryx to build something more robust, and perhaps even include some elements of AiDIN which they are promoting now.

I try to use the Comment tool for documentation within workflows for team members (and my future self when I have to revisit it months after I built it). It would be helpful to be able to use markdown formatting inside the tool.

This might even encourage more documentation. *fingers crossed*

Sometimes I want to set up a filter to compare the values in two fields in my data set. The basic filter option would be much more powerful and configuration would be quicker if this option allowed this.

For example, currently I must use a custom filter to check if Field1 and Field2 are equal:

I would love to have the option to either use a static value in the basic filter (as you can now) or select a field name from a dropdown:

Hi there,

the Snowflake documentation only refers to connection strings which use a DSN such as this page Snowflake | Alteryx Help which refers to the connection string as odbc:DSN=Simba_Snowflake_JWT;UID=user;PRIV_KEY_FILE=G:\AlteryxDataConnectorsTeam\OAuth project\PEMkey\rsa_key.p8;PRIV_KEY_FILE_PWD=__EncPwd1__;JWT_TIMEOUT=120

However - for canvasses which need to be productionized on Alteryx Server - it is critical to use dsn-less connection strings so that the canvasses can be deployed and run on any worker node without having to set up DSNs on every worker node.

A DSN-less connection string looks like this: 

ODBC:DRIVER={SnowflakeDSIIDriver};UID=UserName;pwd=Password;WAREHOUSE=compute_wh;SERVER=server.us-east-1.snowflakecomputing.com;SCHEMA=PUBLIC;DATABASE=NewTestDB;Staging=local;Method=user|||NEWTESTDB.PUBLIC.MYTESTTABLE

Please could you consider making an update to the help texts to provide and describe a DSN-free connection string as well as the DSN driven connections?

Many thanks

Sean

Toggle individual expressions on/off in the formula tool.   

On more than a few occasions I have a number of expressions in a single formula tool and find myself wanting to turn off a few or many, but not all. 

It'd be great if there was a checkbox to activate/inactivate : on/off : include/exclude : select/deselect (whatever language you like for the concept) an individual expression.

Simple as a text box.  with maybe a 'select/deselect  ALL box available incase you want to turn most off then only select a single one? 

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).

It would be awesome if the Filter tool pre-populated info from your data so you could select what you want to filter by vs having to type it into a text field. When I filter data, I sometimes don't recall the exact word I'm needing to filter by. For example, if I'm needing to filter results for all Ground Operations data in the department column, I may have to look at the data to see if it's called Ground Operations, Ground Ops, GO, etc. I find myself having to use a summarize tool to see the different words in a specific field so I know how to specify it in the filter tool. 

My proposal is that the Filter tool displays all data options in the field for which you're filtering. So, if you're filtering the department field and there's 10 different departments in your data, those departments could display as selectable options in a dropdown menu.

Here's my example:

I want to filter for "Safety & Security" in the "medtype_name" field.

But, I don't remember if it is spelled with an ampersand or the word "and" or if it's abbreviated. I would have to look through the data in this column to find the specific way this word is listed so I know exactly how to write it in the filter tool. But if there are thousands of records, it would be hard to scroll through everything. So, I add a Summarize tool to group the different data points in this field. Then it is easy for me to scroll and find the one I'm looking for. Now I know exactly how to type the term into the Filter tool.

My idea is that the Filter tool does the work of the Summarize tool in that all data points in the specific field are shown in a dropdown, and you just select the one you want to filter by instead of having to write it in the text box. 

I searched but didn't see this idea, so please forgive me if it's already been mentioned.

Perhaps a little niche but it's something I come across quite a lot so thought I'd throw this out there as a quick QoL suggestion!

Currently when developing apps and such, we often just show results to end users via a Browse tool. However, when this output is a large table of data or a map for example, the initial results window doesn't scale out and we can often only see a tiny edge. To add to this, if we do want to resize the initial results window, we have to manually drag this as there is no maximise option like in other interfaces. Below is a quick example of what I mean.

App runs and produces this output:

The actual data/results within:

To get this second image, I have had to manually click and drag the outer edges of the Browse window, due to the lack of a maximise button. I'm aware that we can click to pop this out to a new window that does have a maximise option, but this feels like an unnecessary additional step.

So the idea here is fairly simple. Either a) increase the default size of the results window, and/or b) add a maximise button to Browse outputs.

Cheers,

Nathan

Hello!
I appreciate this is a very underused element of Alteryx Functionality, however, I have noticed a few issues with the description of fields. 

Firstly, if you set a description on a field within a select tool:

And then attempt to clear the description later in the workflow (in another select tool), you cannot. When you delete the description, it will clear back to the original value (in this case, 'test'):

This can be easily recreated, and can be more applicable to yxdb outputs that contain the description of fields. In that scenario, you cannot go back to the previous select tool and remove the description. The closest you can come to easily clearing the description is replacing it with a space ' '.

As a secondary issue, as current the score tool removes field descriptions and overrides the source. For example if I open the Score tool example workflow, and add a select tool/description:

You can see the meta data going into the score tool:

But unfortunately the output of the tool looks like:

Showing that it has completely removes the descriptions, and also replaced all of the 'source' information. My suggestion for this would be that it would not replace the source information or descriptions.

Thirdly - and quite a niche issue, but an int64 field specifically will break when the description differs between the data and the model.

Again, easy to recreate within the Ccore tool example workflow. Apply a Select tool to both streams, setting 'First_Years' to an int64. Within the bottom stream (the model creation), set a description, in this case, 'test':

Make sure to leave the top streams description blank.

Run the workflow, observe the error:
Error: Score (106): Score: The variable testFirst_Years is missing from the input data stream.
Interestingly, it seems to be using the description as part of the name within the Score tool, which is causing issue when the descriptions differ. My suggestion for this would be that it would not utilise descriptions at all.

Kind Regards,

Owen

Idea removed, regex will do the job. 

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.

When you have a "reminder"/"Notification" , there needs to be the option to permanently ignore the update.  

Some updates only give you a timeframe for ignore/remind as little as 7 days. There should absolutely be options for longer time frames, and should include a permanent reminder of do not display/remind me of 'this' update again. 

Fine for another reminder when there is another new update, but don't repeatedly place the notice of a reminder for the same system/version/data set etc etc etc update. 

There are times companies don't provide updates for a year or more. You shouldn't have to keep dismissing update reminders/notices when you don't intend to update until maybe the next version or a year from now. 

Remove the constant update notification. 

When searching for a workflow in the application we severely struggle with being able to locate the workflows we need. The same thing happens when searching in the gallery.  The information entered that will pull up a workflow doesn't seem to search across the workflow name nor does it seem to use any regular search engine function e.g. "search term" will return all and only results that contain exactly those parameters.  

Example:

WF Name:  "Magic_Workflow_business_purpose"

We can search for

• Magic
• Workflow
• business
• purpose
• Magic_Workflow_business_purpose

For THIS particular workflow, let's say only the search term of "business" works. 

It seems to be completely inconsistent. We've had MANY circumstances where NO entered search parameters return the desired results and we find ourselves having to sort all workflows by name and slowly scroll through (waiting for more to load) until we locate the named workflow. Out of all the amazing things Alteryx can do, if we can't find the work we've developed in it, we can't use it.

Thank you!  

Regards, MAKpfe

Add the remove or add Prefix or Suffix Feature on the Summary Tool because this is where the prefix is added automatically by the Summary tool, so instead of adding a new select tool after the Summary tool to remove the prefix. why not to embed it with the summary tool it self.