Alteryx Designer Desktop Ideas

As @Jonathan-Sherman pointed out in his blog post we love that the toolbar is back in version 2020.2!

One way that this toolbar could be enhanced, however, is to allow the use of the save button while a workflow is running. The user can still click File->Save while the workflow is running, but it would be quicker to be able to use the button on the toolbar.

Sometimes, when you change the system settings on Alteryx Designer, you get this annoying message :

Error: "Settings Validation Error" Alteryx Service failed to initialize, likely due to inconsistent RuntimeSettings.xml file: Unable to start Queue service, insufficient license

well, well, well...

I found the solution to this page https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Settings-Validation-Error-when-usin...

"Under Environment Setup Type, you must select "Designer Only" if only Designer is licensed"


Maybe instead of the current message, Alteryx can check the licence and help with a "you must choose Designer only option ath the beginning because only Designer is licensed".

Best regards,

Simon

Hi - Please delete this if it perhaps exists already in a newer version.  (I am on 2022.1 and don't see this functionality.) 

I would love to see the ability to right click a tool that isn't in a container and be able to add it to an existing container.  Currently I drag it over and drop it into the container then move it back to where it was.  Inevitably I misalign the tools and spend time getting it linear again. It would be cool if based upon the choice made in the right click, it would bring the assigned container around the tool in its existing location.

OR

Perhaps within the config of the container you could choose tool #s to add to the container?

Anyways this isn't a huge need but it would be nice to see that additional functionality for people that spend a disproportionate amount of time aligning and distributing their tools HORIZONTALLY.  (Nobody cares about the people that do vertical workflows.)

The data view of any anchor is searchable. I want to search the metadata view please.

Hello!
I have recently come across something within Alteryx that caught me by surprise. Currently when you are within the configuration window of a tool (in this example, the browse tool) and use ctrl + backspace (shortcut for deleting a previous full word), a blank character is instead added.

Please see example:

Currently in the Browse tool configuration

Go to change the Name of the tool - and naturally to clear it, use ctrl + backspace:

[] is added to the end. From what i can gather, this is a 'control character' , used when an application does not support ctrl+backspace.

Ctrl + Delete however, is supported.

I am proposing for this character/functionality to be supported. I believe the configuration window is the main - and potentially only, i couldn't find any other examples - place this is not supported.

Hope this makes sense!
TheOC

Hi 

I think its super frustrating not beeing able to search for dates, or date ranges in the result window.

Lets say I have a dataset with 2 dates, date picked up and date delivered.

Then I need to search broad in the result window, for a given date. With search in both coloumns.

Could we please have a simple specific date search, and maybe a from-to date? Like in the filter?


Or go all the way and look at excel date filter?

Kind regards

Maybe this pointless but my guess is that memory usage could be as important as processing time and is probably a simple addition to the performance profiling feature.

Adding "Lightning Bolt" connectors to the standard workflow tools to allow dynamic automation of the settings would be a game changer. I believe that this would enable us to create universally dynamic and adaptive workflows which could be used as drop in solutions for most datasets. This would turn the standard tools into a dynamic ones and dramatically reduce the tool count to accomplish dynamic tasks, and make complex workflows much easier to internalize. Making standard workflow tools more dynamic would allow us to easily dynamically incorporate conditional tests / values / fieldname selections / bypass / etc into tools like detour / filter / formula / unique / transpose / crosstab / summarize / Outputs / etc. I would also like to see the ability to utilize a bool field to bypass any given tool in a workflow. That way we could do things like conditionally bypass an entire formula tool which would dramatically simplify complex formula construction, turn on and off inputs / outputs, simplify error avoidance, etc.

In order to build complex dynamic conditional workflows with the current tool capabilities, most of us are forced to use custom macros (often a multitude of workflow specific ones as well), constantly add and remove formula created fields for message relay, and create complex multi-routings / tests / unions in a standard workflow with large numbers of tools and containers. This hides many of our tasks within short-term use fields / custom macros and it makes the rest of our workflows voluminous and less intuitive.

On the User Interface side, I recommend a simple approach. Next to the standard tool setting there should be a dynamic input option which allows you to select the source field in the lightning bolt connector. Next to that, there should be an icon that can be clicked on to pop up a short text description and a basic screen shot of data in the correct format for dynamic input. I would also like to see a check box at the bottom for manual tool "bypass" which can also be dynamically controlled. (This would especially be helpful on outputs, but it would also be helpful to allow formulas and filters to be kept in place for future use even when they should not currently be used) Turned off tools could be highlighted in a red background or something.

This would be useful for anyone creating dynamic and adaptive workflows, but it would especially expand Alteryx Designer's capability to attract more custom software developers like me.  It would dramatically reduce the need for a large number of complex workflow specific macros that clutter our systems. Users that find the traditional workflow tool approach easier for them could easily use the tools as normal by simply using the standard manual settings. Advanced users could simplify the creation of universally dynamic and self adaptive workflows.

When I run a Standard Workflow in the Designer, I can continue to work on other workflows, I can even run two workflows in parallel.

In contrast, when running an Analytical App in the Designer, the entire program is blocked and neither another workflow can be edited or run.

I propose to allow access to the Designer GUI also when running Analytical Apps.

In a previous lifetime I spent a lot of time developing data processing workflows in Microsoft Access before moving into Alteryx as my primary data processing tool. Although Alteryx is, on the whole, vastly more feature rich than Access, Access has a couple of very simple features which Alteryx could integrate into the Browse tool to significantly improve its usability. In particular, I am suggesting the option to add a totals/summary row to the browse tool to calculate basic statistics for columns on demand. 

Attached is a screenshot of a totals row for a dummy table in Access. As you can see, a user can select from various summary statistics including sum, average, count etc. 

Almost every day I export data from the browse tool to Excel multiple times, simply to calculate column totals. A totals row in the browse tool would remove a major source of reasons for me to export to Excel and would significantly increase the browse tool's usefulness. 

Passing data to the next app running in a chain from the gallery varies from challenging to impossible. An impossible situation I've found is when the same user needs to run multiple instances of the app simultaneously. Very difficult is just allowing two different users to run simultaneously without risk of passed data mixing between the two.

This idea would add the capability to pass values from one app in the chain into user variables in the next app in the chain.

The SQL compiler within the Input Tool places a space between operators causing a SQL syntax error.

Eg.

SELECT * FROM [DataSource] WHERE [Dimension] != 'abc'

Becomes

SELECT * FROM [DataSource] WHERE [Dimension] ! = 'abc'

The compiler should not add a space in this instance as it violates the syntax rules and triggers an error.

With all the talk of #TeamVertical and #TeamHorizonal an idea emerged for diagonal orientation. Now, it's a funny idea at first glance, but actually having the ability to control the general organization of a workflow could be very helpful. Imagine if there was a dot or arrow like in word that would enable us to tilt the canvas to fit our screens better. Like below, but leaving the text horizontal.

This solves the problem with the Left Join anchors moving to the top and instead allows anyone to rotate their workflow to what fits the case.

Thanks!!

#Team45Degrees

Issue:

Oftentimes when a workflow has an error, the error message is very long and is difficult to read in the results window. Currently, if you hover over the error message in the results window, the error message will popout but only for a couple seconds. Reading the error messages is a crucial step in troubleshooting the issue with a workflow, however, with the current experience it becomes very difficult to read the entire error message prior to the popout expiring.

Solution:

Simply double clicking any message, especially an error message, in the results window should have a permanent popout window presented to the user. This message window will allow the user to scroll down to read the entire message (if lengthy), popout the window further, minimize the window, and exit the window entirely. 

I am suggesting an addition to the Auto Field Tool.  Create an option that allows only auto sizing of the fields and does not change the field type.  A check box that says Auto Size Only.  The tool would recognize any fields that can be resized based on their incoming data field type and will not change the data type.  The resizing function is very helpful to maximize workflow performance, but I currently do not use it much because it guesses wrong on the data types.  This causes problems also when data inputs change.  Whereas setting to auto size only, it can streamline the data but let the user be confident the data types would not change. 

Thank You

Dynamic macros that fetch the current version at every run time vs storing a static copy of the macro with the workflow at publish time are challenging to pull off using shared drives. 

This suggestion is to store dynamic macros in the gallery and secure their use with collections.

Right click + "Insert After" and Right click + "Paste After" should behave the same. In the picture below I show the two cases. Currently, the "Insert After" option inserts a tool between the selected tool and the tools after it. The "Paste After" creates a new branch with the pasted tool. I think the "Paste After" should behave the same as the "Insert After": paste the tool on the existing branches. In case we want to create a new branch, we will paste the tool and connect a new branch to it.

Quite often, I would love to be able to use Browse tools already while the workflow is still running, if that specific Browse tool has completed (green box around). This would help to debug and save a lot of time.

In this case, the lower Browse tool would be enabled already now.

Using File Browse on Excel files first of all is inconsistent between running the Analytical App in the Designer and in the Gallery:

• In the Designer, the user is not being asked which Excel workflow shall be selected.
• In the Gallery, the user is always asked which Excel workflow shall be selected.

Depending on the use case, both behaviours can be the right one:

• To load a specific Excel file worksheet, the dialog for workflow selection is appropriate.
• When working with the entire Excel file (copying, getting the list of worksheets, etc.), the dialog is not helpful.

Thus, my idea is as follows:

• Add a checkbox to the File Browse tool which determines whether the worksheet selection dialog shall be opened (and the output will be <filename>.<ext>|<worksheet>) or not (and the output will be <filename>.<ext>) in case of Excel file selected.
• Make behaviour consistent in Alteryx Designer and Gallery.