Alteryx Designer Desktop Ideas

It would be easy if there is an alteryx tool or in the input tool a configuration  to put an excel password and it opens the file to use it on a workflow.

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.

The language options have been so helpful for our Global team; is a Korean language option under consideration for Designer & the online training courses? 

Hello,

  After used the new "Image Recognition Tool" a few days, I think you could improve it : 

  > by adding the dimensional constraints in front of each of the pre-trained models,

  > by adding a true tool to divide the training data correctly (in order to have an equivalent number of images for each of the labels)

  > at least, allow the tool to use black & white images (I wanted to test it on the MNIST, but the tool tells me that it necessarily needs RGB images) ?

  Question : do you in the future allow the user to choose between CPU or GPU usage ?

  In any case, thank you again for this new tool, it is certainly perfectible, but very simple to use, and I sincerely think that it will allow a greater number of people to understand the many use cases made possible thanks to image recognition.

  Thank you again

  Kévin VANCAPPEL (France ;-))

  Thank you again.

  Kévin VANCAPPEL

Building a custom tool is nice, but the best way to show someone how to use it is to have an example. It would be great if we could package example workflows into a yxi file so our custom tools have samples to start from. 

When building a workflow with testing tools, you tend to want to be able to put these in container and then minimise this to improve readability of the workflow.

For example instead of this:

You might want to minimise the error checks like this:

However when running apart from reading through the results window, there is no immediate indicator that there is a tool inside the container that has errored:

So the feature enhancement request is to add in an exclamation marker to show the user that a tool inside has an error and you can then easily open it up and investigate further.

I would really like to see .dif files added as a file option to the output tool. Currently, I have to output as an excel file and then open the file and save as a .dif file format. Figure if Excel can save the file format, Alteryx should be able as well.

Thanks,

Hi,

I am not sure if it is only me, but quite often, I am getting distracted. I believe I am not the only person bombarded by the amount of notification/ping on chat etc. That is the reason why quite often, I forgot what I am doing.

Let's imagine a scenario like this. I want to use the date-time parse function. First, I look at the data. I want to figure out what the format is, and I want to start writing a formula.

I know what format it is, and I am writing a formula in a formula tool. I remember the date was the first position but what was next? I got distracted. I don't know the original formula was structured.

Wouldn't it be cool to see the results from the previous tool still when working on the new one?

My workaround is to copy-paste pics into one note when I am working on something but I am not a big fan of a workaround like this 😀

While it is good to have the test tool stop outputs based on tests, it isn't too insightful to users on the full details of these error messages. It would be more useful to have an output location for a test if these errors appear so that end users can troubleshoot instead of the workflow developer having to work through all of the error messaging.

There are workarounds for this that can be used, but they are often extensive and require the addition of significant logic. Adding optional outputs to the test tool would be a simple fix that could save a lot of hours of debugging when end users find an error.

Hi,

I am not sure why it is so complicated to troubleshoot formula tools in Alteryx. When I am getting an error with information parse error at char (char number) why we don't get this information highlighted in the configuration tool at the left. 

It should be crystal clear for the user where he needs to troubleshoot his workflow. We can say that the formula tool is showing us where the formula is working, so it isn't so bad.

When working with a multi formulas tool, it isn't easy to figure out where the mistake occurred.

Can we highlight somehow this specific character and make users life easier?

Very often, I used a container to make notes about certain parts of the workflow. Some of the comments that I created are pretty long. Could the user have the possibility to have at least rows for the title of the container?

I have created a screen to show what I have in mind. Potentially users could have the ability to turn this option on or inside the container?

So while first and last make sense concat will crash the system. Here's a screen grab... Designer really doesn't like crosstab reporting tools set (accidentally) to concatenate 3 macros deep in a workflow. Just crashed 3 times before I tracked down the error on my system.

I will start off with a story. I have built a process to manage batch API requests. It's an iterative process that checks to see where the export is at by calling an API and then returning some status. It will run and wait and run and wait until the export is ready to be downloaded. However sometimes, the jobs don't finish and a status returns something like "failed" or "cancelled". When this is the case, I have my process (which is a little bit batch macro) kicks off an error message, using the nifty error message tool. After some time I noticed that it was a PAIN to go back and figure out which of my requests failed and I decided that I need to add some messaging around where this was failing, so I could do some easy auditing. So I go back into my tool and much to my chagrin, I cannot pass variables into the message section. I would expect it to have worked something like this:

"Record "+[#2]+" is not 'A'"

Can we please get a change to this. It would save a lot of time and energy if we could create a dynamic error message option.

TL;DR Please allow us to use formulas in the "If expression is true, display error message:" settings area.

We aren't getting a huge amount of help from support on this, so I'm posting this idea to raise awareness for the product teams responsible for the Salesforce connectors and the embedded Python environment.

This post from user Dubya describes the issue in detail:

I have a workflow with several salesforce tools in it, which works fine on my machine. But we need another alteryx user in our office to be able to access, run and maintain the workflow too, via their machine and copy of alteryx designer.

However we're finding that the salesforce inputs and outputs can only be authenticated on one machine at a time.

When the other new user opens the original workflow from the shared network location, the salesforce tools display an error "Salesforce Input (1): {'error': 'invalid_grant', 'error_description': 'authentication failure'}" and the tools fail to load any data. But we can see the full query in the tool and we can even set the custom query option and validate the query successfully, which suggests the source is being correctly connected to and queried, but we just cant run the tool.

The only way to run the tool successfully is to change the credentials and re-authenticate the tool. However this then de-authenticates the original machine, and when we open up the workflow on there and try to run ying the workflow brings back the same error.

We've both tried this authentication back and forth on our own machines and each time one of us re-authenticates, it de-authenticates the other, leading to it triggering the error.

Can someone help explain what's going on and how to fix it, as this doesn't bode well for our collaboration.

We're both running:
The latest build of version of designer 2021.2 (original machine also running desktop automation)
Salesforce Input Tool v4.1.0
Salesforce Output Tool v1.3.0

My response here identifies that this is a problem for our organization as well:

We're experiencing the same issue. It appears to be related to how the tool handles password and security token decryption. I've found that when you modify the related registry entry from "true" to "false", you can see in the tool's xml that the encrypted password and security token are still in there. I'm not sure what else is going on behind the scenes beyond that, but that ought to be addressable by the product teams handling the Salesforce connectors and the Python installation embedded in Designer.

The only differences in our environment compared to u/Dubya's are that we're running on 2020.4 and attempting to use Salesforce Input Tool v4.2.4.

This is a must have for anyone who needs the ability to share workflows among multiple users. This is part of a series of problems that these updated connectors have been plagued with since introducing them years ago, and no one at Alteryx seems to care enough to truly fix the problems. Salesforce is a core system for our organization, so having tools that utilize the latest version of Salesforce's APIs is very important to us. The additional features that the Input tool provides are welcome, but these bugs have to be sorted out in order for us to extract any kind of value out of them. If the "deprecated" Salesforce tools were ever to be removed from Designer while there are issues with the "new" connectors, we would have no choice other than to never upgrade Designer/Server again and be forced to look for another product to serve as our ETL platform.

Please, please, please address this.

We would like some enhancements to the Salesforce connectors (input and output) to allow:

- Either the Batch or the Bulk API to be used. Batch API is much better for smaller jobs while the Bulk is better for larger jobs (larger numbers of records). It would be very useful to allow the selection of which API was used by the tool to use the most efficient API.

- The number of records per batch to be defined in the tool. I know this can be achieved using a batch macro but it would be far easier (from a user point of view) to be able to enter this value in the Salesforce connector and have it manage the batch size. We frequently have issues with the batch size being too large and Salesforce having errors (and records not updating).

Dear Alteryx Gods, I beseech thee!

The most common use of the Browse tool in the Alteryx Designer is to pop the results out into a full window. Can we PLEASE have a single button to do this rather than this functionality being hidden under the action menu?

M.

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.

Hello Alteryx Support,

I’m a Business Analytics Manager at Evernorth. My team and I use Alteryx Designer 2020.2 x64 for daily data preparation + analytic purposes; primarily, the desktop version but also have access to the company Alteryx Server ‘Gallery’ as well. Recently, we ran into a challenge and after asking around we still couldn’t find a solution.

Our Need:

We are seeking a solution to ‘add an example link’ in our custom built macro.

Our Challenge:

We don’t have the proper permissions to save and/or write to the “C:” designated folder location required to host the file as specified within the Alteryx Community help documentation (e.g. outlined below). --> We understand this is an internal IT obstacle that will take time to work out from a corporate data governance perspective, which is why we are seeking Alteryx Support.

At the end of the day, we are reaching out to see if your team can help us understand if there are alternative solutions that we can explore. Making the assumption, that is…that we can’t take the suggested approach in the documentation. See below for details about what we are trying to achieve.

Current macro state (…as viewed by Alteryx Designer users in the user-interfaces top tool panel for viewable macros):

Desired future macro state:

***Help Documentation***

What we currently know: (According to…How to add an example link in the custom tool - Alteryx Community)

Prerequisites

1. Alteryx Designer

Procedure

1. Place the sample workflow in the %ALTERYX_INSTALL%\Alteryx\Samples\%LANG%. A separate folder can be created to store the workflow. An example of a directory: C:\Program Files\Alteryx\Samples\en\MyTest
2. Add in the "Example" tag with "Description" and "File" child tag in the tool configuration file of the custom/user tool.

Example:
 
    <metainfo>

 ...
     
            Open Example
            Path to the workflow
       

... 

Limitations

1. The sample workflow can only exist in %ALTERYX_INSTALL%\Alteryx\Samples\%LANG%. The link will fail  if the file is located in a different path.
2. The sample workflow needs to be distributed separately from the custom tool installation since it has to be stored in %ALTERYX_INSTALL%\Alteryx\Samples\%LANG%.

Thanks for your support and consideration to create a feature enhancement that allows Alteryx Designer users to 'add an example link to their custom tool' without having to go to the C:\ file location in order for it to work!

Respectfully,

Corey

For the Image Input Tool please add:

   1) A wildcard input for filename.

   2) A check-box to choose sub-folders.