Alteryx Designer Desktop Ideas

Alteryx is not able to read generated Excel sheets which have the prefix "x:" within it's XML tags.  Often this occurs when an xlsx file is created from a bot or rpa process.  Example file attached.

Would it be possible to Hide all annotations by default rather than each time a new workflow is created?   It's a simple thing but can save time.

Workflow configuration

In the new Intelligence Suite tools the PDF Image Template tool allows a user to select portions of the document to be OCRed downstream by the Image to Text tool, however there is no way to currently zoom in and out of the document to draw the annotations, the only way I have found is to stretch the configuration window and the PDF width will autoscale, but doing so will lose the annotations.

So the request is to have zoom in/out and pan options within the configuration pane to improve the UX.

Hi,

This idea is to suggest we add additional comparison capability to the Designer Join tool to more closely mirror what is possible in SQL. Usually, teams work around this limitation by adding tools after the Join tool (or using SQL queries at the start of a workflow), but it would be great to do this in the Join Tool itself.

The current Join Tool in Alteryx only allows for exact field comparisons, but not for more flexible joins, such as the example below

LOAD * FROM Table A

LEFT Join Table B

ON A.Firstname=B.FirstName

And A.Country <> B.Country

AND A.Lastname LIKE (B.Lastname)

OR A.Nationality = B.Nationality

I've drawn a mock-up of what I think could be enhancements to the existing tool. In simple terms, I think there are these options for improvement:

1. When joining on specific fields, allow the user to specify operators for how the fields should join, e.g. Field A=Field B and Field C  !Contains  Field D (almost like the Filter Tool does this). This could be enabled by permitting operators in the menu between the 2 fields, as illustrated below

2. Have the option to say that if either field matches, you'd like to join (i.e. option to choose if this is an AND or OR join condition). A new field would need to be made to the left of the field selection, as illustrated below

3. Perhaps there could be the option to write the expression as you would a formula for the Error message tool (but in a positive context), e.g. Field A != Field B

4. How about enabling the Left Join/Right Join/Full Outer Join options from within the Join tool? E.g. if you select the Venn Diagram buttons, you will return your selection? If you don't want to compromise existing capability, you can automatically add a pre-configured Union tool (with the correct left/right/join inputs) after the Join tool based on the user's selection?

Regards,

Tom

It would be great if Tool Containers had an I/O connector icon where you can connect the last tool in that container to and then Cache the container so that it wouldn't have to run every time.

For example, in the diagram below, the output of the Spatial Match would connect to an object such as the "I" that I drew below. We would then be able to cache the output of that container so that all objects in the container wouldn't have to run each time. The "O" would be the cached output and would feed the rest of the workflow. 

Often I need to add filters or other tools early on after the workflow is already been mostly built. If a tool connects to one tool I can drag the filter over the connecting line and add the filter seamlessly. However in large workflows there is often this situation:    

The Filter will only connect to one of the lines I'm hovering over. If I could connect to all lines simultaneously and drop in the connection to achieve this (would be awesome):

Vanilla Alteryx Chained Apps can only progress linearly, which means developers could not let users skip few applications ( or ) reach the last app in the chain ( or ) let the user select which specific app to trigger based on the requirement.

 

This can be bypassed by using a render tool with output as PCXML and HTML link of the Application you can trying to divert to, which does not affect the existing workflow in any way.

By using the below set of tools on any workflow/chained app you can either branch the flow of apps ( or ) you can skip a few apps in the chain.

1. A excel or csv file which has the links of the apps -  the reason for keeping the hyperlinks in an external file is so that we can update the link if the server link changes/updates - refer Image 1
2. A filter tool to specify which application to move to ( can be changed using a radio button/drop down to app 2/3/4/5 etc.)
3. A text tool ( This is where the magic is ) - configure it to pick the server link from the incoming data from the filter tool as hyperlink and generate a output preview, as shown below - refer Image 2
4. Use a render tool as output and write to any PCXML file ex: "File.pcxml" - refer Image 3

Image 1 - Input Configuration with the flow that can be part of any existing application

 

Image 2 - Text Tool Configuration

Image 3 - Render tool Configuration

POC in action

• Let assume our 3rd application is located in www.alteryx.com - if the user selects 3rd app in the radio button

• Which would generate an Output Preview like below

Now If clicked on App 1, it would divert me to www.Alteryx.com

Keywords : Chained Applications, Chained Apps, Application Sequence, Skip Application Sequence, Branch Application Sequence, Application Order, Controlled Order, Trigger Next Application

Regards,

Maithreyan S

Hello!
Currently when you share a workflow that contains a Directory tool, it will instantly fail if you do not setup the directory tool to point at a similar folder structure. This is expected, but can make it painful to share workflows between multiple users, especially when a shared network drive and dynamic paths cannot be used. 

What I propose as an addition to Alteryx Designer would be the option to 'convert to yxdb' / 'cache and replace' any tools that are at the start of a workflow, similar to the cache and run workflow option:

What i expect this to do is to containerise the tools previously used, and create a new file within a temporary location, and replace the containerised tool connection with a new data input to that file:

Why this would be fantastic, is that it would allow me to now export the workflow, including the file that has been created:

and I could then share that with a colleague.

Kind Regards,

Owen

In order to make it easier to find workflow logs and be able to analyze them we would suggest some changes:

• In the log name instead something like "alteryx_log_1634921961_1.log" the log name should be the queue_id for example: "6164518183170000540ac1c5.log"

This would facilitate when trying to find the job logs.

 To facilitate reading the log we would suggest the following changes: 

1. Add the timestamp 
2. Add error level 

For the example of current and suggested log: 

 Please consult the document in attachment.

In the suggested format the log would be [TIMESTAMP] [ERRORLEVEL] [ELAPSEDTIME] [MESSAGE] 

When working in the Designer, I sometimes have to undo changes. And this experience is quite often very confusing and annoying.

For every change in the workflow, you have to press undo once. However, quite often, one user interaction results in other actions such as automatic move of the donwstream tool, change of size of a tool container etc. In such cases, you have inserted a single tool but need to press undo a couple of times to get back to the original situation. It is, however, often not clear how often. In most cases, I fail using undo at the end and revert my changes by hand.

Please change undo towards undoing one user-action in one undo step.

In case there might be users who like the current behaviour, you might make this a user setting how to deal with the undo history.

Hi team,

Currently, we can FILTER results in the result window using some string operations like "String equals", "String Contains", etc.

Firstly, it's a great feature. Kudos for the same.

However, it would be really helpful if we can add the IN operator functionality to this Result window FILTER.

Most of the time, we always want to check for multiple values while filtering the data.

I am attaching a screenshot of the FILTER location that I am referring to!

For eg, In the above screenshot of the result window, I want to filter for Name IN ('Bullock County','Baldwin County','Butler County')

Kindly look into this.

Thanks in advance.

Regards,

Shreyansh Rathod

So I discovered this neat little tip today where if you have a browse tool in your workflow and click on the hyperlink (2 in the picture below) whilst the workflow is running, it will open a pop-out browse rather than show the data in the results window, meaning you can still see all of the messages). However, If you click on the Tool name/ID (1 in the image) is locks the results window to that tool. Idea for a fix here

And this lead me to think that Alteryx must be populating the temporary browse anywhere in memory as it's running, so it would be great if it was possible to either click on the tool anchors or the tool names in the results window whilst the workflow is running to see the browse anywhere data.

When opening an Alteryx workflow that has been saved in a newer version, a warning message is shown, but you are still able to open the workflow, provided that it doesn't contain tools that don't exist in your current Alteryx version.

This does not work for packaged workflows that contain macros, for instance. You have to manually edit the xml of the extracted package file.

It would be great if we could have the same ability with packaged workflows that exists for normal workflows, i.e. the ability to extract and execute them with a warning.

In workflow Constants, it would be really useful to be able to populate a new field associated with each user created constant. 

E.g. Type, Name, Value, "Description"

The description could be left blank but also populated by workflow designers to attach commentary / business logic to the constant. 

E.g. Type = User, Name = MyUserConstant, Value = 0.25, Description = "This describes the weighting factor used in Product Calculations"

I think we can all agree that Workflow Summary Tool is immensely powerful in summarizing large and/or complicated workflows.  However, some companies have begun to bar the use of certain GenAI applications, like ChatGPT. Unfortunately this makes the use of the Workflow Summary Tool impossible.  At the same time those companies are allowing the use of other forms of GenAI, like AzureAI.

In the Workflow Summary tool, it would be nice to have the capability to select which GenAI engine you want to use (ChatGPT, AzureAI, etc) so that you don't break corporate policy by using barred applications.  This could simply be a dropdown in the GUI configuration for the Workflow Summary Tool with a list of the most common engines.  The user would then supply their API key for that engine, and you're off to the races.

Hello All,

I am not sure whether my idea makes sense or not. 

In today's advanced analytics world, we used RPA for various automation, process simplification, etc. There are CO-BOTs that are designed to run the Alteryx flow as well. Through RPA we are able to log in to the system and tools like Cognos, Oracle, TM1, and so on.

So, I am thinking, if Alteryx developed RPA as a tool in the Alteryx Designer like other tools such as Join, Transform, ML, Computer Vision, Interface, etc. 

I believe the implementation of RPA in Alteryx will prove an Asset, and make Alteryx.com more powerful.

Thanks,

Mayank

I'd love to have a shortcut (like Ctrl+I) that opens the Insert Macro feature, saving the time of right-clicking, and scrolling down on the menu (Note: Once you spent a "little time" using Designer, this menu can be a very long one, and the mouse wheel doesn't work on it).