Alteryx Designer Desktop Ideas

We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.

The basic concept behind this idea is to allow us (users) to have:

• Design Patterns
  • Repetitive patterns to be reusable.
  • Select after and Input tool
  • Drop Nulls
  • Get not matching records from join
• Conditional execution
  • Tell Alteryx to execute some logic if something happens.
  • Record count
  • Errors
  • Any other condition
• Order of execution
  • Need to tell Alteryx what to run first, what to run next, and so on…
  • Run this first
  • Execute this portion after previous finished
  • Wait until “X” finishes to execute “Y”
• Orchestration
  • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:

The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:

1. Refers to the actual interface of the Tool Container.
2. Provides the ability to disable a Container (and all tools within) once it runs.
   • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
   • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
   • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
   • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.

This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

I'm looking forward to hear what you think.

Best

Currently if I have a connection between two tools as per the example below:

I can drag and drop a new tool on the connection between these tools to add it in:

And designer updates the connections nicely, however if I select multiple tools and try and collectively drop them inbetween, on a connection then it won't allow me to do this, and will move the connection out of the way so it doesn't cause an overlap.

Therefore as a QoL improvement it would be great if there was a multi-drop option on connections between tools.

Adding a up and down arrow on each column would make it easier and quicker to sort columns then the drop down menu or sort tool

Currently it's not possible to "switch off" interface tools in the same was as we can with the other tools. This limits the functionality especially within chained apps. If we could switch these tools off it would be much easier for us to tailor the experience by allowing selections to be activated by logic, rather than simply the data therein.

Please Alteryx Gods. I beseech thee!

*lights candles*

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?

I would like a way to disable all containers within a workflow with a single click.  It could be simply disable / enable all or a series of check boxes, one for each container, where you can choose to disable / enable all or a chosen selection. 

In large workflows, with many containers, if you want to run a single container while testing it can take a while to scroll up and down the workflow disabling each container in turn.  

Hello,

I think the option Overwrite File (Remove) shouldn't throw an error if the file is not present

Or, I don't know, make 2 options : one with fail if file is missing, the other to not fail.

This idea is the same than https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Overwrite-Table-for-output-write-indb-should... but for files.

Best regards,

Simon

Dear Developers,

it would be great, if SSO would be possible for Salesforce connector. 

Our company is not so much in favor distributing log-in details for a service account. 

If there is already a solution in place, than perfect, but if not, I guess this functionality would be a lever to use Alteryx in our company.

Best Regards,

Johanna 

Today, I am able to take an excel file from a folder and drag it onto the canvas, which automatically creates an Input Data tool.

I would like to be able to drag an excel file right from outlook to do the same! 

If the tables in the config window has lots of rows, it is quite complicated to find those of interest. 

Please add a filter or search option (e.g. by the field name) to display only the relevant rows.

It would also be helpful to select or deselect multiple selected rows with one click.

Find an example from the "Select-Tool":

Enable files as inputs to Alteryx that have been protected with either Azure Information Protection (AIP) or Microsoft Information Protection (MIP)

From: Alteryx Support <support@alteryx.com>
Sent: 04 February 2022 22:43
To: candice.darcybryant@alteryx.com
Cc: Sundaramoorthy, Nishanth-XT <nishanth.sundaramoorthy@ubs.com>; clientsvcs@alteryx.com; Bignell, Nicholas <nicholas.bignell@ubs.com>; chiggins@alteryx.com; Jaganathan, Prasanth-Ram <prasanth-ram.jaganathan@ubs.com>
Subject: [External] Case #00528349 - Fw: Azure Information Protection (AIP) or Microsoft Information Protection (MIP) [ ref:_00DE0JJZ4._5002R1On7Ru:ref ]

Hi Candice,

Thanks for reaching out. At this juncture, formal validation of data sources with AIP or MIP applied has not been conducted. Coincidentally, earlier this week, another user submitted an inquiry pertaining to Sensitivity Labels of MIP. They had observed that files with their organization's "Confidential" label applied were unable to be input within workflows.

Similar to password protected or encrypted files, Sensitivity Labels (and other AIP/MIP implementations) may be configured in a manner that prevents drivers (e.g. Excel) of Designer from reading the file. For any incompatibility that's observed within data sources with AIP or MIP applied, it's recommend to submit an Idea as to the Designer application supporting the scope of these implementations. Our Product and Engineering Teams actively monitor Ideas to help ensure we're delivering the best product experience to our users.

Thanks for writing in.

Best,

–Josh
Sr. Customer Support Engineer | Alteryx
 

You may be selected to participate in a short feedback survey. Any comments regarding your experience will help to ensure we're delivering the best support. Thanks!

--------------- Original Message ---------------
From: Candice D'Arcy-Bryant [candice.darcybryant@alteryx.com]
Sent: 2/4/2022 1:59 AM
To: clientsvcs@alteryx.com
Cc: nishanth.sundaramoorthy@ubs.com; nicholas.bignell@ubs.com; chiggins@alteryx.com; prasanth-ram.jaganathan@ubs.com
Subject: Fw: Azure Information Protection (AIP) or Microsoft Information Protection (MIP)

Hi Support,

Please could you provide the options we have for files protected with either Azure Information Protection (AIP) or Microsoft Information Protection (MIP) to be used as inputs to Alteryx?

Please let us know if you require additional information.

Many thanks,

Candice D’Arcy-Bryant  

Strategic Customer Success Manager | +44 (0) 7872 959 067 

ca?ndice.darcybryant@alteryx.com | alteryx.com

Upcoming Out of Office:

February 07-11, 21-25

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Alteryx UK Ltd is a company registered in England and Wales with company number 08806138.  Its registered office is located at 5 New Street Square, London EC4A3TW.  

This email and any files transmitted are for the sole use of the intended recipient(s) and may contain confidential and privileged information.  Any unauthorized use or disclosure is prohibited.  If you have received this email in error and are not an intended recipient, please contact the sender and remove it from your system.

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From: Bignell, Nicholas <nicholas.bignell@ubs.com>
Sent: 03 February 2022 10:15
To: Candice D'Arcy-Bryant <candice.darcybryant@alteryx.com>
Cc: Sundaramoorthy, Nishanth-XT <nishanth.sundaramoorthy@ubs.com>; Jaganathan, Prasanth-Ram <prasanth-ram.jaganathan@ubs.com>; Craig Higgins <chiggins@alteryx.com>
Subject: RE: Azure Information Protection (AIP) or Microsoft Information Protection (MIP)

Hi Candice.

Seems there is an internal programme to implement this.

I have been contacted by three teams so far in the IB,  IB FX trading and IB Operations and IB Risk management.

In terms of potential impact it could be bank wide, but seems to be starting with the IB since November last year.

The program site (called DRM internally) states:

The Digital Rights Management (DRM) solution helps us manage data more effectively by putting a 'digital lock' on highly sensitive files. This means that even when a file is lost by accident, the external person who finds it cannot access its contents. These DRM classified and protected files can still be accessed and edited internally by UBS employees.

After a file has been classified according to its level of sensitivity DRM will automatically encrypt files if they are classified as 'confidential' or 'strictly confidential'. The classification and protection of a file can be set manually, or is automatically set for downloads of reports from applications that contain sensitive information or for users that have access to CID from specific applications (see details in the DRM guideline).

DRM is available globally in UBS.

Thanks Nick

From: Candice D'Arcy-Bryant <candice.darcybryant@alteryx.com>
Sent: 03 February 2022 09:32
To: Bignell, Nicholas <nicholas.bignell@ubs.com>
Cc: Sundaramoorthy, Nishanth-XT <nishanth.sundaramoorthy@ubs.com>; Jaganathan, Prasanth-Ram <prasanth-ram.jaganathan@ubs.com>; Craig Higgins <chiggins@alteryx.com>
Subject: [External] Re: Azure Information Protection (AIP) or Microsoft Information Protection (MIP)

Hi Nick,

Yes, I'm enquiring internally and will get back to you as soon as I have some information.

In the meantime, it would be good to understand:

• Who is impacted by this issue?
• What the impact is?
• Where in the business this is being felt the most?
• How many users / workflows are affected by this?
• When did this first start to affect users / workflows?

Many thanks,

Candice D’Arcy-Bryant  

Strategic Customer Success Manager | +44 (0) 7872 959 067 

ca?ndice.darcybryant@alteryx.com | alteryx.com

Upcoming Out of Office:

February 07-11, 21-25

*******************************************************************************************************************

Alteryx UK Ltd is a company registered in England and Wales with company number 08806138.  Its registered office is located at 5 New Street Square, London EC4A3TW.  

This email and any files transmitted are for the sole use of the intended recipient(s) and may contain confidential and privileged information.  Any unauthorized use or disclosure is prohibited.  If you have received this email in error and are not an intended recipient, please contact the sender and remove it from your system.

*******************************************************************************************************************

From: Bignell, Nicholas <nicholas.bignell@ubs.com>
Sent: 03 February 2022 08:48
To: Candice D'Arcy-Bryant <candice.darcybryant@alteryx.com>
Cc: Sundaramoorthy, Nishanth-XT <nishanth.sundaramoorthy@ubs.com>; Jaganathan, Prasanth-Ram <prasanth-ram.jaganathan@ubs.com>
Subject: Azure Information Protection (AIP) or Microsoft Information Protection (MIP)

Hi Candice

Can you investigate what options we have for users that want use files as inputs to Alteryx that have been protected with either Azure Information Protection (AIP) or Microsoft Information Protection (MIP)

Thanks Nick

ref:_00DE0JJZ4._5002R1On7Ru:ref

Hi 

The wording of the tool tip displayed in results window cells with long strings is misleading.  The current wording is "This cell has truncated characters".   

New users tend to infer that this means that the data value has been truncated somewhere upstream.  See here, here and here.   Changing this message to something like "Only a portion of long strings is displayed" will help reduce the confusion immensely.

Dan  

A client just asked me if there was an easy way to convert regular Containers to Control Containers - unfortunately we have to delete the old container and readd the tools into the new Control Container.

What if we could just right click on the regular Container and say "Convert to Control Container"? Or even vice versa?!

Hey all,

I don't know about you, but I have always had trouble hovering the mouse over the Results window pane trying to get the resize icon to appear. It seems like you need surgeon level precision to find the icon! 😷

I love Designer and want to see it be the best it can possibly be. I feel like increasing the clickable/hovering area for this resize would be amazingly helpful! 

Just wanted to see if we could get some community momentum going in order to get some developer eyes on this issue. 🙂

 Please help by bumping/upvoting this thread!

 -K

Migrated this from another thread. Some folks tagged from the original post :)
@cpatrickwk @caltang @afellows @MRod @alexnajm @ericsmalley @MilindG @Prometheus @innovate20 

DearAlteryx team and community,

all the best for 2021!

Thank you very much for enhancing the output option from Alteryx Designer to Excel keeping the format.

For a lot of my use cases this is very helpful!

Still, there are some use cases left. In case I want to overwrite a calculated/linked number (e.g. calculated prediction) with the Actual number, it would be very helpful to feed into those cells as well. At the moment Alteryx is doing the job but I receive a lot of Excel Errors (xml errors) and a corupt Excel file when overwriting calculated fields/linked fields.

Is there a chance to extend the current setup for all of those cases?

Thanks and best regards

Chhristoph

Hello all,

We all know for sure that != is the Alteryx operator for inequality. However, I suggest the implementation of <> as an other operator for inequality. Why ?

<> is a very common operator in most languages/tools such as SQL, Qlik or Tableau. It's by far more intuitive than != and it will help interoperability and copy/paste of expression between tools or from/to in-database mode to/from in-memory mode.

Best regards,

Simon

I can't even count how often I looked at an Excel, CSV or even YXDB file, where I KNEW that it was generated by Alteryx, but I couldn't remember the workflow. Currently, I have to simply go through all workflows I ever build and see if I can find it.

Theoretically, I could use a text-search across all workflows and see if I can find the output names - problem here: Most of my output filenames are generated dynamically on the run.

It would be amazing if Alteryx could simply write the Workflow name (maybe even path) into the metadata of a file.

(Screenshot from Google, as my os is set to German) 

How about, we write "This file was created with by "Create Controlling Reports.yxmd on 2023-02-06 with Alteryx Designer 2021.4.298434" in the field 'Comments'?

This would make it extremely easy to find what workflow the file generated. I think it would be an option to talk about "filepath" instead of filename, but the filepath could include the local machine name, which might include GDPR information.

@Community: Is there any additional information that you'd like to see in the metadata?

Best

Alex

It would be oh so nice to be able to copy a container's properties and paste those formatting options onto other containers.  It could be accomplished through a Paint Brush icon on CTRL-Copy and Right Click to paste format.  either way it would save setting the Color (multi-step select), Margin, transparency.

Cheers,

Mark

Hi all,

When debugging an error, we need to verify tool by tool in a sequence to better understand what is really going on.

Sometimes the tools are miles away from each other. Imagine a gigantic workflow with a lot of connections going back and forth and wireless connections everywhere to help the workflow organization. Here is an example with more than 1300 tools: 

My idea is to have a shortcut showing all the previous/next tools and by selecting the previous/next one you go directly to them.

Something like this: 

What do you guys think about that?

Best,

Fernando Vizcaino