Alteryx Designer Desktop Ideas

When building API calls within Alteryx there are a few common steps required

1) Build out the URI for the API call (base URL plus any query parameters)

2) Deal with authentication, such as basic authentication requires taking a key and secret, base 64 encoding and passing this into the tool

3) parsing the results out and processing these downstream

For this idea I am specifically focusing on step 3 (but it would be great to have common authentication methods in-built within the download tool (step 2)!).

There are common steps required to parse out the results, such as using Filter (to check for a 200 response), JSON parse, text to columns and then cross tab to get the results into a readable format. These will all be common steps anyone who has worked with APIs will be familiar with:

This is all fine for a regular user to quickly add in and configure these tools. However there is no validation here for the JSON result being as expected, which when embedding an API into a batch macro or analytic app means it can easily fail.

One example of a failure which I've recently come across is where the output JSON doesn't have all fields (name:value pairs) depending the json response. For example using the UK Companies House API, when looking at the ceased to act field at this endpoint - https://developer-specs.company-information.service.gov.uk/companies-house-public-data-api/resources... the ceased to act field only appears in the results if a person has actually ceased to act. This is important if you have downstream tools such as a formula to create a field [Active] where you have:

IF ISNull([ceased_to_act]) THEN "Active" ELSE "Ceased to Act" ENDIF

However without modification the macro / app will error if any results are returned where there is not this field.

A workaround is to add in the Crew Ensure Fields or union on a list of fields, to ensure that the Cease to Act field is present in the output for all API calls. But looking at some other tools it would be good if an expected Schema could be built in to the download tool to do this automatically.

For example in Power Automate this is achieved as follows:

I am a big advocate of not making things unnecessarily complicated. Therefore I would categorise this as an ease of use feature to improve the experience of working with APIs within Alteryx and make APIs (as load of integrations are API based) accessible to as many users as possible.

Hello

I have searched the community but haven't found any obvious solutions to this.

When using a cross tab I often find that there shouldn't be any aggregated values and if there is it means there is an issue with my data or workflow.

Therefore I think a useful feature would be an option for the cross tab tool to be able to return an error if it trying to aggregate any values.

I have a work around by using a summarize tool to count the non unique records and then a test to see if there are any duplicates but I think this could be a useful addition to the tool.

Thanks

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

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. 

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

When using the Sharepoint Output tool - we have seen a few situations (which are widely reported in the designer discussions thread) where the write to sharepoint fails, but no error is raised.
This often happens because of mismatch in data types, but we've also seen this for other reasons (e.g. we had this once due to column ordering).   In the worst case - this can end up with the sharepoint list being emptied out if the write fails on the first item, again with no error indicator.

The Sharepoint Input and Output are very widely used as a way of giving users a very simple UI to input data that can flow into an Alteryx Canvas - so this is a very commonly used pattern in our environment.

Could we request that the Sharepoint output tool be changed to include explicit errors and warnings on write, so that the user has a guarantee that either the write took place or there was an error to reflect the issue?

Thank you.

I find it annoying that the count records and heat map macros have file inputs which point to a W drive. This will show up in workflow dependencies and can cause false alarm warnings. Since these are packaged with Designer, simply change the macros to text inputs instead of file input. 

Thanks!

With the new keyboard shortcuts in 2021.1, I would love to see this same functionality added to the global search. I would like for

1) The global search bar to be accessible via a keyboard shortcut

2) You can navigate through the results with the arrow keys and

3) I can click enter on a tool and it will add it to the canvas just like the tool palette now functions in 21.1.

cc: @A11yKyle 

Hi,

Can we get this list updated?

https://community.alteryx.com/t5/Videos/Video-Training-Index/td-p/45161

I think it is one of the most interesting sources of knowledge on Alteryx community but unfortunately, it wasn't updated for the last year. 

It is possible that new sessions will be added here?

When outputting data to a spreadsheet, the default option is "output to a new sheet". The second time you run your process, you get an error unless you are amazing enough to remember to change the output option to "overwrite sheet".

If you change to "overwrite sheet" for the first run, it actually works just fine and creates the new sheet. 

Can Alteryx just eliminate the "output to a new sheet option" so that users will no longer be concerned that "Alteryx doesn't work" when they get this error after creating their first process? And the rest of us will be able to save the run time with an error, then the change of the option?

Thanks!

Cleanse Macro

Given a choice between the delivered macro and the CReW macro, I’ll choose the CReW macro for both speed and functionality.  Wikipedia says, “Data cleansing or data cleaning is the process of detecting and correcting (or removing) corrupt or inaccurate records from a record set, table, or database and refers to identifying incomplete, incorrect, inaccurate or irrelevant parts of the data and then replacing, modifying, or deleting the dirty or coarse data.”  If Alteryx were to convert the macro to a true tool, here is my feature request list:

Performance:

• AMP compatible – Fast!
• Faster than the CReW macro for deleting empty fields/rows
• Resolve time it takes to load the tool (current macro versions are slow), html is faster.

Feature Enhancement:

• Allow selection of fields based on data type
• Include incoming/outgoing SELECT functionality
• Allow for PREFIX functionality (like multi-field formula), but NOT default
• Read incoming metadata to provide color coding of fields to indicate where potential problems exist (e.g. NULL, Whitespace) – part of browse everywhere currently
• Allow for Nulls to convert to 0/blank or 0/blank to convert to Null
• When removing punctuation, provide for exceptions (e.g. Numeric set of negative, comma and period).
• Include HTML tag removal
• Support internationalization (character sets)

Going the extra mile:

• Display or opt for output, cleanup metrics.  How dirty was my data?  Potentially, allow for ERROR to stop workflow if garbage is detected.
• Optional:  Detect outliers in numeric data.  I’ve got an outlier detection macro that we can review, but while you are passing all of the data for numeric values, explaining or tagging outliers would be useful.  Could be a box-whisker on numeric values maybe?
  • Make outlier actionable
    • Identify in data (new field indicator)
    • Remove
    • Modify/Impute
  • Test/Preview against metadata:  (pre-run), see what the incoming/outgoing results would be on *all of the metadata before I run the workflow.
  • camelCase:  https://en.wikipedia.org/wiki/Camel_case
  • Identify/Replace unknown values (e.g. N/A, Not Applicable, #) with Null() or other?
  • Identify/Remove duplicate values within a cell
  • See also:  https://en.wikipedia.org/wiki/Data_cleansing
  • Option to point to a “personal” dictionary for spelling or validation
  • Provide “smart” annotation on tool

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. 

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

Currently Alteryx supports floating windows for some of the windows. But I would like to open multiple workflow at the same time. It is good for multiple display since I can view 2 workflows at once, 1 for main development and 1 just for testing a small part before putting in the main workflow.

Need a way to highlight lines whether that means right-clicking and selecting a color or what-not, but just having the lines become black & BOLD doesn't cut it. It's not easy on the eyes. If I could click this line/connector and make it bright green that would be ideal and then I can see where it connects better when zooming out.

I would like to lasso or select multiple tools and have a count of selected tools. Perhaps this count could be in a tool tip or somewhere else.

The option to "Disable all Tools that Write Output" doesn't currently affect the Publish to Tableau Server output tool.

I would like to propose an idea for the evolution of INPUT TOOLS and OUTPUT TOOLS in relation to their compatibility with DATA CONNECTIONS configured in Settings ALTERYX.

Indeed, it is now possible to create a Data Connection of SQL Bulk Loader (SSVB) type and to use this DATA CONNECTION in an Input Tool. The configuration is possible (Choose the table, the query ...), when you run the Workflows it works and you get the data well.

On the other hand, when we try to click again on the INPUT Tools, there is an error message and we cannot retrieve the contained request because the File Format is unknown.

After analysis with the support, there is a compatibility problem between SSVB and INPUT Tools in ALTERYX because there is no support for SSVB in INPUT in ALTERYX but it is supported in OUTPUT Tool.

My proposal would therefore be that there be a validation made during the configuration of the INPUT Tool and the Output Tool between the DATA Connection chosen and the type of tool used.

Thnaks for your return.

Regards,

Psyrio

I would like to propose a more interactive results window.  The reason is that if you click on any of the tool hyperlinks next to the messages while the output is compiling, you get trapped inside that tool's output for the entire time that the workflow runs.  You do not get to see any additional workflow result/detail as it compiles until after the entire workflow is run. It would be great if a user could escape back to the main workflow's results.

For instance if I am running a fairly long or complex workflow that does not all fit on one screen...I may want to zoom in on a tool if it has a warning or error before the workflow finishes.  By clicking on the hyperlink "Union(5)" the palette will zoom to Union (5) so I can see which tool is a problem.

I can see any messages attached to Union(5), however I am stuck with this view the rest of the time the workflow runs.  Clicking on the canvas (or really any other action I try to take) does not take me back to the overall workflow result window.

Granted if I have an error I may want to stop the workflow altogether, but sometimes warnings may prompt further investigation once the workflow is run and I may want to get an immediate read on where in the workflow the problem is while it is still running...which inputs might I have to check etc.