Alteryx Designer Desktop Ideas

Apologies if this has been suggested already - did a search and didn't see anything similar.

This is a quality of life/UX idea. The search functionality in the results pane essentially does a 'contains' search on all of the columns (see below screenshots for the filter inserted by the 'apply data manipulations button). As I build workflows and profile the data, it'd be helpful if I could click one or more columns and limit the search bar to just those fields.

Right now, depending on the dataset I could get rows returned by the search due to the search term appearing in columns that aren't relevant. To workaround this I could add select tools to limit the columns or do more robust filters in a filter tool, but having it built in would be very helpful.

When I work I typically have 2 to 3 screens at my desk, or an oversized single screen. Being able to take the results window and float it on to my second monitor is great as it allows me to view more canvas and more data results in one setup. However the results window will not maximize or dock to my second window, would be great for it to have this Windows feature. 

I hope have a flexibility to adjust the print area workflow.

in the canvas.

it similar to excel print area, so we can adjust all the area easily.

for security. it may add function to check whether all tools is covered in print areas.

it is hard to cut the workflow to pieces when it is huge. 

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

Hi:

I believe the ability for Alteryx Designer to read from/write to parquet files will enhance its capability to serve the DSML community better. Potentially someone can design this connector as part of the App community but given the importance parquet file formats have gained as a columnar storage format (as opposed to something like Avro - which is a row storage format), Alteryx supplying native connectors to such files would be awesome. 

Thank you,

Shiva Badruswamy

Principal Architect - DSML

Stratascale

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.

Alteryx can enhance the interactive dashboard capabilities by adding more visualization options, such as heat maps, treemaps, and network diagrams. This will allow users to create more informative and engaging dashboards, and enable them to better communicate insights to stakeholders. For example, Alteryx can add support for heat maps and treemaps, allowing users to visualize data density and distribution, or network diagrams, allowing users to visualize relationships between data points.

Alteryx should take a look at the BI platform so they can integrate the Dashboard Capability and remove the dependency of Visualization tool and become one stop solution

Alteryx can add more advanced machine learning capabilities, such as deep learning and neural networks, to its existing set of predictive modeling tools. This will allow users to perform more complex and accurate analyses, and enable them to tackle more sophisticated machine learning problems. For example, Alteryx can add support for deep learning frameworks like TensorFlow and Keras, which will allow users to use pre-trained models or create their own models for image and natural language processing.

Alteryx can improve the data connectivity options by adding more built-in connectors to various data sources such as big data platforms, cloud-based services, and IoT devices. This will enable users to easily access and import data from a wider range of sources, without the need for complex coding or manual data preparation. For example, Alteryx can add connectors to popular big data platforms like Hadoop and Spark, or cloud-based services like AWS and Azure, which will allow users to easily import data from these platforms into Alteryx for analysis.

I think the undo/redo capabilities in Alteryx could be greatly improved. Here is an idea that I think would be beneficial... 

I'd like to see which exact tools are affected by my undo/redo actions. An idea was suggested a couple years ago to move your location on the canvas, but that was not added to the roadmap. Instead, is it possible to add the tool ID to the undo menu so that it is obvious which tool each line is detailing?

This is the current debug menu that shows your previous actions:

When a tool is created, the ID can be displayed in this menu, but this is not shown when a change is made to an existing tool. My suggestion is that the menu would say:

4. Change Sort (3) Properties

This same change should be made in the Edit dropdown menu.

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

It looks like as of 2022.3, workflow tabs get shortened to a specific width. This is fine however now the asterisk that lets me know if my workflow has changed doesn't display in the tab anymore. I would have to look at the top of the screen to see this. I know this isn't a huge deal, but it would be nice to still be able to see the asterisk in the tab so that I can still know which workflows have been saved even if I am currently looking at a different open workflow. One solution may be to move the asterisk to the front of the workflow name.

Also, would users want a setting to allow them to keep full workflow names versus shortening them?

Thanks!

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).

In Alteryx Designer I like to use Containers with very specific color, transparency and border settings something I've asked can be built into defaults somehow in another Product suggestion which I cannot find. What's very useful to me is defining processes into the Tool categories, i.e. ingestion = In/Out = Green, Preparation tools = Prep Category = Blue, this standardised across all workflows is good practice when managing an estate of workflows. 

In Tableau when editing 'Colors' there is a box you can enter the #0065a8 code for a color you wish to use, perhaps from Brand guidelines or in my case the same # as the Tool Category Colors themselves. I have to go into Tableau, pick screen color, create a custom colour then regenerate on Alteryx side. 

Can we add "pick a screen color' and / or 'HTML: #0065a8' like you can do in Tableau?

It would be great if I could see my save history in the debug menu. Currently it looks like this:

I'm not asking to be able to undo saves, I just want to be able to see where the workflow was saved within this menu so that I can easily see what actions have been taken since my last save. 

Currently, you have two choices for Auto Configure while working on workflows:

• Auto Configure switched on: After every change, the configurations (= columns) of tools are re-evaluated for the entire workflow (at least, this is how it feels like).
• Auto Configure switched off: Configuration of tools is only re-evaluated when pressing F5 (or when using the clipboard).

Pros and Cons of both:

• Auto Configure switched on:
  • Configuration in each tool is always accurate so that working on tools is straight forward.
  • Editing workflows gets annoyingly slow for complex workflows, especially when data sources from network locations or macros are used. Sometimes I have to wait a minute between two mouse clicks.
• Auto Configure switched off:
  • Editing workflows is faster (at least in theory).
  • I have to press F5 all the time (because I nearly always change output configuration of tools when working on workflows). Even after pressing F5, Alteryx does not always succeed in calculating the correct configuration of a tool.
  • Working with clipboard, loading, saving workflows is still slow.

I would love to have something in between all, kind of an intelligent Auto Configure with following features:

• F5 still starts full configuration evaluation.
• Configuration of input tools is frozen (unless F5 pressed) so that no network access is started during editing the workflow.
• Check for update of macro files is switched off (unless F5 pressed).
• After changing a tool configuration, either a flag is set that this tool was changed but no re-assessment of the workflow configuration is run (approach 1), or only downstream configuration is updated (approach 2). Whether approach 1 or 2 is started could be decided on various criteria: Number of downstream tools (or other measure of complexity), how many "change flags" according to approach 1 are already set, etc.
• If approach 1 was chosen: If you edit a tool which is downstream to another one for which the change flag is set, re-evaluate only the portion of the workflow between the previously changed upstream tool and the tool supposed to be edited.
• Using Clipboard should not invoke full re-configuration.
• Before saving a file, full re-configuration needs to be run (as already now).

This idea will add quite some complexity into the logic of Auto Configure but should have quite some potential to speed up editing workflows because network access and number of re-evaluated tools in each editing step will be reduced.

Hello!
I like to annotate my workflows when finished, and it can be a bit of a pain to add more and more comment tools by searching for them, or going through the current right-click menu:

What would be nice is the option to right click anywhere on the canvas, and have the option of 'add comment', similar to how we have the option for 'add container' when selecting tools on the canvas.

Cheers!

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

I can be picky about how my workflows are laid out.  Oftentimes, the connector between tools has a "mind of its own" as to what direction it goes and how it crosses other objects.  I'd like to see the ability to control the connector lines with "elbows" that can be positioned in custom locations and directions, like an MS Visio diagram. Alternatively, add a simple "pin" tool could be added to the canvas and it's only function is to take in and send out a connector line by defining the input and output location.  The input and output locations could be defined angularly/radial in degrees, for example.  Image attached below of existing workflow with a "troublesome" connector and the concept of "elbows" and "pins" added as an alternate control mechanism.  Both would be great!  :)