Alteryx Designer Desktop Ideas

My Backstory:

I am currently what you would call an "independent" data analyst.  I currently work for a major US based bank and I am trying to change roles to a data analytics role within said company.  Many of our data analytics teams use (or are migrating to) Alteryx.  I myself love the program.  I have now attained the Core certification.  As I have yet to be hired as a data analyst I am currently independently learning and building skills...but as of right now, it seems that data analytics is more of a hobby. 

Issue: 

I think there are a lot of people out there who are in my shoes.  They are either migrating to a data analytics role or are a former analyst just wanting to keep doing what they like doing or are freelancers.  Alteryx is an amazing tool.  But, the big issue is that we can get the free cert/license...but after a time...we will lose access at some point.  Unless we find an employer who can purchase the license for us.

How it Effects the parties involved: 

As stated above, I love Alteryx.  I would absolutely love to continue using it.  But, I am not in a place right now where my company is considering me for a data analytics role.  I also barely make enough to survive and would probably take me a lifetime to raise the funds for a full license on my own.  In the end, if i were to never get a data analytics role with my current employer or new employer that would be able to give me access...I would have to seriously think about abandoning the Alteryx system as a tool as I cannot spend $5000 on a what is currently a hobby.  After my learners license time is up...what do I do?

Now as for how it effects Alteryx...I would think that having people chose whether to use the software or not use the software because of financials wouldn't be the best option for business.

A Possible Fix:

A monthly subscription license.  You could have a lite version where the advanced tools are not usable.  Maybe even make a tiered subscription model.  For example, a Core subscription that has the core learner tools and maybe some of the other tools that would allow someone to do basic analysis.  Then a more advanced tier with more tools for a higher monthly rate.  And so on...

This would allow people such as myself the ability to continue to use Alteryx...and spread the good word about it to others.  It would also allow people to continue to truly master the software.  I imagine this could also make Alteryx more of a name brand within the data community...and bring it to the attention of other corporations who would then have a user base coming into the company WITH the more advanced skills to use the system built-in.  Rather than a company adopting software that they then have to train the users and going thru the growing pains of that.  Again, we would-be-monthly-subscribers wouldn't need all the fancy tools.

To wrap it all up, I love Alteryx.  I wish I was able to continue using it.  But, as I near my learner license end date, I have to think: how am I going to continue?  Do I just hope and pray I eventually find a department/company who will let me back into the cool kids club?  Do I look for something similar and move away from this simply because I have access?

I appreciate you taking the time to hear me out.  😀

Hi all,

Hope you are doing well! Recently I have come across a use case where I had to dynamically rename columns based on Field name ánd position. While I was able to come to a solution using a set of tools, it got me thinking: would it be possible to include the Fieldnumber function exactly like already has been done in the dynamic select tool (i.e. 'Select via a Formula - Column Position' example)?

For example, one would write: IF ([FieldNumber] = 1) OR ([FieldNumber] = 3) OR ([FieldNumber] = 7) THEN [_CurrentField_]+"_Code" ELSE  [_CurrentField_] ENDIF

Writing to XLSB Files using Delete and Append does not behave properly.

Alteryx currently is having an issue with writing to an XLSB file using the Delete and append option with Take the file/table name From field.

Issue:

• Old data gets deleted, and new data is added but on the wrong row.
• New data is added after location where old data was originally.
• This output error for XLSB files only shows when using Take the file/table name From field. Static paths are fine.

Workaround:

Create a Batch macro to simulate the Take the file/table name From field function without actually using it.

Example of Issue:

I received a "string variable switched type" error on the filter tool performing a basic filter on the value column of "is not empty" after a transpose tool.  The value column is datatype of  V_String 255.  So even though the values are null, blank, number, text, it is all string as per the data type column flowing in.  When switching from basic to custom with formula: IsEmpty([value]) same error.   BUT, when using the Formula Tool to generate a new column for true/false there is no error. Also the Fitler Tool works as expected with IsNull on this dataset.

Please look into the isEmpty code in the Filter tool so that it behaves correctly.

Please note that pre-splitting the data with the isEmpty flag column using the formula tool, applying IsEmpty Basic Filter  to the True and To the False both worked without incident.  

What would be nice is if there is an error in the filter tool that it would output those to it's own stream.  Something like - True (T), False (F), Error (E).

Alteryx is great for for forecasting but it would be useful if we could use it for back casting (predicting historically). Might have fewer use cases than forecasting but would still be useful.

Hey it would be great if we could use alteryx designer on macs (without needing to use VDIs or splitting the hard drive)

Hello all,

As of today, the error message when trying to activate a license doesn't give any useful information :

I want to know :
-do I manage to access to the Alteryx Licensing? (so maybe a security/proxy issue.. so I have to contact my IT)
edit : for that there is another message usually

-is the key correct but not more seats? (so I have to contact the Alteryx License manager) Or another issue?
Here, I perfectly know the license key is correct so the error message is really misleading.
-also displaying the machine id as it appears on the License portal would help.
-and anything that can be helpful to debug.

Best regards,

Simon

I am using Alteryx as an ETL Tool and then QlikSense for data visualization.

Alteryx only gives QVX outputs which are the old version QlikView files. It works for QlikSense but it slows down the system. So, the QlikSense support suggested using QVD outputs. 

I want to suggest supporting QVD files as QlikSense is being used more widely instead of QlikView, most users are migrating to QlikSense.

It would be more useful and efficient if Alteryx supports latest file format.

Hi, as a person with a mapping background, I love that Alteryx added zoom & pan abilities. The hold ctrl + mouse wheel zoom is great! Also, the hold space to pan is great as well. My only issue is this function should still work if the process is running, can you implement?

One of things I like to do is select a bunch of tools and to see the collective performance of particular part of a workflow. It would be super cool if these stats were aggregated. 

I could imagine then you could run alternative solutions side by side and then just select the tools involved to compare.

Currently, Control Containers only report in case they are activated:

Info: Control Container (3): Control Container Activated.
...
Info: Control Container (3): Control Container Completed.

It would be very helpful to also get information on disabled Control Containers:

Info: Control Container (3): Control Container Deactivated.

Currently, Cache and Run Workflow cannot be used if there's a second branch of data which goes around the tool which you want to cache. This slows down intermediate runs especially in complex workflows with a lot of inter-dependencies.

For example:

If you want to cache at the formula "Do something", Alteryx will not allow this because a single temporary cache file at this tool will not be sufficient:

My suggestion is that Alteryx allows multiple cache files for one single cache event. In this case:

Proposed process:

1. Run the cache run from the initial source(s) of data (here the Text Input tool) via all tools needed to produce the output of the selected tool (here Formula "Do something"). In this case: Text Input, left Select, Formula.
2. Produce a cache file for every tool which has a connection towards outside of the direct tool chain. In this case: Cache file 2 (as Alteryx does it today), Cache file 1 (new behaviour)

This way, I could use Cache and Run Workflow much more often which would save me a lot of time. 

When the user has no internet connection or when the Help > Source setting is set to "Offline", clicking on a custom tool's help icon will always navigate to

• [AlteryxInstallDirectory]/bin/RuntimeData/HtmlAssets/help.alteryx.com/AlteryxCurrent/en/[helpURL]

which is practically never desirable for custom tools.

Specifying an offline help URL

Developers should have a way to (optionally) specify an offline help URL. This configuration could behave the same as `help_url` which already supports specifying both URLs and local files. If the offline help URL is not set, it would fallback to the `help_url` configuration.

{
  "tools": {
    "MyCustomTool": {
      "configuration": {
        "help_url": "https://mywebsite.com/help/my-custom-tool",
        "offline_help_url": "file://help/my-custom-tool.html"
      }
    }
  }
}

All built-in tools have their names, descriptions, help URLs, etc. localized to the currently selected locale. Custom tools should also be able to do this.

Specify localized configuration values

Developers should have a way to specify localized values for any locales they choose to support. Similar to the deprecated .yxlang files, this can be done with supplementary `ayx_workspace.[locale].json` files that redefine a subset of configurations which support internationalization.

/* ayx_workspace.jp.json */
{
  "tools": {
    "MyCustomTool": {
      "configuration": {
        "long_name": "カスタムツール",
        "description": "これは日本語です",
        "help_url": "https://mywebsite.com/help/jp/my-custom-tool"
      }
    }
  }
}

All built-in Designer tools have an associated example workflow that can be opened by right-clicking a tool and selecting Open Example. This feature is invaluable in helping users familiarize themselves with a tool and explore all of its features. Custom tools should be able to specify example workflows of their own.

It is currently possible to specify an example workflow, but

1. The workflow must be specified by modifying a tool's `Config.xml` file, where changes may be overwritten by the SDK.
2. All paths are relative to `[AlteryxInstallDirectory]\Samples\[locale]\02 Learn_one_tool_at_a_time`, and there is no easy way to install workflows into this directory.

Specifying an example workflow

Developers should have a way to specify the example workflow associated with any custom tool. This would likely be done in the `ayx_workspace.json` file.

{
  "tools": {
    "MyCustomTool": {
      "configuration": {
        "example_path": "configuration\\MyCustomTool_1_0\\example.yxmd"
      }
    }
  }
}

Note that a workflow may depend on some external files as well. It would be ideal if an `assets_path` could be defined to easily allow any arbitrary assets to be included with your tool. (This is currently possible, but must be done by manually modifying the .yxi archive; it isn't handled by the SDK). This would easily allow for example workflows to be specified as a path relative to `assets_path`, and if the workflow contains any relative paths to files within the assets folder, they can be resolved.

{
  "tools": {
    "MyCustomTool": {
      "configuration": {
        "assets_path": "configuration\\MyCustomTool_1_0\\assets",
        "example_path": "example\\example.yxmd"
      }
    }
  }
}

Localization of the example workflow would also be supported when localization of the plugin configuration is supported.

When a plugin is created, it can be labelled with any tool category, existent or non-existent. If the category does not exist, Designer will create it and give it a default icon. It would be nice if a category icon could also be specified, specifically for this case.

Specifying a tool category icon

Developers would have a way to (optionally) specify the tool category icon for their plugin. This would likely be part of `ayx_workspace.json`.

{
  "name": "My Plugin",
  "tool_category": "Custom Category",
  "tool_category_icon_path": "configuration\\tool_category_icon.png",
  "package_icon_path": "configuration\\package_icon.png",
  ...
}

Behavior when installing a plugin

If a plugin has a tool category icon specified, Designer should do the following when installing the plugin:

• If the tool category already exists and has an icon, no changes are made
• If the tool category already exists and does not have an icon set, the category is updated with the specified icon
• If the tool category does not exist, the category is made and its icon is set to the specified icon

This prevents changing the icons of existing categories (including built-in categories), but would prevent subsequent plugin versions from updating their tool category icons.

Use case

The company Acme Corporation develops a plugin for interfacing with Acme-related products, and would like all its tools to be grouped in a new category called "Acme" whose icon is the Acme icon.

It would be nice to create our own custom categories to be able to organize tools. It would be similar to how the Favorites category works, but any number of additional categories can be created.

Creating a new category

The user would have a way to create a new category and enter the following information:

• The category's name
• The category's icon
  • There could be a number of premade icons to select from

Adding and removing tools from custom categories

The user would have a way to add tools to or remove tools from the custom categories.

In many programming languages, errors can be thrown and caught so that the final program does not fail even if a procedure or function produces an error.

I would like to propose something similar for Alteryx, using the Control Containers. Already now, a Control Container outputs the log in the container to its output stream on the upper right corner:

Still, the workflow produces an error:

My idea is to optionally avoid the error output to the log but only report the error through the control container's output log. The error message in the output log should be "degraded" to a warning. The output log of the control container should stay unchanged. The configuration of the Control Container could look like this (addition in red):

This would help a lot if stuff produced by others is used (e.g., third party macros) which might fail while this might be normal behaviour for the workflow.

It would be very helpful to have a find and replace work in duplicated formula.  especially if it is long.