Alteryx Designer Desktop Ideas

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!

After I type something into the filter box, I should be able hit enter and then it just applies my change (ie enter hits the apply button). It used to be this way, but it's not working as of 2021.2. This feels like a very tiny move in the wrong direction. Currently enter does nothing. It looks like if I hit tab twice and then enter, it finds the apply button. I shouldn't have to hit tab twice. 

cc: @Hollingsworth @A11yKyle 

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.

Hello All,

I'm using the dynamic input tool for SQL requests in my Workflow (WF).

I'm using the "Replace a Specific String" to replace elements in the SQL statement dynamically depeding on results of prevoius tools, user input etc.

So the statement looks like

select * from Schema_Name_xx where invoice_number = 'invoice_number_xx'

Since Schema_Name_xx is no valid Schema in the Database, the statement (= Validation) won't work. Only if I replace Schema_Name_xx by e.g. Invoice_Data_Current it will work, same with the invoice number, invoice_number_xx is replaced by e.g. 4711.

Therefore, validation makes no sense and will never work, only if the WF is running, the correct Schema is inserted in the SQL statement by the "Replace a Specific String" function.

It would be great to disable it in the users settings or wherever in the Designer, changing a config file would also be great :-)

Pls. note: I'm thinking (since I'm not allowed anyway ;-)) about changing/disabeling anything in the Alteryx Server settings.

Reason:

1. Speed: Validating a WF with SQL statements that don't work takes time (every time I save it), sometimes I get even a timeout...

2. WF error entries: Each upload with a  failed validation creates an entry in the WF result list which makes it harder to seperate them from the "real" WF errors...

Thanks & Best Regards,

Thomas

Hello all,

A few weeks ago Alteryx announced inDB support for GBQ. This is an awesome idea, however to make it run, you should use Oauth2 Authentication means GBQ API should be enabled. As of now, it is possible to use Simba ODBC to connect GBQ. My idea is to enhance the connection/authentication method as we have today with Simba ODBC for Google BigQuery and support inDB. It is not easy to implement by IT considering big organizations, number of GBQ projects and to enable API for each application. By enhancing the functionality with ODBC, this will be an awesome solution.

Thank you for voting

Albert

When I import an Excel file in to Alteryx I get an error: “shared strings root=x:sst” and Alteryx cannot read the file.

I can work around this by manually opening and saving the excel before importing it into Alteryx but this is not ideal, especially considering the automation implications.

I believe this may be happening because the XLSX generated by the source of the report has a prefix “x:” in all the tags in the Shared String XML embedded in Excel. See: https://learn.microsoft.com/en-us/office/open-xml/working-with-the-shared-string-table 

Essentially, it would appear Alteryx is not able to read generated Excel sheets which has the prefix "x:" (e.g. from a bot). The second file which has been opened and saved in Excel manually can be read by Alteryx correctly.

Example of file as exported from ”BOT”:

How the same file looks once it is manually opened and saved:

Ideally Alteryx would read the file as is, i.e. with the "X:SST" tag seen above as having to manually open and save the excel before it can be read is rather clunky.

Thanks!

Hello,

It would be very helpful to have a search box for field names in the summary tool, I think it would help decrease errors by selecting fields by mistake with similar names and will help gain a couple of seconds while looking around for a specific field, particularly with datasets with a lots of them.

Like this:

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

I will start off with a story. I have built a process to manage batch API requests. It's an iterative process that checks to see where the export is at by calling an API and then returning some status. It will run and wait and run and wait until the export is ready to be downloaded. However sometimes, the jobs don't finish and a status returns something like "failed" or "cancelled". When this is the case, I have my process (which is a little bit batch macro) kicks off an error message, using the nifty error message tool. After some time I noticed that it was a PAIN to go back and figure out which of my requests failed and I decided that I need to add some messaging around where this was failing, so I could do some easy auditing. So I go back into my tool and much to my chagrin, I cannot pass variables into the message section. I would expect it to have worked something like this:

"Record "+[#2]+" is not 'A'"

Can we please get a change to this. It would save a lot of time and energy if we could create a dynamic error message option.

TL;DR Please allow us to use formulas in the "If expression is true, display error message:" settings area.

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

Please consider implementing a consistent case-sensitive option for all tools and functions.

To compare string values, including case-sensitivity:   This post had a good description of the challenge, but the post has been archived:

   https://community.alteryx.com/t5/Alteryx-Designer-Discussions/IF-equation-ignoring-case-BUG/m-p/4170...

   For all the time I've used Alteryx, I thought that IF "test" = "TEST" would evaluate to false. Today I realised that isn't the case and I was surprised. I'm very surprised that "equals" performs like it does.

A few existing Ideas request case-sensitivity for individual tools:

   Case insensitive option while joining two data sets
   https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Case-insensitive-option-while-joinin...

   Unique tool enhancement - deal with case sensitive data
   https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Unique-tool-enhancement-deal-with-ca...

This new Idea requests system-wide consideration for case-sensitivity, for all tools and functions.

Current state:

These tools and functions are case-sensitive:

• Tool: Join
• Tool: Tile
• Function: FindString
• Functions: MD5_ASCII, MD5_UNICODE, MD5_UTF8

These tools and functions are NOT case-sensitive:

• Tool: Unique
• Function: CompareDictionary

These tools and functions can be either case-sensitive or NOT case-sensitive, depending on the options used:

• Function: Contains
• Function: EndsWith
• Function: StartsWith
• Functions: REGEX_Match, REGEX_Replace, REGEX_CountMatches

Current Challenges:

   How do we easily identify Lower Case, Upper Case, Mixed Case?

   How do we easily compare strings for equality, using case sensitivity?

Request:

   Ensure all tools and functions include an option to ignore or consider Case

   Create new functions for IsUpperCase, IsLowerCase, IsMixedCase

   Create a new function for IsEqual, with an option to ignore or consider Case

See attached workflow, which

• uses REGEX_Match to create 3 new fields: IsUpperCase, IsLowerCase, IsMixedCase
• creates a field [Flag: Original value IsEqual, case-sensitive], to compare strings for equality, using case sensitivity

When packaging a workflow, or uploading to a Server environment the ability to manage the assets which need to be included is critical, particularly in more complex solutions which may have numerous dependencies. 

The asset management display should be modified to present two column with the first showing just the file name and extension of the asset, and the second column can then show the full path of the asset. This easy change would would prevent the need for scrolling left and right to see the file name when longer paths are utilized. 

An alternative approach would be to allow the window to be resizable so the user could see everything without the need to scroll.

The ability to filter/sort the assets by type would also be useful with the following categories: Macros (.yxmc), Data Files (supported file types from file input screen), Other Assets.

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.

I was just responding to a post about the Make Columns tool, and I noticed that there is not an example workflow for this tool built into Designer. It is also missing from the Transform category, so I never think of it.

@peyton-louden @binuacs @Luke_C 

Hi, I was looking for this but couldn't find a similar idea, so I post a new one. If someone knows about a similar idea, please ask the moderators to mer

CountChars(<String>, <char to count>,<case sensitive>)

Where <char to count> and <case sensitive> are optional parameters.

If <char to count> is not provided, the funtion will return the total character count within the <String>.

If <char to count> is provided, it'll return the number of ocurrences of that character within the <String>.

PS: For those tempted to suggest a workaround, I've been using REGEX_CountMatches() for this. Actually, the focus is to simplify user's experience and workflow performance providing a native function, instead of using REGEX which it's very demmanding on resources.

The more python and R development I do the more I want to use the shortcutes [CTRL] + [ENTER] to run my workflow,

Is it possible to add this as a second way to run the workflow? 

I'm thinking its going to have to have a new shortcut anyways with cloud as [CTRL] + [R] would refresh the page! :D

Asking for a friend :D

Would be nice to have a way to cache-uncache all inputs or a selected group of tools.  Caching and Uncaching workflows with many input tools or slow data-read tools gets to be a bit cumbersome.  Would be a nice QoL improvement :)

I looked around for something like this but didn't see a solution, so thought I'd recommend.  Please let me know if something like this exists already natively in designer desktop.

I set up my canvas how I want it, but I will sometimes undock or auto-hide the canvas windows (Results, Configuration, etc.).  My suggestion is to add a Locked Dock as a selection that will allow for resizing, but not undocking.

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.