Alteryx Designer Desktop Ideas

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.

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

Cross tab automatically alphabetizes the column headers this can be a little awkward when unioning on column position later on. Would be nice to have this as an optional feature through a tick box on the tool.

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.

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.

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.

We aren't getting a huge amount of help from support on this, so I'm posting this idea to raise awareness for the product teams responsible for the Salesforce connectors and the embedded Python environment.

This post from user Dubya describes the issue in detail:

I have a workflow with several salesforce tools in it, which works fine on my machine. But we need another alteryx user in our office to be able to access, run and maintain the workflow too, via their machine and copy of alteryx designer.

However we're finding that the salesforce inputs and outputs can only be authenticated on one machine at a time.

When the other new user opens the original workflow from the shared network location, the salesforce tools display an error "Salesforce Input (1): {'error': 'invalid_grant', 'error_description': 'authentication failure'}" and the tools fail to load any data. But we can see the full query in the tool and we can even set the custom query option and validate the query successfully, which suggests the source is being correctly connected to and queried, but we just cant run the tool.

The only way to run the tool successfully is to change the credentials and re-authenticate the tool. However this then de-authenticates the original machine, and when we open up the workflow on there and try to run ying the workflow brings back the same error.

We've both tried this authentication back and forth on our own machines and each time one of us re-authenticates, it de-authenticates the other, leading to it triggering the error.

Can someone help explain what's going on and how to fix it, as this doesn't bode well for our collaboration.

We're both running:
The latest build of version of designer 2021.2 (original machine also running desktop automation)
Salesforce Input Tool v4.1.0
Salesforce Output Tool v1.3.0

My response here identifies that this is a problem for our organization as well:

We're experiencing the same issue. It appears to be related to how the tool handles password and security token decryption. I've found that when you modify the related registry entry from "true" to "false", you can see in the tool's xml that the encrypted password and security token are still in there. I'm not sure what else is going on behind the scenes beyond that, but that ought to be addressable by the product teams handling the Salesforce connectors and the Python installation embedded in Designer.

The only differences in our environment compared to u/Dubya's are that we're running on 2020.4 and attempting to use Salesforce Input Tool v4.2.4.

This is a must have for anyone who needs the ability to share workflows among multiple users. This is part of a series of problems that these updated connectors have been plagued with since introducing them years ago, and no one at Alteryx seems to care enough to truly fix the problems. Salesforce is a core system for our organization, so having tools that utilize the latest version of Salesforce's APIs is very important to us. The additional features that the Input tool provides are welcome, but these bugs have to be sorted out in order for us to extract any kind of value out of them. If the "deprecated" Salesforce tools were ever to be removed from Designer while there are issues with the "new" connectors, we would have no choice other than to never upgrade Designer/Server again and be forced to look for another product to serve as our ETL platform.

Please, please, please address this.

I want to jump to expression #3 of formula (3), when I see following error message. Now I can jump to formula (3), but only expression #1 is opened, not #3. If I have 30 expressions, it is hard to find #20 in 30s.

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.

One of the most frequent issues I have with my workflow is when the Join Tool reorders columns for no reason. There is an option in the configuration to have the columns revert to the incoming order. It would be nice if the workflow automatically had this set as a default, or provide a toggle option in the settings for this to happen. In many of my flows I've had to create macros to keep the integrity of the column order or remember to go into the settings of this tool and re order the columns before a workflow run. 

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.

Hello,

  After used the new "Image Recognition Tool" a few days, I think you could improve it : 

  > by adding the dimensional constraints in front of each of the pre-trained models,

  > by adding a true tool to divide the training data correctly (in order to have an equivalent number of images for each of the labels)

  > at least, allow the tool to use black & white images (I wanted to test it on the MNIST, but the tool tells me that it necessarily needs RGB images) ?

  Question : do you in the future allow the user to choose between CPU or GPU usage ?

  In any case, thank you again for this new tool, it is certainly perfectible, but very simple to use, and I sincerely think that it will allow a greater number of people to understand the many use cases made possible thanks to image recognition.

  Thank you again

  Kévin VANCAPPEL (France ;-))

  Thank you again.

  Kévin VANCAPPEL

Instead of using the arrows, I think it would be nice to be able to drag and drop the questions to rearrange them in the Interface Designer. This would go more hand in hand with the drag and drop experience of Alteryx.

Additionally, when a lot of interface tools are on the canvas, Designer really slows down if you need to rearrange the order of the tools in the Interface Designer. I would like to see if there is any way that this can be sped up.

Thanks!

It'd be great to have all DCM connections available in the Data connections window.

And when Use Data connection Manager (DCM) is ticked, The screen defaults to DCM Connection list. 

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 Team,

Currently, in the select tool, we have to scroll up or down to check or see the list of the fields. In case, if the user wanted to change the data type, they can scroll into the list. Like, I am working on the mid-size data, and sometimes data contain 300+ fields, if I need to change anything in the data type I have to search by scrolling up or down. 

The idea here is, If you provide a search bar under Field, it will be a great help to all, in case if anyone needs to go for some specific field, the user just types the name in the search bar and make changes quickly. The select tool is important and we used much time while working on the flow. 

Thank you,

Mayank

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

Our company often builds applications where we need the ability for it to dynamically update dropdowns based on a user's previous selections. 

For example: 

• A user needs to select their Server, database, and table for analysis (3 dropdowns).
• When the user selects their server, a query is run to get a list of all databases on that server. Then the database dropdown will automatically populate with this list of databases. 
• The user then makes a database selection, and a query is then run to get all tables within that database. The table dropdown will automatically populate with this list of tables. 
• The user makes their table selection, and then runs their analysis using the server, database, and table variables with values that they have selected from each dropdown.

We can do this in other programs, but unfortunately the lack of dynamic selections/dependent dropdowns is a big limitation for us when building Alteryx applications. Our current workarounds are chaining applications together, or using PyQt within the workflow. Chaining is clunky and often causes unforeseen issues when uploading to Server with errors that are non-descriptive, and using PyQt comes with Python versioning issues. 

If this interactivity can somehow be added to Alteryx applications it would be a huge upgrade to our current Alteryx processes. Any suggestions for further workarounds would also be helpful!

Thank you, 

Amanda