Alteryx Designer Desktop Ideas

It would be oh so nice to be able to copy a container's properties and paste those formatting options onto other containers.  It could be accomplished through a Paint Brush icon on CTRL-Copy and Right Click to paste format.  either way it would save setting the Color (multi-step select), Margin, transparency.

Cheers,

Mark

After multiple years of using Alteryx, The tabbed document feature was left out of 2022.1.  This feature allows for a much cleaner canvas for exploring workflow and output data.  I view this feature as a basic function of Alteryx, I was surprised to find out that the development team intentionally omitted this function.   I really don't want to revert back to older versions but it may be only the way to have a more comfortable feel of Alteryx.

When you start using DCM - you may have existing canvasses which use regular old connection strings which you want to migrate to DCM.

Currently (in 2023.1.1.123) - when you select "Use Data Connection Manager" - it shreds the configuration of your input tool which makes it difficult to just convert these from an existing connection to a DCM connection

The only way to then make sure that you don't lose any configuration on the tool then is to use the XML editing functionality of the tools and copy across your old configuration.

Could you please add the capability to keep my current tool configuration, but just change from using a regular old connection string to using DCM?

Many thanks 

Sean

cc: @wesley-siu @_PavelP 

Would love to have the ability to connect S3 to alteryx using the AWS IAM role instead of needing an AWS access key/secret key.

IT will not hand out the Access/secret key so it would be great to connect to S3 without needing a password.

I would love a tool to be created for looking up a value in a table based on a condition. It could be called "Lookup." One input to the tool would be the lookup list, the other is the main database. Inside the tool you could enter functions that can query the lookup table and return the results either as an overwrite of an existing field in the main DB or as a new field in the main DB, similar to the options in the Multi-Row Formula tool.

Here is a link to my post in Community that explains the problem. The solution, in a nutshell, was to create a Join (which resulted in millions of additional rows), run the conditional formula, then filter to get rid of the millions of rows that were created by the Join so only those that met the condition remained (the original database rows).

Here is the text of my Community post describing my project (slightly modified for clarity):

Table 1:  A list of Pay Dates (the lookup table)

Table 2:  Daily timekeeper data with Week Start and Week End Date fields.

The goal:  To find the Pay Date in Table 1 that is greater than the Week Start Date in Table 2 and no more than 13 days after the Week End Date in Table 2.

[Table 2: Week Start Date] < [Table 1: Pay Date]

and [Table 2: Week End Date] < [Table 1: Pay Date]

and DateTimeDiff([Table 1: Pay Date], [Table 2: Week End Date], 'Days') <= 13

There are many different flows I could use this type of tool for that would save time and simplify the flow.

Thanks!

Multi-Fill Tool

Please consider a new Multi-Fill tool, not for Apps, but for regular workflows, manually run or scheduled.

Similar to the Interface tool-combination of the Text Box & Action (Update value) tools, this Multi-Fill tool would enable the user to update, for example, the User Name and Password in one place for multiple Download tools. It could also be used to update other tool variables like Filter, Sort, Unique, etc.

In short:
Add an option to cache the metadata for a particular tool so that it doesn't forget when using tool that have dynamic metadata such as batch macros or alteryx metadata engine can't resolve such as python tool.

Longer explanation:

The Problem:

One of the issues I often encounter when making dynamic workflows or ones that require calling external services is that Alteryx often forgets the metadata of what columns to expect. This causes the workflow to forget configuration of downstream tools when a workflow is first opened or when the metadata engine refreshes. There is currently the option to disable the metadata engine from automatically refreshing but this isn't a good option because you miss out on much of the value it brings.

Some of the common tools where I encounter this issue:

• Json parse
• Batch macros
• Python tool
• Regex parsing to rows

Solution:

Instead could we add an option to cache the metadata for a particular tool, this would save the metadata from the last time the workflow ran to within the workflows XML so that it persists when closed and reopened. Then when the metadata engine runs when it gets to this tool instead of resolving the metadata from the tool it instead uses the saved version in the XML. Obviously when it actually runs it would ignore this and any errors would still occur.

This could be an option in navigation pane of each tool. Mockup below:

This would make developing dynamic workflows far easier and resolve issues of configuration being lost when the metadata changes and alteryx forgets the options.

A "Filter" that would work like a "Formula" - where you can add multiple criteria in one space, and for each criteria, you would get an output anchor.  I use Alteryx to manage master data from several factories - each needing to have separate workstreams.  Stacking Filter criteria functions, but it would be much cleaner to have it managed within a single tool.

Hi there,

When connecting to data sources using DCM - could we please add the ability to make JDBC connections?

see:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Add-the-ability-to-connect-to-data-s...

https://community.alteryx.com/t5/Engine-Works/JDBC-Connections-in-Alteryx/ba-p/968782

As mentioned in these threads - JDBC is very common in large enterprises - and in many cases is better supported by the technology teams / developer community and so is much easier to make a connection.    Added to this - there are many databases (e.g. DB2) where JDBC connections are just much easier 

Please could you add JDBC connections to the DCM tooling?

Thank you

Sean

cc: @wesley-siu @_PavelP 

There needs to be a way to step into macro a which is component of parent workflow for debugging.

Currently the only way to achieve to debug these is to capture the inputs to the macro from the parent workflow, and then run the amend inputs on the macro. For iterative / batch macros, there is no option to debug at all. This can be tedious, especially if there are a number of inputs, large amounts of data, or you are have nested macros.

There should be an option on the tool representing the macro in the parent workflow to trigger a Debug when running the workflow, this would result in the same behavior when choosing 'Debug' from the interface panel in the macro itself: a new 'debug' workflow is created with the inputs received from the parent workflow.

On iterative / batch macros, which iteration / control parameter value the debug will be triggered on should be required. So if a macro returns an error on the 3 iteration, then the user ticks 'Debug' and Iteration = 3. If it doesn't reach the 3rd iteration, then no debug workflow is created.

Under the Runtime setting, there is an existing option to "Disable All Tools that Write Output". This is incredibly useful when developing workflows when you don't want to overwrite existing files.

But this option doesn't disable all outputs, like Publishing to Tableau! 

I suggest adding the option to disable ALL kinds of outputs, uploads, and publishing (except possibly logging and caching).

Taking inspiration how you work with Jupyter notebooks and use the notebook to show your workings,  wouldn't it be great if you could document your workflows directly on the canvas more in a notebook style.

I think this essentially can be summarised down into two features:

1) Markdown functionality in the comment tool

2) Ability to import results from IRG and  / or browse tool directly into the canvas.

I have mocked up a version of what this could look like in the screenshot below.

Overall I think it would improve the experience of documenting workflows as you can show your workings in-line while building the workflow. Plus it solves the debate around team vertical vs team horizontal as you build using both! 

Hi all,

I think it would be great if Alteryx could send calendar invites in Outlook (and perhaps other calendaring systems) like it sends emails.

Currently the only way to accomplish this is to send it as an attached ICS file on a regular email.  

In my use case, rather than auto-populating a Shared Mailbox/calendar, someone has to go into the inbox, the email has to be opened then the ICS has to be clicked on to interact with.  

There are ways in Outlook to send an item like this but have it appear automatically without the end user ever seeing the actual invite.  (Our Company adds holidays and other important dates in this manner)

So basically I want this functionality available in Alteryx to do the same.  I have posted about it before in the discussions threads, but basically right now we enter our time in HR system, then have to manually enter the same info on our personal calendar in Outlook and any team calendar whether it be a SharePoint calendar, a group calendar in Outlook etc.

If Alteryx had the ability to send these types of invites, employees could enter the info in our HR system then Alteryx can get the data feed and automatically populate the other calendar (whichever type it may be).

Hopefully this gets some likes.  

Can we have a User Setting that allows the users to select if Alteryx should prevent the computer to go into Sleep or Hibernate mode when running a workflow?

Hello All,

I believe there needs to be a new tool added to Alteryx. I am frequently encountering cases where I will have 0 data point feeding a workflow stream that causes my workflows to fail. Because of this, I am having to put in fail safes to keep this from happening.

There should be a tool that if there is no records that are passing into it, anything after that tool will not fail.

For an example, within a workflow I am using a dynamic input that will pull a dynamic file. The file is not always there and the workflow should be able to run if that file is there or not. If the dynamic tool and other tools would process 0 records without failing this would also solve the issue. 

I would be nice to have a tool that will  block off the work stream if there are 0 records passing through the tool. 

Hello Alteryx Community,

If like me, you've been developing in Alteryx for a few years, or if you find yourself as a new developer creating solutions for your organization - chances are you'll need to create some form of support procedure or automation configuration file at some point. In my experience, the foundation of these files is typically explaining to users what each tool in the workflow is doing, and what transformations to the data are being made. These are typically laborious to create and often created in a non-standardized way.

The proposal: Create Alteryx Designer native functionality to parse a workflow's XML and translate the tool configurations into a step by step word document of a given workflow.

Although the expectation is that after something like this is complete a user may need to add contextual details around the logic created, this proposal should eliminate a lot of the upfront work in creating these documents.

Understand some workflow may be very complex but for a simple workflow like the below, a proposed output could be like the below, and if annotations are provided at the tool level, the output could pick those up as well:

Workflow Name: Sample

1) Text Input tool (1) - contains 1 row with data across columns test and test1. This tool connects to Select Tool (2).

2) Select Tool (2) - deselects "Unknown" field and changes the data type of field test1 to a Double. This tool connects to Output (3).

3) Output (3) - creates .xlsx output called test.xlsx 

Hello!
Just another QOL change from me today. 
When building a workflow - just for fun sometimes I like to make mistakes. It's never by accident I promise 😎

Now theoretically, if I did make a mistake, and put a tool in the wrong place (or want to refactor, or want to move a select earlier in the workflow etc), I would typically right click, cut and connect around, and then right click the connection I want to paste onto. This works fine, however, some users are unaware of it, and it can still be a bit of a pain.

What would be really nice, is if we could hit ctrl and click/drag a tool, to move it elevated of connections. I have attempted to create a couple of gifs to illustrate.

The current method of moving a tool within a workstream:

What I'd love, if you could hold ctrl + drag:

Cheers!
Owen

Lets say you have a row of 10 filter tools vertically and there's a select tool coming out of each input for each filter. It can get dizzying to tell the difference. It would be great to be able to select a colour for tools when on the canvas so e.g. in the above I could say " my green selects are the true and my red selects are the false"

At the moment, in order for users in our organisation to run apps, they need to be added to permissions for the data connection for the server/DB the app uses (as we use Gallery connections for ease of collaboration within the Analytics team).

This is fine provided users running the apps do not have Alteryx Designer, however, we have users across the business who do use Designer - we don't always want these users having direct access to query the server/DB through designer just because they have the connection in order to run workflows on the Gallery. It's my understanding that at the moment this is necessarily the case, which is not ideal.

Would be great if we could grant permissions for users to use the connection to run apps in the Gallery without that enabling them to use that connection in Designer to query the DB however they want.