Alteryx Designer Desktop Ideas

Hi Community,

I didn't have a clue where to post this. That is why I am sharing it here.

A small portion of the community users are content creators\community builders\people active on social media. Let's take me, for example. I am writing yammer announcements about Alteryx to our internal user group in my current company.

One of the materials that I recently started to share are weekly challenges, and I know other Alteryx communities that are internal often share them weekly.

I would love to have an opportunity to copy-paste some announcements that someone from Alteryx would prepare.

Please see the screenshot below as a reference:

The only thing that I would add is information about the level of difficulty + Main subject. In similar manner, to what we see on the weekly challenge index:

If this would be posted on the same topic week over week, community builders like me could follow a threat and copy paste a new post weekly.

At the same time, if someone would like to post it on social media. They can always showcase them on the network.

More information about Alteryx in many sources for almost free.

You must upvote this idea 😄

So many times, a given source field name could change. If you have a complex workflow it can be time consuming to update various join, select and other tools to replace the old field name with the new field name. For example in sales you may have fields that include the year  "Sales_2020".

It would be nice to "mimic" the functionality that Tableau provides where you can somehow click/select a field (e.g. Sales_2020) and then select "Replace Reference" and select the new field you want to use instead (e.g Sales_2021). This functionality would then automatically carry through the entire workflow and wherever you used Sales_2020 you will now automatically use Sales_2021.

Thoughts on this?

I was looking at the ideas history to see if this was already posted and couldn't find it, but feel free to merge if there is a existing one.

The motivation for this is that I have a workflow that works perfectly when you hit the run button in Designer, but fails when runs from schedule (To local computer).

So the idea is to allow the users to run the workflows from within the scheduler, once a workflow has been scheduled (So it runs exactly as it'll be when the schedule triggers it, but without having to reschedule every time).

Correct me if I'm wrong, but wasn't this possible in old (I mean very old)  versions of Designer?

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 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

Hi 

I'm really missing a search in the medata phane?

If I am on data phane:

If im browsing though metadata:

When numerous formulae exist within a single formula object, being able to "Expand All / Collapse All" would be most welcomed.  :-)

Also - the ability to Disable/Enable a single formula in the formula object - also very nice to have.

Experts - 

While developing code in the formula tool (and perhaps elsewhere) it would be helpful to have the "parenthesis highlighting" function found in database software such as SSMS, DBeaver, SQL Developer etc.  I.e. put the cursor next to a closing paren and the corresponding opening paren gets highlighted (or vice versa) - conversely if there is no corresponding paren nothing gets highlighted and you instantly know you've got a bug to fix (and where to fix it)!

#Deployment #LargeScale #CleanCode #BareBonesCode

Request to add and option to strip out all unnecessary text within a Workflow / Gallery App when deploying to the Alteryx Server to be scheduled or used as a Gallery App.   Run at file location still causes the reading of unnecessary information across the network.  

Often the workflows are bloated with un-used meta data that at a small scale is not an issue, but with scale... all the additional bloat (kBs to MBs in size) - sent from the controller to the worker does impact the server environment.

The impact explodes when leveraging the Alteryx API to launch the same job over and over with different parameters - all the non-useful information in the workflow is always sent to the various workers to handle each one of these jobs.

Even having a "compiled" version of the workflow could be a great solution. #CompiledCode

Attached is a simple workflow that shows how bloated the workflows can become.

I appreciate your consideration.

I sometimes have to swap (change the order of) two tools in a flow. It is a bothersome task, especially when there are many connections around them. I would like to suggest two new features for such a situation. It would help if either could be realized.

Swap tools

Select two tools, right-click, and select "Swap" option. 

Move and connect around

Drag a tool holding down Alt key (or something) to move it from the stream and connect around. After that, we can drag and drop the tool to the right place.

Hello all,

The reasons why I would the cadence to be back to quarter release :

-for customers, a quarter cadence means waiting less time to profit of the Alteryx new features so more value

-quarter cadence is now an industry standard on data software.

-the new situation of special cadence creates a lot of frustration. And frustration is pretty bad in business.

-for partners, the new situation means less customer upgrade opportunities, so less cash but also less contacts with customers.

Best regards,

Simon

Hello all,

Sometimes, when you have too much time to retrieve your tables metadas, you can have this message

Initialization Timed Out: Workflow must be run for field meta info to be accurate.

From what I understand, it's Alteryx and the source system that drives the time out value. However, I have some cases where the long time is "normal" and that really hurts the user experience.
So, I would like the ability in settings to change the default value.

Best regards,

Simon

Often I need to add filters or other tools early on after the workflow is already been mostly built. If a tool connects to one tool I can drag the filter over the connecting line and add the filter seamlessly. However in large workflows there is often this situation:    

The Filter will only connect to one of the lines I'm hovering over. If I could connect to all lines simultaneously and drop in the connection to achieve this (would be awesome):

When you have an Alteryx workflow open, Alteryx seems to by default try to keep you up to date on what might be happening with your data when it runs through your workflow. So if you for example add a misconfigured tool (a filter not connected to an input) and click somewhere on the canvas it'll presumably try to compile the code and then figure out that the new tool is misconfigured and it'll tell you why. A major thing it does seems to be that it tries to figure out if macros included in the workflow have changed and to take such changes into account so that it can notify you if there's a problem somewhere e.g. with the macro's output schema or whatever. I know it's doing this kind of thing because the moment I add a macro to the workflow I'll have to spend a 15-20 second 'tax' every time I touch the workflow canvas, a formula, when I click on a join, etc. Sometimes it's 30 seconds, sometimes you get lucky and it'll only be 5 seconds. This delay is by now from my perspective considered a fixed cost of adding a macro to a workflow. I'm assuming similar processes also take place in the context of other dependencies (main one probably being queries inside input tools) and that they may also cause problems for similar reasons.

I'm assuming part of the reason for the long delays is that the macro repository where we usually save macros in my organisation is saved in a server location which is close to the Alteryx server executing the in-production workflows/macros, but not close to me when I'm developing in my office. Yes, I could save the macros I develop elsewhere (locally) and then only save them in the repository when they're 'complete' (...we all know exactly when that's the case; we're never in doubt about that, right? ...and you'll still have problems if you need to modify a workflow which includes macros later, even if you're not touching the macro itself). I'm actually doing that in some contexts where the above user experience has been frustrating enough to justify such a step, and I'm always trying to find ways to just outright kill Alteryx' live connection to the macro (e.g. by caching the output) if it's not critical. But these things are not solutions, they're poor workarounds some of which are adding complexity and the potential for errors as a result of a problem which really shouldn't be a problem.

It would be desirable to have the option to pause these kinds of 'background processes'/'semi-live compiling'/'whatever', make Alteryx do this kind of thing less frequently, add an 'only update meta-data when running' option, or some fourth option of a similar nature. Debugger-mode is implicitly always on, why not give the option of turning that off if the user figures s/he can handle that? Give me the error when I try to run the workflow, don't try to have the software figure out if the code will run with an error every time I even touch it - this is not always helpful, it's in some contexts causing a huge waste of developer time.

Dear Alteryx, 

One day, when I pass from this life to the next I'll get to see and know everything!  Loving data, one of my first forays into the infinite knowledge pool will be to quantify the time lost/mistakes made because excel defaults big numbers like customer identifiers to scientific notation.  My second foray will be to discover the time lost/mistakes made due to 

Unexpanded Mouse Wheel Drop Down Interaction

Riveting right?  What is this?  It's super simple, someone (not just Alteryx) had the brilliant idea that the mouse wheel should not just be used to scroll the page, but drop down menus as well.  What happens when both the page and the drop down menu exist, sometimes disaster but more often annoyance.  Case in point, configuring an input tool.

See the two scenarios below, my input is perfectly configured, I'll just flick my scroll wheel to see what row I decided to start loading from 

Happy Path, cursor not over drop down = I'll scroll down for you ↓

Sad Path, cursor happened to hover the dropdown sometimes on the way down from a legit scroll = what you didn't want Microsoft Excel Legacy format?

And you better believe Alteryx LOVES having it's input file format value changed in rapid succession., hold please...

Scroll wheels should scroll, but not for drop down menus unless the dropdown has been expanded.

Oh and +1 for mouse horizontal scrolling support please.

My idea is essentially to borrow the keybinding/command ethos of Vim for Alteryx. For those who are unfamiliar, Vim is a text editor from a time before the mouse and the GUI became dominant forms of interacting with PCs. I think the key ideas to take from Vim are the Modes, Commands, and Grammar.

Vim is mode based for its typing. You start out in Normal mode and enter other modes through key commands. For example, to enter Insert mode, you just type 'i'. This mode allows you to enter text into whatever file you have open at the moment. There's also the Visual mode which is for highlighting sections of text for processing with other commands. This means that key commands can take on a variety of meanings in different modes, adding depth in a limited key range.

The Grammar is another key aspect. Rather than hold an arcane combination of modifiers and letters, Vim uses an Operator-Count-Motion approach. The operator will be the primary action: y for yank/copy, d for delete, c for change, v for visual select. The Count is how many objects you want this operator to be applied to. The Motion is where and what you want to work with: w for a word, s for a sentence, p for a paragraph, ( for a set of parentheses, b for brackets. There are also options that extend this so you can have a series of commands like d2w (delete 2 words), di( (delete inside parentheses), yap (yank/copy all of a paragraph), etc. Below is a cheat sheet displaying a wider list of the possibilities with the motions.

The Command mode is the last piece of the puzzle. By typing ':' while in Normal mode, you bring up a command prompt. Here you can enter any of a number of commands including changing user settings via keywords. For example, :s/old/new/gc will search through my file and attempt to find and replace every old term with the new term, the c at the end means that Vim will ask for confirmation before each change. I could also do things like :set nohl which will turn off highlighting for items found during searches. It's easy to imagine using similar functionality to make configuration changes to a wide set of tools or simply to selectively delete tools without using the mouse or scrolling to them.

To take it a step further, current menu functions could be turned into commands, imagine typing v6t to select the next 6 tools on the canvas. You could follow this by typing :Contain %V to wrap the selected tools in a container, perhaps with extra arguments a specific color palette could be applied as well! I say all this to say that the way forward for shortcuts in Alteryx is to break away from the one-handed modifier heavy paradigm that so many programs follow today. By creating commands that can duplicate the actions found in drop down and right click menus, as well as providing a means of navigating the canvas without a mouse, Alteryx can go to the next level in terms of efficiency and ergonomics.

Let me know what you think, if you need more concrete ideas on what this might look like in practice, I can add that. Thanks!

P.S. If you work on side projects outside of Alteryx, consider giving NeoVim a try, it adds a lot of extensibility and customization to classic Vim

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 

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.