Alteryx Designer Desktop Ideas

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

Hello

Cartesian product is a common issue when joining dataset with a bad key. What I suggest is an option to check if there will be a cartesian product on the join tool.

-there is a label "Cartesian product (non join key uniqueness) detection"
-under it a drop down menu with three choices
-do nothing
-fail
-warning

Algo :
if do nothing==> well... do nothing more than actual behaviour.
if "fail" or "warning" : count distinct of join key versus count row on each side of the join. If none is unique, display a warning or an error message.

Best regards,

Simon

Hello,

This is a feature I haven't seen in any data prepation/etl. The core feature is to detect the unique key in a dataframe. More than often, you have to deal with a dataset without knowing what's make a row unique. This can lead to misinterpret the data, cartesian product at join and other funny stuff.

How do I imagine that ?

a specific tool in the Data Investigation category

Entry; one dataframe, ability to select fields or check all, ability to specify a max number of field for combination (empty or 0=no max).
Algo : it tests the count distinct every combination of field versus the count of rows

Result : one row by field combination that works. If no result : "no field combination is unique. check for duplicate or need for aggregation upstream".

ex :

order_id line_id amount customer site

The user will select every field but excluding Amount (he knows that Amount would have no sense in key)

The algo will test the following key
-each separate field
-each combination of two fields
-each combination of three fields
-each combination of four fields

to match the number of row (7)
And gives something like that

choice number of fields field combination

Best regards,

Simon

Cache function is very useful when executing very long db request.

I'd like to see a checkbox option (in workflow runtime settings for example) to enable/disable automatic caching of first execution for all inputs tools.

Whenever I overwrite an Excel sheet with data of the same format just different values (e.g. Q2 data versus Q1 data) all of my Pivot Tables break and I have to manually recreate them even though the schema didn't change.  Somehow the Table is being deleted/removed and replaced with a completely different Table which is what causes the Pivot Tables to break.  The only way to avoid this is to manually set the Cell Range, but who has time for that?  The only solution I have found is to manually copy all values and paste them over the existing data which is very inefficient the more sheets you are working with.

I used to use a software before (LabVIEW) and it had the capability to exchange code via snippets or as part of png images. I think this will impact not only community, but also facilitate the code exchange

Requesting a reduced-cost, read-only license to allow for additional users in our organization be directly review workflows for UAT and control testing.  Currently, the only individuals who can see the detail of Alteryx workflows directly are those with a full designer license or temporary trial license.  In our Alteryx control structure, we have additional reviewers confirming the workflow who do not have licenses, which requires copious amounts of screenshots and/or direct meetings with our licensed designers to walkthrough the flows step-by-step.  It would be much more efficient to provide a license that would allow folks to click through the integrations themselves, potentially allowing for comments and annotations, but without the ability to make direct changes.  This would be much more cost efficient for our organization and allow for better workflow review and control.

Include a tool specific configuration to allow for the ability to turn off annotations on that specific tool instead of the global setting to turn them all off.

This would especially be useful for the SORT tool.

I find myself wasting multiple clicks in order to eliminate the annotations every time I insert a sort tool into my process flow, since it is rare when I actually need to include an annotation.

I find it extremely annoying having to individually disable/enable control containers in a workflow.  It would be nice if there was a way to select all control containers that I want to disable/enable and then be able to right click and do it quickly in one motion.  This would save me a lot of time when working with 10+ control containers.

Apologies if this has been suggested or exists. I often find myself using manual Excel files as a data source. These files frequently use cell formatting elements, such as cell color and text color, to convey important information. However, when these files are imported into Alteryx, this valuable formatting information is unfortunately lost.

To address this, a dedicated input tool that can read Excel files with separate fields for these formatting elements would be very helpful. This would be incredibly beneficial, especially when the data lacks other fields that relate to the coloring. Currently, I manage to achieve this using a Python tool, but integrating this as a built-in feature in Alteryx would undoubtedly be more efficient and user-friendly. This enhancement would not only simplify data preparation but also ensure the preservation of the full context of the original Excel file.

Whether it is a date range or a numeric range, I would like an official tool that can tell me where the gaps exist within the range.

The basic premise is this: 

Phantom spacing. Basically something that looks like it has spaces on Excel but is actually formatted as an indentation. 

Unfortunately, to read the indentation we will need either a VBA prep or read the XML inside. The latter of which is difficult. 

As to VBA, the general steps are to create an indentation formula in order to see the numbers, then go from there. The idea is credited to @clmc9601 as we discussed privately.

As of now, I do not see anyway to do this on Alteryx as a function or even expression. It would be very helpful especially reading trial balances or even Bloomberg outputs as they are formatted with indentation. 

Reading indentation from Excel or any other file within Alteryx will be much appreciated, especially in actuarial and finance spaces. 

Idea

I feel the necessity of the features to know the version of Alteryx Designer Desktop for each user within an organization. 

As well as some usage data of each user like 'Last Used' are available in License Portal, if 'Version of Alteryx Designer Desktop' for each user is also available in License Portal, it would be more manageable and could enhance the governance in organization.

Background

When the organization uses Alteryx Server and Designer Desktop, it is more challenging to make alignment of version of these products.

We frequently see our users install/upgrade to newer version of Alteryx Designer than that of Alteryx Server, and cause incompatibility issue when interacting with Alteryx Server.

Although we instruct our users to install the particular version, they sometimes upgrade to newer version later on by themselves, but it's not detectable.

I mean, even if they're using a wrong version of Alteryx Designer Desktop, we won't realize it until a problem occurs.

In order to identify such users and rectify their version, administrator shall be able to know which version they use whenever needed.

License Portal would be one of the best platform to make that information available in my opinion.

Hi! I noticed that there is currently no way to use the debug function when working on an analytic app workflow that contains control containers. I'm running 2024.1 and I use the debug feature in my workflows that currently do not have control containers for me to troubleshoot when data changes in a dynamic workflow. Currently, when running in test mode, I have no way to review the data step by step in the flow when selected dynamically through the interface apps. I can only view the final output and make tweaks. 

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.

I’ve been using the Regex tool more and more now. I have a use case which can parse text if the text inside matches a certain pattern. Sometimes it returns no results and that is by design. 

Having the warnings pop up so many times is not helpful when it is a genuine miss and a fine one at that. 

Just like the Union tool having the ability to ignore warnings, like Dynamic Rename as well, can we have the ignore function for all parse tools? 

That’s the idea in a nutshell.

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.

Hi, I have been using different tools for some time now and now I started using Alteryx. It would be better if you can provide a feature to select particular components of workflow and on clicking Run, only selected components gets executed. It would save lots of config  time and resources. In case none is selected, the workflow shall execute all tools/functions as it is currently running.  I am open to test these features, if approved by Alteryx Team.