Alteryx Designer Desktop Ideas

While the result window allows sorting and filtering, every time the user switches to another tool within the same run, the configuration is lost. It would be good if there was a 'Retain" button so that the user does not have to keep setting this each time the tool is switched or when the canvas is retriggered.

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

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

The Edit menu allows you to see what your next undo/redo actions are. This is super helpful, however sometimes I decide to scrap an idea I was starting on and need to perform multiple undo's in a row. It would be great if we could see a list of actions like in the debug undo/redo stack menu then select how many steps we'd like to undo/redo.

For example, using the below actions, if I want to undo the Change Summarize Properties and also the Modify Summarize, currently I have to do that in two steps. I'd like to be able to click the Modify Summarize and have the workflow undo all commands up to and including that one.

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 

Today, there is an checkbox to "Disable All Tools that Write Output" within the Runtime settings for a workflow.  Setting this option requires at least 3 clicks:

• Click on the canvas
• Click the "Runtime" tab in the Configuration pane
• Click the checkbox

Could a keyboard shortcut be added for this?  I've spoken to several users who leverage this feature and, while it is already a time saver, it seems helpful enough where a keyboard shortcut is warranted.

Note: This idea doesn't strictly fit into any given category as it involves enabling support for something that affects numerous aspects of Alteryx's already existing spatial features.

I live in Australia. As do a large number of your users. Like me, many of those users use Alteryx to process spatial data. There is only one problem; we live on a roving continent. Every year our continent shifts ever so slightly but over time that shift becomes significant. For this reason we have our own continental system of spatial coordinate projections. It's called the Geocentric Datum of Australia or GDA.

Since 2000, the official Australian geodetic datum has been GDA94.  However, according to the Intergovernmental Committee on Surveying and Mapping (ICSM), because the coordinates of features on our maps, such as roads, buildings and property boundaries (and so on), are all based on GDA94, they do not change over time. This is why they have since adopted a new datum: GDA2020. This has now become the standard for mapping in Australia, bringing Australia’s national coordinates into line with global satellite positioning systems.

A more detailed explanation of this can be found on the ICSM's website: What is changing and why? | Intergovernmental Committee on Surveying and Mapping (icsm.gov.au).

Of course Alteryx supports the more global WGS84 standard, which like GDA94 is a fixed datum. But there is up to a 1.8 metre discrepancy between GDA94 (and WGS84) and GDA2020. For spatial analysis projects that don't require metre accuracy that's not a problem. But imagine you are building a bridge, plotting the lanes of a road or programming a GPS enabled tractor. That 1.8 metre discrepancy between the real world coordinates and the projection is enough to cause problems. 

And it is. Which is why we request that Alteryx include support for GDA2020 in its existing selection of spatial projections.

This will enable spatial datasets configured in GDA2020 to not require conversion and thus risk corruption or error. This includes providing the ability to configure GDA2020 as the spatial projection in the input tool and all spatial tools.

Doing so would go a long way to supporting your ever growing Australian user base and maintaining Alteryx's position as a trusted software for processing spatial data.

Everyone knows the importance of adding the appropriate controls and governance to your workflows - and often, this means including events that will generate notifications if a workflow is running with errors.

But who is the audience of that email? If it's not a developer, will that person know what they are reading and where to focus?

How about a developer that would like to customize the message that the end user will receive?

Porting some existing functionality from other tools in the Alteryx toolkit to the Events page could easily provide added flexibility to event generation:

1) Add a formatting bar to the tool like shown in the image below

-- Style changes

-- Alignment

-- Highlighting

-- Coloring

-- Images

2) Add a function bar to the tool like shown in the image below

-- Ability to view all available variables

-- Ability to apply formulas using variables

-- Ability to save formulas

What do you think? Give this post a thumbs up if you find the post helpful!

In some cases, the information about incoming columns to tools are (temporarily) forgotten, e.g. if Autoconfig is switched off, if the incoming connection is temporarily missing, or if column names are generated dynamically and the workflow has not been executed, yet.

Many tools deal with that situation well, e.g. Selection, Formula, or Summarize. In these cases, the tools tell the user that they cannot find incoming columns, but they preserve the configuration so that the user still can (at least partially) work on these tools and important information on the configuration is not lost:

Example Select Tool

1. First step: Connections present, configuration typed in:
   
2. Second step: Connection cut, confguration opened. The configuration looks screwed up but implicitly contains all settings:
   
3. Third step: Connection re-connected. The configuration is as before:
   

Other tools behave the opposite, for example Unique or Macro Input (an for sure many other tools). If the incoming columns are currently unknown to the Designer and you click once on the symbol, the entire configuration of this tool is lost. You might try to get the configuration back by pressing undo. This, in most cases does not work. Or, even worse, you find out what happened later when it's too late for undo. In this case, you either have an old version of that workflow to look up the configuration or you have to re-develop it. In any case, this is unnecessary and time-consuming software behaviour.

Example Unique Tool

1. Step 1: Connections present, configuration typed in:
    
2. Step 2: Connection cut, confguration opened. The configuration is empty:
   
3. Step 3: Connection re-connected: The entire configuration is permanently lost:
   

I wasn't sure whether I should report this as a bug or a feature enhancement. It is somehow in between. Two aspects tell me that this should be changed:

• Inconsistent behaviour of different tools for now reason,
• Easy loss of programming work, resulting in time-consuming bug fixing.

Please make sure that all tools preserve their configuration also if information on incoming columns is temporarily lost.

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.

The idea behind encrypting or locking a workflow is good for users to maintain the workflow as designed. 

However, when a user reaches a level of maturity equivalent to that of the builder or more, or even when changes are required - the current practice is to keep a locked and unlocked version of the workflow so that it allows for a change in the future. 

It would be much simpler if we can have the power to lock and unlock workflows with a password. Users can then maintain and keep the passwords so that they can continue with the workflow. 

Not everybody is on Server yet so this feature is very helpful for control before Server migration. Otherwise it’s just password protecting a folder containing the workflow package, then re-locking a new save file each time a change is made or when someone new takes over on prem. 

Hello, 

This is one thing that my OCD cannot cope with. 

Some tools, like the Union tool, allow you to 'Ignore warnings', like when fields are missing. 

Some other tools however don't give the option. Date time tool for instance. Sometimes I feel like yelling at Alteryx that "I know that field already exists! I want to change it!". Or the join tool, when you join on a double. 

I know that these warnings don't really affect anything, and they may be useful to highlight something that may be best to be changed, but pleeeeaaassee give us a tick box or something like the union tool where we can ignore warnings. It makes my workflow messy. 

(I'm on designer v 2021.1 btw, so if this has already been done, then please ignore my rant. 😁 )

Thanks

Edit: What I'm talking about 

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,

Working on Dataiku DSS and there is a cool feature : they can tag tools, parts of a worklow.. and then emphasize the tools tagged.

Best regards,

Simon

Hello,

This is a popular feature on other tools, such as Talend (now Talaxie) : the ability to export the workflow as a vectorized screenshot in svg.

Why ? it helps to build documentation, svg being vectorized, it means the picture can be zoomed in without losing quality.

Of course, that would mean before that Alteryx use svg for icons as required here https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/svg-support-for-icon-comment-image-e...

Best regards

Simon

At the moment, at least for Postgres and ODBC connections, the DCM only supports a names DSN that must be installed on each machine running Designer or Server. However, the ODBC admin function is admin only within my company, which makes DCM more trouble than it is worth to use.

Connection strings work well in the workflows, have been implemented on the gallery before, and do not require access to the ODBC admin to implement. Could DCM please be improved to support native connection strings?

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 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.

Currently, if you download and Alteryx package from an alternative version it doesn't allow import into a newer version.

Workflows allow this with a warning it would be good to allow it on packages too.