Alteryx Designer Desktop Ideas

Using a wide-screen monitor and canvas, I typically initiate a workflow by clicking the RUN button.  But, in my canvas, I am usually working in the left or middle portion of the screen.  The Run button is to the far right and find myself moving to the right to click the button and then back to my workflow location. 

I'd like to be able to have this relocated or optionally functionality to move this button (maybe even creating a customized personnel quick access toolbar or button panel) to the left portion of the canvas window.  Sure, there is a key board shortcut, but if the button is provided, than it implies that it is a valid UI feature.  I've also seen and liked the ability to have this as a right-click menu enhancement. 

I know we have the capability to copy a Tool, and paste it into a Connection. This step requires having to right click on the connection to select the option Paste In Connection. I don't know how many times I've tried to copy tool, click on connection, and do Ctrl + V to paste just remember that it does work that way. It sure would be nice if it did.

Additional Dynamic Select Mode for All Native (Non-Macro) Tools with Select Functionality (with or without Data Type Selection)

This is the updated version of an idea I posted a while ago (which only included Multi-Field Formula), and after the release of Alteryx Designer 2025.1, which I found to be very successful from a new tool and functionality perspective, I decided to post about it.

My proposition is to add the Dynamic Select functionality* (at least the Select via a Formula mode) to all native (non-macro) tools in all tool categories that include a Select functionality (as an alternative, where the user would be OK with not being able to also change the field types of the selected fields, such as Join and Append tools, the opposite would apply to Multi-Field Formula, where the user would be able to dynamically select which fields the Multi-Field Formula would be applied to, in addition to changing the data type), including but not limited to (to account for any new tool with a Select functionality that might be added in the future):

Preparation Category

- Auto Field

- Data Cleanse Pro (added in 2025.1)

- Multi-Field Formula

- Multi-Row Formula (for Group By option)

- Rank (for Group By option)

- Record ID (for Group By option)

- Sample (for Group By option)

- Tile (for Group By option)

- Unique

Join Category

- Append Fields

- Find Replace

- Join

- Join Multiple

Transform Category

- Arrange

- Cross Tab

- Make Columns (for Grouping Fields (Optional) option)

- Running Total (for both Group By (Optional) and Create Running Total options)

- Transpose (for both Key Columns and Data Columns options, the tool would generate an error if the Dynamic Select formula written for both options are selecting the same field(s), as the Transpose tool is not supposed to allow it)

- Weighted Average (for Grouping Fields (Optional) option)

In-Database Category

- Select In-DB

Reporting Category

- Layout (for Group By and Per Column Configuration options)

- Table (for Group By and Per Column Configuration options)

Machine Learning Category

- Transformation (for Select Features mode only, as the other two modes with Select functionality (Clean Up Missing Values and One Hot Encoding) require Method and Missing Category Action specification)

Developer Category

- Download (for And values from these fields option present in Headers and Payload tabs)

- Dynamic Rename (for the Select functionality present in Formula mode)

Spatial Category

- Find Nearest

- Spatial Info

- Spatial Match

Data Investigation Category

- Pearson Correlation

Skipping Address and Demographic Analysis categories as they have tools that seem to be using a static input, therefore not requiring a Dynamic Select functionality.

Laboratory Category

- JSON Build (for Grouping Fields (Optional) option)

- Transpose In-DB (with a similar logic to the regular Transpose tool found in Transform category)

*The Dynamic Select functionality added tools that have more than one input anchor (such as Join and Join Multiple) could have new additional fields the users can utilize, such as:

- [Origin] (can have the values "L" or "R" for Join and Append tools)

- [Connection_ID] (can have the values 1, 2, 3 etc. for Join Multiple tool)

- [Unknown] (can have the values "True" or "False" for the Data Columns option of the Transpose tool, or any other tools such as Join that would have the Dynamic or Unknown Columns option as a part of their Select functionality)

To rename a workflow, usually we have to save and then name the workflow. Could you please consider adding a feature of renaming a workflow after "Close" & "Duplicate"?

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"

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.

To embed the "Not ok" filter option in the browse tool

Similar to being able change the parameters of a tool using the interface tools, it could be very useful if Alteryx Designer had an option where the configuration of a tool can be modified by another tool's output (which can only consist of one row & column and may include line breaks/tab characters, only first row is used if there are multiple rows) while the workflow is running, therefore reducing the need to chain multiple apps.

This feature could be made possible as the "Control Containers" feature is now implemented, and it could work like below:

Suppose you need to write to a database and may need to specify a Pre-SQL statement or Query that needs to be dynamically changed by the result of a previous tool in the workflow.

In this case, as the configuration of a tool in the next container needs to be changed by the result of a previous formula, there would need to be an additional icon below the tools, indicating that the tool's result can be used for configuration change.

This icon which will appear below the tools will only be visible once at least one Control Container and an Action tool is added to the workflow, and will automatically be removed if all the control containers are removed from the workflow. User can change the configuration of the destination tool using an action tool, which must be connected to a tool in a container that will be run after the one it is contained in has finished running, as a tool (or several tools) that is contained in the next CC in the workflow needs to be dynamically modified before the container it is contained in is activated.

If a formula tool containing multiple formula fields is added to the action tool, the user will see all the formula outputs similar to connections (i.e. [#1], [#2]...) that can be used as a parameter.

The screenshot below demonstrates the idea, but please note that this is a change where adding an action tool may not mean that this workflow will need to become either a macro or an analytic app, so a new workflow type may or may not have to be defined, such as "Dynamic Configuration Workflow (YXDW)". Analytic Apps and Macros which utilize this feature could still be built without having to define a new workflow type.

Providing user the ability to paste a tool with one of the three options regarding connections:

- Paste with Incoming Connections,

- Paste with Outgoing Connections (where applicable),

- Paste with Both Connections (where applicable)

could make it easier to configure the workflows where many incoming and/or outgoing connections are necessary for a specific source or target tool (i.e. a certain mapping table joined to several data streams in the same workflow after being modified with a formula tool to match with a specific stream).

Hi 

I think its super frustrating not beeing able to search for dates, or date ranges in the result window.

Lets say I have a dataset with 2 dates, date picked up and date delivered.

Then I need to search broad in the result window, for a given date. With search in both coloumns.

Could we please have a simple specific date search, and maybe a from-to date? Like in the filter?


Or go all the way and look at excel date filter?

Kind regards

I have a use case where I am transitioning workflows to someone - 

One workflow leverages the outputs of one workflow as inputs in to another - it would be awesome if I could include a link on a tool or comment box that would automatically open the exact output tool. Right now I am taking pictures and mentioning the names of files and tool-ids. Seems like it would be an easier way. 

When we use search option it might be helpful to see also tool category where we can find searching tool.

Consider, for a moment, Standard Macros as old-school Subroutines in which you would have a library of Subroutines that could be invoked from numerous code sets.  Each Subroutine could have any number of arguments, and when the Subroutine is invoked, the calling code provides the arguments and their values to the Subroutine.

You can do this in Alteryx - but with a very large but.  The source field names being passed to the Standard Macro have to be the same field names the Standard Macro is expecting.  To make the Standard Macros more "library friendly" - allow the calling workflow to alias fields in the dataset for the sole purpose of sending them to the Macro.

Example:  Standard Macro that returns a Vendor ID based on a Location and Item Number.

Macro Input: Location ID, Item Number

Calling Workflow has: Purchase Location and Item Code

The Macro on the calling workflow would have a mapping:

This is Ganesh from Guidelines. 

One of the task in my process is to convert the Pdf to excel sheet for all content. 

Pdf content will all depend upon the number details available. 

Pdf contain table format detail. 

We would like see all the pages of pdf should be in excel sheet with proper format including Table provided in pdf.  

I tried multiple ways but unable to find easiest way of handing the auto fit the all the column in final output. If we have already could you please help me with the solution. 

if not - can we create one additional tool which auto fit and align the data type accordingly. 

2 issue is about post I bifurcate the excel sheet data with multiple workbook data type doesn't show proper. for example Main file contain string and numeric value. post the bifurcate all the number still shows string value only due to every cell has green tick mark. 

Hi 

In a toold like select it would be nice to place curser in Field - and type the first letter of the fields you want to browse through.:
By pressing F here I would just across fields that starts with F.

Sometimes you want to preserve the field order from the sorce, and if you have many fields it takes a while.

Or beeing able to filter - just like in excel:

Same goes for formula box:

Beeing able to click D as an example and click though coloumns starting with D.

I am facing an issue regarding the result window. The tabbed document function is disable for the result window. I did not see the entire result window. Kindly find the below mentioned screenshot for your reference.

Request to reverse the feature.

i investigate a super messy and huge workflow, i have a hard time to trace back the data stream.

it only have around 5 wireless connection, some is easy to find, but some are connect to union..

if have a button to turn all connection back to wire, and better if have option for just solid for temp to show as solid line. it will helps alot.

The Interactive Chart configure window cannot be resized.  I'm using a single, large monitor, and this window occupies the entire monitor so that I am forced to switch between windows to see other applications.  Most of the space used by the configure window is wasted white space.  Please update this to allow this window to be resized.

I'm using a 32:9 monitor running at 5120x1440, and the attached screenshot shows the size of the configure window on this monitor - 4986x1286.