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Alteryx Designer Desktop Ideas

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Using the Output tool to send data to a formatted spreadsheet apparently doesn't preserve formatting if the entire column is formatted.  I'd love this changed to keep the formatting when its applied to an entire column.  See this thread in Designer Discussions. 

I'm testing out the new Data Connection Manager (DCM) and think it needs 1 enhancement based on the way we'd use DCM. Whenever Alteryx opens, it should sync the Data Sources/Credentials from the Server. This is critically important when sharing these with more than 1 user when a password needs updated.

 

For example, DesignerA updates the password in the source system, and then updates the password in their Designer DCM settings. In order for this new password to get synced to DesignerB, 2 things have to manually happen: DesignerA would need to sync the new password to the server, and then DesignerB would need to sync the new password from the server. I can live with the first part where DesignerA needs to sync to the server. It's just part of the password update process. The second step though seems perilous. DesignerB should get the new password without having to do anything; as things currently stand, DesignerB will have the old password until they manually intervene and sync the password. Imagine a scenario where it's just DesignerB, but hundreds of people who would all have to sync their credentials. 

 

I also think this idea makes sense in light of the way Data Connections currently work (pre 21.4) where a similar sync happens automatically every time alteryx opens.  

When configuring a FILTER tool, the results of your formula are uncertain until you RUN/PLAY the workflow.  Compare that experience with the configuration of a FORMULA tool where you see a "Data Preview" of the first record results.

 

capture.png

 

TRUE or FALSE could readily be added to the Filter Tool and save the execution time for the workflow.  

 

When you get to HTML tool versions, you could check many rows of data and potentially give back counts of TRUE and FALSE results as well.

 

I'll put this on my x-mas list and see if Santa has me on the naughty or nice list.

 

Cheers,

 

Mark

Hello!

Currently when using the formula tool, you can create a string using the two following methods:

TheOC_0-1660057975884.png

With speech marks, or an apostrophe being used respectively.

 

I would expect both of these methods to behave the exact same way, however what is interesting is that if you type within the apostrophes anything that would prompt a formula, this is still prompted:

TheOC_1-1660058073228.png



This is not the case within the speech marks:

TheOC_2-1660058090523.png

This can cause mistakes with autocompletion when typing within the field. I propose a small QoL change that the formula tool will recognise a string is being written when within two apostrophes. I believe the logic is already built for that, given that it behaves in every other way the same, and highlights green too. 

 

 

Cheers,
TheOC

Hello all,

as of today, a join in-db can only be done with an equal operator.

Example : table1.customer_id = table2.customer_id

It's sufficient most of the time. However, sometimes, you need to perform another kind of join operation, (especially with calendar, period_table, etc).

Here an example of clause you can find in existing sql

inner join calendar on calendar.id_year_month between fact.start_period and fact.end_period

 

helping to solve that case :

image.png

 

(the turnaround I use to day being : I make a full cartesian product with a join on 1=1 and then I filter the lines for the between)

or <,>, .... et caetera.

It can very useful to solve the most difficult issues. Note that a product like Tableau already offers this feature.

Best regards,

 

Simon

As an international organization we deal with clients in multiple-countries.

 

Name matches for names including Chinese characters generate a unicode conversation warning and are excluded from the fuzzy match.

 

It would be good if fuzzy match could be enhanced to handle Chinese characters.

A simple quality of life improvement that I would love, is the ability to rename the output of the transpose tool in its configuration, rather than only having 'Name' and 'Value' 

 

Would just let me drop the renaming of these fields afterwards :)

Hello all,

OLEDB is usually way faster than ODBC so that the way to connect we promote. However, the new DCM only works for ODBC connection, which is quite strange.

Best regards,

Simon

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 all,

Change Data Capture ( https://en.wikipedia.org/wiki/Change_data_capture ) is an effective way to deal with changes in a database, allowing streaming or delta functionning. Several technos, more or less intrusive, can be applied (and combined). Ex : logs reading.

Qlik  : https://www.qlik.com/us/streaming-data/data-streaming-cdc

Talend : https://www.talend.com/resources/change-data-capture/

 

Best regards,

Simon

Hello,

A few years ago, Alteryx was 4 released per year and now it's only 2 per year (in 2023, as of today, only one !!)

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

-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.

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

Best regards,

Simon

Would love to see an option to disable a specific Output tool (rather than the global "Disable All Tools that Write Output" option). I'm envisioning the inverse of the Email tool, where there is a checkbox to enable Email... rather, the Output tool could have a check box that would disable that output (and ONLY that output), similar/consistent with the "Disable All Tools" function. A "Disable This Output" check box. The benefits would be a quick way to make sure not to overwrite something in one output (but still getting all the good content in all the other outputs) rather than having to go through the multiple clicks of adding to a container and then disabling the container. Could have benefits for connecting with Action tools/interface toggles as well. It would likely need to contain the same/similar formatting in Designer to indicate it has been disabled, though maybe a slightly different color so you could tell it was disabled differently? 

 

(On a similar vein, would love to take this opportunity to bring up my favorite idea-that-has-not-been-implemented-yet-that-would-love-your-vote-and-attention, implementing a Warning that outputs are disabled when posting to Gallery...)

 

Cheers!

NJ

Data Cleansing Tool:   There should be a sub-category on the "Punctuation" cleansing.  Ideally to have an option to "Include Only" or conversely "Exclude these characters" which would allow you for example to remove all characters except   "." from a dollar formatted field .  There are times when you need to clean almost everything except a certain punctuation or not. 

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:

Mockup.png

 

 

 

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

I'd like to see Alteryx allow a second install of your license on a second, personal machine.  Tableau allows this and IMO is why there is such a robust online / blog community around that product.

 

For those of us that work at mid-size to large organizations, there are often strict rules governing internal data and use of cloud-based data sources.  If I discover some new trick I'd like the share with my fellow Alteryx analysts outside of my company, I have no clear way to do that the same way I can with Tableau where I can do it at home not using my company's data.

 

Being able to learn new features and test things out on commonly available public data (ever notice that Superstore data set everyone who gets Tableau has?) would accelerate what we're able to do with the community site here and the larger analytics blogging community.

 

 

Hello there!

Currently the email tool has the following configuration:

TheOC_0-1653663519956.png



It is a fairly easy tool to use - however one part that I would like to be improved is testing the SMTP settings - similar to how it is done on the Alteryx Server. It would be awesome to have a button as part of this page, that would send a test email, and return true/display to the user that the email sent correctly. This would stop the need to setup dummy data and a dummy output to test a connection before rolling the email tool out into a live environment/use-case.

 

I imagine something along these lines for this functionality:

TheOC_2-1653663925251.png


Clicking test (and passing):

TheOC_3-1653663937900.png



Clicking test (and failing):

TheOC_4-1653663975804.png




Thanks,
TheOC

 



This year, Microsoft updated improve their API (GraphAPI) to access Office365 enviroment.

 

Alteryx have launched on Microsoft District in Public Gallery the Dataverse , Onedrive & Sharepoint Connectors.

 

Alteryx must develop as soon as possible an connector/email with same authenticator options as connectors Above and improve the emails settings.

 

 

It´s important to release and documentation to show wich permissions on Azure it's necssary to send the emails. 

 

References:

 

Microsoft Announce:

https://docs.microsoft.com/pt-br/lifecycle/announcements/exchange-online-basic-auth-deprecated 

 

Azure Permissions:

https://docs.microsoft.com/en-us/graph/api/user-sendmail?view=graph-rest-1.0&tabs=csharp 

In Japan, the prople usually use the date format "yyyy/mm/dd". But there is no preset in Date tool. So I usually use custom setting, but it is the waste of time.

 

So please add yyyy/mm/dd format to the preset in Date tool configuration for Japanese people.

 

AkimasaKajitani_0-1660969609039.png

 

It would be useful to be able to select a single container (containing a data input) or multiple containers using Shift, and run those and only those.

 

When building a new element to a larger workflow, I often enter a new Input in a new container, the ability to run just that container without having to turn off all my other containers would be really useful in speeding up the start of joining things together.

 

Hope that makes sense.

 

Thanks,

 

Doug 

Is it possible to add a search feature to the Summarize Tool that is similar to the search feature in the Select Tool?  Selecting specific fields to summarize in small datasets is fine, but if I am dealing with a table that has 200 fields searching for a specific field can be cumbersome.  Type in a few key letters to filter the available fields would be helpful.

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