Alteryx Designer Desktop Ideas

Hello there!

Currently the email tool has the following configuration:

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:

Clicking test (and passing):

Clicking test (and failing):

Thanks,
TheOC

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. 

Currently - if someone has accidentally kept an excel file open on their desktop, Alteryx will fail to load this flow.

However, it would make more sense to open this file without read-lock as a dirty-read (equivalent of "Read Uncommtted").

This may require some interaction with Microsoft but would be worth pursuing because it prevents / eliminates an entire category of needless canvas errors.

Problem: In certain workflows, it becomes necessary to arrange columns in a specific order for the output. While achieving the desired order for a fixed number of columns is feasible using the select tool, difficulties arise when dealing with dynamic outputs that introduce new columns during each workflow run.

Example: Consider the following scenario: the INPUT data for the select tool includes a set of Question/Answer columns. However, with every run of the workflow, new columns of this type are introduced. The challenge is to ensure that Question N and Answer N columns are grouped together in the OUTPUT dynamically. Unfortunately, this task is not easily accomplished using the current capabilities of Alteryx.

INPUT:

DESIRED OUTPUT:

With Python/Pandas, this problem can be easily resolved by assigning index values to each column and then sorting the columns based on the assigned index:

So, based on the Python solution, if Alteryx could do the same, it would be great. I personally think that if the Dynamic Rename tool could held the Index Info, and the select tool could also held the Sort option, this would work.

Dynamic Rename: Already can hold Description info, could hold Index Info.

Select tool: Could sort by index and hold this info when the workflow is saved.

Hope this all make sense.

Thanks.

The bak file that is automatically created (and re-created if deleted) really clutters up our folders.

Please allow us to either turn it off, or specify a different location to hold our back up files.

Thanks

It would be ever so helpful and save a couple extra steps if a count distinct option could be added to the crosstab tool.  Seems like a slam dunk since plain ole 'count' is already a choice.

Formula Tool --> Functions --> Operators list

The operator titles for the two comment functions are too similar, the difference cannot be determined unless checking the hover text.

Can the title for /* Comment */ be adjusted to make it more clear that it is for block or multi-line usage?

I didn't understand the difference until I saw this post on LinkedIn:
https://www.linkedin.com/feed/update/urn:li:activity:7165816592063266817/

/* Comment */ --> /* Block Comment */   |   /* Multi-line Comment */

Hello all,

I suggest a new string function Repeat()

Repeat() forms a string consisting of the input string repeated the number of times defined by the second argument.

Repeat(text[, repeat_count])

Repeat('to',3) gives tototo

It's also a standard SQL function
https://www.w3schools.com/sql/func_mysql_repeat.asp

Best regards,

Simon

Working in the accounting department, this has come up too many times now to ignore! 

Would LOVE LOVE LOVE to see a new formula available in the DateTime formula suite that mimics the function of the EOMONTH() formula when working with dates in Excel. 

The beauty of the EOMONTH() formula in Excel is that I can just give it a date, and then tell it how many months in the future or past I would like it to add/subtract... Alternatively, in Alteryx, this can require 2 or 3 nested DateTime functions to arrive at the same answer. 

Example: To find the end of the month 2 months in the future from today's date, I would use the following formula...

Excel = EOMONTH(Today(),2)

Alteryx = DateTimeAdd(DateTimeAdd(DateTimeTrim(DateTimeToday(),"month"),3,"months"),-1,"days")

Seems much more complicated than it needs to be in Alteryx, and easy to get lost in the nested formulas & non-intuitive adding/subtracting of months/days! I can see a new formula (something like DateTimeEOMonth?) being structured as follows in Alteryx: DateTimeEOMonth([Field],increment)

Please consider! Our accounting department thanks you heartily in advance... 🙂

Cheers,

NJ

The Output tool currently creates a zero-row file if you filter all the rows out (an empty file)

However - there's a very common need to say "don't generate a file at all if there are zero rows" - for example if you are generating a "Daily Details" file and there are no daily details today, you want to suppress this file.   This frequently trips up newer users since the only way to suppress a zero-row output file today is to it with macros.

Could you add a flag to the output tool to "Suppress empty files" so that if there are no rows to be written, Alteryx does NOT create an empty file?   This way the user can be in control of what to do with empty record sets?

It would be nice if we can arrange some tools on the canvas neatly by one click and having them distributed evenly (horizontally/vertically).

See this picture which worth thousand words.

Dear Developers,

it would be great, if SSO would be possible for Salesforce connector. 

Our company is not so much in favor distributing log-in details for a service account. 

If there is already a solution in place, than perfect, but if not, I guess this functionality would be a lever to use Alteryx in our company.

Best Regards,

Johanna 

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 

Idea: Allow the user to set the data type including character field width in the Text Input tool.

The Text Input tool currently auto-senses the correct type and width of the field in a Text Input tool. However, this sometimes restricts the usage of the data downline.

Examples:

1 - I often run into the situation where I've copied some data from a browse tool and then pasted that as an input to a new workflow. Then I'll turn that workflow into a macro. But then I run into an issue where the data that comes into the macro is larger than the original width in the Text Input tool. This causes problems.

2 - The tool senses that a field containing zip codes should be numeric and then converts the data. This corrupts the data and makes me insert a Select/Formula tool combo to pad the zeros to the left.

There is an extensive need from customers to be able to create emails but not send them (right away at least). This would be an enhancement to the email tool to allow for checking a box to say "Save in Draft" and if that box was checked the send email functionality would not be called but the email would be created. 

Report text tools currently only give the option to allign left, right or center. Would be great if we could have the option to have a true 'Justify' option also as it makes chunks of text look so much cleaner

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

Please add either or both

1. "CustomFile/Database", similar to the TREE tool to the Text Box interface tool
2. An option to make TREE Tool "silent" or passive when using the "CustomFile/Database" option

The purpose is to provide a better way to pass data, and thus allow "Action" tool to be used, from interface responses in a previous App chained to the current App.

Use Case:

We had a workflow with 8 TREE tools and 3 of them had significant number of rows associated.  This caused frequent failures where the queries getting the multiple layers of data for the TREE would time out.

Through trial and experiment we determined this was the issue by removing TREE tools until we had consistent function.

Most if not all the TREEs and all of the 3 offending TREEs were used to modify FILTER tools, in this case each of those 3 TREEs 3 or 4 Actions driving the same number of FILTERs

So we had to find a way to break up the operation.  Ultimately I separated the 3 large volume TREE tools into a separate workflow to run first and then CHAIN to the original flow with modifications to read the responses passed from the new 1st workflow in the chain and replaced the FILTER with JOINs, effectively filtering by JOIN.

This worked but was extra work and it made me think of the many other situations where I would like to take input from an external source and affect a FORMULA or FILTER or a few other tools where an ACTION is best/only way to modify tool configuration at run time.

I think this lack of a way to use an ACTION tool with a "Non-Interface" data source has probably limited the opportunities of Applications.

Given the division of labor in an APP,

1. run all Interface tools first and modify config of other tools
2. then run the rest of the tools on the canvas

there is no way to make a run time ACTION tool as it must do its job before the core job runs. 

This adaptation of the TREE tool, which is my preference, or the adaptation of the Text Box tool, offer good solutions that should be fairly simple to code and roll out the the user base.

The current approach gives me both Record Counts and Total Record Size in KB, but I don't need or want the KB.

The option I am requesting does not currently exist.  It would remove the KB and leave you with just the Record Counts.  KB is useless to me.  I only care about Record Counts.  This option would help reduce the noise/clutter of the KBs.