Alteryx Designer Desktop Ideas

Right now we can create Tableau extract files (.tde), but cannot read them into Alteryx -- this limits the partnership of these two companies.
Please add the functionality to import .tde files,
Best,
Jeremy

Hey all,

At present, if you have an existing canvas and you want to move to a DCM Connection - you are asked something like "this will reset all of your connection details - are you sure".    If you have complex queries; or pre+post SQL - then you first have to copy all of this out into Notepad before you can convert to DCM and then reconfigure it all again.

However, if you are not using DCM you can change data sources when you go into Workflow Dependancies without losing your queries etc.

Could we revisit the user experience of changing to or from a DCM connection to eliminate this "start from scratch" phenomenon - if you are converging from an existing SQL ODBC or ODB or SSVB connection to a SQL connection via DCM then it should allow you to make this conversion without losing your current configuration; and the same for any other database type.

cc: @mbarone 

Please consider implementing a consistent case-sensitive option for all tools and functions.

To compare string values, including case-sensitivity:   This post had a good description of the challenge, but the post has been archived:

   https://community.alteryx.com/t5/Alteryx-Designer-Discussions/IF-equation-ignoring-case-BUG/m-p/4170...

   For all the time I've used Alteryx, I thought that IF "test" = "TEST" would evaluate to false. Today I realised that isn't the case and I was surprised. I'm very surprised that "equals" performs like it does.

A few existing Ideas request case-sensitivity for individual tools:

   Case insensitive option while joining two data sets
   https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Case-insensitive-option-while-joinin...

   Unique tool enhancement - deal with case sensitive data
   https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Unique-tool-enhancement-deal-with-ca...

This new Idea requests system-wide consideration for case-sensitivity, for all tools and functions.

Current state:

These tools and functions are case-sensitive:

• Tool: Join
• Tool: Tile
• Function: FindString
• Functions: MD5_ASCII, MD5_UNICODE, MD5_UTF8

These tools and functions are NOT case-sensitive:

• Tool: Unique
• Function: CompareDictionary

These tools and functions can be either case-sensitive or NOT case-sensitive, depending on the options used:

• Function: Contains
• Function: EndsWith
• Function: StartsWith
• Functions: REGEX_Match, REGEX_Replace, REGEX_CountMatches

Current Challenges:

   How do we easily identify Lower Case, Upper Case, Mixed Case?

   How do we easily compare strings for equality, using case sensitivity?

Request:

   Ensure all tools and functions include an option to ignore or consider Case

   Create new functions for IsUpperCase, IsLowerCase, IsMixedCase

   Create a new function for IsEqual, with an option to ignore or consider Case

See attached workflow, which

• uses REGEX_Match to create 3 new fields: IsUpperCase, IsLowerCase, IsMixedCase
• creates a field [Flag: Original value IsEqual, case-sensitive], to compare strings for equality, using case sensitivity

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.

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

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 

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?

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.

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

Currently, when a new version of Alteryx Designer is released, you get a banner at the top of your Designer to upgrade. You can manually select to disable this for up to 30 days. 

However, this is really causing issues with Server compatibility. Users get notified to upgrade, thinking it's from the Server owners and upgrade then is no longer compatible with Server. Alternatively, it causes differences between users, etc. 

It would be ideal that it would be disabled in general but also controlled when software is pushed to machines through IT policies.

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.

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.

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. 

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. 

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

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.

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

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.

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.