Alteryx Designer Desktop Ideas

There is an extensive need from customers to be able to create emails but not send them (right away at least).

I'm in the banking sector and I have been seeing many banks using Alteryx and Alteryx server in their routines. Also, when it comes to sending automatic e-mails in this sector, its very risky. We need a "four eyes check" when dealing with clients information. Currently there is no workaround that could be applied to e-mail tool when used in Alteryx server as well.

My idea is to simply create a button "Save in draft" in e-mail tool to create an .eml format as output. This .eml can be read by outlook and thus, it creates a draft.

This also should be taken into account when dealing with drafts in alteryx server, so that any user can run the workflow and get the desired draft.

Thanks

If a tool fails, there should be a way to customise the error message. Currently a way to do it: log all messages in a file, read that file with another workflow, then customise the messages (Alteryx workflow error handling - Alteryx Community). However, there should be a more convenient solution. We should be able to:

- Find/replace parts of a message.

- Specify, which tools messages to modify.

- Change the message type.

- Change the order of the messages in the results window, to prioritise the critical ones.

- Pick which messages cannot be hidden by "xxx more errors not displayed".

This would especially help for macros, as sometimes we have a specific tool failing within a macro and producing a non-user friendly message.

When creating a connection using DCM (example being ODBC for SQL) - the process requires an ODBC Data Source Name (see screenshot 1 below).

However, when you use the alias manager (another way to make database connections) - this does allow for DSN-free connections which are essential for large enterprises (see screenshot 2 below).    

NOTE: the connection manager screens do have another option - Quick Connect - which seems to allow for DSN-free connections, but this is non-intuitive; and you're asked to type in the name of the driver yourself which seems to be an obvious failure point (especially since the list of all installed drivers can be read straight from the registry)

Please could we change DCM to use the same interfaces / concepts as the alias screens so that all DCM connections can easily be created without requiring an ODBC DSN; and so that DSN-free connections are the default mode of operation?

Screenshot 1: DCM connection:

screenshot 2

cc: @wesley-siu  @_PavelP @ToddTarney 

Hi all,

The SalesForce Input tool is great.. but has some really bad limitations when it comes to report. 

I think there are 2 main limitations :

A - It can only consume 2000 rows due to the rest api limitation. There plenty of articles about it in the community.

B - Long string such as text comment are cutout after a certain number of characters. 

Thanks to this great article : https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Salesforce-Input-Tool-amp-Going-Beyond... , I had the idea of going through a csv file export to then import the data into Alteryx. 

I've done it using two consequent download tool. The first download is used to get the session id and the second to export a report into a csv in the temp folder. This temp file can then be read using a dynamic input workflow. 

Long story short, I think Alteryx should upgrade the Salesforce connector to make it more robust and usable. Using the export to csv feature, this should enable Alteryx to be fully compatible with Salesforce report.

Regards,

I would really love to have a tool "Dynamic change type" or "Dynamic re-type" which is used just as "Dynamic Rename".

• "Take Type from First Row of Data": By definition, all columns are of a string type initially. Sets the type of the column according to the string in the first row of data.
  

  Col 1	Col 2	Col 3	Col 4
  Double	Int32	V_String	Date
  123.456	17	Hello	2023-10-30
  3.4e17	123	Bye	2024-01-01

• "Take Type from Right Input Metadata": Changes the types of the left input table to the ones by right input.
• "Take Type from Right Input Rows": Changes the types based on a table with columns "Name" and "New Type".
  

  Name	New Type
  Col 1	Double
  Col 2	Int32
  Col 3	V_String
  Col 4	Date

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 

Please consider adding a new setting to the Render Tool, so the users can select or deselect if an existing File should be overwritten (Otherwise throw an error, like the Output Data Tool does, when configured to create a new Sheet and that Sheet already exists)

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. 

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. 

It is my understanding that hidden in each yxdb is metadata.  The following use case is common:

As an Alteryx Developer/Designer I want to know the source of a yxdb.  

Ideally, I would know as much about the workflow (name, path, workflow version, AYX version, userid) as possible.

It would be awesome to be construct a workflow that would allow me to search the metadata of yxdb's on my client computers quickly.

Cheers,

Mark

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.

When I'm organizing my workflow, sometimes I want to move a whole tool container on the canvas. Currently, the only way to do this is to first find the header then select and drag this. When the ends of the container is off screen, it can be hard to know how much I wanted to move my container to get it where I wanted relative to the other tools around it. I feel like it would be nice to be able to select anywhere on the tool container and drag it around (possibly holding right click and dragging so that current tool selection capabilities aren't hindered).

In the (simplified) images below, you'll see that I want my tool container to vertically align just above the browse tool:

I can't currently see the top of the tool container to move it, though, so I must first navigate to that part of the workflow to select the header.

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 

In order to make the connections between Alteryx and Snowflake even more secure we would like to have the possibility to connect to snowflake with OAuth in an easier way. 

The connections to snowflake via OAuth are very similar to the connections Alteryx already does with O365 applications. It requires: 

• Tenant URL 
• Client ID 
• Client Secret 

1. Get Authorization token provided by the snowflake authorization endpoint.  
2. Give access consent (a browser popup will appear) 
3. With the Authorization Code, the client ID and the Client Secret make a call to retrieve the Refresh Token and TTL information for the tokens 
4. Get the Access Token every time it expires 

With this an automated workflow using OAuth between Alteryx and Snowflake will be possible.

You can find a more detailed explanation in the attached document.

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 crosstab tool replaces any non-alphanumeric characters with underscores in column names. It would be helpful to keep the original values as column names (or to have the option to toggle whether or not special characters are replaced with underscores).

This is often an issue for reporting and for dynamically-populated app inputs (e.g. drop-down), where we need to retain the special characters.

For example, say I have the following dataset: 

Currently, the crosstab tool produces this:

I would like this:

There are currently (somewhat cumbersome) workarounds such as adding an extra row with the original names, and then using Dynamic Rename to rename the columns, but it would be great to be able to use the data straight out of the crosstab!

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

95% of the times I see myself using the Directory Tool, it is only to access the FullPath content, so I immediatly add a Select tool to deselect the other attributes the tool returns.

Is there any chance to add a checkbox to only retrieve FullPath?

I couldn't find a previous idea on this, but let me know if it already exists.

Hello all, just another little QoL suggestion!

There have been a few occasions recently where I've been adding some Report Text to a Rendered output and have needed to reference the current date. However, when building a quick formula to do this, I've first needed to add a dummy field within a Text Input tool so that the Formula tool doesn't error due to no incoming connection.

I know I can create a branch off from the main dataset and just use that, but for something simple like this, I find it cleaner to isolate and generate it in this way and so it'd be great if - for situations like this - the Formula tool's input anchor was optional (obviously only when using it to create new fields).

There are likely many other examples where you may want to build a simple workflow (or branch of one), starting with a quick field generated within the Formula tool itself. However, just thought I'd raise this with a scenario I've encountered a couple of times recently.

Cheers!