Alteryx Designer Desktop Ideas

Using Render tool to create an excel document. 

(This is for a specific use case)

If you are using the RENDER tool to create one or more EXCEL documents.  Ensure that you are NOT explicitly stating the Sheet name in the file name.  (Output file or 'Replacing entire Path with Group).

If you explicitly name the sheet, it will throw an inboundPipe error.  

Remove the sheet name, and it should work fine. 

On the RedShift Bulk Loader add support for Redshift options:

http://docs.aws.amazon.com/redshift/latest/dg/copy-parameters-data-conversion.html

• TRUNCATECOLUMNS (automatically truncates any fields to the defined in the table)
• IGNOREBLANKLINES
• FILLRECORD
• TIMEFORMAT
• TRIMBLANKS
• ENCODING
• EMPTYASNULL
• DATEFORMAT

...

I like the cool new features in designer 11.x

However, to my surprise when I searched for a sum() function..... it wasn't there yet

Math bucket has common functions such as Average, Mod, Median and some very complex functions such as Hyperbolic Tangent (an average user don't need it)

But a basic mathematical logic is missing : SUMMATION

Please add SUM() as a function

Python pandas dataframes and data types (numpy arrays, lists, dictionaries, etc.) are much more robust in general than their counterparts in R, and they play together much easier as well. Moreover, there are only a handful of packages that do everything a data scientist would need, including graphing, such as SciKit Learn, Pandas, Numpy, and Seaborn. After utliizing R, Python, and Alteryx, I'm still a big proponent of integrating with the Python language much like Alteryx has integrated with R. At the very least, I propose to create the ability to create custom code such as a Python tool. 

Hi,

It'd be great to have a specific connector for Hubspot. It' a marketing automation Platform such as Marketo.

Thanks.

In Alteryx 11 the formula tool got redesigned but multi-field and multi-row tools have been left as it. It would be nice to have formula autocomplete and other new features in these tools as well.

Back in the days of Visual Basic 6, and Delphi 3 - the development environment for software coding started introducing the idea of Optimization hints - specifically looking at things like variables you'd declared but never used.

All of the Alteryx tips guides say "as early as possible use a Select tool to remove fields that are not used in the workflow" - it would be very useful if the Alteryx system did a reverse walk through the workflow (from outputs back to inputs) and suggested fields that were not used anywhere or components that could / should be removed because they don't go anywhere.

For example

• Unused Components: if I have a filter with a summarize on both legs, and only one leg goes to an output - then the summarize on the other leg is just a waste of processor and memory.   
• Unused Fields: If I've been lazy and brought in all the fields in a spreadsheet and only used two of them through a complex and heavy workflow - then suggest that I only bring in 2; or that I add a select component for those two fields early on
• Ineffective data types:
  • Numbers stored in a double that could be stored in an int16; 
  • numbers stored in strings;
  • strings stored in very large containers which only need 10 characters;
  • dates stored in strings
  • Using a field for "True" and "False" instead of the Boolean True and False (1 and 0)

By adding a reverse-walk to a workflow (sort of like an A-B-Tree prune on a game-tree) - Alteryx could spot many of these kinds of issues - and by observing the workflow in action over a few iterations, it could identify the remainder.

In an enterprise environment, or a reasonably sized BI team - you want a degree of consistency on how workflows look and feel.   This increases maintainability; portability; and also increases the safety (because like well structured source-code - it's easier to read, so it's easier to peer-review)

Looking at all the samples provided by Alteryx, they all have a similar template, which makes them very easy to use.

Could we add the capability for larger BI teams to create a default canvas template (or a set of templates) which enforce the company / team's style-guide; layout; and required look-and-feel?   

Thank you

Sean

So - given the importance of Macros - it would be valuable to have the ability within Alteryx to generate a test harness with test data that ships with the macro (this way you can maintain and enforce regression testing)

For example:

- Macro that takes in 2 numbers and adds them

- Alteryx would look at the Macro to determine the input types, output types (in this case - two integers; with an integer output)

- Based on this, it could walk you through creating a fairly robust test harness that allowed the user to specify a set of inputs, and prompt you to also include things like blanks; negatives; etc (boundary values; deliberately destructive values like % or ' signs in strings; etc)

Hey there,

The performance profiling option on the "runtime" tab is very helpful to identify bottlenecks on a long-running workflow.   However this is missing (along with the entire "Runtime" tab) if I change this to a macro.

Given that the only way to build relatively complex dependant chain jobs is to wrap them in dummy batch macros (using a macro like a sub-procedure with flow-of-control on the master-canvas) - most of our work is done in Macros - so it would be helpful to be able to performance profile them during testing.

When I publish using the tabcmd publish command in an event or using the Publish to Tableau Server Macro, the extract becomes LIVE. I do not want it to become LIVE, because when it does, I cannot refresh the extract using the tabcmd refreshextracts command or setup a refresh schedule in Tableau Server. Is there anyway to make this tde stay an extract after Alteryx rewrites the file? When the extract is live it will not refresh until I manually select Refresh in Tableau Server when I am in the Workbook that is connected to the data source I am publishing.

I posted the above question and was told this would be good to add to the New Idea module. Thanks!

There are a number of tools that lose their selections when copied and pasted. Here are the ones I quickly found so far: 

-Multi Row Formula (Group By)

-Running Total (Group By)

-Transpose (Key Fields and Data Fields)

-Unique (Unique Fields)

-Concatenate (Group Data by these values and method for aggregating values)

It would be really great if they could keep their selections when pasted. This would be similar to the Join, Multi Field Formulas, or Sort tools which keep their settings but let you know if a field is missing. Thanks!

The canvas has 3 options as demonstrated by exhibit A:

The user settings can change 2 of the 3 defaults as demonstrated in exhibit B. The layout default and connection settings progress can both be defaulted for all new workflows:

Thus, I would propose that a user setting be added to the annotation box so that I can set the default to hide.

Mic Drop

You have a slide within a slide and if your window is not big enough you don't even see both slides.  Makes absolutely no sense and is super annoying.

Hi,

Love the new Select tool column view, going back to the whole column name showing up...AWESOME!! I was wondering if the same could be applied to the Summarize tool. I'm on Alteryx 11.0 and the column names within the tool are truncated (like the Select tool used to be), can you also format it to where the whole column name appears in the tool?

Thanks!!

Have the option of creating and editing global constants within a workflow.

Rather than bringing in a text/numeric input and having this appended and connected to various parts of the workflow, a constant could be created and used in each instance for a cleaner, condensed workflow and robust usage of consistent data

NM

I would like to configure/save the size of the column 'Rename' within the Select-Tool. All the time I go to another tool and come back, the column is too small and need to be changed in size manually again and again.

Alteryx is extremely user friendly. It is simple to use, self explanatory, and manages to ride the difficult line in balancing pre-defined "canned" tools, yet allow enough user-customization to embrace advanced users' specific requirements. One area in which Alteryx could further improve upon though is additional options/inputs for users to change default tool and canvas settings, as well as improved overall formatting shortcuts.

One of the differences between a truly autonomous, ever-green, or "corporate" solution and a "user-specific workflow" are tool annotations, tool names, and the overall presentation of a workflow. Without annotations and/or a tool naming convention, any given workflow still requires significant time for any user to sit down and truly understand any given workflow. However, with the settings as-is, this can be extremely time consuming, tedious, and monotonous at times. This can be reconciled with some sort of inclusion of default settings that intelligently can use some sort of user-input settings to better annotate tool names beyond the current default, as well as tool names. Specifically - the default annotation settings are good in thought/design, but poor in practice. They clutter workflows, are truncated past the very first few lines, and are usually always changed in final workflow drafts. One solution would be to allow users to set default annotations for specific tools (i.e., "Calculated Fields" for formula bars, and/or no annotations ever even), and utilize the current default annotation settings used now and applied to a hint display box that appears when hovering over any given tool. A different solution may be as simple as taking only new calculated field names as the annotation, rather than each field and its formula. In that instance, I have yet to see any final workflows in which the default annotations for every tool are kept. An even better solution would be to have some sort of canvas view that allows users to make mass, stream-lined changes to tool and canvas formatting - i.e., select all formula tools, and apply a single user-input formatting schema. Select multiple tool boxes and adjust their visual appearance, etc. Other default settings that would be nice to adjust are toolbox and comment settings, as well as saving custom templates for toolboxes/comment boxes. This would just eliminate all the time in which we create similar templates over and over between workflows. This would de-clutter workflows, save needless time always removing/adjusting default annotations, and allow yet another "quirk" that separates Alteryx above the rest.

Again, these are just a few suggestions in which I feel Alteryx can continue to set the bar, and the standard for the rest of the industry. Thank you!

14 is a bit large to have as the default text size in the Report Text Tool. Can we make it a "normal" size like 11 or 12? I am always forgetting to change it when setting up automated emails, and have to go back and edit it. 

Can either be a setting, or we should just change the default to a normal size. 

Text in this post set to 14(4 looked close) for effect. 

Thanks!