Alteryx Designer Desktop Ideas

When I run a Standard Workflow in the Designer, I can continue to work on other workflows, I can even run two workflows in parallel.

In contrast, when running an Analytical App in the Designer, the entire program is blocked and neither another workflow can be edited or run.

I propose to allow access to the Designer GUI also when running Analytical Apps.

Greenplum is a new in-db capability; which our company has started using frequently. GP is a distributed database, across many nodes, much like how Redshift and other new database technology works.

In order to properly use these databases the Alteryx tools MUST have a way to distribute our tables across the nodes how we desire. Currently the tools for In-DB will distribute by the database default (almost always taking the first column in the table to distribute) which has terrible affects on performance. The work around has been to run SQL outside of the Alteryx tools to run ALTER TABLE DISTRIBUTE BY statements for all tables; also this cannot work on TEMP tables as those tables are created and deleted at the end of the workflow.

The idea I want is an additional option for Distributed DB's to choose the distribution column OR choose the "RANDOMLY" option for distribution of tables [DISTRIBUTED BY statement]. This would make my DBAs very happy and make it possible for me to run even more challenging requests to my system.

This should be for all tools where formulas can be written and should work for all formulas as well, but I will give you my specific pain point as a easy to understand example.

When I write any formula where I am using CONTAINS, i am always thinking through the issue and writing the formula at the same time so I think [Name] contains "Test"

and I write [Name] and have to go back and add the CONTAINS before it, but when you do that instead of automatically wrapping itself around the field it does this:

Contains(String, Target)[Name] 

Can we get an enhancement that sees if you are writing a formula up against a FieldName it will automatically "ingest" the field name into the syntax and leave you with something like this:

Contains([Name] , Target)

That will leave all the other variables which still need to be completed, but it will save time of having to clean up the text of the formula itself.

****Hopefully this makes sense.  If you need me to expand on this, let me know.  Otherwise hopefully other folks feel my pain and can add their commentary in here as well.

Thanks

I am a big user of the browse tool and the filter option within the browse tool. In many cases I filter on multiple columns at the same time as I'm sure many users do. I am suggesting the following 2 enhancements to filter functionality in the browse tool:

1. After applying some filters, although I can see the filter icon activate at the top of the tool, it is difficult to know at a glance which columns have filters applied without clicking on every column heading and examining the filter settings. In the event a column is filtered, a filter icon could be provided at the top of the column to easily identify filtered columns, removing the need for users to memorise filtered columns.

2. After applying multiple filters, if a user clicks onto another tool with the workflow or anywhere else on the canvas - even accidentally - all filters will be removed and the user will need to reapply them. In my view it would make more sense to make the filters persistent, or at least give users the option of doing so. Doing so would be a big time saver.

In a previous lifetime I spent a lot of time developing data processing workflows in Microsoft Access before moving into Alteryx as my primary data processing tool. Although Alteryx is, on the whole, vastly more feature rich than Access, Access has a couple of very simple features which Alteryx could integrate into the Browse tool to significantly improve its usability. In particular, I am suggesting the option to add a totals/summary row to the browse tool to calculate basic statistics for columns on demand. 

Attached is a screenshot of a totals row for a dummy table in Access. As you can see, a user can select from various summary statistics including sum, average, count etc. 

Almost every day I export data from the browse tool to Excel multiple times, simply to calculate column totals. A totals row in the browse tool would remove a major source of reasons for me to export to Excel and would significantly increase the browse tool's usefulness. 

It would be nice to have a visual cue for a detour tool's configuration. This is especially the case when testing with several detour tools in a workflow - see the cleanse.yxmc screenshot below. I added an annotation to one of the detour tools as a possible solution.

Any of these options that would save the additional click would be appreciated.

• Default annotation shows "Detour left" or "Detour right"
• Detour outgoing wire highlighted (mentioned in Detour dashing)
• Detour direction outgoing anchor that is NOT used is grayed out
• Detour direction outgoing wire that in NOT used is grayed out
• Detour tool has a left/right toggle
• Detour tool changes color when set to detour right

Personally, I prefer that the outgoing anchor and outgoing wire not in use be grayed out. But even the default annotation stating the direction would be helpful.

Does anyone else have a preference or other ideas on the visual cues?

Request: Google Drive Output Tool to be able to set the maximum records per file and create multiple files

For the regular Alteryx Output Tool, we're able to set maximum records per file. This is helpful in a variety of ways - we use it as part of a workflow where the output gets uploaded into SalesForce and we can only load 5,000 records at a time. I also use this to split up large csv files to be under Excel's ~1M line limit so my teammates without Alteryx can open their reports and not lose data. 

The Google Drive Output does not have this ability to split based on the number of records. If I use the RecordID Tool plus a Filter, it crashes Alteryx due to a Bug with RecordID + GDrive Output (it's currently in Accepted Defect stage)

It would be very helpful to have this same functionality that we can with the regular Output Tool

As I previously mentioned here, I think that CReW (Alteryx) Runner could hugely benefit from additional enhancements and documentation that would be made for it, especially by adapting certain functionalities found in AlteryxEngineCmd.exe to AlteryxRunner.exe.

Enhancements

Encoding

As you might have already noticed while using the Alteryx Runner (also documented in this page), the AlteryxRunner.exe executable that is being used by Alteryx Runner does not produce the log file in UTF-16 (default Alteryx log output encoding) or UTF-8 encoding.

Therefore, if there exists a tool in your workflow that could produce a message that includes characters that are not supported by the limited Latin code pages (not including Extended Latin) or only supported by UTF-8 / UTF-16 code pages (same applies to workflow/analytic app name, input file names, output file names and directory names), you will notice that the output log is cut off exactly at that character, even if you use an installer such as this, which modifies the input read options of the Read Results section in the Run Command tool in the macro to read the log file produced by the AlteryxRunner.exe in a UTF-8 encoding.

This limits the way in which users can name their files, directories and workflow names, produce custom messages, or render the Runner tool unusable in certain languages.

As the output encoding settings are directly stored in the AlteryxRunner executable, this is unfortunately not an option that can be changed by the end user and requires direct modification to the AlteryxRunner.exe executable file directly from Alteryx development team.

While not being sure if AlteryxRunner.exe is capable of executing workflows or analytic apps that contain characters in their names or their directory names only supported by Extended Latin / UTF-8 / UTF-16 code pages, I would expect that support to be also added in case it's not already there.

Parameters (Command Line Arguments)

- While trying to find if AlteryxRunner.exe supports any command line arguments, I noticed that it is not possible to run an analytic app with custom values (or even if there is, there's no documentation for it, something I have written about below) via AlteryxRunner.exe, so it would be great to be able to run a YXWZ file with custom values (either using an XML file generated while the workflow is running or a "raw xml data stream with no quotation marks or line feeds" provided in the Runner tool as a new option (a text box for XML File Full Path and another one for Raw XML Data Stream toggled by two radio buttons in a check box group named This workflow is an analytic app) added to the interface of the Runner tool in addition to the workflow full path, already included as a text box interface tool). This would save the users from having to generate an analytic app from a template analytic app (at least in some cases where no advanced modifications to the workflow XML would be necessary) just to be able to change the app values stored in the app.

As already specified in the Encoding section above, I would also expect (at least) the XML file (even if not Raw XML Data Stream) to be able to be read in using UTF-8 encoding.

- I think that users should also be able to specify whether to run a workflow or analytic app using E1 or AMP (overriding the workflow settings), just like in the executable AlteryxEngineCmd.exe. In addition to this, if the AMP flag is passed, there should also be an option (or a 3rd option in addition to E1 and AMP) to pass an Engine Compatibility Mode flag.

- As a final addition, I believe it should also be possible to optionally specify the Memory Limit if desired using an additional flag.

I also think that the two last features should also be added to AlteryxEngineCmd.exe, which could benefit from additional enhancements including but not limited to these suggested in this idea post.

Documentation

Parameters

As you might have noticed while reading the two documentations Run Workflows by Command Line and Runner Tool, while there is an advanced documentation on the use of AlteryxEngineCmd.exe, only the use of the Runner Tool itself is documented and not AlteryxRunner.exe. Some of the enhancement requests here are directly a result of this situation (these features could already exist in AlteryxRunner.exe but we would not be aware of it if these were not documented). While such a documentation would not be needed by the Alteryx Designer users (as those arguments could be passed by the choices users make in the macro interface), it might help better understand the capabilities of the executable that makes it possible for a macro such as Alteryx Runner to exist in the first place.

I am trying to add additional functionality to my existing workflow.

We have a common workflow pushed to the Alteryx server and there will be multiple people running this workflow.

Every time the workflow is run, the expectation is that an automatic email should be sent to the person who has triggered it(and won't be sent to multiple other people).

Currently, we have it set up using the Email tool but I do not see an option to dynamically update this “To” field to automatically use the email of a person running the workflow on the server.

As far as I know, in the current version (Jan 2018) of Designer the presentation settings for the canvas are global and are set by the user in the Canvas settings tab of the User settings.  There appears to be no way to adjust canvas settings at the individual workflow level that would over-ride the global defaults.  (Please tell me if I am wrong).

I propose that the user defined global defaults be retained but that the workflow configuration window include a new tab where local settings can be set.  This tab should include a button that enables a user to reset all local settings to the global defaults. 

Hello all,

It will be great if there is an option to specify sql statement or delete based on condition in write In-DB tool. We have to delete all record even though when we are trying to delete and append only a subset of records. If it allows for "WHERE" statement atleast, it will be very much useful. I have a long post going on about this requirement in http://community.alteryx.com/t5/Data-Preparation-Blending/Is-there-a-way-to-do-a-delete-statement-in... .

Regards,

Jeeva.

I would like a new format option within the Designer function DateTimeFormat such that where a date is held in the database

e.g. 2023-01-01

DateTimeFormat([date],%o)

will return 1st not 1 or 01. 

Workarounds exist, but are fiddly given the different options....1st, 2nd, 3rd, 4th.....

I have tried to search for this Idea but not located one that is same or similar. 

When searching for tools to use rather than having to click in the search bar at the top, it would be nice just to click on a blank part of the canvas and start typing for the tool that you need, then a suggest tool list pops up and you just click on the one you want to it appear. 

Thanks

Dynamic macros that fetch the current version at every run time vs storing a static copy of the macro with the workflow at publish time are challenging to pull off using shared drives. 

This suggestion is to store dynamic macros in the gallery and secure their use with collections.

Right click + "Insert After" and Right click + "Paste After" should behave the same. In the picture below I show the two cases. Currently, the "Insert After" option inserts a tool between the selected tool and the tools after it. The "Paste After" creates a new branch with the pasted tool. I think the "Paste After" should behave the same as the "Insert After": paste the tool on the existing branches. In case we want to create a new branch, we will paste the tool and connect a new branch to it.

Sometimes the field names for an imported file are very unhelpful.  Consider the image below as an example.  Even though the AUTO FIELD tool has been applied to this imported CSV file it is still necessary to inpect the source data before assigning field names and descriptions. 

MY SUGGESTION:  insert a data preview column in the Configuration view between SIZE and RENAME.  This data preview column would show the first row of data but a scroll function would allow the user to advance to the next or previous record within this view.  This feature would enhance the productivity of analysts in the data preparation phase of their work.

Providing access to the Oracle Cloud for OTM would allow users to connect to the API's to deliver data sets from the Cloud and use it for workflow and other data management activities.

Quite often, I would love to be able to use Browse tools already while the workflow is still running, if that specific Browse tool has completed (green box around). This would help to debug and save a lot of time.

In this case, the lower Browse tool would be enabled already now.

I recently began working with chained analytic applications.  One of the things that I wanted to do was to take the values selected by the end user at each stage of the app and pass them further down in the application.  I was able to do this by dumping the selected values to Alteryx databases and then using drop downs to pull the data into subsequent apps.  However, I was wondering if there would be a better way of accomplishing this.  One reason is that, with my approach, I wind up with several additional drop downs in my interface--which I really don't want.  If there's a way around this, I'd love to hear it.  Alternately, if Alteryx could potentially support doing something like this in the future, I think it would be really helpful.