Alteryx Designer Desktop Ideas

It would be helpful to be able to filter within the results window of a Browse tool for all "Not OK" records (records with leading/trailing spaces, embedded newlines, etc.) I can already filter for null and empty values, but this would be helpful for cleaning up data. I want to see the "dirty" data before taking out leading/trailing spaces or embedded new lines to see if there is something I'm missing in the data that needs to be further parsed or modified.

This is a hybrid idea related to both posts regarding dynamic tool configuration during runtime / without having to run an analytic app.

What I would like to propose is a new optional connection type for the interface tools that can be updated with incoming connections (having a Q letter with white background), namely Drop Down, List Box, Tree and Map tools. This could be a simple R letter in a square for example, which would be located to the left of the incoming question anchor.

Use Case

Imagine an app where there are two control containers and three interface tools (Action tools excluded from the count) outside those containers, one of them is a Text Box connected to a filter tool (via an Action tool) in the first control container with the purpose of limiting the dataset by specifying a city for example, another one is a Numeric Up Down for limiting the dataset by the average transaction amounts that are greater than the specified amount. These two interface tools are contained in a Group Box in the Interface Designer.

The third interface tool is a Drop Down tool which obtains the values (which will be Store Name for this example) from the results of the Select tool (in the second control container that is connected to the output anchor of the first control container) that is connected to an incoming filter tool which is modified by the previously mentioned interface tools. Output anchor of this Select tool is connected to the hypothetical R anchor on the top of the Drop Down tool, which is then connected to an outgoing filter tool that is connected to a series of tools which ends with a Browse tool that displays basic KPI information for the store specified from the Drop Down tool.

The main difference of the R (Refresh) anchor from the Q anchor is that it will enable the user to dynamically update the incoming values (i.e., choices for a drop down tool) without having to run the workflow. Alteryx Designer will automatically execute only the tools necessary to be able to update the values (up to a certain point of the workflow only, which may also be indicated by the boundaries of the control containers containing the target tool) for the R anchor connected applicable Interface tools specified above. This will be possible by clicking the hypothetical confirm button (same appearance with the Apply Data Manipulations button) which only appears next to the Interface tools (or the Group Boxes containing them instead) that are automatically determined by Alteryx Designer to be providing downstream data to the the tools (T anchor of the Filter tool for example) sending values to the applicable Interface tools having an incoming R anchor connection.

I saw that a similar feature recently became available with Alteryx Analytics Cloud Platform with the App Builder product, and I think that Alteryx Designer Desktop could definitely benefit both from this feature and additional App Builder features (that can be adapted to Desktop counterpart) in the upcoming releases.

Statistics are tools used by a lot of DB to improve speed of queries (Hive, Vertica, etc...). It may be interesting to have an option on the write in db or data stream in to calculate the statistics. (something like a check box for )

Example on Hive : analyse {table} comute statistics; analyse {table} compute statistics for columns;

It would be great if we could have a Windows Active Directory data connector tool added to the standard Alteryx toolset.

MS Excel Power Query and PowerBI both can connect to Active Directory for use as a data source, but are both very cumbersome to use.  Having a connector in Alteryx that can read AD data into a workflow would be super helpful for a long list of use cases.  A couple that are top of mind for me are:

-Leveraging group membership info for dynamic distribution of reports or datasets

-Being able to build reporting and dashboards about the organization (useful for Tech audit, HR, etc.) 

I've seen links to an old project on GitHub of someone that started development on this, but the method (just copy these random .dlls into your program directory) is seriously frowned upon by any enterpise IT.  Would be great if Alteryx could pick up that work, polish it a bit and add it to the actual Alteryx Designer toolset.

When we create new workflows, we like to have them in our company template, to stnadardise documentation. This makes it easier for a supervisor to review, and for a colleague to pick up the workflow and understand what is going on. For instance, we have all data input on the left, and all error checks and workflow validation on the right, and a section at the top with the workflow name, project name, purpose etc. We have a workflow that we use as a template with containers, boxes and images all in the appropriate places

It would be great if there was an option to select a workflow as a template. When a new workflow is opened, it would load this template rather than having a blank canvas.

When you use Create Points tool - you then almost always need to use a Select tool to rename that point.

Can we please add a single text field to the Create Points tool - which would then allow us to create and name a point in one step?

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.

Our company has a need to link a new data source in Athena.  We have been able to establish a connection using the input functionality however the connection is so slow it is unusable.  We need to have Alteryx build an In Database option for Athena to allow us to link our data lake to Alteryx.  

As of today, for a full refresh, I can :

-create a new table

-overwrite a table. (will drop and then create the new table)

But sometimes, the workflow fails and the old table is dropped while the new one is not created. I have to modify the tool (setting "create a new table")to launch it again, which may be a complex process in companies. After that, I have to modify it again back to "overwrite".

What I want :

-create a new table-error if table already exists

-overwrite a table-error if table doesn't exist

-overwrite a table-no error if table doesn't exist (easy in sql : drop if exists...)

Thanks!

Desperately looking for a way to connect to SQL Server Analysis Services through Alteryx as more and more of our large datasets from our older systems are moving to here in the next few months. We can connect using PowerBi with limitations (connecting 'Live' does not allow merge and connecting with Import, you need to use MDX or DAX syntax). We run into import and export limitations, too. We are not allowed access to the underlying tables, but the tables with the measures, dimensions and fields. PowerBi is a big step up from pivot tables, but Alteryx would be so much better. Ideas for connecting this up are are welcome!

Alteryx hosting CRAN

Installing R packages in Alteryx has been a tricky issue with many posts over the years and it fundamentally boils down to the way the install.packages() function is used; I've made a detailed post on the subject. There is a way that Alteryx can help remedy the compatibility challenge between their updates of Predictive Tools and the ever-changing landscape that is open-source development. That way is for Alteryx to host their own CRAN!

The current version of Alteryx runs R 4.1.3, which is considered an 'old release', and there are over 18,000 packages on CRAN for this version of R. By the time you read this post, there is likely a newer version of one of these packages that the package author has submitted to the R Foundation's CRAN. There is also a good chance that package isn't compatible with any Alteryx tool that uses R. What if you need that package for a macro you've downloaded? How do you get the old version, the one that is compatible? This is where Alteryx hosting CRAN comes into full fruition.

Alteryx can host their own CRAN, one that is not updated by one of many package authors throughout its history, and the packages will remain unchanged and compatible with the version of Predictive Tools that is released. All we need to do as Alteryx users is direct install.packages() to the Alteryx CRAN to get our new packages, like so,

install.packages(pkg_name, repo = "https://cran.alteryx.com")

There is a R package to create a CRAN directory, so Alteryx can get R to do the legwork for them. Here is a way of using the miniCRAN package,

library(miniCRAN)
library(tools)
path2CRAN <- "/local/path/to/CRAN"
ver <- paste(R.version$major, strsplit(R.version$minor, "\\.")[[1]][1], sep = ".") # ver = 4.1
repo <- "https://cran.r-project.org" # R Foundation's CRAN
m <- available.packages() # a matrix of all packages and their meta data from repo
pkgs4CRAN <- m[,"Package"] # character vector of all packages from repo
makeRepo(pkgs = pkgs4CRAN, path = path2CRAN, type = c("win.binary", "source"), repos = repo) # makes the local repo
write_PACKAGES(paste(path2CRAN, "bin/windows/contrib", ver, sep = "/"), type = "win.binary") # creates the PACKAGES file for package binaries
write_PACKAGES(paste(path2CRAN, "src/contrib", sep = "/"), type = "source") # creates the PACKAGES files for package sources

It will create a directory structure that replicates R Foundation's CRAN, but just for the version that Alteryx uses, 4.1/. 

Alteryx can create the CRAN, host it to somewhere meaningful (like https://cran.alteryx.com), update Predictive Tools to use the packages downloaded with the script above and then release the new version of Predictive Tools and announce the CRAN. Users like me and you just need to tell the R Tool (for example) to install from the Alteryx repo rather than any others, which may have package dependency conflicts.

This is future-proof too. Let's say Alteryx decide to release a new version of Designer and Predictive Tools based on R 4.2.2. What do they do? Download R 4.2.2, run the above script, it'll create a new directory called 4.2/, update Predictive Tools to work with R 4.2.2 and the packages in their CRAN, host the 4.2/ directory to their CRAN and then release the new version of Designer and Predictive Tools.

Simple!

It would be really nice to be able to easily trace a selected field through a workflow (see below, trace in green). This would greatly help with troubleshooting.

Trying to solve some use cases, I realized that I had to simulate the factorial behaviour.

Having a factorial formula can make this process easier.

Thanks!

It would be great to have an option in the Output Data tool to write the workflow name to the Info properties of Excel outputs.

Maybe something like this:

So that whenever you open an Excel file you always have a way of finding the name of the workflow that created the file.

This would make it so much easier as I often have to share Excel files with colleagues and customers and then need a way of tracking them back to workflows weeks or months later.

Extend the MongoDB tool to work with Atlas MongoDB instances.

I propose another wildcard, %ErrorLog%, that would simply output the error codes and narratives instead of having to use the %OutputLog% to see these.  I'd rather not have a 4 MB text email depicting every line of code and action in the module when all I really need to see are the errors.

Hi all,

https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Tool-Mastery-RegEx/tac-p/74936

@AlexKo did an excellent article on RegEx, and Mark @MarqueeCrew Frisch has helped me out of many pickles with Regex - and one of the things that I've discussed with a few folk on the community is that Regex is super-powerful ( @Ken_Black made this same comment) and can do way more than we initially understand.

The problem is not one of the power of the tool, but rather the onramp to using it (it's painful to do/experiment/run/try etc, it doesn't give you any visual guides or hints when you've got it right or wrong, etc)

My method is to hop straight on to http://regex101, paste in sample text, and figure out the right RegEx in their AWESOME UI which really make this into a 5 minute job, and makes me feel like I've scored at least one victory today (it is so easy, you actually feel more powerful and competent).

Could we bring some of this great User Interaction design into the RegEx tool?   I honestly believe that if the RegEx tool was as easy and approachable as RegEx101.com (or why not go one better than them), we'd see an explosion in usage and creativity.

Thank you all

Sean

I rarely use the Group By tab on batch macros, but it's unfortunately always the first tab that pops up. When I have a questions tab on a batch macro, it would be great if it appeared first (ie I should see the questions tab when I click on my batch macro.) Thanks!

Hello all,

I really love the DCM feature present in the last two releases. However, I have noticed the Generic ODBC Connection is missing :

Classic Connection Manager :

Data Connection Manager :

Best regards,

Simon