Alteryx Designer Desktop Ideas

This idea has arisen from a conversation with a colleague @Carlithian where we were trying to work out a way to remove tools from the canvas which might be redundant, for example have you added a select tool to the canvas which hasn't been configured to change a data type or rename a field. So we were looking for ways of identifying in the workflow xml for tools which didn't have a configuration applied to them.

This highlighted to me an issue with something like the data cleanse tool, which is a standard macro.

The xml view of the data cleanse configuration looks like this:

<Configuration>
  <Value name="Check Box (135)">False</Value>
  <Value name="Check Box (136)">False</Value>
  <Value name="List Box (11)">""</Value>
  <Value name="Check Box (84)">False</Value>
  <Value name="Check Box (117)">False</Value>
  <Value name="Check Box (15)">False</Value>
  <Value name="Check Box (109)">False</Value>
  <Value name="Check Box (122)">False</Value>
  <Value name="Check Box (53)">False</Value>
  <Value name="Check Box (58)">False</Value>
  <Value name="Check Box (70)">False</Value>
  <Value name="Check Box (77)">False</Value>
  <Value name="Drop Down (81)">upper</Value>
</Configuration>

As it is a macro, the default labelling of the drop downs is specified in the xml, if you were to do something useful with it wouldn't it be much nicer if the interface tools were named properly - such as:

So when you look at the xml of the workflow it's clearer to the user what is actually specified.

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.

The following idea might not be as valuable as some of @SeanAdams posts, but it would save this user precious fractions of time.   When I leave the canvas with my mouse (point A) to go up to the pallet I select and drag the tool down to the canvas.  Sometimes I do right-click and go through the menus to add the next tool, but generally I go through that labor only when I'm inserting in-stream the tool.  So here is my idea:

Double-Click your NEXT tool and it "Alteryx-ly" appears on your canvas in proximity to the hi-lighted (last) tool.  Better yet, connect it!  Now I can move from the pallet to the configuration panel directly without having to move my mouse down to the canvas and then over to the configuration panel.

Hopefully, my friend @Hollingsworth will find this time-saving idea worthy of a star.  Speed demons like @NicoleJohnson and @BenMoss might not need this turbo boost, but at my age it is worth the ask.

Cheers,

Mark

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.

A "Filter" that would work like a "Formula" - where you can add multiple criteria in one space, and for each criteria, you would get an output anchor.  I use Alteryx to manage master data from several factories - each needing to have separate workstreams.  Stacking Filter criteria functions, but it would be much cleaner to have it managed within a single tool.

I like to suggest having a Batch Macro Container (besides the existing Container) which acts as a Batch Macro within a Workflow and is stored within the Workflow.

I understand that having a batch macro available as a separate tool can be very powerful and reduces redundant work.  However, very often Batch Macros are set up for a specific workflow only and are of no use for other workflows. The Creation of a Batch Macro in a container will significantly reduce the time to deploy a batch macro and keeps the Macro folder clean of one-time Batch Macros.

Attached a picture of how this could look like

Thanks

Manuel

This has probably been mentioned before, but in case it hasn't....

Right now, if the dynamic input tool skips a file (which it often does!) it just appears as a warning and continues processing. Whilst this is still useful to continue processing, could it be built as an option in the tool to select a 'error if files are skipped'? 

Right now it is either easy to miss this is happening, or in production / on server you may want this process to be stopped.

Thanks,

Andy 

When using the output data tool, it would save me and my cluttered organizational skills a lot of effort if the writing workflow was saved as part of the yxdb metadata. 

I've often had to search to find a workflow which created the yxdb. I tend to use naming conventions to help me,  but it would be easier if the file and or path was easily found. 

cheers,

 mark

When I create a new table in a in-Db workflow, I want to specify some contraints, especially the Primary Key/Foreign Key

For PK/FK, the UX could be either the selection of some fields of the flow or a free field (to let the user choose a constant).

From wikipedia :

In the relational model of databases, a primary key is a specific choice of a minimal set of attributes (columns) that uniquely specify a tuple (row) in a relation (table).[a] Informally, a primary key is "which attributes identify a record", and in simple cases are simply a single attribute: a unique id. 

So, basically, PK/FK helps in two ways :
1/ Check for duplicate, check if the value inserted is legit

2/ Improve query plan, especially for join

When packaging a workflow, or uploading to a Server environment the ability to manage the assets which need to be included is critical, particularly in more complex solutions which may have numerous dependencies. 

The asset management display should be modified to present two column with the first showing just the file name and extension of the asset, and the second column can then show the full path of the asset. This easy change would would prevent the need for scrolling left and right to see the file name when longer paths are utilized. 

An alternative approach would be to allow the window to be resizable so the user could see everything without the need to scroll.

The ability to filter/sort the assets by type would also be useful with the following categories: Macros (.yxmc), Data Files (supported file types from file input screen), Other Assets.

Hi all,

In supporting our Alteryx users - we often have situations where users have had multiple different versions of Alteryx installed on their machines over time - and this leads to a situation where settings / configurations are carried forward from one install to another, and there doesn't appear to be an obvious way to force a full & clean reinstall and reset.    This creates a problem when something like the Python settings are broken, since the reinstall does not fix this.

In this line - it would be very useful to have the ability to perform a full & clean uninstall - potentially in 2 phases:

• Initially - a script (e.g. Powershell) which is available on community, which cleans out all files that are installed by Alteryx (any version); all registry entries; an any user settings
• Later - it would be valuable to build this into the uninstaller so that the user has the ability to uninstall and remove ALL traces of the software and user settings.

Many thanks

Sean

Salesforce Input connector tool currently uses REST API.

Can we please enhance this tool to use BULK API?

Use Case:

We are sourcing about 2 million rows of opportunity data from Salesforce do to some insight analysis. This Alteryx workflow takes over an hour to run. The same dataset when pulled using a different ETL tool (Informatica) produces the dataset within 2 min! That makes a HUGE difference when you have a number of process to run in a limited amount of time. Enabling BULK API functionality on Salesforce input tool will help solve this problem.

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

Hello all,

I just love the DCM feature. However, you have to enable it manually in system settings after the install or the update.

I don't think there is a good reason for that and it would save time to enable it by default.

Best regards,

Simon

Hi GUI Gang

At the moment, I have a lovely formatted XLS with corporate branding, logos, filled cells, borders etc.  The data from the Alteryx output needs to start in cell B6.  I have tried the output tools to this named range, but Alteryx destroys all the Excel formatted cells in the data block.

As a workaround on the forums, many Alteryx users pump out to a hidden "Output" tab, and then code =OutputA1 in the formatted sheet.  This looks messy to the users who then go hunting for the hidden tab.  Personally I end up pumping the workflow out to a temporary CSV file.  Then opening that in Excel, selecting all, and then pasting values in the pretty Excel file.

This is fine for one file, but I need to split the output report block by a country field and do this 100s of time for each month end.

Please can we have a output tool that does the same as my workaround.  Outputs directly from a workflow to a range in Excel that doesnt destroy the workbook's formatting.

Jay

Similar to how the Join tool allows to "Select all Left" or "Select all Right" I'd like to see the Append Fields tool have an option to select all source or select all target. Same for deselect. 

When writing an expression in a Formula tool, I love that you can just type an open bracket and suggestions pop up that allow you to auto-fill the rest of the variable name. What I find frustrating, however, is that once you type the open bracket, the highlighted field automatically moves to the one where your mouse is pointing, regardless of if you have moved your mouse or not. I think it makes more sense to always highlight the first field in the list and only take mouse position into account once it has actually moved.

It is hard to describe in just a picture as opposed to a video but essentially I had my mouse below where I was typing in the screenshot below then when I typed the open bracket, the 3rd field listed automatically got selected even though I never moved my mouse.

Cc: @Hollingsworth 

We are using silent Alteryx installation and would like to package license activation within the package. We do not want to expose Alteryx license key to the users to prevent them from sharing it with someone else. Requesting to add a flag/setting to allow admins to not display license key under Options>Manage Licenses.

Related request https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Is-it-possible-to-hide-the-serial-key-...

Please could you enhance the Alteryx download tool to support SFTP connections with Private Key authentication as well.  This is not currently supported and all of our SFTP use cases use PK.