Alteryx Designer Desktop Ideas

Hello!
Currently i develop on a 2560 x 1440 monitor, and it is great for development of Alteryx workflows. 

However, from an accessibility perspective (and for demonstration purposes), the whole of the Alteryx Interface text and icons are far too small for anyone to read. For instance, this is what Designer looks like at the most common monitor size, 1920 x 1080:

And at my native resolution (2560 x 1440)

And 4k resolution, for comparison:

As you will notice - virtually everything is smaller, and unreadable at higher resolutions. It doesn't appear that this is a setting within Alteryx, and so I have to resort to windows settings to change the size:

Or as @CharlieS mentions here change the size of text across all applications.

It would be useful within Alteryx to have a 'scaling' slider/dropdown, so I do not have to change the resolution or size of applications within windows, to be able to easy read or demonstrate data from Alteryx Designer. 

Thanks,
TheOC

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 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.

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 

I've used the Table tool with large data sets to make tables with conditional formatting etc. There's a couple of suggestions I'd like to see.

1. I noticed an issue where if you disconnect from the tool prior to the Table tool before it forgets your settings quite easily and you may need to redo them. This is quite frustrating if you have lots of columns

2. The controls for sorting and interacting with columns aren't very good, if they were more like the select tool controls that would be fantastic. Perhaps this could be resolved with a select tool beforehand but I still think it is worth putting on the table tool itself.

3. Render output. when making excel outputs with multiple sheets of varying sizes, its very difficult to control. The sheets all stretch to the largest size. I've found I've had to put in white space in Report Text tools on one side of a table tool in order to make up the space and prevent stretching. (I found that solution on the forums)

Thanks.

Frank

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

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

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.

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

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.

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.

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 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

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.

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 

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. 

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-...