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Alteryx Designer Desktop Ideas

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I work with lots of Excel files, and because they don't always consistent schema, I'm often changing the configuration.

The default Window frame/window for the "Options" panel in the Input data tool only shows 3-4 rows, plus title (the section in RED in the image below).  As I have large screens 

 

The panel size can be resized by dragging the line above the "Preview (first 100 records)".  However, once I move from this tool, if I return to the tool, it defaults back to 3-4 rows, plus title.

 

I would like to be able to set the default size of the Options panel/frame/window.

  • This would improve my efficiency when setting up flows
  • This would improve debugging - I would be able to see all my parameters at a glance

 

Alteryx Input Data Tool options window.png

Dear Alteryx, 

One day, when I pass from this life to the next I'll get to see and know everything!  Loving data, one of my first forays into the infinite knowledge pool will be to quantify the time lost/mistakes made because excel defaults big numbers like customer identifiers to scientific notation.  My second foray will be to discover the time lost/mistakes made due to 

Unexpanded Mouse Wheel Drop Down Interaction

Riveting right?  What is this?  It's super simple, someone (not just Alteryx) had the brilliant idea that the mouse wheel should not just be used to scroll the page, but drop down menus as well.  What happens when both the page and the drop down menu exist, sometimes disaster but more often annoyance.  Case in point, configuring an input tool.

 

See the two scenarios below, my input is perfectly configured, I'll just flick my scroll wheel to see what row I decided to start loading from 

Happy Path, cursor not over drop down = I'll scroll down for you

Screenshot 2024-09-30 094624.png

 

Sad Path, cursor happened to hover the dropdown sometimes on the way down from a legit scroll = what you didn't want Microsoft Excel Legacy format?

Screenshot 2024-09-30 094659.png

And you better believe Alteryx LOVES having it's input file format value changed in rapid succession., hold please...

Screenshot 2024-09-30 095544.png

 

Scroll wheels should scroll, but not for drop down menus unless the dropdown has been expanded.

 

Oh and +1 for mouse horizontal scrolling support please.

 

 

0 Likes

Whenever I output the Count using the Summarize Tool I am unable to tell it to sort the results by Count and am forced to grab a sort tool.  It would be nice to offer a sort option from within the Summarize tool itself instead of requiring a subsequent sort tool or to use the Results window to manually sort it.

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I was exploring how to make the Outlook 365 tool run faster, and I noticed in my Action tool that there are Start and End Date parameters. However, they come across as these large numbers. I learned today from Alteryx Support that "The numbers you provided for StartDate (1725163200000) and EndDate (1726751052709) represent Unix timestamps in milliseconds. Unix timestamps indicate the number of milliseconds that have passed since January 1, 1970, at 00:00:00 UTC."

 

While I am attempting to build a custom macro myself, it feels like this enhancement could just be included in the tool itself! Relatively simply conversion using DateTimeDiff([#1],"1970-01-01 00:00:00",'milliseconds') 😊

 

Edit: it's there for the Calendar option, but ideally it could be included for the Email option too! And while you can you the search parameters, we could make it easier for the user.

0 Likes

Whenever I start something in Alteryx Designer which takes some time (e.g. opening a workflow), and I want to do something in another application in the meantime (e.g., Explorer), Alteryx Designer repeatedly catches the Windows focus back and brings Alteryx Designer to the front, interrupting my work in the other application. And Alteryx does this really multiple time during an action (often multi times per second), not even only when finished, causing me to  have to press Alt-Tab multiple times to get the other window in the front again).

 

First, this is annoying: If I purposely select a different tool to be in the front I want to work in that tool and not be disturbed by a different tool that catches the focus back.

Second: This cannot be good for performance. Sending the "I want the focus" signals to Windows also takes time.

 

Suggestion:

Switch off all requests for getting the focus in entire Alteryx Designer. Instead, the Alteryx entry in the task bar might blink once or twice in green when the background action is completed.

If there are people who like this catching focus thing, then please introduce a setting so that it's possible to switch it off.

My idea is essentially to borrow the keybinding/command ethos of Vim for Alteryx. For those who are unfamiliar, Vim is a text editor from a time before the mouse and the GUI became dominant forms of interacting with PCs. I think the key ideas to take from Vim are the Modes, Commands, and Grammar.

 

Vim is mode based for its typing. You start out in Normal mode and enter other modes through key commands. For example, to enter Insert mode, you just type 'i'. This mode allows you to enter text into whatever file you have open at the moment. There's also the Visual mode which is for highlighting sections of text for processing with other commands. This means that key commands can take on a variety of meanings in different modes, adding depth in a limited key range.

 

The Grammar is another key aspect. Rather than hold an arcane combination of modifiers and letters, Vim uses an Operator-Count-Motion approach. The operator will be the primary action: y for yank/copy, d for delete, c for change, v for visual select. The Count is how many objects you want this operator to be applied to. The Motion is where and what you want to work with: w for a word, s for a sentence, p for a paragraph, ( for a set of parentheses, b for brackets. There are also options that extend this so you can have a series of commands like d2w (delete 2 words), di( (delete inside parentheses), yap (yank/copy all of a paragraph), etc. Below is a cheat sheet displaying a wider list of the possibilities with the motions.

 

0edc98b0-6f9f-4a17-8d9f-7a9655cd9fbe.png

 

The Command mode is the last piece of the puzzle. By typing ':' while in Normal mode, you bring up a command prompt. Here you can enter any of a number of commands including changing user settings via keywords. For example, :s/old/new/gc will search through my file and attempt to find and replace every old term with the new term, the c at the end means that Vim will ask for confirmation before each change. I could also do things like :set nohl which will turn off highlighting for items found during searches. It's easy to imagine using similar functionality to make configuration changes to a wide set of tools or simply to selectively delete tools without using the mouse or scrolling to them.

 

To take it a step further, current menu functions could be turned into commands, imagine typing v6t to select the next 6 tools on the canvas. You could follow this by typing :Contain %V to wrap the selected tools in a container, perhaps with extra arguments a specific color palette could be applied as well! I say all this to say that the way forward for shortcuts in Alteryx is to break away from the one-handed modifier heavy paradigm that so many programs follow today. By creating commands that can duplicate the actions found in drop down and right click menus, as well as providing a means of navigating the canvas without a mouse, Alteryx can go to the next level in terms of efficiency and ergonomics.

 

Let me know what you think, if you need more concrete ideas on what this might look like in practice, I can add that. Thanks!

 

P.S. If you work on side projects outside of Alteryx, consider giving NeoVim a try, it adds a lot of extensibility and customization to classic Vim

0 Likes

From my perspective, the Text Input tool would benefit from some adjustments.

 

Allow set the column data type in the tool

 

Currently, Alteryx tries to identify the data type of a column based on the input. But is "1" a bool, integer, or a string? Of which type is an empty field? Quite often, Alteryx does not select the intended data type. 

Example:

 

Idea: Allow to define the data type in the Text Input tool:

text_input.png

 

Improve input window for long content

 

Currently inputting long text to Text Input cells is nearly impossible. Extending the window size is also limited. Please allow horizontal scrolling within a cell and/or line breaks within cells.

Tn the test environment in our POC for Alteryx - SharePoint connection,
the connection request from SharePoint Input Tool (Designer) to M365 server results in authentication failure with a proxy server.
After trials and errors, we see that the authentication fails because the Proxy server for M365 does not accept HTTP request without "Host" header.
(please see attachment for details)

 

Alteryx Support says that Share Point Tools do not set Host header in HTTP request on any Designer versions,
We use Designer 2022.3.1.430 and SharePoint Tool 2.5.0.
Alteryx Support recreated the same issue on Designer 2024.1.1.93 and SharePoint Tool 2.6.3 for Designer 2024.
and they suggested me to submit an Idea on the community site as an enhancement request.
 
So I submit this as a new idea:
To enhance SharePoint Tool to send HTTP request with Host header.
(more preferably, to send HTTP 1.1 where Host header is mandatory.)

 

At the same time, I have questions to the community:
  • Have anyone experienced the same error?
  • If yes, is there any workaround to connect with M365?
I would like to avoid keep the current security setting as it takes time to change it.
 
Thank you in advance for your support !
0 Likes

When using "Find and Replace", the content of the search term field ("Find") is cleared when switching between workflow windows. From my perspective, there's no reason for that. Why does Alteryx Designer decide that I don't want to search for the same term in another workflow?

 

Please change that behaviour that content in "Find", "Search Locations", and "Replace:" are preserved when switching between Designer windows.

Hello

Cartesian product is a common issue when joining dataset with a bad key. What I suggest is an option to check if there will be a cartesian product on the join tool.


-there is a label "Cartesian product (non join key uniqueness) detection"
-under it a drop down menu with three choices
-do nothing
-fail
-warning

Algo :
if do nothing==> well... do nothing more than actual behaviour.
if "fail" or "warning" : count distinct of join key versus count row on each side of the join. If none is unique, display a warning or an error message.

Best regards,

Simon

Hello,

This is a feature I haven't seen in any data prepation/etl. The core feature is to detect the unique key in a dataframe. More than often, you have to deal with a dataset without knowing what's make a row unique. This can lead to misinterpret the data, cartesian product at join and other funny stuff.

How do I imagine that ?

a specific tool in the Data Investigation category

Entry; one dataframe, ability to select fields or check all, ability to specify a max number of field for combination (empty or 0=no max).
Algo : it tests the count distinct every combination of field versus the count of rows

Result : one row by field combination that works. If no result : "no field combination is unique. check for duplicate or need for aggregation upstream".

ex :

 

order_id line_id amount customer site

11100AU_250
1212AU_250
1345AU_250
2175AU_250
2212AU_250
3115BU_250
4145BU_251

The user will select every field but excluding Amount (he knows that Amount would have no sense in key)

The algo will test the following key
-each separate field
-each combination of two fields
-each combination of three fields
-each combination of four fields

to match the number of row (7)
And gives something like that

 

choice number of fields field combination

very good2order_id,line_id
average3order_id,line_id, customer
average3order_id,line_id, site
bad4order_id,line_id, site, customer
….

Best regards,

Simon

Hello,

Here is the proposal about an issue that I face frequently at work.

 

Problem Statement -

Frequent failure of workflows that have either been scheduled or run manually on server because the excel input file is sometimes open by another user or someone forgot to close the file before going out of office or some other reason. 

 

Proposed Solution - 

The Input/Dynamic Input tools to have the ability to read excel files even when it is open so that the workflows do not fail which will have a huge impact in terms of time savings and will avoid regular monitoring of the scheduled workflows.

 

 

0 Likes

Cache function is very useful when executing very long db request.

I'd like to see a checkbox option (in workflow runtime settings for example) to enable/disable automatic caching of first execution for all inputs tools.

 

 

Whenever I overwrite an Excel sheet with data of the same format just different values (e.g. Q2 data versus Q1 data) all of my Pivot Tables break and I have to manually recreate them even though the schema didn't change.  Somehow the Table is being deleted/removed and replaced with a completely different Table which is what causes the Pivot Tables to break.  The only way to avoid this is to manually set the Cell Range, but who has time for that?  The only solution I have found is to manually copy all values and paste them over the existing data which is very inefficient the more sheets you are working with.

0 Likes

I have a sales column in my dataset that includes both a dollar sign and a period (e.g., '$320,000.00'). When I use the data cleaning tool and select 'Remove unwanted characters' with the punctuation checkbox, it removes both the dollar sign and the period. However, I only want to remove the dollar sign. It would be great if @Alteryx could allow users to specify which character they want to remove after selecting the punctuation checkbox. Thanks!

0 Likes

Hello team,

It would be really nice if user interface tool can be set with a default set up that will flow into the connected tool. Currently it will always been blank as no data flow in.

 

There are ways to bypass it as run the automation in Open Debug, but then if you want to amend the the automation you need to go back to the original WF and then run it again with Open Debug.

 

Of course you can set a static data for these fields however then you must remove them before saving it to the Gallery, which might create future errors if you are forgetting to delete the static data.

 

So if I added a Select Date, it will be nice if it will be possible to select a data in that tool and that date will reflected in the WF. It is less an issue at the development part as normally at that stage these tools will not be set up, however when you need to upgrade existing WF or amend one due to changes, that's were it will be very handy and will save a lot of time.

I would like to propose three feature enhancements for the Cross Tab tool under the Transform tool category.

 

1. Bringing Concat Unique functionality, which is an idea that is currently in Coming Soon status.

2. Adding Start and End in addition to Separator, similar to the Concatenate Properties found in the Summarize tool.

3. Changing the Default Size from 2048 to 1073741823 (max V_WString size). It is common for especially new users to ignore the truncation errors and potentially miss important data that may need to be processed downstream.

0 Likes
 

Improve the user experience by enable search filtering options in browse tool result just as in the canvas. See attached pics.

alteryx feature enhancement browse.png

alteryx feature enhancement browse 2.png

  

0 Likes

I used to use a software before (LabVIEW) and it had the capability to exchange code via snippets or as part of png images. I think this will impact not only community, but also facilitate the code exchange

0 Likes

The management of connections, especially in a collaborative environment is not cohesive or intuitive.

 

  1. When configuring an input tool for a server / gallery connection, hunting for the correct connection in a long list is quite frustrating.  There is no search, no sort and the list of connections does not sort in any logical order by default.
    SUGGEST:
    • List of Server Connections is sorted Alphabetically by default
    • Give the ability to search and sort
  2. Add additional connection metadata
    • Primary Owner (add metadata element to Curator screen & surface in the connection list)
    • Secondary Owner (add metadata element to Curator screen & surface in the connection list)
    • Connection String (surface the server name and login name to the connections list, omitting the password)
  3. Rethink the concepts of RCM, Gallery Connections and the external file method of storing credentials for In-DB connections.
    • Make one overarching, cohesive method of storing and sharing credentials across the platform.
    • Enable Artisans to create
    • Enable Artisans to share
    • Retire concept of external files to store credentials, as is used with In-DB connections
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