Alteryx Designer Desktop Ideas

Hello,

A lot of time, when you have a dataset, you want to know if there is a group of fields that works together. That can help to normalize (like de-joining) your data model for dataviz, performance issue or simplify your analysis.

Exemple

order_id item_id label model_id length color amount

Here, we could split the table in three :
-order

order_id item_id model_id amount

-model

model_id length color

-item

item_id label

The tool would take :
-a dataframe in entry
-configuration : ability to select fields.
-output : a table with the recap of groups

<style> </style>

field group field remaining fields

Very important : the non-selected fields (like here, amount), are in the result but all in the "remaining" group.

Algo steps:
1/pre-groups : count distinct of each fields. goal : optimization of algo, to avoid to calculate all pairs
fields that has the same count distinct than the number of rows are automatically excluded and sent to the remaining group
fields that have have the same count distinct are set in the same pre-group

2/ for each group, for each pair of fields,
let's do a distinct of value of the pair
like here

item_id label

if in this table, the count distinct of each field is equal to the number of rows, it's a "pair-group"

here, for the model, you will have
-model_id,length
-model_id,color
-length,color

3/Since a field can only belong to one group, it means model_id,length,color which would first (or second) group, then item_id and label

If a field does not belong to a group, he goes to "remaining group" at the end

in the remaining group, you can add a link to the other group since you don't know which field is the key.

<style> </style>

field group field remaining fields

Best regards,

Simon

PS : I have in mind an evolution with links between non-remaining table (like here, the model could be linked to the item as an option)

Hello! It would be great if I could "favorite" a tool when I search for it in the search bar in Designer. Currently, I can drag and drop it to the Canvas, but if I want to "favorite" it, I have to remember the icon and color, then go find it in the right tab. This would be a nice enhancement!

The idea is to have a Run option, where the workflow runs everything up to the selected tool (Like the Cache functionality does).

You select the tool, hit Run Up and the workflows executes everything "before" the selected tool.

That'll make developing much easier, specially when dealing with big workflows and constant changing data.

I am working with complex workflows which use multiple files as input, located on network drives. Input tools are Input Data, Directory, Wildcard Input, Wildcard XLSX Input (from CReW macros).

Regularly, I experience very slow Designer when working on the workflows, and slow progress when running the tools mentioned above, especially when working from home. Switching off Auto Configure did not really help because I the column list sometimes does not converge even after pressing F5 multiple times, and when actively working on workflows, I have to press F5 all the time...

In order to speed up both working on workflows and running the workflows, I would like to propose a function "Cache all File Inputs" which loads and caches all file inputs at once. To achieve this state, I now have Cache and Run workflow once per every file input.

Hi all,

When preparing reports with formatting for my stakeholders. They want these sent straight to sharepoint and this can be achieved via onedrive shortcuts on a laptop. However when sending the workflow for full automation, the server's C drive is not setup with the appropriate shortcuts and it is not allowed  by our admin team.

So my request is to have the sharepoint output tool upgraded to push formatted files to sharepoint. 

Thank you!

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.

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

When I make the workflow, the font size on Result window is no problem.

But, when we show the contents of Results window on the presentation or online meeting, the font size is too small.

I want the function which is enlarge the font size. The important point is that the current font size is okay on making workflow and the large font size is only needed on showing to the another people on presentation or online meeting.

One more point to add, it would be helpful to be able to change the font size with Ctrl + mouse wheel.

Push the zoom button:

Hey all,

I don't know about you, but I have always had trouble hovering the mouse over the Results window pane trying to get the resize icon to appear. It seems like you need surgeon level precision to find the icon! 😷

I love Designer and want to see it be the best it can possibly be. I feel like increasing the clickable/hovering area for this resize would be amazingly helpful! 

Just wanted to see if we could get some community momentum going in order to get some developer eyes on this issue. 🙂

 Please help by bumping/upvoting this thread!

 -K

Migrated this from another thread. Some folks tagged from the original post :)
@cpatrickwk @caltang @afellows @MRod @alexnajm @ericsmalley @MilindG @Prometheus @innovate20 

Idea

I feel the necessity of the features to know the version of Alteryx Designer Desktop for each user within an organization. 

As well as some usage data of each user like 'Last Used' are available in License Portal, if 'Version of Alteryx Designer Desktop' for each user is also available in License Portal, it would be more manageable and could enhance the governance in organization.

Background

When the organization uses Alteryx Server and Designer Desktop, it is more challenging to make alignment of version of these products.

We frequently see our users install/upgrade to newer version of Alteryx Designer than that of Alteryx Server, and cause incompatibility issue when interacting with Alteryx Server.

Although we instruct our users to install the particular version, they sometimes upgrade to newer version later on by themselves, but it's not detectable.

I mean, even if they're using a wrong version of Alteryx Designer Desktop, we won't realize it until a problem occurs.

In order to identify such users and rectify their version, administrator shall be able to know which version they use whenever needed.

License Portal would be one of the best platform to make that information available in my opinion.

Hello all,

As of today, you can populate the Drop Down tool in the interface category with a query launched from a in-memory connection. I would really appreciate the ability to use instead an in-db connection.

Why ?
It means managing two connections instead of one, and finding ways to manage it on server for both of them, etc etc.. Simplicity is key.

Best regards,

Simon

Hello all,

When using in-database, all you have in select or formula are the Alteryx field types (V_String, etc..).

However, since you're mostly writing in database, in the end, there is a conversion of Alteryx field types to real SQL field types (like varchar). But how is it done ? As of today, it's a total black box. Some documentation would be appreciated.

Best regards,

Simon

Hello all,

It's really frustrating to have an "alteryx field type" in In-Database Select. It doesn't even make sense since we're manipulating only data in SQL database where those types does not exist. What we should see is the SQL field type.

Best regards,

Simon

Hello all,

As of today, Alteryx proposes the Intelligence Suite with amazing tools never seen in a data tool, even OCR, image analysis etc.. https://www.alteryx.com/fr/products/intelligence-suite

But... these wonderful tools are part of a paid add-on. And this is what is problematic :

-Alteryx is already an expensive tool. With a huge value but honestly expensive.

-The tools in Intelligence Suite are not common in data tools because you won't use often. And paying for tools you use once or twice in a month is not easy to justify.

So, I suggest to incorpore Intelligence Suite in the core product. The Alteryx users benefit is evident so let's see the Alteryx benefits : 
-more user satisfaction
-a simpler catalog
-adding a lot of value to Designer, with the ability to communicate widely on the topic.

-almost no cost : most costumers won't buy the Intelligence Suite anyway.

Best regards,

Simon

• Have anyone experienced the same error?
• If yes, is there any workaround to connect with M365?

When loading multiple sheets from and Excel with either the Input Data tool or the Dynamic Input Tool, I usually want a field to identify which Sheet the data came from. Currently I have to import the Full Path and then remove everything except the SheetName.

It would be great if there was an option to output she SheetName as a field.

My organization use the SharePoint Files Input and SharePoint Files Output (v2.1.0) and connect with the Client ID, Client Secret, and Tenant ID. After a workflow is saved and scheduled on the server users receive the error "Failed to connect to SharePoint AADSTS700082: The refresh token has expired due to inactivity" every 90 days. My organization is not able to extend the 90 day limit or create non-expiring tokens.

If would be great if the SharePoint connectors could automatically refresh the token when it expires so users don't have to open the workflow and do it manually.

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

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

Best regards,

Simon

Sounds simple :

Best regards,

Simon