Alteryx Designer Desktop Ideas

I've come across multiple requests for help that relate to dates.  Having to know that "2016-05-04" is the only way to get May 4th, 2016 into a date field is sometimes a challenge for new users.  When they begin to use date functions and now have to learn adding and trimming etcetera the complication factor increases.  Then we date time format and have to do all of this in English (my one and only language), makes me think that there is room for improvements.

Idea:   I think the Interface Designer's "Test View" window should allow control parameters to act like "Text Boxes" and allow the designer to manually edit, or type a control parameter for use in a debug module.
 
When designing batch macros, there currently is not an easy, built-in way to test or debug their functionality.  There are two reasons to build a batch macro:
1) to reconfigure the macro at run time, just as if they were the answers to questions in the macro GUI;
2) to group the records going in the macro inputs into batches.
If I am designing a macro to perform the 1st function -- reconfigure the macro at run time -- I need to be able to test its functionality in a debug module.
 
The Interface Designer's "Test view" window should provide this ability by allowing you to type an example control parameter value.  However, the Test View window only allows you to "dropdown" to a value via a dropdown box.  This dropdown box is always empty, thus never allowing you to enter a test control parameter.  I think the Interface Designer's "Test View" window should allow control parameters to act like "Text Boxes" and allow the designer to manually edit a control parameter for a debug module.
 
I've attached a screenshot of a simple, two control parameter batch macro.  As you can see, in the Interface Designer, I don't have a way of inputting a value in either control parameter field to open a debug module.
 
 

 

Despite being an Alteryx user for 2 and a 1/2 years this is something I have only recently came across but it does not appear that you are able to use debug mode appropriately with macros.

What I mean is, I have a macro input which drives a series of drop down boxes. In debug mode my drop down boxes will not populate. Now I understand why, Alteryx doesn't know what the input is so it doesn't generate the meta data for the debug mode drop downs.

What I suggest Alteryx do is automatically convert your macro inputs for file browses for the purpose of debug mode (I had to do this myself manually and it was a tedious task, not only to set up but then maintain two separate versions, one essentially an application and one a macro).

Or, by default debug mode uses the macro input data to run through debug mode as.

Ben

One of the most common causes for Admin trauma for our central Alteryx Gallery team - is dealing with drivers that may not be on the server; or a particular worker; or on a designer.

 

What we're looking for, is for the Alteryx team to maintain a packaged set of drivers as a single installer - which we can download at the same location as the Alteryx designer / server versions.

 

This would allow us to have 1 version of all drivers across ALL designer clients; as well as on our workers and servers.

 

CC: @rijuthav @jithinmony @HengHe @RajK @ydmuley @revathi @Deeksha @MPistone @Ari_Fuller @Arianna_Fuller @JoshKushner @samnelson @avinashbonu @Sunder_Sriram @Rahul_Thakur @Rahul_Singh

When building an Alteryx Macro - one of the tough parts is that the input data you put into the Macro Input is used for testing, but you cannot set the type.

 

So for example - I want to test with the value 1, and Alteryx automatically assumes this is a Byte.

However 1 is just a useful test value, but I need this to be an int 64.

 

Can we provide the option to strongly type the macro inputs - this way, we can give advanced users the ability to control the type on Macro Inputs, and not run into this sort of issue with test data implicitly defining the type?

 

Note: this is similar to the idea here:

https://community.alteryx.com/t5/Alteryx-Product-Ideas/Set-data-type-in-Text-Input-tool/idc-p/115209...

 

I can't even count how often I looked at an Excel, CSV or even YXDB file, where I KNEW that it was generated by Alteryx, but I couldn't remember the workflow. Currently, I have to simply go through all workflows I ever build and see if I can find it.

 

Theoretically, I could use a text-search across all workflows and see if I can find the output names - problem here: Most of my output filenames are generated dynamically on the run.

 

It would be amazing if Alteryx could simply write the Workflow name (maybe even path) into the metadata of a file.

(Screenshot from Google, as my os is set to German) 

 

How about, we write "This file was created with by "Create Controlling Reports.yxmd on 2023-02-06 with Alteryx Designer 2021.4.298434" in the field 'Comments'?

 

This would make it extremely easy to find what workflow the file generated. I think it would be an option to talk about "filepath" instead of filename, but the filepath could include the local machine name, which might include GDPR information.

 

@Community: Is there any additional information that you'd like to see in the metadata?

 

 

Best

Alex

I would like to see Designer offer me the ability to chain workflows together where once Workflow A completes, Workflow B will automatically start.  There are times when linear processing is required in order to avoid dependency issues and/or for making it easier to organize complex processes. It would require outputting results to static files and it would take longer to process than the standard approach, but that is an expected trade-off.  Offering a GUI drag-drop "orchestrator" to tell Designer the order of operation would be even better than having to manually open each workflow and tell it which workflow to kick off next.

Functions such as Year([Date Field]), Month([Date Field]), and Day([Date Field]) would really help with date-based formulas and filter tests.

Hello,

 

Enhancement of 'IN' functionality (ie. in Filter tool), so using range instead of citing particular values for example:
instead [ID] IN (1,2,3,52,53,54,100,101,102) something like that [ID] IN (1-3,52-54,100-102).

I'm testing out the new Data Connection Manager (DCM) and think it needs 1 enhancement based on the way we'd use DCM. Whenever Alteryx opens, it should sync the Data Sources/Credentials from the Server. This is critically important when sharing these with more than 1 user when a password needs updated.

 

For example, DesignerA updates the password in the source system, and then updates the password in their Designer DCM settings. In order for this new password to get synced to DesignerB, 2 things have to manually happen: DesignerA would need to sync the new password to the server, and then DesignerB would need to sync the new password from the server. I can live with the first part where DesignerA needs to sync to the server. It's just part of the password update process. The second step though seems perilous. DesignerB should get the new password without having to do anything; as things currently stand, DesignerB will have the old password until they manually intervene and sync the password. Imagine a scenario where it's just DesignerB, but hundreds of people who would all have to sync their credentials. 

 

I also think this idea makes sense in light of the way Data Connections currently work (pre 21.4) where a similar sync happens automatically every time alteryx opens.  

It would be oh so nice to be able to copy a container's properties and paste those formatting options onto other containers.  It could be accomplished through a Paint Brush icon on CTRL-Copy and Right Click to paste format.  either way it would save setting the Color (multi-step select), Margin, transparency.

 

Cheers,

 

Mark

After I type something into the filter box, I should be able hit enter and then it just applies my change (ie enter hits the apply button). It used to be this way, but it's not working as of 2021.2. This feels like a very tiny move in the wrong direction. Currently enter does nothing. It looks like if I hit tab twice and then enter, it finds the apply button. I shouldn't have to hit tab twice. 

 

cc: @Hollingsworth @A11yKyle 

 

It will be really great if we add Single sign-on (SSO) in download tool. Many users are facing this issue when they're trying to download data from weburl. In some case the url will verfiy the sign-on and then redirect to link from where we can download data. Currently download tool fails to verfiy SSO or siteminder authentication.

While Alteryx allows for a proxy username and password in the settings, these are not passed properly to an NTLM proxy. Support for NTLM authentication would be incredibly useful for a number of corporations who utilize this firewall setup.

 

We currently have to either download via Python or cURL through batch commands called by Alteryx. Since Alteryx uses a cURL back-end, this should be a fairly simple addition to the existing download tool by allowing a selection of proxy server, port, and authentication method in addition to the proxy username and password. This could be done either in the tool itself or in User Settings.

When building custom tools for Alteryx using the Python SDK, there is no current way to test these outside of the Alteryx Designer.

This means that your development process is:

- write some code (no code-sense; intellisense; auto-complete because Jupyter; VSCode; Visual Studio; etc cannot access AlteryxEngine or any of the other imports)

- hope

- copy that .py module into your C:\Users\<username>\AppData\roaming\Alteryx\Tools\<toolname>

- fire up Alteryx

- drop this new custom tool on a canvas

- run it to see if you get any errors

- then copy these errors out of Alteryx result window into Notepad to be able to read them

- then go back into your development environment to make changes

- repeat.

 

This is very painful, and this will directly scare most people away from learning how to create custom tools since it's not only inefficient - but also scary and frustrating for beginners.

 

Proposal:

Could we instead create mock python libraries; and a development harness (like Google does with Android development in Eclipse) in this SDK where:

- you have full code intelligence (intellisense, autocomplete)

- you can simulate engine events in a test harness (for example in the Android SDK; you can simulate the user rotating their phone, turning off GPS, hitting a volume button, etc).

- you can also write test cases which can run automatically

- then once you know that your tool will work - only then you drop it into the Alteryx Designer environment.

NOTE: This IDE way of thinking also allows you to bring the configuration pieces (like number of inputs; etc) out of raw code and into configuration options.

 

Although you may be able to do remote debugging by using platforms like PyCharm - that really does not give you the full ability to check in the code of your tool; along with all the test cases; in a harness that allows you to automatically check different events; or to make sure that your tool works in the test harness before deploying.

 

Thank you

 

 

 

 

 

cc: @BlytheE @SteveA @Ozzie @tlarsen7572 @cam_w @jdunkerley79 

There are a number of tools that lose their selections when copied and pasted. Here are the ones I quickly found so far: 

-Multi Row Formula (Group By)

-Running Total (Group By)

-Transpose (Key Fields and Data Fields)

-Unique (Unique Fields)

-Concatenate (Group Data by these values and method for aggregating values)

 

It would be really great if they could keep their selections when pasted. This would be similar to the Join, Multi Field Formulas, or Sort tools which keep their settings but let you know if a field is missing. Thanks!

When training people on the use of action tools, something that I always have to hit on is that when you are telling the tool which piece of the XML that you are adjusting, it's sort of difficult to tell what you have selected, and super easy to accidentally select something else.

 

Example:

When you initially select the action to take it's this nice Blue Color. However, it still doesn't feel exactly like you have actually selected anything or told the Action Tool what to do, since it's so easy to just select any other one of these actions.

 

A slightly different problem is that if you are selecting an action that has been previously configured, it is just this light grey color. So it can be easy to accidentally change your settings because you may not realize it's actually set up.

 

 

Here is a recent community post that sort of outlines a few of these problems.

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Analytic-App-to-Create-Custom-SQL-Quer...

 

I'd like to see an enhancement that at the install level (through an XML configuration file for example), the use of the From field in the Email reporting tool could be disabled for population by the end user and instead would auto-populate with that current users e-mail address.  Currently users can populate the field with any address on their domain, which is useful, but also poses a risk in that messages can be made to appear to be coming from a party that is not aware of it.  We'd like to be able to control that on install and "turn off" access to the From field