Alteryx Designer Desktop Ideas

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

The Edit menu allows you to see what your next undo/redo actions are. This is super helpful, however sometimes I decide to scrap an idea I was starting on and need to perform multiple undo's in a row. It would be great if we could see a list of actions like in the debug undo/redo stack menu then select how many steps we'd like to undo/redo.

 

For example, using the below actions, if I want to undo the Change Summarize Properties and also the Modify Summarize, currently I have to do that in two steps. I'd like to be able to click the Modify Summarize and have the workflow undo all commands up to and including that one.

 

Hello!

As many of you know, i'm a big fan of Alteryx Apps. However, one of the most painful parts of Alteryx Apps is moving around elements in the Interface Designer. Currently when you have many elements in your interface designer:

And add a new element from the dropdown, or through a new tool:

 

It is added to the bottom of the interface. Moving it to the top is currently done with the arrows, however this is very slow, especially when you have many interface elements:

Currently (with 9 radio buttons) it takes 18 clicks (each taking a couple of seconds due to delay between movements) to move it, because it moves between each step:

It would be fantastic if we could drag and drop the elements of the interface to where we like, for speed of development and ease of use.

 

Thanks,

TheOC 

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.  

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 

 

I use the field name auto-complete feature whenever I can. One issue with it, however, is when there are parentheses in a field name. After auto-completing the field name, Alteryx highlights a portion of the field name after the first parenthesis. This is not ideal as I typically expect the cursor to be at the end of the field name so I may continue to type. In this scenario, unfortunately, I would begin to type over my field name and the expression gets messed up. 

 

For example, as shown below, I begin to type "st" and then hit the tab button to complete the field name in my expression.

 

In this case, because my field name has parentheses in it, however, some of the field name remains highlighted and the cursor does not go to the end of the right bracket, as one would expect.

If I were to continue typing at this point, the highlighted portion of the expression would get erased and replaced. 

 

Field names that do not contain parentheses continue to function correctly as shown below. 

 

 

 

 

 

It would be great to have the below functionality in Alteryx.

A workflow is built in Alteryx and button click in Alteryx can be used to generate SQL code that can be ran on a specific database platform, such as SQL Server to run external editors such as SQL Server Management Studio. Thanks. 

Experts - 

 

During development it would be helpful to be able to do the following in both Formula and Filter tools (and perhaps any other tool that uses custom code):

 

1) Highlight a line or block of code

2) Right click

3) Comment/Uncomment

 

Easier than manually typing or deleting "//" at every line.  

 

 

Thanks in advance!

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!

Similar to previous ideas from @patrick_mcauliffe and @shailesh_patel - would like to request 2 things:

 

Default on Folder Picker Interface tool

The folder picker tool does not currently allow a default value - this unnecessarily adds work if users have the same value 90% of the time.

Please add a field for the default value that will show when the interface starts up

 

 

 

 

 

Similar ideas:

- Default on Date interface: https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Default-Date-for-Interface-Tool/idi-p/35770

- Default on File Selector: https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Default-file-location-in-file-broswer-Interf...

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

In response to my question here: https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Singin-Error-to-Tableau-server-using-P...

 

The Publish to Tableau Server does not support SAML/SSO. I would like this feature to be added to this tool as it will make our business process more efficient.

 

Thank you.

Currently the OLEDB/ODBC connection string for a server that requires a password can be injected into with a password that contains a ; or a |.  There may be other values that cause this as well - these are the ones our company has found so far.

 

This lowers the security of passwords for our other systems, by limiting what characters we can use.

Similar to how the Tool Container Defaults can be set on the Document tab of User Settings, it would be nice to be able to set the Comment box defaults here as well. I find that I change the Colour & Size every time I add a comment, and would appreciate if this could just be set as a default.

This functionality won't be mission-critical to anyone, I'm sure, but a lot of IDEs and upgraded text editors (lookin' at you Notepad++) have the ability to customize the colors of text, the background, and other various tabs/objects that may appear on the screen. I understand that this is more important for code-based systems where the coloring improves readability so much, but I thought it might be a neat feature. I think leaving the tool colors standardized is a good idea though, just the canvas and outerlying windows. It could include the colors for the formula syntax highlighting too?

 

The icing on the cake would be the ability to save and share your settings or create a repository for them in the public gallery or something.

In the Browse window:

1. Can we add a Find function like in excel? (e.g. find record_ID==4 or name =='foobar')
2. Can we click the column name so it sorts on that field?
3. In 9.0 when I click 'Cell Viewer' in Browse window,  'Show Whitespace' seems to be turn on by default. Can we turn it off like in 8.6?
4. When I click the 'Fields' button to toggle fields on/off, it would be great to add a Sort function here too, so fields can be sorted a-z by fieldname (like in the Select tool).

Thanks!