Alteryx Designer Desktop Ideas

Hi Alteryx

I understand why you need to keep bloat away from the product and have tools available to download instead, it means you can iterate and update them outside the usual cadence cycles. But please, for the love of everything holy, make it easier to find them and download them.

Let me give you an example of downloading the Google Sheets Input Tool:

1. I type in the amazing search and find a help article on it, so far so good:

2. I am pointed to the Gallery:

3. I click but where do I look? I need to revert to the tiny search in the top left. This isn't obvious for new users

4. but the search doesn't come top, how some of these search results get in above what I need I have no idea. I get to page 4 before I see something that looks like what I need before I realise it is a third party tool having installed it. I come back, can't find the tool and so give up. If it's there somewhere then it needs to be more obvious.

5. I google - I finally find (third item) something that's more useful but only because I know what I'm looking for

6. I run the workflow, then run it again as per the instructions. At this point I'm losing the will to live tbh.

7. Finally something that looks useful, I bang the huge download button twice and wonder why it didn't work.

9. I read the text and realise I need to click the link - finally I have the installer.

That was a five minute job. It was painful. And I'm a seasoned Alteryx user. If I was a new user, I'd have given up at step 2 or 3.

But what was the thing I downloaded in Step 8? A set of release notes and links....why aren't these simply added to the help article I found in Step 1/2? It would surely be easier for you, and would be a whole lot easier for users. Why do we need this painful process?

Please please please make it easier for me to install new tools.

When building API calls within Alteryx there are a few common steps required

1) Build out the URI for the API call (base URL plus any query parameters)

2) Deal with authentication, such as basic authentication requires taking a key and secret, base 64 encoding and passing this into the tool

3) parsing the results out and processing these downstream

For this idea I am specifically focusing on step 3 (but it would be great to have common authentication methods in-built within the download tool (step 2)!).

There are common steps required to parse out the results, such as using Filter (to check for a 200 response), JSON parse, text to columns and then cross tab to get the results into a readable format. These will all be common steps anyone who has worked with APIs will be familiar with:

This is all fine for a regular user to quickly add in and configure these tools. However there is no validation here for the JSON result being as expected, which when embedding an API into a batch macro or analytic app means it can easily fail.

One example of a failure which I've recently come across is where the output JSON doesn't have all fields (name:value pairs) depending the json response. For example using the UK Companies House API, when looking at the ceased to act field at this endpoint - https://developer-specs.company-information.service.gov.uk/companies-house-public-data-api/resources... the ceased to act field only appears in the results if a person has actually ceased to act. This is important if you have downstream tools such as a formula to create a field [Active] where you have:

IF ISNull([ceased_to_act]) THEN "Active" ELSE "Ceased to Act" ENDIF

However without modification the macro / app will error if any results are returned where there is not this field.

A workaround is to add in the Crew Ensure Fields or union on a list of fields, to ensure that the Cease to Act field is present in the output for all API calls. But looking at some other tools it would be good if an expected Schema could be built in to the download tool to do this automatically.

For example in Power Automate this is achieved as follows:

I am a big advocate of not making things unnecessarily complicated. Therefore I would categorise this as an ease of use feature to improve the experience of working with APIs within Alteryx and make APIs (as load of integrations are API based) accessible to as many users as possible.

Hi,

With multiple Workflows open, I'd like to be able to grab one of the Workflow tabs and drag it out on to the desktop.  This act would then cause a new Alteryx Window to open up with the Workflow that was pulled out.  Just like when you have multiple tabs open in I.E. and you drag a tab out and drop it on the desktop - you end up getting another I.E. opened up and the tab you dragged out is in the newly opened I.E.

This would be handy because I'm often wanting to copy/paste tools, formulas, etc. and it would be nice to do that w/o flipping from one tab to another.

I know I can right-click and open another Alteryx but when opening several - they all open in the same one.

Thanks,

Brad

Hi, I was looking for this but couldn't find a similar idea, so I post a new one. If someone knows about a similar idea, please ask the moderators to mer

CountChars(<String>, <char to count>,<case sensitive>)

Where <char to count> and <case sensitive> are optional parameters.

If <char to count> is not provided, the funtion will return the total character count within the <String>.

If <char to count> is provided, it'll return the number of ocurrences of that character within the <String>.

PS: For those tempted to suggest a workaround, I've been using REGEX_CountMatches() for this. Actually, the focus is to simplify user's experience and workflow performance providing a native function, instead of using REGEX which it's very demmanding on resources.

Hello all,

Some Database, including Hive, support natively scheduled queries (yes, the scheduling configuration is inside the database, not through etl/dataprep system). I think this would be an interesting feature for in-db workflow output : you play the worflow once and then only have to run it when it changes, the database do the scheduling. 



https://cwiki.apache.org/confluence/display/Hive/Scheduled+Queries

Intro

Executing statements periodically can be usefull in

• Pulling informations from external systems
• Periodically updating column statistics
• Rebuilding materialized views
  

Best regards,

Simon

Hi all,
Something really interesting I found - and never knew about, is there are actually in-DB predictive tools. You can find these by having a connect-indb tool on the canvas and dragging on one of the many predictive tools.

For instance:
boosted model dragged on empty campus:

Boosted model tool deleted, connect in-db tool added to the canvas:

Boosted Model dragged onto the canvas the exact same:

This is awesome! I have no idea how these tools work, I have only just found out they are a thing. Are we able to unhide these? I actually thought I had fallen into an Alteryx Designer bug, however it appears to be much more of a feature.

Sadly these tools are currently not searchable for, and do not show up under the in-DB section. However, I believe these need to be more accessible and well documented for users to find.

Cheers,
TheOC

I'd like to hold CTRL, click on a tool and drag it to somewhere else on the canvas to copy it. 

This is functionality common in other software (e.g. Tableau, MS Office). 

Currently I have to either:

right click > Copy, right click > Paste, or

Ctrl + C, Ctrl + V. 

I feel like I must be missing something, but saw a similar suggestion for TDE outputs, so maybe this really doesn't currently exist. We sometimes add descriptions to fields we create, and some inputs come with descriptions, but we can't seem to get them into the final database using the Output tool. Can there be a checkbox to persist the metadata along with the data when writing to a database?

I would like to be able to draw a box around some tools, them maybe right mouse click to add them to a container

Alteryx Server was recently updated to allow TLS-mediated connections to the MongoDB persistence layer. This allowed us to switch off of the embedded MongoDB to a highly-available MongoDB Atlas cluster. To our surprise after the switch, when we went to edit our workflows that make use of the persistence layer's data (Server Usage Report, etc.) to hit the new Atlas cluster, we found that the MongoDB Input tool does not support TLS connections. This absolutely needs to be changed. Based on organizational constraints, Atlas is our only option for a HA persistence layer. We absolutely have to have TLS support for the MongoDB Input tool. There is no other way for us to natively query our server persistence layer in Designer. Please bring the MongoDB Input tool into alignment with the MongoDB connections that are supported by Alteryx Server.

When I import an Excel file in to Alteryx I get an error: “shared strings root=x:sst” and Alteryx cannot read the file.

I can work around this by manually opening and saving the excel before importing it into Alteryx but this is not ideal, especially considering the automation implications.

I believe this may be happening because the XLSX generated by the source of the report has a prefix “x:” in all the tags in the Shared String XML embedded in Excel. See: https://learn.microsoft.com/en-us/office/open-xml/working-with-the-shared-string-table 

Essentially, it would appear Alteryx is not able to read generated Excel sheets which has the prefix "x:" (e.g. from a bot). The second file which has been opened and saved in Excel manually can be read by Alteryx correctly.

Example of file as exported from ”BOT”:

How the same file looks once it is manually opened and saved:

Ideally Alteryx would read the file as is, i.e. with the "X:SST" tag seen above as having to manually open and save the excel before it can be read is rather clunky.

Thanks!

When working in a large workflow wireless connections help to make it easier to work with. However sometimes you want to be able to see all your connections (when debugging). 

I'd like to see a toggle (button on the toolbar) which would display all the connections including wireless. Ideally the wireless connections would be a different color. You could then click the button again to make the the wireless connections invisible.

Reason:

The existing options to display are limited as you have to click on individual tools to see the connections. 

It would be extremely useful to quickly find which of my many workflows feed other workflows or reports.

A quick and easy way to do this would be to export the dependencies of a list of workflows in a spreadsheet format. That way users could create their own mapping by linking outputs of one workflow, to inputs of another.

Looking at the simple example below, the Customers workflow would feed the Market workflow.

It would be CRAZY AWESOME if we could get a report like this for all scheduled workflows in the scheduler. 

Connect to Azure SQL Database with Azure AD also with Multi-Factor Authentication is a crucial feature nowadays. The tool should be configurable by interface tools so we can change the database within the same Azure Database server.

There is a workaround to use ODBC for this but it does not support caching credentials and that's why problematic to use. The credential prompt is appearing every time we run the workflow. With ODBC it's also required to have a separate DSN for every database in the same server.

To make it easy for users there should be a native connector for this feature. The user experience should be easy as it's in an azure data lake connector.

Hi there,

When connecting to data sources using DCM - could we please add the ability to make JDBC connections?

see:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Add-the-ability-to-connect-to-data-s...

https://community.alteryx.com/t5/Engine-Works/JDBC-Connections-in-Alteryx/ba-p/968782

As mentioned in these threads - JDBC is very common in large enterprises - and in many cases is better supported by the technology teams / developer community and so is much easier to make a connection.    Added to this - there are many databases (e.g. DB2) where JDBC connections are just much easier 

Please could you add JDBC connections to the DCM tooling?

Thank you

Sean

cc: @wesley-siu @_PavelP 

Hi Everyone,

Many workflows I work with along with those of my colleagues, use big databases in order to get some data. After a few steps down stream and testing, we normally just add an output and then open up that data in a new workflow to save time running the original workflow. Not that this is much of a burden, but I am used to copying and pasting tools from workflow A to workflow B, but you can't do that with the output, because in workflow B the output needs to be converted to an input. I just think it would be a cool added feature if possible. Anyone else agree?

Thank you,

Justin

I superimposed multiple screens and multiple workflows and rendered them into a single image below. Have you noticed something?

 There is a space never being used at all times, painted in yellow for emphasizing...

Actually this is an enough space for ads 🙂 And we can make the designer for free...

Though I suggest a better placement and use of the available screen space;

Hopefully this is the right place to post this and it hasn't been suggested already but I think it would be useful to add a numeric indicator to the formula tool to show how many formulas are being done with one tool. It would be useful when going back into or sharing workflows that a user would know more than one function is being carried out at that point. Currently I change the annotation to show how many but I think it would be useful if the icon changed dynamically. Below is a mockup of what I think it should look like.

Thanks,

Pete

Cleanse Macro

Given a choice between the delivered macro and the CReW macro, I’ll choose the CReW macro for both speed and functionality.  Wikipedia says, “Data cleansing or data cleaning is the process of detecting and correcting (or removing) corrupt or inaccurate records from a record set, table, or database and refers to identifying incomplete, incorrect, inaccurate or irrelevant parts of the data and then replacing, modifying, or deleting the dirty or coarse data.”  If Alteryx were to convert the macro to a true tool, here is my feature request list:

Performance:

• AMP compatible – Fast!
• Faster than the CReW macro for deleting empty fields/rows
• Resolve time it takes to load the tool (current macro versions are slow), html is faster.

Feature Enhancement:

• Allow selection of fields based on data type
• Include incoming/outgoing SELECT functionality
• Allow for PREFIX functionality (like multi-field formula), but NOT default
• Read incoming metadata to provide color coding of fields to indicate where potential problems exist (e.g. NULL, Whitespace) – part of browse everywhere currently
• Allow for Nulls to convert to 0/blank or 0/blank to convert to Null
• When removing punctuation, provide for exceptions (e.g. Numeric set of negative, comma and period).
• Include HTML tag removal
• Support internationalization (character sets)

Going the extra mile:

• Display or opt for output, cleanup metrics.  How dirty was my data?  Potentially, allow for ERROR to stop workflow if garbage is detected.
• Optional:  Detect outliers in numeric data.  I’ve got an outlier detection macro that we can review, but while you are passing all of the data for numeric values, explaining or tagging outliers would be useful.  Could be a box-whisker on numeric values maybe?
  • Make outlier actionable
    • Identify in data (new field indicator)
    • Remove
    • Modify/Impute
  • Test/Preview against metadata:  (pre-run), see what the incoming/outgoing results would be on *all of the metadata before I run the workflow.
  • camelCase:  https://en.wikipedia.org/wiki/Camel_case
  • Identify/Replace unknown values (e.g. N/A, Not Applicable, #) with Null() or other?
  • Identify/Remove duplicate values within a cell
  • See also:  https://en.wikipedia.org/wiki/Data_cleansing
  • Option to point to a “personal” dictionary for spelling or validation
  • Provide “smart” annotation on tool