Alteryx Designer Desktop Ideas

@RithiS ,

I'm a fan of using DETOUR tools in Alteryx.  I often place "test" code into a standard workflow and opt to use it or not based upon a detour.  The challenge is that adding a detour and detour end invariably leads to having to re-route connectors (default of adding tools is to connect to the left).  Here's a picture:

What I'd like to do is SELECT the tool or tools that I want to connect around (in this case, just the formula tool).  I'd like to right-click and DETOUR.  The detour and detour end would be added (putting the selected tools in the path of the RIGHT option.  This would greatly speed up the tool configuration process.

If you want to go for extra credit, you could modify the GUI to express which direction a detour is travelling in a standard workflow (e.g. make connections wireless or dashed when not selected).

Cheers,

Mark

@Claje @Hollingsworth @SeanAdams 

@AdamR_AYX,

Limit conversion warning allows for a minimum of 1 message.  Can we set the minimum to 0 to completely ignore the message?

Perhaps we can allow warning messages a similar function as ERROR messages and allow the designer to Ignore, Warn or Cancel?

ConvError: Imputation (441): Tool #104: No demand: 0.200000000000031 had more precision than a double. Some precision was lost.

ConvError: Summarize (456): Data: 0.360000000004675 had more precision than a double. Some precision was lost.

End: Designer x64: Finished running FP Model - Marquee Crew v3.yxmd in 32.3 seconds with 16 field conversion errors and 4 warnings

Thanks,

Mark

I think we can all agree that Workflow Summary Tool is immensely powerful in summarizing large and/or complicated workflows.  However, some companies have begun to bar the use of certain GenAI applications, like ChatGPT. Unfortunately this makes the use of the Workflow Summary Tool impossible.  At the same time those companies are allowing the use of other forms of GenAI, like AzureAI.

In the Workflow Summary tool, it would be nice to have the capability to select which GenAI engine you want to use (ChatGPT, AzureAI, etc) so that you don't break corporate policy by using barred applications.  This could simply be a dropdown in the GUI configuration for the Workflow Summary Tool with a list of the most common engines.  The user would then supply their API key for that engine, and you're off to the races.

I know that the container title/label should or can be short, and as much descriptive as possible. Also, adding extra comments inside the box helps to a more detailed explanation on regards what process is run inside the container. Visually, if I collapse the container, the "Short" title given can't be of much help.

Could it be possible to enhance the "caption" for the "Container" title? I mean to allow to type 2, 3 or more lines of text?. This will make the Container title more descriptive and visually will allow to have the containers collapsed but with a reasonable amount of text that describe (as much as possible) what happens inside the container.

At the moment, If I type certain amount of text, the container expands according to the length of the text 

Below is the typical container Title 

Below is the current situation if a person would like to give a bit of more description in the "Container" header (The container expands)

An dream would be to have the workflow with all containers collapsed and with titles that tell you what they do (see image below)

On the "Join Tool"  allow to click on a connection and say “switch L & R” connection.  Currently if only one connection is there you can move to the other, but if they're both there, you have to disconnect one, and then 'switch'.   

Assuming some source control or versioning is in place, a formal compare tool would be a nice addition. This would be useful for determining what is different between two versions of a workflow, and that knowledge is very useful when modifying a production process: when formally moving a new (modified) process into production, part of the checks and balances would be to run a formal comparison against the workflow being replaces, and ensure that all differences are accounted for.

This sort of audit is notoriously difficult when the differences are buried deep in the configuration settings of various tools within Alteryx.  I do see that the .yxmd files are XML based, so perhaps we could create our own compare tool based thereon, but it would be better (more trustworthy) to have one formally provided by Alteryx.  Thanks!

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

Hi there Alteryx team,

When we load data from raw files into a SQL table - we use this pattern in almost every single loader because the "Update, insert if new" functionality is so slow; it cannot take advantage of SSVB; it does not do deletes; and it doesn't check for changes in the data so your history tables get polluted with updates that are not real updates.

This pattern below addresses these concerns as follows:

- You explicitly separate out the inserts by comparing to the current table; and use SSVB on the connection - thereby maximizing the speed

- The ones that don't exist - you delete, and allow the history table to keep the history.

- Finally - the rows that exist in both source and target are checked for data changes and only updated if one or more fields have changed.

Given how commonly we have to do this (on almost EVERY data pipe from files into our database) - could we look at making an Incremental Update tool in Alteryx to make this easier?    This is a common functionality in other ETL platforms, and this would be a great addition to Alteryx.

Currently, if you download and Alteryx package from an alternative version it doesn't allow import into a newer version.

Workflows allow this with a warning it would be good to allow it on packages too. 

It can be daunting to find the tool that is currently being processed by the engine in workflows that contain hundreds of tools with many ins, outs, and branches. During runtime, I want to be shown the tool that is running on the canvas. This functionality should be in the form of a button or something to direct focus to that area. It should not be the default.

When we industrialize our workflows, we often use a parameter file with a command like :

AlteryxEngineCmd.exe MyAnalyticApp.yxwz AppValues.xml

I would like to have the parameter file path with its extension as an engine constant, like we have the workflow name.

Please upgrade the "curl.exe" that are packaged with Designer from 7.15 to 7.55 or greater to allow for -k flags. Also please allow the -k functionality for the Atleryx Download tool.  

-k, --insecure

(TLS) By default, every SSL connection curl makes is verified to be secure. This option allows curl to proceed and operate even for server connections otherwise considered insecure.

The server connection is verified by making sure the server's certificate contains the right name and verifies successfully using the cert store.

Regards,

John Colgan

As a best practice, I'd like to automagically change any drive mapping to UNC when saving my workflows.  This applies to both local and gallery saves.

Cheers,

Mark

To add the capability to hard rename the columns in all modes 

Would like to be able to reference the UserID of the person running the workflow within the workflow itself, usually for authentication purposes.

For example, we use the Publish to Tableau Server tool. The main developer will embed their password in the tool and then publish it to Gallery. We are wanting to authenticate if the person running the workflow on Gallery can actually publish to Tableau Server before publishing, not just the person who published the workflow in the first place. 

Another example is that we are needing to upload data to our data lake through APIs and need to pass in user information of who is publishing to that package through Alteryx, and check that they can indeed publish there. 

Basically, we need to have logic within the workflow that is referencing who is running the workflow. 

We understand that this would most likely only be supported when workflows are run on Gallery, as there isn't a UserID tied to someone when running on a local machine. 

Hello all,

First of all, I really appreciate the effort made by Alteryx to provide an efficient way to try the software, especially the nonAdmin install. It helped me a lot to show Alteryx to Tableau or Qlik Users, solving in a few minutes their use cases. But there is still a little thing that can break the "whaoo effect" : for the trial, you just have an installer and this installer can be blocked by security. It happened to me today and it was SOOOOOO frustrating.


Best regards,

Simon

When using the transpose and cross tab tools, I find that I frequently need to reorder the columns selected in the "Key Columns" and "Group data by these values" sections of the tools respectively by using a select tool. It would be helpful to provide users with the ability reorder fields displayed in these tools similar to the functionality provided in the select, join, append, summarize tools etc. Currently the tools default to outputting these columns in the order they come in through the incoming data stream. 

Whenever I add an interface tool, it adds a constant just like the 4 engine constants and any user constants. It would be useful if tools like the formula and filter automatically added question constants to the list for you to use. This would be identical to how user constants behave currently. Here is the before and after for visual effect:

BEFORE:

AFTER:

Create new connector to pull Salesforce Reports

We are a large company with tens of thousands employees using Salesforce on a daily basis. Over the years, we have worked with Salesforce to make many customizations and create many reports to provide data for various reporting needs. However, we have increasingly found it inefficient and prone to error to download the reports manually. We have many teams using the Salesforce reports as a base to create additional business insights.

Alteryx is a great tool to manage data ETL and workflows, but it does not support pulling data from Salesforce reports directly. Instead, it only offers connectors to pull data from base Salesforce objects. The data from Salesforce objects such as tables can be useful, but do not necessarily offer the logical view of Salesforce reports, and may require a lot of efforts to reconcile the data consistency against the reports our users are used to. Sometimes, it may be impossible to repeat producing the same data from Salesforce tables as those from Salesforce reports. That in turn would cause a lot of efforts spent by the reporting teams, their audience, and users of the Salesforce reports to match things up.

Salesforce does not have any out-of-box solution to schedule downloading the reports. At our request, their support team did some research and have not found a good 3rd-party solution in the Salesforce App Exchange ecosystem that supports this need.

I strongly believe this is a great opportunity for Alteryx. Salesforce already has an API that allows for building custom applications to pull Salesforce reports. However, most Salesforce users are more business oriented and do not necessarily have the appetite to engage with their IT staff or external resources provide to develop such apps and bear the burden to main them.

I have attached the Salesforce Reports and Dashboards API Developer Guide for your reference.

Sincerely,

Vincent Wang