Alteryx Designer Desktop Ideas

It would be useful if enhancements could be made to the Sharepoint Input tool to support SSO. In my organisation we host a lot of collaborative work on SharePoints protected by ADFS authentication and directly pulling data from them is not supported with the SharePoint input tool, it is blocked. The addition of this feature to enable it to recognise logins would be very useful.

I would like to see more files types supported to be able to be dragged from a folder onto a workflow. More precisely a .txt and a .dat file. This will greatly help my team and I do be able to analyze new and unknown data files that we receive on a daily basis.  

Thank you. 

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.

My specific use case relates to writing to AWS but am sure there are many other use cases for federated user session token support.

Specifically, using the S3 Upload tool or Athena Bulk Write (via SIMBA and Athena ODBC), the configuration works when using a IAM user, access key, and secret access key but when using a federated user via Okta there is no option to enter the session token and authentication fails.

Alteryx desktop should support federated users' session tokens.

I love the new Custom Format option with the DateTime tool in Alteryx 11.0, this makes working with dates SO MUCH easier... BUT it would be great if you could update an existing field rather than having to create a new column (e.g. DateTime_Out) and then use a select to put this back to the original Date field.

Hi all,

Would it be possible to update the What's new page for 2019.4 to include the key features in this release (in my mind, one of the biggest features is the SQL formatting)?

Currently if you go to the What's new link in Designer, it takes you to the right webpage, but there is no content for 2019.4

Additionally - would it be possible to keep a few releases on this page - often people skip 2 or 3 updates so it's worth keeping the top highlights of the last 4 releases there so that people can see the new features and explore them.

The great thing about What's New pages is the ability to explore new features, so it's worth linking out to examples on a page like this if possible.

As seen in This Discussion Post,  the idea here is to be able to add a link to example workflows in macro descriptions - like the ones seen in native tools.

Filter Tool

Many thanks to @jdunkerley79 for demonstrating how this can be done by manually editing the macro's XML - specifically by adding a child element to the <MetaInfo> section, like so:

      <Example>
        <Description>Open Example</Description>
        <File>\\aSERVER\aRootDir\path\to\Alteryx\Macros\Date Wizard\Date Wizard Examples.yxmd</File>
      </Example>

One small caveat is that it doesn't support truly relative paths.  @PaulN explained in the discussion post that a relative reference here would search in the sample folders.

"Alteryx default behavior is to look for examples under .\Alteryx\Samples\02 One-Tool Examples or Alteryx\Samples\02 One-Tool Examples (or .\Alteryx\Samples\en\02 One-Tool Examples)."

Having said that, trying to reference a macro example in the same folder (using a relative reference) will throw an error given the following situation:

Package Structure:

Date Wizard.yxmc XML edits:

      <Example>
        <Description>Open Example</Description>
        <!-- THIS WORKS -->
        <File>\\aSERVER\aRootDir\path\to\Alteryx\Macros\Date Wizard\Date Wizard Examples.yxmd</File>
        <!-- THIS DOESNT
        <File>Date Wizard Examples.yxmd</File>
        <File>.\Date Wizard Examples.yxmd</File>
        <File>./Date Wizard Examples.yxmd</File>
        -->
      </Example>

This shows a link in the Macro description but yields an error (shown below) when it is clicked.

Example Link ShowsError

 Once again, this works fine with an absolute file path reference.  

Here is ultimately what I am suggesting:  Can we add an option to the Interface Designer (that updates the XML) and have it allow relative paths?  Allowing relative paths would obviously be essentially to maintaining the macro's ability to be "lift-and-shift" when packaged/moved/uploaded to servers/galleries etc.

I'm assuming the option could look something like this, similar to the "Help" file -only it would show link in the macro description...

Interface Designer Suggestion

In conclusion, this would be very useful in providing links to example workflows for custom macros that may be complex and/or not self-explanatory.

Cheers,

Taylor Cox

Bring back the Cache checkbox for Input tools. It's cool that we can cache individual tools in 2018.4. 

The catch is that for every cache point I have to run the entire workflow. With large workflows that can take a considerable amount of time and hinders development. Because I have to run the workflow over and over just to cache all my data.

Add the cache checkbox back for input tools to make the software more user friendly.

In order to run a canvas using either AMP or E1 - the user has to perform at least 5 operations which are not obvious to the user.

a) click on whitespace for the canvas to get to the workflow configuration.   If this configuration pane is not docked - then you have to first enable this

b) set focus in this window

c) change to the runtime tab

d) scroll down past all the confusing and technical things that most end users are nervous to touch like "Memory limits" and temporary file location and code page settings - to click on the last option for the AMP engine.

e) and then hit the run button

A better way!

Could we instead simplify this and just put a drop-down on the run button so that you can run with the old engine, or run with the new engine?        Or even better, have 2 run buttons - run with old engine, and run with super-fast cool new engine?

• This puts the choice where the user is looking at the time they are looking to run  (If I want to run a canvas - I'm thinking about the run button, not a setting at the bottom of the third tab of a workflow configuration)
• It also makes it super easy for users to run with E1 and AMP without having to do 10 clicks to compare - this way they can very easily see the benefit of AMP
• It makes it less scary since you are not wading through configuration changes like Memory or Codepages
• and finally - it exposes the new engine to people who may not even know it exists 'cause it's buried on the bottom of the third tab of a workflow configuration panel, under a bunch of scary-sounding config options.

cc: @TonyaS 

The Idea behind the Password Masking is - we have "Download Tool" from the "Developer Tab" - which is used to Download files from the given site. For example, let's take Mainframe. I have a scenario where the Alteryx Workflow should connect to the Mainframe FTP Server, download the required file which is used for downstream transformation. For the download, I get the Username and Password information from the Database table (to reduce manual intervention and prevent errors). While passing the Username and Password as a parameter to the Download Tool Macro (Custom Macro - accepts the Username/Password, Filename dynamically) - the Alteryx Workflow will obviously show the username and password in the result window (as it is considered as an output data from Input Tool). Now I want that particular password field to be masked, so whenever the particular Workflow is shared to the User - the password field remains unexposed. I know there's a way to mask a particular field using "MD5 HASH" formula, but that helps to mask anything related to Dataset and not a password (as it may consider it as a new string and not a valid password). This feature would be really beneficial to Developers who use the download tool often. A New Tool or a Custom Macro - embedding this feature would be great for users who needs Masking functionality.

It would be great if we could create more customization of the email output in the Events in the Workflow Configurations.  Currently we can output the number of error, warnings, etc. and the entire output log.  It would be great if we could only send the error messages in an email instead of sending the whole output log (similar to the output of a workflow run with errors in the Alteryx Gallery).  The customization in the Email Tool is great, but this isn't helpful when a scheduled workflow fails. I found this related thread on the discussion forum: https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Customize-Events-Error-Message/td-p/42... Thanks!

The autorecover feature should also backup macros. I was working on a macro when there was an issue with my code. I have my autorecover set very frequent, so I went there to backup to a previous version. To my great surprise, my macro wasn't being saved behind the scenes at all. My workflow had its expected backups, but not my macro. Please let any extension be backed up by autorecover.

Thanks!

hi team,

Currently the join tool doesn't have option to join the data irrespective of its case sensitivity. this causes issues while doing the analysis.

This tool is widely being taking as a replacement of Excel Vlookup formula (which is also case insensitive),so can we have the similar functionality for Join tool also?

We can have an option like a radio button or checkbox to select if we want to have case insensitivity while joining.

Thanks

I think we would all benefit from having IntelliSense within Alteryx. Just think about how much quicker writing formulas wold be or any time you need to reference your data within the various tools.

I've had several of my users complaining about the Visual Query Builder view after the last couple of releases. When you maximize the window, half of the screen is taken up by blank gray space and there is no way to adjust it and it's very difficult for those who do not know SQL to build their queries in this very small white space. Need to be able to adjust the gray space.

Please enhance the dynamic select to allow for dynamic change data type too.  The use case can be by formula or update in an action for a macro.  If you've ever wanted to mass change or take precision action in a macro, you're forced to use a multi-field formula.  It would be rather helpful and appreciated.

Cheers,

Mark

I have been developing and accumulating custom functions over the years and they have proved to be very useful.  I am submitting these here.  I hope they are found to be beneficial.

Functions included in the attached file include:

• DateTime
  • StandardDate(String) - Transforms any valid string to the standard date format yyyy-mm-dd
• File
  • FileDirDepth(Path) - Returns the zero based depth of the path (zero being the root)
  • FileGetFolder(Path, Depth) - Returns the folder name given the zero based depth in the path (zero being the root)
• String
  • LeftPart(String, Separator) - Returns the left part of a string up to the first separator
  • RightPart(String, Separator) - Returns the right part of a string after the first separator
  • Split(String, Delimiter, Index) - Returns the zero indexed part of a delimited string
  • CleanSpace(String) - Trims string and replaces multiple spaces with a single space
  • UnicodeToASCIIBasic(String) - Replaces all Unicode Characters with ASCII Basic equivalents
• Test
  • InList(Variable, List) - If Variable is in List returns True. List must be pipe delimited
  • IsValidEmail(String) - Returns True if string is a valid email format
  • IsUUID(String) - Returns True if string is a valid UUID

To make these functions available in Alteryx, place the attached xml file in the folder C:\Program Files\Alteryx\bin\RuntimeData\FormulaAddIn if you have a standard installation. If the install is non-standard, find the \bin\RuntimeData\FormulaAddIn folder and place the attached xml file there.  Ateryx will need a restart for the functions to be available.

If I set an Excel file mask under the "arbitrary" configuration of the File Browse Tool on the desktop version, Alteryx will not prompt for worksheet selection. If I save that same configuration to the server, then the file mask is ignored (the users can select any file) and Alteryx will then prompt for a worksheet selection. Please set it where the environments have consistent behavior.

Prompting for a worksheet should be an option that the developer can turn off.