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Alteryx Designer Desktop Ideas

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Today, I am able to take an excel file from a folder and drag it onto the canvas, which automatically creates an Input Data tool.

I would like to be able to drag an excel file right from outlook to do the same! 

Similar to this idea, I think it would be really helpful to be able to search for fields in the dropdowns when using the Sort tool. Having to scroll through all of the possible field names can be a chore if you have 50+

 

Kenda_1-1663782436960.png

 

Can a function be added to the Text-to-Column tool that allows selecting "split on entire entry" or "split on entry-as-a-whole" for the delimiters field?

 

Background:

Currently if we type  vs.  in the delimiters field, it'll look for each character separately including spaces.

 

The recommendation in the tool help is to use RegEx for splitting on whole words, but for some, RegEx is quite intimidating and adding this function would be a big help for new users.

 

Proposed Change:

2 Radio Buttons added to the Text-to-Column tool

  1. Split by Each Entry
    1. Current functionality
    2. Should be default
    3. Splits on every letter, space, punctuation, etc. separately
  2. Split by Entire Entry
    1. Allow splitting by using entire entry in the field
    2. Still includes spaces, letters, and punctuation, but now sees as "whole-word"

 

Example of function:

  1. Radio button set to "split by entire entry"
  2. Delimiter field has:   vs. 
  3. Tool sees  ______ vs. ______  in a column in the data
  4. Tool splits ______  and  ______ into new columns leaving out the entire vs. including the spaces entered around it

 

Thank you!

Please improve the Excel XLSX output options in the Output tool, or create a new Excel Output tool, 
or enhance the Render tool to include an Excel output option, with no focus on margins, paper size, or paper orientation

 

The problem with the current Basic Table and Render tools are they are geared towards reporting, with a focus on page size and margins.
Many of us use Excel as simply a general output method, with no consideration for fitting the output on a printed page.

 

The new tool or Render enhancement would handle different formats/different schemas without the need for a batch macro, and would include the options below.

 

The only current option to export different schemas to different Sheets in one Excel file, without regard to paper formatting, is to use a batch macro and include the CReW macro Wait a Second, to allow Excel to properly shut down before a new Sheet is created, to avoid file-write-contention issues.

 

Including the Wait a Second macro increased the completion time for one of my workflows by 50%, as shown in the screehshots below.

 

I have a Powershell script that includes many of the formatting options below, but it would be a great help if a native Output or Reporting tool included these options:

 

Allow options below for specific selected Sheet names, or for All Sheets


AllColumns_MaxWidth: Maximum width for ALL columns in the spreadsheet. Default value = 50. This value can be changed for specific columns by using option Column_SetWidth.

Column_SetWidth: Set selected columns to an exact width. For the selected columns, this value will override the value in AllColumns_MaxWidth.

 

Column_Centered: Set selected columns to have text centered horizontally.

 

Column_WrapText: Set selected columns to Wrap text.

 

AllCells_WrapText: Checkbox: wrap text in every cell in the entire worksheet. Default value = False.

 

AllRows_AutoFit: Checkbox: to set the height for every row to autofit. Default value False.

 

Header_Format: checkbox for Bold, specify header cells background color, Border size: 1pt, 2pt, 3pt, and border color, Enable_Data_Filter: checkbox

 

Header_freeze_top_row: checkbox, or specify A2:B2 to freeze panes

 

Sheet_overflow: checkbox: if the number of Sheet rows exceeds Excel limit, automatically create the next sheet with "(2)" appended

 

Column_format_Currency: Set selected columns to Currency: currency format, with comma separators, and negative numbers colored red.

 

Column_format_TwoDecimals: Set selected columns to Two decimals: two decimals, with comma separators, and negative numbers colored red.
Note: If the same field name is used in Column_Currency and Column_TwoDecimals, the field will be formatted with two decimals, and not formatted as currency.

Column_format_ShortDate: Set selected columns to Short Date: the Excel default for Short Date is "MM/DD/YYYY".

 

File_suggest_read_only: checkbox: Set flag to display this message when a user opens the Excel file: "The author would like you to open 'Analytic List.xlsx' as read-only unless you need to make changes. Open as read-only?
vb code: xlWB.ReadOnlyRecommended = True

 

File_name_include_date_time: checkboxes to add file name Prefix or Suffix with creation Date and/or Time

 

========

Examples:

 

My only current option: use a batch macro, plus a Wait a Second macro, to write different formats/schemas to multiple Sheets in one Excel file:

Excel output enhancement - must now use a Macro and Wait a Second.jpg

Using the Wait a Second macro, to allow Excel to shut down before writing a new Sheet, to avoid write-contention issues, results in a workflow that runs 50% longer:

Excel output enhancement - Wait a Second increased runtime by 50 percent.jpg

 

Problem: In certain workflows, it becomes necessary to arrange columns in a specific order for the output. While achieving the desired order for a fixed number of columns is feasible using the select tool, difficulties arise when dealing with dynamic outputs that introduce new columns during each workflow run.

 

Example: Consider the following scenario: the INPUT data for the select tool includes a set of Question/Answer columns. However, with every run of the workflow, new columns of this type are introduced. The challenge is to ensure that Question N and Answer N columns are grouped together in the OUTPUT dynamically. Unfortunately, this task is not easily accomplished using the current capabilities of Alteryx.

 

INPUT:

CompanyQuestion 1Question 2Question 3Answer 1Answer 2Answer 3
ContosoBlahBlehBlyNYN

 

DESIRED OUTPUT:

CompanyQuestion 1Answer 1Question 2Answer 2Question 3Answer 3
ContosoBlahNBlehYBlyN

 

 

With Python/Pandas, this problem can be easily resolved by assigning index values to each column and then sorting the columns based on the assigned index:

reorder_py.png

 

 

So, based on the Python solution, if Alteryx could do the same, it would be great. I personally think that if the Dynamic Rename tool could held the Index Info, and the select tool could also held the Sort option, this would work.

Workflow.png

 

Dynamic Rename: Already can hold Description info, could hold Index Info.

dynamic_rename.png

 

Select tool: Could sort by index and hold this info when the workflow is saved.

Index.png

 

Hope this all make sense.

 

Thanks.

Hello all,

Sometimes, when you have too much time to retrieve your tables metadas, you can have this message

 

 

 

Initialization Timed Out: Workflow must be run for field meta info to be accurate.

 

 

image.png

From what I understand, it's Alteryx and the source system that drives the time out value. However, I have some cases where the long time is "normal" and that really hurts the user experience.
So, I would like the ability in settings to change the default value.

Best regards,

Simon

The Formula Tool does a good job of autocompleting expressions (for example an open square bracket will show you variables in your dataset), as well as syntax highlighting (coloring variables, keywords, strings, etc).

 

PhilipMannering_0-1633166313984.png

PhilipMannering_1-1633166410914.png

 

 

 

I propose having this feature available in all tools that use the expression editor, particularly common ones such as the Multi-Row Formula Tool and the Multi-Field Formula Tool.

 

This parity across tools would provide a more consistent experience for the user and increase one's productivity using these tools. It's incredibly helpful for beginners and seasoned Alteryx users alike and should be available wherever possible.

In the RecordID tool,  provide additional options for the creation of the ID, specifically allow for the ID to 'Intervals'. 

For example, Record ID every 10, meaning instead of creating an ID of 1, 2, 3, 4, 5 .... you could create an interval of your choosing, the most obvious would by 10 or 100  thus your ID's would then be 10, 20, 30, 40 ....  or  100, 200, 300, 400, 500 ... etc. 

 

 

This is a pretty quick suggestion:

 

I think that there are a lot of formulas that would be easier to write and maintain if a SQL-style BETWEEN operator was available.

 

Essentially, you could turn this:

ToNumber([Postal Code]) > 1000 AND ToNumber([Postal Code]) < 2500

 

Into this:

ToNumber([Postal Code]) BETWEEN 1000 AND 2500


That way, if you later had to modify the ToNumber([Postal Code]), you only have to maintain it once.  Its both aesthetically pleasing and more maintainable!

Hello all,

So, right now, we have two very separated products : Alteryx Designer and Alteryx Designer Cloud. But what if you want to go from Alteryx Designer on your desktop to the cloud ?

well, you will have to rewrite every single workflow because you can't publish or import your current workflow on Alteryx Designer Cloud. You cannot  export Designer Cloud workflow to Alteryx Designer on Desktop either.

This is a huge limitation on cloud implementation and sells and the ONLY product I know that's not compatible between on-premise and cloud.

Please Alteryx, this is a no-brainer situation if you want to convince your customers !

Best regards,

Simon

I can be picky about how my workflows are laid out.  Oftentimes, the connector between tools has a "mind of its own" as to what direction it goes and how it crosses other objects.  I'd like to see the ability to control the connector lines with "elbows" that can be positioned in custom locations and directions, like an MS Visio diagram. Alternatively, add a simple "pin" tool could be added to the canvas and it's only function is to take in and send out a connector line by defining the input and output location.  The input and output locations could be defined angularly/radial in degrees, for example.  Image attached below of existing workflow with a "troublesome" connector and the concept of "elbows" and "pins" added as an alternate control mechanism.  Both would be great!  :)

Issue

 

Whenever a Summarize tool is used, it renames the output field (e.g., sales becomes SUM_sales or AVG_sales).  

 

Proposal

 

I think a reasonable compromise is to by default not rename fields in the Summarize Tool, but to include an option (in the tool, or in global settings) to allow for renaming.

 

Rationale

 

I have yet to come across a use case where automatic renaming of aggregated fields is desirable. What I have come across is the annoyance to rename the fields back to what they were with a Dynamic Rename tool, and sometimes having to do this multiple times (e.g., converting back a SUM_SUM_SUM_sales back to sales). Additionally, automatic field renaming causes workflow errors when workflows are later modified by adding/removing a Summarize tool (e.g., if you later add a Summarize tool, all downstream steps will expect the "sales" field and not know to use the "Sum_sales field). 

 

Automatic Renaming feels very much like historic Excel with Pivot Tables field renaming and not reflective of modern code-based workflow best practices.

 

I appreciate you considering this improvement.

Referencing the previous idea: Inputs/Output should have the option to read/write a compressed file (ZIP or GZIP)

 

This idea has been implemented for inputting .zip files. However, we still need to use the run command workaround for outputs. It's very common for many users to want to output their .csv, .xlsx, .pdf to a .zip. The functionality would also need to extend to Gallery.

 

See the following links for people that are looking for this type of functionality:

https://community.alteryx.com/t5/Alteryx-Server-Discussions/Download-Multiple-Outputs-from-the-Galle...

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Output-files-to-ZIP/td-p/163502

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Zip-files/td-p/151456

 

Feel free to merge this idea with the previous one for continuity.

How about a “Temporarily Disable Tool” feature where the tool is disabled?  Just the same as the "Disable All Tools that Write Output" but would only apply to the specific tool you select.   But, Instead of having to delete or cut the tool and connect around (as this can be tedious)!  The feature could be applied to various preparation tools (and potentially more) to help save time.

 

For example, there are occasions when I might have a filter applied and would want to temporarily disable the tool only to see all results.  This has been the case when I have wanted to include hospital wards (by temporarily disabling the tool) I was filtering out to review in the summarized totals.

 

The specific tool could have the same hashed marking as the "Disable All Tools that Write Output".   The "Temporarily Disable Tool" feature could be listed when the specific tool is right clicked on.   - The workflow could also prompt to show that the user has a tool "disabled" to highlight to the user.

 

 

Edit: Spelling

In a similar vein to the forthcoming enhancement of being able to disable a specific output tool, my idea is to have the inverse where you can globally disable all outputs and then enable specific ones only. This should help reduce the number of clicks required/avoid workarounds using containers to obtain this functionality and allow users to be very specific in which outputs run and don't run as required.

Currently the only way to do IF / FOR / WHILE loop is either in Formula tool or via iterative/batch macro.

Instead, it will be hugely useful and a lot more intuitive if there is the ability to build the FOR / WHILE logic embedded in a container (similar to LabVIEW interface https://www.ni.com/en-sg/support/documentation/supplemental/08/labview-for-loops-and-while-loops-exp...).

Advantages include:

- Increased readability. (not having to go into a macro!)

- Increased agility. (more power/ features can be added or modified on the go for something that is more than a Formula tool but not too much interface like a Macro App)

- More intuitive

 

Dawn.

 

Currently : the "Label" element in the Interface Designer Layout View is a single line text input.

 

Why could it be impoved : the "Label" element is often used to add a block of text in an analytical application interface. And adding a block of text in a single line text input is **staying polite** quite the struggle.

 

Solution : make this single line text input a text box just like the formula editor.

Hi 

Wanted to control the order of execution of objects in Alteryx WF but right now we have ONLY block until done which is not right choice for so many cases 

Can we have a container (say Sequence Container) and put piece of logic in each container and have control by connecting each container?
Hope this way we can control the execution order
It may be something looks like below 


Checkbox ability to ‘not’ output the original column on a text to columns tool

This is a feature request based on my comment submitted here: Email Tool: Format "From" field to accommodate "Di... - Alteryx Community

 

It would be great to provide an option in the Designer Email Tool to allow us to specify a "Display Name" when sending emails.  The "Display Name" is a common part of the email specs listed here: RFC2822 - Section 3.4 (Address Specification) 

 

The email gateway/service that I'm using will send emails, but the "From" line will reflect only the email address.

 

For example, it will show an email as being from "john.smith@example.com" where I would love for it to show up as from "Smith, John".  This would make emails appear like other internal company emails in our company Outlook clients, and in general provides more useful flexibility for the Email tool. 

 

Many other email clients support using Display Name, but it appears that Alteryx currently doesn't.

 

The format of an email address with Display Name is something like "Smith, John" <john.smith@example.com> (with or without the quotes).

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