Alteryx Designer Desktop Ideas

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.

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

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! 

The Find Replace tool has a checkbox to do a case insensitive find. It would be fabulous if the Join and Join Multiple tools had a similar checkbox.

I frequently have to create a new field in each data stream, convert the data I want to join on to upper case, perform the join and remove the extra "helper" fields. Using the helper field is needed in my case in order to preserve unique capitalization (i.e., acronyms within the string, etc.). 

This is a QoL-request, and I love me some QoL-updates!

While I'm developing I often need the output of a workflow as input for the next phase of my development. For example: an API run returns job location, status, and authentication ids. I want to use these in a new workflow to start experimenting what'll work best. Because of the experimenting part, I always do this in a new workflow and not cache and continue in my main flow.

Writing a temporary output file always feels like unnescesary steps, and tbh I don't want to write a file for a step that'll be gone before it reaches production. Esp if there is sensitive information in it.

Thanks.

I would like to propose three feature enhancements for the Cross Tab tool under the Transform tool category.

1. Bringing Concat Unique functionality, which is an idea that is currently in Coming Soon status.

2. Adding Start and End in addition to Separator, similar to the Concatenate Properties found in the Summarize tool.

3. Changing the Default Size from 2048 to 1073741823 (max V_WString size). It is common for especially new users to ignore the truncation errors and potentially miss important data that may need to be processed downstream.

In the Input tool, I rely heavily on the recent connection history list. As soon as a file falls off of this list, it takes me a while to recall where it's saved and navigate to the file I'm wanting to use. It would be great to have a feature that would allow users to set their favorite connections/files so that they remain at the top of the connection history list for easy access.

The basic premise is this: 

Phantom spacing. Basically something that looks like it has spaces on Excel but is actually formatted as an indentation. 

Unfortunately, to read the indentation we will need either a VBA prep or read the XML inside. The latter of which is difficult. 

As to VBA, the general steps are to create an indentation formula in order to see the numbers, then go from there. The idea is credited to @clmc9601 as we discussed privately.

As of now, I do not see anyway to do this on Alteryx as a function or even expression. It would be very helpful especially reading trial balances or even Bloomberg outputs as they are formatted with indentation. 

Reading indentation from Excel or any other file within Alteryx will be much appreciated, especially in actuarial and finance spaces. 

When making any type of macro, it's important to test the functionality of the macro via a debug.  This is accomplished successfully with normal tools, however there's a bug that will not allow the user to debug In-DB macros that use either of the following standard Alteryx tools:  

• Macro Input In-DB
• Macro Output In-DB

If either of these tools are included in the macro you are building, an error message will appear not allowing you to open a debug.  

Error message: Question Tool Load Error:  A question tool with a tool id of XXX is missing the associated question data.

Of course, Macro input and output tools do not require any specific action/question tool associated with it.  This is a bug.  A user pointed out the XML issue almost 3 years ago here:

In summary: "It appears that the tool itself inserts a hidden Question attribute into the XML which can also be seen in Workflow Configuration"

Source:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/In-DB-Macro-Input-and-Output-t...

Examples....

A normal macro, using standard tools:

After debugging a standard macro, the Macro Input/Output tools correctly change to a Text Input and a Browse tool.  This allows the macro author to test the macro.

However, when trying the same thing with In-DB tools in a macro, an error message appears:

In-DB macro 1:

In-DB Macro error message (after clicking "Open Debug"):

Hello all,

As specified in the title, this idea is to distinguish between Append Prefix/Suffix to File and to Table on the Output Data Tool.


For most files (csv...), the table name does not really exist. However, for at least Excel files, if you choose this option, the result will be one sheet by suffix and the only option to have one file by suffix will be to change entire file path.

Best regards,

Simon

Hello all,

The reasons why I would the cadence to be back to quarter release :

-for customers, a quarter cadence means waiting less time to profit of the Alteryx new features so more value

-quarter cadence is now an industry standard on data software.

-the new situation of special cadence creates a lot of frustration. And frustration is pretty bad in business.

-for partners, the new situation means less customer upgrade opportunities, so less cash but also less contacts with customers.

Best regards,

Simon

As per a recent discussion (https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Geopackages-Can-Alteryx-Open-GeoPackag...), please add the GeoPackage datatype to the Input tool.

For reference, the open-source project ogr2ogr has this functionality. (https://gdal.org/programs/ogr2ogr.html)

Thanks!

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!

The "Manage Data Connections" tool is fantastic to save credentials alongside the connection without having to worry when you save the workflow that you've embedded a password. 

Imagine if - there were a similar utility to handle credentials/environment variables. 

• I could create an entry, give it a description, a username, and an encrypted password stored in my options, then refer to that for configurations/values throughout my workflows. 
  • Tableau credentials in the publish to tableau macro
  • Sharepoint Credentials in the sharepoint list connector
• When my password changes I only have to change it in one place
• If I handoff the workflow to another user I don't have to worry about scanning the xml to make sure I'm not passing them my password
• When a user opens my workflow that doesn't have a corresponding entry in their credentials manager they would be prompted using my description to add it.
• Entries could be exported and shared as well (with passwords scrubbed)

Example Entry Tableau:

Then when configuring a tool you could put in something like [Tableau Prod].[Password] and it would read in the value.

Or maybe for Sharepoint:

Or perhaps for a team file location:

Any of these values could be referenced in tool configurations, formulas, macro inputs by specifying the Alias and field.

The Sharepoint file tools are certainly a step in the right direction, but it would be great to enhance the files types that it is possible to write to sharepoint from Alteryx.

The format missing that I think is probably most in demand is pdf. If we're using the Alteryx reporting suite to create PDF reports, it would be awesome to have an easy way to output these to Sharepoint.

https://help.alteryx.com/20213/designer/sharepoint-files-output-tool

https://community.alteryx.com/t5/Public-Community-Gallery/Sharepoint-Files-Tool/ta-p/877903

in our organization people are moving away from network drives to BOX for file repository and they needs to use to connect to BOX using Alteryx as an Input and Output platform where they should be able to access files to read and write. 

Currently few of the users are able to use the BOX as a repository using BOX Sync tool (Map BOX as a network drive) but that is not at all useful when they try to save into a gallery and run or schedule on the gallery. A connector for BOX will be of great help. 

I think I'm liking the new UI, but I think it's necessary to bring back save, undo and re-do buttons....

1. Frequent saving of workflows is crucial and not everyone uses keyboard shortcuts

2. The ability to undo (lots) of changes is a key part of iterating and rapidly building workflows in Alteryx and again not everyone uses keyboard shortcuts to do this.

Looks like there's potentially space to add this to the right of 'help' (I suspect this might be technically quiet difficult) or to the left of 'run', 'schedule' and 'active documents' as seen in the image below.

Out of interest, where has the 'documents' terminology come from?

Hello all,

As you may know, Alteryx use the Active Query Builder component. However this component itself evolves with cool new features :
https://www.activequerybuilder.com/blog/2018-04-28-much-faster-visual-sql-query-building-in-the-new-...

You can also try the online demo

https://www.activequerybuilder.com/

Best regards,

Simon

Hello all,

Here the issue : when you have a lot of tables, the Visual Query Builder can be very slow. On my Hive Database, with hundreds of tables, I have the result after 15 minutes and most of the time, it crashes, which is clearly unusable.

I can change the default interface in the Visual Query Builder tool but for changing this setting, I need to load all the tables in the VQB tool.

I would like to set that in User Settings to set it BEFORE opening the Visual Query Builder.

Best regards,

Simon

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.