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Alteryx Designer Desktop Ideas

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When I make the workflow, the font size on Result window is no problem.

But, when we show the contents of Results window on the presentation or online meeting, the font size is too small.

I want the function which is enlarge the font size. The important point is that the current font size is okay on making workflow and the large font size is only needed on showing to the another people on presentation or online meeting.

 

One more point to add, it would be helpful to be able to change the font size with Ctrl + mouse wheel.

 

AkimasaKajitani_0-1687061231585.png

 

Push the zoom button:

AkimasaKajitani_1-1687061247584.png

 

Report text tools currently only give the option to allign left, right or center. Would be great if we could have the option to have a true 'Justify' option also as it makes chunks of text look so much cleaner

Thank you to @LeahK for suggesting that this should be a separate idea (cc @JulieH; @TaraM, @LeahK, @JoeM😞

 

The lack of home use / learning editions of Alteryx is a serious mid-term competitive threat factor for Alteryx - and it's well worth both this Alteryx community; and the Alteryx Community Management team making this a key priority for the Alteryx platform.

 

Rationale:

The BI/Data science space is very competitive (as evidenced by the recent Gartner 2016 Magic Quadrants), and although Alteryx was given very favourable review in some factors - there were serious concerns about licensing costs; and time to productivity.

 

Clearly - Alterxy succeeds in direct proportion to the size of the active user base - so the question is "How do we increase the licensed / deployed user base" and I believe that there are 3 factors which all relate to the issue of learning-edition alteryx licenses.

 

a) Time to productivity:   Right now - I cannot ask one of my staff to learn Alteryx at home and prove their capability before paying several thousand dollars to give them a license.   Once I give them a license; it then takes them 2-3 months to become productive, and we run the lottery of finding out whether this person was a good fit for this kind of role in the first place.   Solution:  Make Alteryx available in a learning edition at home with a robust certification program; and a learning progression built in - that way I can tell my staff "I will give you a license once you demonstrate your competence by learning to this level".   How does this help Alteryx: lower time to productivity = more attractive product

 

b) Size of committed user base:  As tech professionals - we take our tech bias with us to our new role (the "Affinity effect"), and often will have some leverage in tool selection.   The more people know Alteryx and are invested in their Alterxy skill set - the greater this "Affinity effect" will start to show in sales figures.   This also makes the tool more sticky, reducing the defector population if users can see and use latest features at home.

Solution: Give the learning edition away for free - Pentaho spoon is currently free for learning; as is Tableau Public; and MS Power BI is incredibly cheap to learn.   If Alteryx doesn't do this - others definitely will anyway, and this "Affinity Effect" will be washed out.

 

c) Increase the skill pool in the market:  The more wide-spread the skills are - the more likely I am to purchase a toolset.  So - if Alteryx skills are very broadly available in the market - it's easier to make the purchase decision for Alteryx rather than competitors.   However - right now the skillset growth is severely constrained, so Alteryx is making the "Buy Alteryx" decision needlessly harder.   

Solution: Make Alteryx available for training; learning; & Certification for free.   

Note: Although this is directly contrary to my personal interests in the short term (the smaller the number of people with skillX, the higher the market value), it is also long-term selfish because I will be able to increase the impact within my firm by having access to a greater pool of skilled and instantly productive workers in the market.

 

 

Although price may be an issue - this is a separate matter.   I believe that Alteryx can do a lot to create future sales pipeline, and a committed and very sticky user base by providing this home-learning & certification program.   In my mind - this is probably one of the biggest competitive opportunities & threats facing Alteryx right now, given the velocity of this particular industry & segment.

 

I'd be very happy to talk this through in detail with the Alteryx team if that's helpful (just PM me)

Many thanks

Sean

 

 

 

 

For the Output tool, File Format of Microsoft Excel (*.xlsx) - the non-Legacy one - it doesn't have the "Delete Data & Append" option that the Legacy ad 97-2003 Excel formats have. 

 

Having the Delete Data & Append for the most recent version of Excel would be very beneficial. Without it, there does not appear to be a way to udpate an existing Excel sheet using an Alteryx workflow while preserving the formatting within the Excel sheet. The option to Overwrite/Drop removes all formatting. 

 

I have this workflow refreshing an Excel sheet daily, and then am emailing it to a distribution at the end of the workflow. Unfortunately, right now I have to use the 97-2003 format to preserve the formatting of the Excel sheet when it is automatically refreshed and emailed each day. 

 

Can you please assess adding this option? Thanks!

Hello,

According to wikipedia :

 

A partition is a division of a logical database or its constituent elements into distinct independent parts. Database partitioning is normally done for manageability, performance or availability reasons, or for load balancing. It is popular in distributed database management systems, where each partition may be spread over multiple nodes, with users at the node performing local transactions on the partition. This increases performance for sites that have regular transactions involving certain views of data, whilst maintaining availability and security. 

 

 

Well, basically, you split your table in several parts, according to a field. it's very useful in term of performance when your workflows are in delta or when all your queries are based on a date. (e.g. : my table helps me to follow my sales month by month, I partition my table by month).

So the idea is to support that in Alteryx, it will add a good value, especially in In-DB workflows.

Best regards,

Simon

Please add xlsx files within the onedrive input/output tool

I would love to see a "Product" option added to the summarize tool. I can currently count, sum, mean etc., but I can't multiply my data while grouping. There are numerous "work arounds", but a native product function built into the summarize tool would be great.

 

Thanks for listening!

Every time I add a tool container I default the Margin to "none." Could you make a default selection part of user settings? Thank you.
If we rename a field ‘X’ to ‘Y’  in the alteryx module, the renaming is not inherited by all the tools using that field in that module. The tools which are still using the old field name ‘X’ will fail until they are configured to use the new field name ‘Y’. Most of the tools I have worked will inherit the field renaming.
 
It would be very helpful if the renaming is propagated to all the tools in the module using that field name. 

The TO field (and I assume other fields) in the Email tool seem to have a 254 character limit - this should be increased heavily as there are many distribution lists that will go above this character limit!

A distribution list works but is not ideal. Thumbs up if you like this idea!

Very often, I used a container to make notes about certain parts of the workflow. Some of the comments that I created are pretty long. Could the user have the possibility to have at least rows for the title of the container?

 

Emil_Kos_0-1627035618539.png

I have created a screen to show what I have in mind. Potentially users could have the ability to turn this option on or inside the container?

Emil_Kos_1-1627035835238.png

 

Sometimes formulas get pretty long. There are cases of deeply nested conditionals, concatenation of long strings, cases where multiple casts and parses are used, etc. where formulas get pretty large and unwieldy. The current system of wrapping lines and managing the size of the properties pane can be a hassle, especially if you are trying to use any sort of whitespace formatting to make the formulas more readable.

 

My solution is this is pretty simple, add a pop-out window for formulas. It could be a context menu option from right-clicking the formula box itself, a button on the bar at the top of each formula, or any number of other things.

 

A really good example of this is MS Access. You can right-click any text box that takes an expression and open it in the expression editor pop-up window. The current system is more like excel where you're stuck with whatever box size you're given.

Hi,

 

     Currently loading large files to Postgres SQL(over 100 MB) takes an extremely long time. For example writing a 1GB file to Postgres SQL takes 27 minutes! This is serious impacting our ability to use Alteryx as an ETL tool for loading our target Postgres Data Warehouse. We would really like to see the bulk load capacity to Postgres supported by Alteryx to help alleviate the performance issues.

 

Thanks,

Vijaya

To get simple information from a workflow, such as the name, run start date/time and run end date/time is far more complex than it should be. Ideally the log, in separate line items distinctly labelled, would have the workflow path & name, the start date/time, and end date/time and potentially the run time to save having to do a calculation. Also having an overall module status would be of use, i.e. if there was an Error in the run the overall status is Error, if there was a warning the overall status is Warning otherwise Success.

 

Parsing out the workflow name and start date/time is challenge enough, but then trying to parse out the run time, convert that to a time and add it to the start date/time to get the end date/time makes retrieving basic monitoring information far more complex than it should be.

My organization use the SharePoint Files Input and SharePoint Files Output (v2.1.0) and connect with the Client ID, Client Secret, and Tenant ID. After a workflow is saved and scheduled on the server users receive the error "Failed to connect to SharePoint AADSTS700082: The refresh token has expired due to inactivity" every 90 days. My organization is not able to extend the 90 day limit or create non-expiring tokens.

 

If would be great if the SharePoint connectors could automatically refresh the token when it expires so users don't have to open the workflow and do it manually.

Currently there is a function in Alteryx called FindString() that finds the first occurrence of your target in a string. However, sometimes we want to find the nth occurrence of our target in a string. 

 

FindString("Hello World", "o")  returns 4 as the 0-indexed count of characters until the first "o" in the string. But what if we want to find the location of the second "o" in the text? This gets messy with nested find statements and unworkable beyond looking for the second or third instance of something. 

 

I would like a function added such that 

 

FindNth("Hello World", "o", 2) Would return 7 as the 0-indexed count of characters until the second instance of "o" in my string. 

Hello all,

as of today, a join in-db can only be done with an equal operator.

Example : table1.customer_id = table2.customer_id

It's sufficient most of the time. However, sometimes, you need to perform another kind of join operation, (especially with calendar, period_table, etc).

Here an example of clause you can find in existing sql

inner join calendar on calendar.id_year_month between fact.start_period and fact.end_period

 

helping to solve that case :

image.png

 

(the turnaround I use to day being : I make a full cartesian product with a join on 1=1 and then I filter the lines for the between)

or <,>, .... et caetera.

It can very useful to solve the most difficult issues. Note that a product like Tableau already offers this feature.

Best regards,

 

Simon

Hi GUI Gang

 

At the moment, I have a lovely formatted XLS with corporate branding, logos, filled cells, borders etc.  The data from the Alteryx output needs to start in cell B6.  I have tried the output tools to this named range, but Alteryx destroys all the Excel formatted cells in the data block.

 

As a workaround on the forums, many Alteryx users pump out to a hidden "Output" tab, and then code =OutputA1 in the formatted sheet.  This looks messy to the users who then go hunting for the hidden tab.  Personally I end up pumping the workflow out to a temporary CSV file.  Then opening that in Excel, selecting all, and then pasting values in the pretty Excel file.

 

This is fine for one file, but I need to split the output report block by a country field and do this 100s of time for each month end.

 

Please can we have a output tool that does the same as my workaround.  Outputs directly from a workflow to a range in Excel that doesnt destroy the workbook's formatting.

 

Jay

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:

Capture.PNG

 

 

AFTER:

Capture2.PNG

 

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

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