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Alteryx Designer Desktop Ideas

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A very useful and common function
https://www.w3schools.com/sql/func_sqlserver_coalesce.asp

Return the first non-null value in a list:

COALESCE(NULL, NULL, NULL, 'W3Schools.com', NULL, 'Example.com')
returns 'W3Schools.com'

It exits in SQL, Qlik Sense, etc...

Best regards,

Simon

We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.

 

The basic concept behind this idea is to allow us (users) to have:

  • Design Patterns
    • Repetitive patterns to be reusable.
    • Select after and Input tool
    • Drop Nulls
    • Get not matching records from join
  • Conditional execution
    • Tell Alteryx to execute some logic if something happens.
    • Record count
    • Errors
    • Any other condition
  • Order of execution
    • Need to tell Alteryx what to run first, what to run next, and so on…
    • Run this first
    • Execute this portion after previous finished
    • Wait until “X” finishes to execute “Y”
  • Orchestration
    • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:

OnCanvas.png

 

 

The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:

 

ToolcontainerConfig_Comment.png

 

 
  1. Refers to the actual interface of the Tool Container.
  2. Provides the ability to disable a Container (and all tools within) once it runs.
    • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
  3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
    • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
  4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
    • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
  5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
    • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
  6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.

 

This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

Alteryx Choreographer.png

 

I'm looking forward to hear what you think.

Best

If the tables in the config window has lots of rows, it is quite complicated to find those of interest. 

 

Please add a filter or search option (e.g. by the field name) to display only the relevant rows.

 

It would also be helpful to select or deselect multiple selected rows with one click.

 

Find an example from the "Select-Tool":

 

screenshot.png

 

Toggle individual expressions on/off in the formula tool.   

On more than a few occasions I have a number of expressions in a single formula tool and find myself wanting to turn off a few or many, but not all. 

It'd be great if there was a checkbox to activate/inactivate : on/off : include/exclude : select/deselect (whatever language you like for the concept) an individual expression.

 

Simple as a text box.  with maybe a 'select/deselect  ALL box available incase you want to turn most off then only select a single one? 

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!

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 


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:

Alias Tableau Prod
Description Tableau Production Server
UserID JPhillips
Password *********
+  

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:

 

Alias TeamSP
Description Team sharepoint location
UserID JPhillips
Password *********
URL  http://sharepoint.com/myteam
+  

 

Or perhaps for a team file location:

Alias TeamFiles
Description Root directory for team files
Path \\server.net\myteam\filesgohere
+  

 

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

1-3-2019 12-43-52 PM.png

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?

 

2018-11-14 22_12_14-Alteryx Designer x64 - PureGym Log In.yxmd_.png

 

 

 

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've seen this question before and have run into it myself.  I'd like to see a new tool that would allow a developer (of a workflow) to choose a path of logic based upon criteria known only during the execution of a module.

 

If LEFT INPUT Count of records < 10,000 THEN Path1 (e.g. use a calgary join)

ELSE Path 2 (e.g. use a standard join)

endif

 

Thanks,

 

Mark

Would love to see an option to disable a specific Output tool (rather than the global "Disable All Tools that Write Output" option). I'm envisioning the inverse of the Email tool, where there is a checkbox to enable Email... rather, the Output tool could have a check box that would disable that output (and ONLY that output), similar/consistent with the "Disable All Tools" function. A "Disable This Output" check box. The benefits would be a quick way to make sure not to overwrite something in one output (but still getting all the good content in all the other outputs) rather than having to go through the multiple clicks of adding to a container and then disabling the container. Could have benefits for connecting with Action tools/interface toggles as well. It would likely need to contain the same/similar formatting in Designer to indicate it has been disabled, though maybe a slightly different color so you could tell it was disabled differently? 

 

(On a similar vein, would love to take this opportunity to bring up my favorite idea-that-has-not-been-implemented-yet-that-would-love-your-vote-and-attention, implementing a Warning that outputs are disabled when posting to Gallery...)

 

Cheers!

NJ

In Japan, the prople usually use the date format "yyyy/mm/dd". But there is no preset in Date tool. So I usually use custom setting, but it is the waste of time.

 

So please add yyyy/mm/dd format to the preset in Date tool configuration for Japanese people.

 

AkimasaKajitani_0-1660969609039.png

 

This year, Microsoft updated improve their API (GraphAPI) to access Office365 enviroment.

 

Alteryx have launched on Microsoft District in Public Gallery the Dataverse , Onedrive & Sharepoint Connectors.

 

Alteryx must develop as soon as possible an connector/email with same authenticator options as connectors Above and improve the emails settings.

 

 

It´s important to release and documentation to show wich permissions on Azure it's necssary to send the emails. 

 

References:

 

Microsoft Announce:

https://docs.microsoft.com/pt-br/lifecycle/announcements/exchange-online-basic-auth-deprecated 

 

Azure Permissions:

https://docs.microsoft.com/en-us/graph/api/user-sendmail?view=graph-rest-1.0&tabs=csharp 

If you forget to put a name on a new column in the formula tool - the error message is 

The field "" is not contained in the record. (Expression #1)

 

Please could you replace this with a user-friendly message which is self descriptive like:

"Please provide a name for the new column created in expression 1"?

 

 

 

errorMessage.png

Idea: Prompt the user to find a missing macro instead of the current UX of a question mark icon.

 

Issue: When a macro referenced in a workflow is missing, then there is no way to a) know what the name of the macro was (assuming you were lazy like me and didn't document with a comment) and b) find the macro so you can get back to business.

 

When this happens to me know, I have to go to the XML view and search for macros and then cycle through them until I find the one that's missing. Then I have to either copy the macro back into that location or manually edit the workflow XML. Not cool man.

 

Solution: When a macro is missing, the image below at the right should be shown. In the properties window, a file browse tool should allow the user to find the macro.

 

 

 

FindMissingMacro.png

 

 

 

 

 

Currently Alteryx does not support writing to SharePoint document libraries.

However there are success sometimes but not at other times.

Please see attachment where we ran into an issue.

See this link for additional information.

https://community.alteryx.com/t5/Data-Sources/Connect-to-and-Publish-Back-to-SharePoint-Online/m-p/4...

 

We need official support for reading and writing to SharePoint document libraries.

It's an important Output target, and will becoming more so, as Alteryx enhances its reporting capabilities.

 

We need color coding in the SQL Editor Window for input tools.  We are always having to pull our code out of there and copy it into a Teradata window so it is easier to ready/trouble shoot.  This would save us some time and some hassle and would improve the Alteryx user experience. ( I think you've used a couple of my ideas already. This one is a good one too. )

2018-10-18_7-49-16.jpg2018-10-18_7-50-52.jpg

 

When writing a good amount of code, it is easy to get lost in a sea of parentheses.  Just when you think you're all done, you get an error that can force you to scour through your code to find the missing, extra, or misplaced parenthesis. 

 

A common feature today is to highlight a parenthesis when its partner is clicked on.  This instantly lets you know if you have the wrong number of them and where. 

 

I didn't think this was that important early on in Alteryx, at least for me.  Formulas were meant to be short and easily readable at a glance.  Now as I dig deeper, there's R, Python, SQL and other text-heavy inputs. 

 

I don't need a full-fledged text editor in Alteryx, but I would love some quality of life features like parentheses matching.

Ever tried to copy a field rename from one select tool to another, or from one summarize tool from another.

 

Have you noticed that it doesn't work?

 

I think it should. 🙂

 

i.e., if you click on the rename box ("Total") and enter ctrl-c, when you enter ctrl-v in the other tool, it pastes this:

Field2 Sum Total

not just the name "Total"

 

Instead of just the renamed field "Category", the select tool pastes this:

True Field1 String 1 Category

 

SummarizeRename.png

SelectRename.png

Right now we can create Tableau extract files (.tde), but cannot read them into Alteryx -- this limits the partnership of these two companies.
Please add the functionality to import .tde files,
Best,
Jeremy

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