Alteryx Designer Desktop Ideas

I am a citizen developer utilising Microsoft Power Apps and would like to see a Dataverse connector.

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

Return the first non-null value in a list:

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 normal output tool, when file type is csv, it is possible to custom select the delimiter.  It would be great to be able to have the same option in the Azure Data Lake output tool, so for example you can write a pipe delimited file to your ADLS storage account.

Hello,

Regarding the Amazon S3 tools in Alteryx Designer, only 4 file formats are supported.

We would like to see also the following formats: .xls and .xlsx 

Regards.

I want to jump to expression #3 of formula (3), when I see following error message. Now I can jump to formula (3), but only expression #1 is opened, not #3. If I have 30 expressions, it is hard to find #20 in 30s.

After I type something into the filter box, I should be able hit enter and then it just applies my change (ie enter hits the apply button). It used to be this way, but it's not working as of 2021.2. This feels like a very tiny move in the wrong direction. Currently enter does nothing. It looks like if I hit tab twice and then enter, it finds the apply button. I shouldn't have to hit tab twice. 

cc: @Hollingsworth @A11yKyle 

Hi Team,

It will be great to have a replace all functionality in Alteryx. There are times when we have to change the paths/ field references etc in formulas for a basic WF. The replace all functionality will help replace references in a go.

I would like to share my idea that would be definitely useful for fast automation of the process with reading and correctly recognizing the text from PDF input. I wrote about that, hoping somebody has already thought about that here.

The idea is the tools "PDF Input" and "Image to Text" from "Text Mining" category to be improved, so as the text from PDF document to be read properly, no matter the text position on each page. 

It could be also considered the performance of the combined tools of "PDF Input" and "Image to Text" to be improved as they work slower than the customized tool PDF Input does.

The idea also can be expanded to an entirely new tool that works out all the actions, needed for correctly reading of a PDF document without manual intervention.

Hello Team,

Currently, in the select tool, we have to scroll up or down to check or see the list of the fields. In case, if the user wanted to change the data type, they can scroll into the list. Like, I am working on the mid-size data, and sometimes data contain 300+ fields, if I need to change anything in the data type I have to search by scrolling up or down. 

The idea here is, If you provide a search bar under Field, it will be a great help to all, in case if anyone needs to go for some specific field, the user just types the name in the search bar and make changes quickly. The select tool is important and we used much time while working on the flow. 

Thank you,

Mayank

Hi Team,

As the formula design that able to stack multiple formula in once. There should have more things there.

1. Error Icon for formula have Error

Can you find which row have error in seconds?

We had to count to find which formula had error!!!!

and how about now?

At least, do have an icon or anything significant thing that let us found it in second and WITHOUT COUNT!!!

2. buttons to expand all/ collapse all.

It was normal that we need to review formula in again in future.

So, you need to click one by by to view all the formulas?

Hi all,

When debugging an error, we need to verify tool by tool in a sequence to better understand what is really going on.

Sometimes the tools are miles away from each other. Imagine a gigantic workflow with a lot of connections going back and forth and wireless connections everywhere to help the workflow organization. Here is an example with more than 1300 tools: 

My idea is to have a shortcut showing all the previous/next tools and by selecting the previous/next one you go directly to them.

Something like this: 

What do you guys think about that?

Best,

Fernando Vizcaino

Hi all,

The Publish to Tableau Server tool is great.. but requires username and password. If you are using AD, there is a chance that your users don't have a password. In that case, you probably have a technical user that you share across the team. This is not an ideal situation and you loose the governance around the data. 

Fortunately, there is an easy workaround. You can leverage personal token authentication : https://help.tableau.com/v2019.4/server/en-us/security_personal_access_tokens.htm 

The advantage of this method is that it logs in with your user and your data source is uploaded under your name. This is still using the Tableau REST API so the changes to do in the current macro is MINOR. 

Changes to do in the current macro : 

1- Add a parameter authentication method with choices : Username/Password ; Personal Token 

2- If Personal Token is selected, add two parameters : Token_Name and Token_Value

3 - In the TableauServer.Login supporting macro, improve the formula(13) to change the payload based on user selection. If Username/Password, keep it as is. Else use the syntax here : https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_concepts_auth.htm#make-a-sign-in-r... 

This is quite a straight forward change but could help a lot of companies using Alteryx.

Can you please implement that changes to strengthen this tool ? 

Thanks a lot,

This idea is to fix one of the Power BI Output tool options for existing datasets.

Currently, if the 'Replace existing dataset' option is selected, the dataset is dropped and replaced with one having the same name.  Problem with this is that any reports or dashboards using that dataset become invalid (likely due to a changed internal identifier).

Idea is to change the 'Replace existing dataset' functionality to delete & replace the data within a dataset rather than deleting & replacing the dataset itself.

This behavior is described in the following thread & flagged as 'solved' although the workaround isn't practical as a true solution to the issue.  We'd like to see this supported more seamlessly via Alteryx.

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Publish-to-Power-BI-breaks-linked-Powe...

Connect to Azure SQL Database with Azure AD also with Multi-Factor Authentication is a crucial feature nowadays. The tool should be configurable by interface tools so we can change the database within the same Azure Database server.

There is a workaround to use ODBC for this but it does not support caching credentials and that's why problematic to use. The credential prompt is appearing every time we run the workflow. With ODBC it's also required to have a separate DSN for every database in the same server.

To make it easy for users there should be a native connector for this feature. The user experience should be easy as it's in an azure data lake connector.

We store valuable data in our MS Teams sites (which are sharepoint folders behind the scenes). Currently, there is no way to connect to sharepoint directly (only if I sync sharepoint to my local drive, which is problematic and doesn't work on Alteryx server).

My recommendation is to have a sharepoint connector which works on both the desktop and server.

Thanks!

Most of the time I use containers to help structure and layout my workflow, as well as then enabling or disabling different parts of it. It would be nice however to still see the tools within a disabled container but have the container greyed out or hashed out?

Enabled Tool Container

Disabled Tool Container

Thanks,

Sam 🙂

When creating annotations in the new image template tool as part of intelligence suite, a feature improvement would be the ability to modify the annotation, to change the dimensions of it.

Currently the only option is to cancel and redraw but being able to edit and drag the existing annotation would be a great addition. This is because the sizing and position of the annotation is important in the OCR process, and when there are many annotations on a page a user is likely to only need to make minor adjustments instead of deleting and redrawing. A mock up is below.

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:

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:

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:

I'm looking forward to hear what you think.

Best