Alteryx Designer Desktop Ideas

This is a general request for uniform methods of connecting to data sources. The management of data connections is currently varied, and configurations/updates are completely different across connections. 

RSA Encrypt data within the workflow prior to sending to an external API, and decrypt response.

Enhancement request for the option to Encrypt ODBC credentials instead of just hashing them

Hello all,

A few weeks ago Alteryx announced inDB support for GBQ. This is an awesome idea, however to make it run, you should use Oauth2 Authentication means GBQ API should be enabled. As of now, it is possible to use Simba ODBC to connect GBQ. My idea is to enhance the connection/authentication method as we have today with Simba ODBC for Google BigQuery and support inDB. It is not easy to implement by IT considering big organizations, number of GBQ projects and to enable API for each application. By enhancing the functionality with ODBC, this will be an awesome solution.

Thank you for voting

Albert

Hello all,

As of today, if you have admin and non-admin version of Alteryx Designer installed on your computer, and install Business Intelligence Suite, you are able to run either version. It will not run both versions. This means whatever reason you installed admin and non-admin version, Business Intelligence Suite will run with only one Designer. 

I installed my computer Alteryx Designer 22.3 non-admin and 23.1 admin versions, both Predictive Analytics. I also installed BI Suite admin version, and BI suite non-admin version. Alteryx will uninstalled admin version, and kept non-admin version of the BI Suite. So, I can use BI Suite only with non-admin version now.

I'm bringing this idea for your vote to make available for both profiles/versions within Designer.

Thanks for voting

When I import an Excel file in to Alteryx I get an error: “shared strings root=x:sst” and Alteryx cannot read the file.

I can work around this by manually opening and saving the excel before importing it into Alteryx but this is not ideal, especially considering the automation implications.

I believe this may be happening because the XLSX generated by the source of the report has a prefix “x:” in all the tags in the Shared String XML embedded in Excel. See: https://learn.microsoft.com/en-us/office/open-xml/working-with-the-shared-string-table 

Essentially, it would appear Alteryx is not able to read generated Excel sheets which has the prefix "x:" (e.g. from a bot). The second file which has been opened and saved in Excel manually can be read by Alteryx correctly.

Example of file as exported from ”BOT”:

How the same file looks once it is manually opened and saved:

Ideally Alteryx would read the file as is, i.e. with the "X:SST" tag seen above as having to manually open and save the excel before it can be read is rather clunky.

Thanks!

Hi,

Would be helpful to have an Input and Output Tool for ProjectOnline like the SharePoint and OneDrive Tools.

This way we can read the projects in a tabular form and automate our project management tasks.

Thank you.

Sometimes I want to set up a filter to compare the values in two fields in my data set. The basic filter option would be much more powerful and configuration would be quicker if this option allowed this.

For example, currently I must use a custom filter to check if Field1 and Field2 are equal:

I would love to have the option to either use a static value in the basic filter (as you can now) or select a field name from a dropdown:

It would be fantastic if there was auto-formatting for the Formula Tool (and even other tools, possibly).  The auto-formatting would function similar to Python PEP-8 style, either 4 spaces or an indent on each new line.  This could also be expanded to modify the existing autocomplete functionality of an IF statement with appropriate formatting.

Auto-Complete Current State Example:

IF c THEN t ELSE f ENDIF

Proposed Example:

IF c

    THEN t

    ELSE f

ENDIF

This would dramatically increase readability for lengthy nested IF statements or other complicated functions within the Formula tool.  It would also save a tremendous amount of time when we have to go back and format those functions later.

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

Hi there,

When you connect to a DB using a connection string or an alias - this shows up in the Workflow Dependancies in a way that is very useful to allow you to identify impacts if a DB is moved or migrated.

However - in 2023.1, if you use DCM then the database dependancies just show up as .\ which makes dependancy management much more difficult.

Please could you add the capability to view the DCM dependancies correctly in the dependancy window?

BTW - this workflow Dependancy Window would be a great place to build a simple process to move existing DB connections to a DCM connection!

CC: @wesley-siu @_PavelP 

When you start using DCM - you may have existing canvasses which use regular old connection strings which you want to migrate to DCM.

Currently (in 2023.1.1.123) - when you select "Use Data Connection Manager" - it shreds the configuration of your input tool which makes it difficult to just convert these from an existing connection to a DCM connection

The only way to then make sure that you don't lose any configuration on the tool then is to use the XML editing functionality of the tools and copy across your old configuration.

Could you please add the capability to keep my current tool configuration, but just change from using a regular old connection string to using DCM?

Many thanks 

Sean

cc: @wesley-siu @_PavelP 

Hi there,

When connecting to data sources using DCM - could we please add the ability to make JDBC connections?

see:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Add-the-ability-to-connect-to-data-s...

https://community.alteryx.com/t5/Engine-Works/JDBC-Connections-in-Alteryx/ba-p/968782

As mentioned in these threads - JDBC is very common in large enterprises - and in many cases is better supported by the technology teams / developer community and so is much easier to make a connection.    Added to this - there are many databases (e.g. DB2) where JDBC connections are just much easier 

Please could you add JDBC connections to the DCM tooling?

Thank you

Sean

cc: @wesley-siu @_PavelP 

When creating a connection using DCM (example being ODBC for SQL) - the process requires an ODBC Data Source Name (see screenshot 1 below).

However, when you use the alias manager (another way to make database connections) - this does allow for DSN-free connections which are essential for large enterprises (see screenshot 2 below).    

NOTE: the connection manager screens do have another option - Quick Connect - which seems to allow for DSN-free connections, but this is non-intuitive; and you're asked to type in the name of the driver yourself which seems to be an obvious failure point (especially since the list of all installed drivers can be read straight from the registry)

Please could we change DCM to use the same interfaces / concepts as the alias screens so that all DCM connections can easily be created without requiring an ODBC DSN; and so that DSN-free connections are the default mode of operation?

Screenshot 1: DCM connection:

screenshot 2

cc: @wesley-siu  @_PavelP @ToddTarney 

Dear Alteryx Solution Architects,

When we were implimenting analytics solution for goverment clinet in UAE, we came across a sititation in which, It requires validation of supporting documents for data quality issues.While working on this challenge we have arrived at the conclution that Alteryx has some limittaion in incorporating attchments to workflows.

I would like alteryx to come up with something to overcome this issue.

1. There should be some tool or technique to incorporate multiple attchments (I know  limitted feature of attchment is there in Alteryx but its not great)

2. There should be an option to visualize attachment in Results window if its possible, It will be grat value add.

Thanks

Ajin

For companies that have migrated to OneDrive/Teams for data storage, employees need to be able to dynamically input and output data within their workflows in order to schedule a workflow on Alteryx Server and avoid building batch MACROs.

With many organizations migrating to OneDrive, a Dynamic Input/Output tool for OneDrive and SharePoint is needed.

• The existing Directory and Dynamic Input tools only work with UNC path and cannot be leveraged for OneDrive or SharePoint.
• The existing OneDrive and SharePoint tools do not have a dynamic input or output component to them.
• Users have to build work arounds and custom MACROS for a common problem/challenge.
  • Some users have identified a work around for the dynamic input (See Community Post)
• Users have to map the OneDrive folders to their machine (and server if published to the Gallery)
  • This option generates a lot of maintenance, especially on Server, to free up space consumed by the local version when outputting the data.

The enhancement should have the following components:

OneDrive/SharePoint Directory Tool

• Ability to read either one folder with the option to include/exclude subfolders within OneDrive
• Ability to retrieve Creation Date
• Ability to retrieve Last Modified Date
• Ability to identify file type (e.g. .xlsx) 
• Ability to read Author
• Ability to read last modified by
• Ability to generate the specific web path for the files

OneDrive/SharePoint Dynamic Input Tool

• Receive the input from the OneDrive/SharePoint Directory Tool and retrieve the data.

Dynamic OneDrive/SharePoint Output Tool

• Dynamically write the output from the workflow to a specific directory individual files in the same location
• Dynamically write the output to multiple tabs on the same file within the directory.
• Dynamically write the output to a new folder within the directory

Similar to being able change the parameters of a tool using the interface tools, it could be very useful if Alteryx Designer had an option where the configuration of a tool can be modified by another tool's output (which can only consist of one row & column and may include line breaks/tab characters, only first row is used if there are multiple rows) while the workflow is running, therefore reducing the need to chain multiple apps.

This feature could be made possible as the "Control Containers" feature is now implemented, and it could work like below:

Suppose you need to write to a database and may need to specify a Pre-SQL statement or Query that needs to be dynamically changed by the result of a previous tool in the workflow.

In this case, as the configuration of a tool in the next container needs to be changed by the result of a previous formula, there would need to be an additional icon below the tools, indicating that the tool's result can be used for configuration change.

This icon which will appear below the tools will only be visible once at least one Control Container and an Action tool is added to the workflow, and will automatically be removed if all the control containers are removed from the workflow. User can change the configuration of the destination tool using an action tool, which must be connected to a tool in a container that will be run after the one it is contained in has finished running, as a tool (or several tools) that is contained in the next CC in the workflow needs to be dynamically modified before the container it is contained in is activated.

If a formula tool containing multiple formula fields is added to the action tool, the user will see all the formula outputs similar to connections (i.e. [#1], [#2]...) that can be used as a parameter.

The screenshot below demonstrates the idea, but please note that this is a change where adding an action tool may not mean that this workflow will need to become either a macro or an analytic app, so a new workflow type may or may not have to be defined, such as "Dynamic Configuration Workflow (YXDW)". Analytic Apps and Macros which utilize this feature could still be built without having to define a new workflow type.

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"):