Alteryx Designer Desktop Ideas

When working in the Designer, I sometimes have to undo changes. And this experience is quite often very confusing and annoying.

For every change in the workflow, you have to press undo once. However, quite often, one user interaction results in other actions such as automatic move of the donwstream tool, change of size of a tool container etc. In such cases, you have inserted a single tool but need to press undo a couple of times to get back to the original situation. It is, however, often not clear how often. In most cases, I fail using undo at the end and revert my changes by hand.

Please change undo towards undoing one user-action in one undo step.

In case there might be users who like the current behaviour, you might make this a user setting how to deal with the undo history.

One of the most frequent issues I have with my workflow is when the Join Tool reorders columns for no reason. There is an option in the configuration to have the columns revert to the incoming order. It would be nice if the workflow automatically had this set as a default, or provide a toggle option in the settings for this to happen. In many of my flows I've had to create macros to keep the integrity of the column order or remember to go into the settings of this tool and re order the columns before a workflow run. 

This is a hybrid idea related to both posts regarding dynamic tool configuration during runtime / without having to run an analytic app.

What I would like to propose is a new optional connection type for the interface tools that can be updated with incoming connections (having a Q letter with white background), namely Drop Down, List Box, Tree and Map tools. This could be a simple R letter in a square for example, which would be located to the left of the incoming question anchor.

Use Case

Imagine an app where there are two control containers and three interface tools (Action tools excluded from the count) outside those containers, one of them is a Text Box connected to a filter tool (via an Action tool) in the first control container with the purpose of limiting the dataset by specifying a city for example, another one is a Numeric Up Down for limiting the dataset by the average transaction amounts that are greater than the specified amount. These two interface tools are contained in a Group Box in the Interface Designer.

The third interface tool is a Drop Down tool which obtains the values (which will be Store Name for this example) from the results of the Select tool (in the second control container that is connected to the output anchor of the first control container) that is connected to an incoming filter tool which is modified by the previously mentioned interface tools. Output anchor of this Select tool is connected to the hypothetical R anchor on the top of the Drop Down tool, which is then connected to an outgoing filter tool that is connected to a series of tools which ends with a Browse tool that displays basic KPI information for the store specified from the Drop Down tool.

The main difference of the R (Refresh) anchor from the Q anchor is that it will enable the user to dynamically update the incoming values (i.e., choices for a drop down tool) without having to run the workflow. Alteryx Designer will automatically execute only the tools necessary to be able to update the values (up to a certain point of the workflow only, which may also be indicated by the boundaries of the control containers containing the target tool) for the R anchor connected applicable Interface tools specified above. This will be possible by clicking the hypothetical confirm button (same appearance with the Apply Data Manipulations button) which only appears next to the Interface tools (or the Group Boxes containing them instead) that are automatically determined by Alteryx Designer to be providing downstream data to the the tools (T anchor of the Filter tool for example) sending values to the applicable Interface tools having an incoming R anchor connection.

I saw that a similar feature recently became available with Alteryx Analytics Cloud Platform with the App Builder product, and I think that Alteryx Designer Desktop could definitely benefit both from this feature and additional App Builder features (that can be adapted to Desktop counterpart) in the upcoming releases.

I usually use the comment tool by:

- dragging it on to the canvas and then

- Repositioning and expanding it to cover the tools I'd like to comment on.

What if I could select the tools I wanted to comment on and then use a key combination or double click so that the comment tool surrounds these tools for me. 

Note: Additional enhancement would be to anchor the comment to the tools selected but I see that this was dropped for consideration: https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Anchoring-comment-boxes-to-tools/idi...

I think we can all agree that Workflow Summary Tool is immensely powerful in summarizing large and/or complicated workflows.  However, some companies have begun to bar the use of certain GenAI applications, like ChatGPT. Unfortunately this makes the use of the Workflow Summary Tool impossible.  At the same time those companies are allowing the use of other forms of GenAI, like AzureAI.

In the Workflow Summary tool, it would be nice to have the capability to select which GenAI engine you want to use (ChatGPT, AzureAI, etc) so that you don't break corporate policy by using barred applications.  This could simply be a dropdown in the GUI configuration for the Workflow Summary Tool with a list of the most common engines.  The user would then supply their API key for that engine, and you're off to the races.

Have you ever had the business deliver an Excel (EEK!) file to be passed into Alteryx with a different number of header rows (because it looks pretty and is convenient)? Never, you say? Lies! 

I would suggest adding an option to the Input Data Tool that would give us the ability concatenate multiple header rows. This would help enable accurate data profiling for columns when output and eliminate loss from unnecessary conversion errors. Currently, the options allow us to Start Data Input on Line X; however, if the header for the column is on multiple rows, they would have to be manually entered after input due to only being able to select the lowest possible row to assure the data is accurately passed. The solution would be to be able to specify the number of rows that contain headers, concatenate them to a single row (ignoring null and carriage return) and then output that as the header. 

The current functionality, in a situation where each row has a variable number of header rows, causes forced errors such as a scientific string conversion of a numeric value.

hi team,

Currently the join tool doesn't have option to join the data irrespective of its case sensitivity. this causes issues while doing the analysis.

This tool is widely being taking as a replacement of Excel Vlookup formula (which is also case insensitive),so can we have the similar functionality for Join tool also?

We can have an option like a radio button or checkbox to select if we want to have case insensitivity while joining.

Thanks

Containers are a great feature.  They allow us to create larger workflows in smaller canvases, and manage the flow and appearance of our work.  However the design whether intentional or flawed that allows the container window to interact with the layers behind it is annoying.  Connection wires should not redirect within a container because of things on the canvas behind the container.  Likewise if I have a container open, I should not be able to grab a tool or container behind the open container through the container canvas.  Please fix this flaw.

To embed the "Not ok" filter option in the browse tool

Looking for a tool to replicate the Goal seek functionality built into Excel.

Seems it could be solved by using R or iterative macros however a tool would make life much easier,

Currently, the "SQL editor" window only contain a box for typing text in, we could not see the schema and table on it's side as a reference, we need to jump back and force between "Visual Query Builder" and "SQL Editor" search for table and column names. If we could see the database schema and table in the SQL Editor interface, it will save us a lot of time.

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

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.

As an Alteryx Designer user I would like the ability to write .hyper files to a subdirectory on Tableau Server to keep make my Tableau site easier to manage.

Providing user the ability to paste a tool with one of the three options regarding connections:

- Paste with Incoming Connections,

- Paste with Outgoing Connections (where applicable),

- Paste with Both Connections (where applicable)

could make it easier to configure the workflows where many incoming and/or outgoing connections are necessary for a specific source or target tool (i.e. a certain mapping table joined to several data streams in the same workflow after being modified with a formula tool to match with a specific stream).

It would be awesome if the Filter tool pre-populated info from your data so you could select what you want to filter by vs having to type it into a text field. When I filter data, I sometimes don't recall the exact word I'm needing to filter by. For example, if I'm needing to filter results for all Ground Operations data in the department column, I may have to look at the data to see if it's called Ground Operations, Ground Ops, GO, etc. I find myself having to use a summarize tool to see the different words in a specific field so I know how to specify it in the filter tool. 

My proposal is that the Filter tool displays all data options in the field for which you're filtering. So, if you're filtering the department field and there's 10 different departments in your data, those departments could display as selectable options in a dropdown menu.

Here's my example:

I want to filter for "Safety & Security" in the "medtype_name" field.

But, I don't remember if it is spelled with an ampersand or the word "and" or if it's abbreviated. I would have to look through the data in this column to find the specific way this word is listed so I know exactly how to write it in the filter tool. But if there are thousands of records, it would be hard to scroll through everything. So, I add a Summarize tool to group the different data points in this field. Then it is easy for me to scroll and find the one I'm looking for. Now I know exactly how to type the term into the Filter tool.

My idea is that the Filter tool does the work of the Summarize tool in that all data points in the specific field are shown in a dropdown, and you just select the one you want to filter by instead of having to write it in the text box. 

I searched but didn't see this idea, so please forgive me if it's already been mentioned.

Hi is it possible to add sheet names (to spreedsheet files) to the output of a file directory tool