Alteryx Designer Desktop Ideas

As an international organization we deal with clients in multiple-countries.

Name matches for names including Chinese characters generate a unicode conversation warning and are excluded from the fuzzy match.

It would be good if fuzzy match could be enhanced to handle Chinese characters.

Just like there is search bar for Select Tool, there should be one for Data Cleansing tool also.

Hello,

A few years ago, Alteryx was 4 released per year and now it's only 2 per year (in 2023, as of today, only one !!)

The reasons why I would the cadence to be back to quarter release :

-a quarter cadence means waiting less time to profit of the Alteryx new features so more value

-quarter cadence is now an industry standard on data software.

-for partners, the new situation means less customer upgrade opportunities, so less cash but also less contacts with customers.

Best regards,

Simon

In short:
Add an option to cache the metadata for a particular tool so that it doesn't forget when using tool that have dynamic metadata such as batch macros or alteryx metadata engine can't resolve such as python tool.

Longer explanation:

The Problem:

One of the issues I often encounter when making dynamic workflows or ones that require calling external services is that Alteryx often forgets the metadata of what columns to expect. This causes the workflow to forget configuration of downstream tools when a workflow is first opened or when the metadata engine refreshes. There is currently the option to disable the metadata engine from automatically refreshing but this isn't a good option because you miss out on much of the value it brings.

Some of the common tools where I encounter this issue:

• Json parse
• Batch macros
• Python tool
• Regex parsing to rows

Solution:

Instead could we add an option to cache the metadata for a particular tool, this would save the metadata from the last time the workflow ran to within the workflows XML so that it persists when closed and reopened. Then when the metadata engine runs when it gets to this tool instead of resolving the metadata from the tool it instead uses the saved version in the XML. Obviously when it actually runs it would ignore this and any errors would still occur.

This could be an option in navigation pane of each tool. Mockup below:

This would make developing dynamic workflows far easier and resolve issues of configuration being lost when the metadata changes and alteryx forgets the options.

Is it possible to add a search feature to the Summarize Tool that is similar to the search feature in the Select Tool?  Selecting specific fields to summarize in small datasets is fine, but if I am dealing with a table that has 200 fields searching for a specific field can be cumbersome.  Type in a few key letters to filter the available fields would be helpful.

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 

I would really love to have a tool "Dynamic change type" or "Dynamic re-type" which is used just as "Dynamic Rename".

• "Take Type from First Row of Data": By definition, all columns are of a string type initially. Sets the type of the column according to the string in the first row of data.
  

  Col 1	Col 2	Col 3	Col 4
  Double	Int32	V_String	Date
  123.456	17	Hello	2023-10-30
  3.4e17	123	Bye	2024-01-01

• "Take Type from Right Input Metadata": Changes the types of the left input table to the ones by right input.
• "Take Type from Right Input Rows": Changes the types based on a table with columns "Name" and "New Type".
  

  Name	New Type
  Col 1	Double
  Col 2	Int32
  Col 3	V_String
  Col 4	Date

Hello All,

I believe there needs to be a new tool added to Alteryx. I am frequently encountering cases where I will have 0 data point feeding a workflow stream that causes my workflows to fail. Because of this, I am having to put in fail safes to keep this from happening.

There should be a tool that if there is no records that are passing into it, anything after that tool will not fail.

For an example, within a workflow I am using a dynamic input that will pull a dynamic file. The file is not always there and the workflow should be able to run if that file is there or not. If the dynamic tool and other tools would process 0 records without failing this would also solve the issue. 

I would be nice to have a tool that will  block off the work stream if there are 0 records passing through the tool. 

Changing the Macro Input tool in an existing macro is dangerous and can result in unmapped fields or lost connections in workflows using the macro. For example, we have a widely used macro for which we'd like to change the name of an input field, change it's default type from Date to DateTime, make it optional while keeping other fields mandatory. Currently, we cannot find a solution which would not require us to fix each workflow using the macro after changing it. We should be able to change the field names, field types (e.g. String to V_WString, Date to DateTime), select optional fields and do other modifications to Macro Input without having to update each workflow using the macro. The new Macro Input UI could be enhanced with a window similar to that of Select tool's. Technically, the Macro Input fields could have a unique ID by which they would be recognised in workflows, so the field names would just be aliases that could be changed without losing the mapping. In summary, we are restricted to our initial setup of Macro Input and it is very complicated to change it afterwards, especially if the macro is used widely.

Sometimes, Control Containers produce error messages even if they are deactivated by feeding an empty table into their input connection.

(Note that this is a made up example of something which can happen if input tables might be from different sources and have different columns so that they need separated treatment.)

According to the product team, this is expected behaviour since a selection does not allow zero columns selected. This might be true (which I doubt a bit), but it is at least counter-intuitive. If this behaviour cannot be avoided in total, I have a proposal which would improve the user experience without changing the entire workflow validation logic.

(The support engineer understands the point and has raised a defect.)

Instead of writing messages inside Control Containers directly to the log output (on screen, in logfile) and to mark the workflow as erroneous, I propose to introduce a message (message, warning, error) stack for tools inside Control Containers:

1. When the configuration validation is executed:
1. Messages (messages, warnings, errors) produced outside of Control Containers are output to the screen log and to the log files (as today).
2. Messages (messages, warning, errors) produced inside of Control Containers are not yet output but stored in a message stack.
2. At the moment when it is decided whether a Control container is activated or deactivated:
1. If Control Container activated: Write the previously stored message stack for this Control Container to the screen and to the log output, and increase error and warning counts accordingly.
2. If Control Container deactivated: Delete the message stack for this Control Container (w/o reporting anything to the log and w/o increasing error and warning count).

This would result in a different sequence of messages than today (because everything inside activated Control Containers would be reported later than today). Since there’s no logical order of messages anyways, this would not matter. And it would avoid the apparently illogical case that deactivated Control Containers produce errors.

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

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!

Please consider implementing a consistent case-sensitive option for all tools and functions.

To compare string values, including case-sensitivity:   This post had a good description of the challenge, but the post has been archived:

   https://community.alteryx.com/t5/Alteryx-Designer-Discussions/IF-equation-ignoring-case-BUG/m-p/4170...

   For all the time I've used Alteryx, I thought that IF "test" = "TEST" would evaluate to false. Today I realised that isn't the case and I was surprised. I'm very surprised that "equals" performs like it does.

A few existing Ideas request case-sensitivity for individual tools:

   Case insensitive option while joining two data sets
   https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Case-insensitive-option-while-joinin...

   Unique tool enhancement - deal with case sensitive data
   https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Unique-tool-enhancement-deal-with-ca...

This new Idea requests system-wide consideration for case-sensitivity, for all tools and functions.

Current state:

These tools and functions are case-sensitive:

• Tool: Join
• Tool: Tile
• Function: FindString
• Functions: MD5_ASCII, MD5_UNICODE, MD5_UTF8

These tools and functions are NOT case-sensitive:

• Tool: Unique
• Function: CompareDictionary

These tools and functions can be either case-sensitive or NOT case-sensitive, depending on the options used:

• Function: Contains
• Function: EndsWith
• Function: StartsWith
• Functions: REGEX_Match, REGEX_Replace, REGEX_CountMatches

Current Challenges:

   How do we easily identify Lower Case, Upper Case, Mixed Case?

   How do we easily compare strings for equality, using case sensitivity?

Request:

   Ensure all tools and functions include an option to ignore or consider Case

   Create new functions for IsUpperCase, IsLowerCase, IsMixedCase

   Create a new function for IsEqual, with an option to ignore or consider Case

See attached workflow, which

• uses REGEX_Match to create 3 new fields: IsUpperCase, IsLowerCase, IsMixedCase
• creates a field [Flag: Original value IsEqual, case-sensitive], to compare strings for equality, using case sensitivity

It would be very helpful to have an output of the workflow into a step by step document. so someone who does not have access to Alteryx can undestand the steps taken to create the flow hence the result or output.

Hi all,

At present, Alteryx does not support DSN-free connections to Snowflake using the Bulk Connector.    This is a critical functionality for any large company that uses Alteryx - and so I'm hoping that this can be changed in the product in an upcoming release.    As a corollary - every DB connection type has to be able to work without DSNs for any medium or large size server instance - so it's worth extending this to check every DB connection type available in Alteryx.

Here are the details:

What is DSN-Free?

In order to be able to run our Alteryx canvasses on a multi-node server - we have to avoid using DSNs - so we generally expand connection strings that look like this:

odbc:DSN=DSNSnowFlakeTest;UID=Username;PWD=__EncPwd1__|||NEWTESTDB.PUBLIC.MYTESTTABLE

to instead have the fully described connection string like this:
odbc:DRIVER={SnowflakeDSIIDriver};UID=Username;pwd=__EncPwd1__;authenticator=Snowflake;WAREHOUSE=compute_wh;SERVER=xnb27844.us-east-1.snowflakecomputing.com;SCHEMA=PUBLIC;DATABASE=NewTestDB;Staging=local;Method=user

For Snowflake BL:

Now - for the Snowflake Bulk Loader the same process does not work and Alteryx gives the classic error below

With DSN:

snowbl:DSN=DSNSnowFlakeTest;UID=Username;pwd=__EncPwd1__;Staging=local;Method=user|||NEWTESTDB.PUBLIC.MYTESTTABLE

Without DSN:

snowbl:driver=SnowflakeDSIIDriver;UID=SeanBAdamsJPMC;pwd=__EncPwd1__;SERVER=xnb27844.us-east-1.snowflakecomputing.com;WAREHOUSE=compute_wh;SCHEMA=PUBLIC;DATABASE=NewTestDB;Staging=local;Method=user|||NEWTESTDB.PUBLIC.MYTESTTABLE

Many thanks

Sean

Lets say you have a row of 10 filter tools vertically and there's a select tool coming out of each input for each filter. It can get dizzying to tell the difference. It would be great to be able to select a colour for tools when on the canvas so e.g. in the above I could say " my green selects are the true and my red selects are the false"

Hi, I was looking for this but couldn't find a similar idea, so I post a new one. If someone knows about a similar idea, please ask the moderators to mer

CountChars(<String>, <char to count>,<case sensitive>)

Where <char to count> and <case sensitive> are optional parameters.

If <char to count> is not provided, the funtion will return the total character count within the <String>.

If <char to count> is provided, it'll return the number of ocurrences of that character within the <String>.

PS: For those tempted to suggest a workaround, I've been using REGEX_CountMatches() for this. Actually, the focus is to simplify user's experience and workflow performance providing a native function, instead of using REGEX which it's very demmanding on resources.

Would be nice to have a way to cache-uncache all inputs or a selected group of tools.  Caching and Uncaching workflows with many input tools or slow data-read tools gets to be a bit cumbersome.  Would be a nice QoL improvement :)

I looked around for something like this but didn't see a solution, so thought I'd recommend.  Please let me know if something like this exists already natively in designer desktop.

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.