Alteryx Designer Desktop Ideas

when you render out to an excel file, the excel file is created as a new file.  You cannot render to an existing excel file.

I'd like to see this functionality.  I have a client who has a workbook with multiple formatted sheets and they'd like to render an addiitional sheet of formatted data out from Alteryx into the existing workbook.

This has probably been mentioned before, but in case it hasn't....

 

The dynamic input tool is useful for bringing in multiple files / tabs, but quickly stops being fit for purpose if schemas / fields differ even slightly. The common solution is to then use a dynamic input tool inside a batch macro and set this macro to 'Auto Configure by Name', so that it waits for all files to be run and then can output knowing what it has received. 

 

It's a pain to create these batch macros for relatively straightforward and regular processes - would it be possible to have this 'Auto Configure by Name' as an option directly in the dynamic input tool, relieving the need for a batch macro? 

 

Thanks,

 

Andy 

 

 

Hi there,

 

When you use DB connection aliases that are saved in Alteryx, it's currently not easy to edit them when you move a database to a different location.

 

Can we do something simliar to the "Edit Password" function, but which allows the user to also edit the database or server, so that this applies to all workflows using this alias?

As seen in This Discussion Post,  the idea here is to be able to add a link to example workflows in macro descriptions - like the ones seen in native tools.

 

Filter Tool

Many thanks to @jdunkerley79 for demonstrating how this can be done by manually editing the macro's XML - specifically by adding a child element to the <MetaInfo> section, like so:

 

      <Example>
        <Description>Open Example</Description>
        <File>\\aSERVER\aRootDir\path\to\Alteryx\Macros\Date Wizard\Date Wizard Examples.yxmd</File>
      </Example>

One small caveat is that it doesn't support truly relative paths.  @PaulN explained in the discussion post that a relative reference here would search in the sample folders.

 

"Alteryx default behavior is to look for examples under .\Alteryx\Samples\02 One-Tool Examples or Alteryx\Samples\02 One-Tool Examples (or .\Alteryx\Samples\en\02 One-Tool Examples)."

 

Having said that, trying to reference a macro example in the same folder (using a relative reference) will throw an error given the following situation:

 

Package Structure:

Date Wizard.yxmc XML edits:

 

      <Example>
        <Description>Open Example</Description>
        <!-- THIS WORKS -->
        <File>\\aSERVER\aRootDir\path\to\Alteryx\Macros\Date Wizard\Date Wizard Examples.yxmd</File>
        <!-- THIS DOESNT
        <File>Date Wizard Examples.yxmd</File>
        <File>.\Date Wizard Examples.yxmd</File>
        <File>./Date Wizard Examples.yxmd</File>
        -->
      </Example>

This shows a link in the Macro description but yields an error (shown below) when it is clicked.

 

Example Link ShowsError

 Once again, this works fine with an absolute file path reference.  

 

Here is ultimately what I am suggesting:  Can we add an option to the Interface Designer (that updates the XML) and have it allow relative paths?  Allowing relative paths would obviously be essentially to maintaining the macro's ability to be "lift-and-shift" when packaged/moved/uploaded to servers/galleries etc.

 

I'm assuming the option could look something like this, similar to the "Help" file -only it would show link in the macro description...

Interface Designer Suggestion

In conclusion, this would be very useful in providing links to example workflows for custom macros that may be complex and/or not self-explanatory.

 

Cheers,

 

Taylor Cox

The only thing I have ever found that Excel can do that Alteryx can't is creating a pivot table that allows the user to drill up and down levels of aggregation by collapsing or expanding levels in the data hierarchy. (like this). 

 

Can you add an interactive table to the new interactive charting tool that can provide this level of functionality? It's embarrassing to have to tell Excel users they can't do this in Alteyrx, and likely leads many of them to stick to Excel--and miss out on all the other great things Alteryx can do.

 

Thank you! 

We build some pretty robust maps with multiple connections and it would be great to copy the map tool and paste it with all of the connections when we want to tweak the map slightly but keep our original map.  It is a regular occurrence for us to have a very detailed map grouping by trade area name and then may want to have an overview map with all of the same connections but slightly different layout.  Tracking down the connections, reconnecting them and naming them accordingly takes a substantial amount of time even in the most organized of workflows.  This function would be a huge time-saver.  It would also be of value with joins and unions - anywhere you have multiple streams coming in.

Hello, 

 

Please can we have some drawing tools, so we can add another dimension to our workflows.  I would like to draw arrows and lines across my workflow, so I can show the different stages of the workflow. I could use containers as an alternative, but feel lines would be better.

 

Also, is their a grid-line option, and a space equally (to spread tools evenly across work page), and an auto straighten!

 

Also, when you FIND, it would be nice if the Find box is allowed to stay on screen, whilst you work on the tool that has just been found; and if the founded tool can be highlighted more clearly so it can be seen. 

 

Also, a timer, so we can see how long the workflow runs for.

 

That's it for now. 

Thanks

Hello,

 

My issue is very easy to solve. I want to use the generic ODBC In database for a specific base (monetdb here but it isn't important).

 

 

The connexion works just fine. However, I cannot create table because the data types are changed and does not even exist. Here is my data with some Date type :

 

 

 

And here the error in my data stream in give me this very interesting message  :

 

Error: Entrée du flux de données (2): Erreur lors de la création de la table "formation.temp1" : [MonetDB][ODBC Driver 11.31.11]Type (datetime) unknown in: "create  table "formation"."temp1" ("AccountNumber" varchar(255),"BillToAddressID"
syntax error, unexpected IDENT in: ""Freight""

CREATE  TABLE "formation"."temp1" ("AccountNumber" varchar(255),"BillToAddressID" float,"BusinessEntityID" float,"Comment
" float,"CreditCardApprovalCode" varchar(255),"CreditCardID" float,"CurrencyRateID" float,"CustomerID" float,"DueDate" datetime,"Freight" real,"OnlineOrderFlag" float,"OrderDate" datetime,"OrderDate_Month" varchar(255),"OrderDate_Year" float,"PurchaseOrderNumber" varchar(255),"RevisionNumber" float,"SalesOrderID" float,"SalesOrderNumber" varchar(255),"ShipDate" datetime,"ShipMethodID" float,"ShipToAddressID" float,"Status" float,"SubTotal" float,"TaxAmt" float,"TotalDue" float)

 

 

1/ My field is a date, why do you want to convert it in Datetime??

2/ Datetime is not even a usual field type in sql database (at least not supported by monetdb, vertica, postgresql, oracle, etc, etc...)... it should obviously be timestamp

 

Currently, this non-specific in database ODBC connexion cannot be used at all!

 

Single point of maintenance for Salesforce Input tool connection to Salesforce

 

This prevents user maintenance every time their password (and token) changes which requires them to update every Tool with new credentials

 

Also logged as issue under Alteryx, Inc Case # 00252975: Connection to Salesforce Issue

I reported this to the support team but was told it was by design and to post here.

 

In-DB Inefficient SQL

I would like to report that the In-DB tools are generating horribly inefficient SQL code for simple operations.  It seems no matter what tools you use every statement is starting with a nested 'Select * From'.

 

Example Simple workflow:

  

 

This is a simple Select and Group by but the SQL Generated is:

 

SELECT "ShipTo", "ShipTo_Name", SUM("ECM_3PL_OVERHEADS_Unit") AS "Sum_ECM_3PL_OVERHEADS_Unit"

FROM (SELECT * FROM "_SYS_BIC"."shell.app.gsap.FL000_LSC.FL002_CTS.INT.RPT/CA_CTS_RPT_MAIN_001") AS "a"

GROUP BY "ShipTo", "ShipTo_Name"

 

This is taking a very long time to execute:

 

Statement 'SELECT "ShipTo", "ShipTo_Name", SUM("ECM_3PL_OVERHEADS_Unit") AS "Sum_ECM_3PL_OVERHEADS_Unit" FROM ...'

successfully executed in 15.752 seconds  (server processing time: 15.699 seconds)

 

Whereas if I take the same query and remove the nested Select *:

 

SELECT "ShipTo", "ShipTo_Name", SUM("ECM_3PL_OVERHEADS_Unit") AS "Sum_ECM_3PL_OVERHEADS_Unit"

FROM "_SYS_BIC"."shell.app.gsap.FL000_LSC.FL002_CTS.INT.RPT/CA_CTS_RPT_MAIN_001" AS "a"

GROUP BY "ShipTo", "ShipTo_Name"

 

It is very quick:

 

Statement 'SELECT "ShipTo", "ShipTo_Name", SUM("ECM_3PL_OVERHEADS_Unit") AS "Sum_ECM_3PL_OVERHEADS_Unit" FROM ...'

successfully executed in 1.211 seconds  (server processing time: 1.157 seconds)

 

So Alteryx is generating queries up to x13 slower than they should be thereby defeating the point of using In-DB.  As you can imagine in a workflow where we have multiple Connect In-DB tools this is a really substantial amount of time.  Example used above is from SAP HANA DB has 1.9m rows and ~90 columns but we have much bigger tables/views than this.

 

If you look you will see its same behaviour for all In-DB tools where each tool creates another nested Select with its particular operator.

 

MY SUGGESTION:

So my suggestion is that Alteryx should combine the SQL of the first few tools and avoid using SELECT * completely unless no Select tools have been used.  So it should combine:

- Connect In-DB + Select

- Connect In-DB + Filter

- Connect In-DB + Summarise

 

Preferably it should combine/flatten everything up until the first join or union.  But Select + Filter are a must!

 

Note it seems some DB's can cope OK with un-nesting these big nested queries in the query plans for some Tables but normally not for Views.  But some cannot cope at all and so the In-DB tools cannot even be used to Browse 100 records (due to select *).

When you use the Visual Query Builder, you can drag and drop tables to arrange them clearly (to show the star or snowflake schema, for instance). 

 

When you close the Visual Query Builder and reopen it, the tables are all left-aligned in a long column, with the joins overlapping each other. Since many of our tables are very wide (i.e., with many columns), this makes it cumbersome to locate the correct table and field.

 

I would like the manual positioning of the tables to be saved in the Visual Query Builder, to

1. Make the logical arrangement clearer to the developer and later users
2. Make it easier to locate tables/fields without scrolling downward

This is a feature that our users were very accoustomed to in Hyperion Intelligence, our legacy BI tool, which works similarly to the Visual Query Builder (shown below).

 

Hi Alteryx User and Alteryx Dev team,

 

I saw there are number of posts from the community asking for solution to calculate the NetWorkDays (e.g. similar to the networkdays in excel which to calculate the number of days different between the two days excluding weekend and holidays.)

 

Although we could build a macro for it, the performance is not ideal, especially when the data set is huge and/or the date range required is far apart from each other because there is currently NO a build-in function in Alteryx.  Alteryx will have to expand the date range by date and check whether each is a weekend or holiday.   It will an excellent idea if a build-in function for Networkdays could be built to minimize this hassle from everyone around the world. 

 

We are looking forward this idea could be take forward.

 

Thanks

Eric

In other data programs like access or Toad you can put conditions on a join. You can choose if something is greater than, less than, left join, right join, etc.
But with Alteryx you are only allowed to join a perfect match. It would be really great if you could add that functionality into 9.0

I am aware that an Auto-Documenter tool is available in the Gallery, but that has not been maintained since 2020. 

 

It would be great if Alteryx could have that as an added feature to the Designer as an option for end-users to utilize. 

 

The breakdown of it can be done via XML parsing as such: 

<Nodes>: Configuration of tools

<Connections>: The tools used

<Properties>: Workflow properties

 

Right now, the current workaround is for users to export their XML, and the internal Alteryx development team has to build another workflow that reads the XML accordingly + parses it to fit what is needed. 

 

It would be better for Alteryx to build something more robust, and perhaps even include some elements of AiDIN which they are promoting now.

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:

 

I'd like to hold CTRL, click on a tool and drag it to somewhere else on the canvas to copy it. 

 

This is functionality common in other software (e.g. Tableau, MS Office). 

 

Currently I have to either:

right click > Copy, right click > Paste, or

Ctrl + C, Ctrl + V. 

 

 

As each version of Alteryx is rolled out, it would be much easier for our users and admin team to validate the new version, if Alteryx allowed parallel installs of many different versions of the software.

 

So - our team is currently on 11.3 - if we could roll out 11.5 in parallel then we could very easily allow users to revert to 11.3 if there are issues, or else remove 11.3 after 2-3 weeks if no issues.

The same goes for versions which are in BETA.

 

This would be a huge help!

 

cc: @avinashbonu ; @Deeksha ; @revathi

Hi 

 

The wording of the tool tip displayed in results window cells with long strings is misleading.  The current wording is "This cell has truncated characters".   

 

 

New users tend to infer that this means that the data value has been truncated somewhere upstream.  See here, here and here.   Changing this message to something like "Only a portion of long strings is displayed" will help reduce the confusion immensely.

 

Dan  

It would be helpful to be able to filter within the results window of a Browse tool for all "Not OK" records (records with leading/trailing spaces, embedded newlines, etc.) I can already filter for null and empty values, but this would be helpful for cleaning up data. I want to see the "dirty" data before taking out leading/trailing spaces or embedded new lines to see if there is something I'm missing in the data that needs to be further parsed or modified.