Alteryx Designer Desktop Ideas

When a user wants to use the find nearest to say find the nearest within 200 miles the dropdown stops at 100.

Similar if they want a number in between IE 15 the interface is not intuitive.

While you can just type the number in the interface doesn't look like you are able to.

Simply adding a "Custom" selection at the bottom would make this much more intuitive.

This is a feature request based on my comment submitted here: Email Tool: Format "From" field to accommodate "Di... - Alteryx Community

It would be great to provide an option in the Designer Email Tool to allow us to specify a "Display Name" when sending emails.  The "Display Name" is a common part of the email specs listed here: RFC2822 - Section 3.4 (Address Specification) 

The email gateway/service that I'm using will send emails, but the "From" line will reflect only the email address.

For example, it will show an email as being from "john.smith@example.com" where I would love for it to show up as from "Smith, John".  This would make emails appear like other internal company emails in our company Outlook clients, and in general provides more useful flexibility for the Email tool. 

Many other email clients support using Display Name, but it appears that Alteryx currently doesn't.

The format of an email address with Display Name is something like "Smith, John" <john.smith@example.com> (with or without the quotes).

Hello all,

As of now, you have two very distinct kinds of connection :

-in memory alias

-in database alias

It happens than every single time I use a in-database alias I have to create the same for in memory since some operations cannot be realized in in-database (such as pre-sql or interface tools)

What does that mean for us :

-more complex settings operations/training/tests

-unefficient worflows that have to deal with two kinds of alias.

What I propose :
-a single "connection alias", that can be used either for in-db either for in-memory,

-one place to configure

-the in-db or in-memory being dependant on the tools you use

Best regards,

Simon

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.

The Table tool does not allow renaming a field so that it breaks at a specific point.

Fields like "H.S. Dropouts Non-Hispanic" and "H.S. Dropouts Whites" need a forced break after Dropouts.

Now we get random breaks like

H.S. Dropouts

Non-Hispanic

H.S. Dropouts White

The Rename Field function in the Basic Table tool would be a great place to allow forced breaks.

Thanks!

Sometimes when creating a workflow, or a chained application I create fields or parameters in a formula tool and need to be able to quickly copy and paste the entire formula output column into another formula tool across a different part of the workflow / entirely different workflow.

This most often happens when standardizing fields across different data streams. We have the ability to save expressions, but if you save too many that can quickly get messy. We also have the ability to copy and paste a formula within a formula output column...so why not extended the functionality slightly to copy/paste the entire formula output column?

In this proposed enhancement a user could right click on the 3 lines at the top left of the formula section and copy/cut a formula output column between formula tools:

Perhaps a little niche but it's something I come across quite a lot so thought I'd throw this out there as a quick QoL suggestion!

Currently when developing apps and such, we often just show results to end users via a Browse tool. However, when this output is a large table of data or a map for example, the initial results window doesn't scale out and we can often only see a tiny edge. To add to this, if we do want to resize the initial results window, we have to manually drag this as there is no maximise option like in other interfaces. Below is a quick example of what I mean.

App runs and produces this output:

The actual data/results within:

To get this second image, I have had to manually click and drag the outer edges of the Browse window, due to the lack of a maximise button. I'm aware that we can click to pop this out to a new window that does have a maximise option, but this feels like an unnecessary additional step.

So the idea here is fairly simple. Either a) increase the default size of the results window, and/or b) add a maximise button to Browse outputs.

Cheers,

Nathan

Hello!
I appreciate this is a very underused element of Alteryx Functionality, however, I have noticed a few issues with the description of fields. 

Firstly, if you set a description on a field within a select tool:

And then attempt to clear the description later in the workflow (in another select tool), you cannot. When you delete the description, it will clear back to the original value (in this case, 'test'):

This can be easily recreated, and can be more applicable to yxdb outputs that contain the description of fields. In that scenario, you cannot go back to the previous select tool and remove the description. The closest you can come to easily clearing the description is replacing it with a space ' '.

As a secondary issue, as current the score tool removes field descriptions and overrides the source. For example if I open the Score tool example workflow, and add a select tool/description:

You can see the meta data going into the score tool:

But unfortunately the output of the tool looks like:

Showing that it has completely removes the descriptions, and also replaced all of the 'source' information. My suggestion for this would be that it would not replace the source information or descriptions.

Thirdly - and quite a niche issue, but an int64 field specifically will break when the description differs between the data and the model.

Again, easy to recreate within the Ccore tool example workflow. Apply a Select tool to both streams, setting 'First_Years' to an int64. Within the bottom stream (the model creation), set a description, in this case, 'test':

Make sure to leave the top streams description blank.

Run the workflow, observe the error:
Error: Score (106): Score: The variable testFirst_Years is missing from the input data stream.
Interestingly, it seems to be using the description as part of the name within the Score tool, which is causing issue when the descriptions differ. My suggestion for this would be that it would not utilise descriptions at all.

Kind Regards,

Owen

Hello!
Currently when you share a workflow that contains a Directory tool, it will instantly fail if you do not setup the directory tool to point at a similar folder structure. This is expected, but can make it painful to share workflows between multiple users, especially when a shared network drive and dynamic paths cannot be used. 

What I propose as an addition to Alteryx Designer would be the option to 'convert to yxdb' / 'cache and replace' any tools that are at the start of a workflow, similar to the cache and run workflow option:

What i expect this to do is to containerise the tools previously used, and create a new file within a temporary location, and replace the containerised tool connection with a new data input to that file:

Why this would be fantastic, is that it would allow me to now export the workflow, including the file that has been created:

and I could then share that with a colleague.

Kind Regards,

Owen

Idea removed, regex will do the job. 

Apologies if this has been suggested already - did a search and didn't see anything similar.

This is a quality of life/UX idea. The search functionality in the results pane essentially does a 'contains' search on all of the columns (see below screenshots for the filter inserted by the 'apply data manipulations button). As I build workflows and profile the data, it'd be helpful if I could click one or more columns and limit the search bar to just those fields.

Right now, depending on the dataset I could get rows returned by the search due to the search term appearing in columns that aren't relevant. To workaround this I could add select tools to limit the columns or do more robust filters in a filter tool, but having it built in would be very helpful.

I have found a few examples in which the formatting options can be more finely tuned when editing the XML of a workflow but is not allowed by the user interface.

Border widths are just one example. The smallest border width is 1px, whereas if you edit the XML to "0.5" and save, you will get more narrow borders.

When you have a "reminder"/"Notification" , there needs to be the option to permanently ignore the update.  

Some updates only give you a timeframe for ignore/remind as little as 7 days. There should absolutely be options for longer time frames, and should include a permanent reminder of do not display/remind me of 'this' update again. 

Fine for another reminder when there is another new update, but don't repeatedly place the notice of a reminder for the same system/version/data set etc etc etc update. 

There are times companies don't provide updates for a year or more. You shouldn't have to keep dismissing update reminders/notices when you don't intend to update until maybe the next version or a year from now. 

Remove the constant update notification. 

When searching for a workflow in the application we severely struggle with being able to locate the workflows we need. The same thing happens when searching in the gallery.  The information entered that will pull up a workflow doesn't seem to search across the workflow name nor does it seem to use any regular search engine function e.g. "search term" will return all and only results that contain exactly those parameters.  

Example:

WF Name:  "Magic_Workflow_business_purpose"

We can search for

• Magic
• Workflow
• business
• purpose
• Magic_Workflow_business_purpose

For THIS particular workflow, let's say only the search term of "business" works. 

It seems to be completely inconsistent. We've had MANY circumstances where NO entered search parameters return the desired results and we find ourselves having to sort all workflows by name and slowly scroll through (waiting for more to load) until we locate the named workflow. Out of all the amazing things Alteryx can do, if we can't find the work we've developed in it, we can't use it.

Thank you!  

Regards, MAKpfe

Add the remove or add Prefix or Suffix Feature on the Summary Tool because this is where the prefix is added automatically by the Summary tool, so instead of adding a new select tool after the Summary tool to remove the prefix. why not to embed it with the summary tool it self. 

User should get an Alert that file is open when using Input Tool.  Currently Alteryx just clocks when attempting to use an open file in an Input Tool.  

Not sure I'd call this a user setting, but I couldn't figure out the right heading this belongs to. 

When opening files, there are often times a couple of files at that aren't run on any kind of schedule or set time frame but you come back to when you need to run them.  

There should be a way to set "FAVORITES" for a handful of files that you find yourself referring to on a repeated basis, but too far back to be on the 'recents' list because you open too many other files. 

There is an irony in asking for what is essentially the Alteryx version of 'Formula Wizard' from Excel

As great as the guides have been in the community, the Batch Macro is one of most difficult to repeat and explain.

It would be great for users to have a prompt that recognises a Directory input of excel files and at the point of adding a Macro, having a series of prompts at each stage help build out the desired result (whether that be returning all sheets or specific sheets).

It would further highlight one the great features & key enablers of Alteryx 

Hello all,

So, right now, we have two very separated products : Alteryx Designer and Alteryx Designer Cloud. But what if you want to go from Alteryx Designer on your desktop to the cloud ?

well, you will have to rewrite every single workflow because you can't publish or import your current workflow on Alteryx Designer Cloud. You cannot  export Designer Cloud workflow to Alteryx Designer on Desktop either.

This is a huge limitation on cloud implementation and sells and the ONLY product I know that's not compatible between on-premise and cloud.

Please Alteryx, this is a no-brainer situation if you want to convince your customers !

Best regards,

Simon