Alteryx Designer Desktop Ideas

Hello!

I'm submiting this idea to put other products into alteryx students program, I think that we (students) should have access to study these products (not only the Intelligence Suite, but Server as well).

I am having to render my Alteryx formatted reports to Excel and then upload the report to Google Sheets

It would be very useful (and improve the less well known Alteryx Reporting capabilities) to be able to render straight to a Google Sheet and preserve the formatting.

Thanks

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.

Two very useful functions

According to https://www.w3schools.com/sql/func_mysql_least.asp

The LEAST() function returns the smallest value of the list of arguments.

example : SELECT LEAST("w3Schools.com", "microsoft.com", "apple.com");

returns "apple.com"

GREATEST works exactly the same but returns the greatest value of the list of argument

As of today, Alteryx proposes max and min to deal with that, but it only works with number and , I think, it's an ambiguous syntax : Max and Min works both as an aggregation function and as a row function. I love to separate these two notions.

Having a more standard means also more interoperability.

On a related topic, the coalesce function is proposed here : https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Coalesce-function/idi-p/841014

Best regards,

Simon

Add Unicode category to the cleansing tool

When using the unknown field in a select, you can either select or deselect the fields which will appear afterwards.

I would love to have an option or different to specify elements for fields to appear for instance having :

• *unknown text where you could set the metadata type (for instance vwstring) and maximal length
• *unknown numeric where you could set the type, double or fixed decimal

and for dates too

it would set a default behaviour for incoming text fields or numeric fields allowing for more precise deselction too.

Hello all, just another little QoL suggestion!

There have been a few occasions recently where I've been adding some Report Text to a Rendered output and have needed to reference the current date. However, when building a quick formula to do this, I've first needed to add a dummy field within a Text Input tool so that the Formula tool doesn't error due to no incoming connection.

I know I can create a branch off from the main dataset and just use that, but for something simple like this, I find it cleaner to isolate and generate it in this way and so it'd be great if - for situations like this - the Formula tool's input anchor was optional (obviously only when using it to create new fields).

There are likely many other examples where you may want to build a simple workflow (or branch of one), starting with a quick field generated within the Formula tool itself. However, just thought I'd raise this with a scenario I've encountered a couple of times recently.

Cheers!

95% of the times I see myself using the Directory Tool, it is only to access the FullPath content, so I immediatly add a Select tool to deselect the other attributes the tool returns.

Is there any chance to add a checkbox to only retrieve FullPath?

I couldn't find a previous idea on this, but let me know if it already exists.

The drop down\list box have numerous ways to list values. One of them that I like is connecting to an external source. You simply have an external source file with a Name column and a Value column. It will display the data in the Name column and pass the data in the Value column. Now suppose instead of connecting to an external source I wanted to use connected tools. Currently, I would have to crosstab this data and the drop down\list box would display and pass the column names.

What if the drop down\list box could have an additional option added where you could connect tools and it would act identically as an external source (display the data in the Name column and pass the data in the Value column). This would be much easier and more functional!

If a tool fails, there should be a way to customise the error message. Currently a way to do it: log all messages in a file, read that file with another workflow, then customise the messages (Alteryx workflow error handling - Alteryx Community). However, there should be a more convenient solution. We should be able to:

- Find/replace parts of a message.

- Specify, which tools messages to modify.

- Change the message type.

- Change the order of the messages in the results window, to prioritise the critical ones.

- Pick which messages cannot be hidden by "xxx more errors not displayed".

This would especially help for macros, as sometimes we have a specific tool failing within a macro and producing a non-user friendly message.

Hi,

I'm not finding it anywhere as a current option, but my company uses branded PowerPoint slides using our logo, these slides are in 16.:9 (widescreen) for slide size, but Alteryx won't output to that size even if I choose custom for page size & have Widescreen selected as an option. Could there be an Advanced Options button added that would allow users more output choices, like choosing the 16:9 ratio size output? Without it, I'm having to output the largest map I can create (13 x 9.75 in Report Map tool) and then stretch/shrink to get it to fit the 16:9 slide...for every single map/slide (currently making 40 maps at once).

Is there a work around to accomplish my goal currently? And if not, could the option be added to the Render tool? Thank you!

This request is super simple!  I love how Alteryx displays the row count and size of the data passing through each tool at run time.  Can you set the default formatting for the row count indicators to be #,###?  Without the commas, it's hard to easily check the row count once you get more than 6-9 digits.

In the example below, it would be so much more readable if it displayed as 75,640,320.

After I type something into the filter box, I should be able hit enter and then it just applies my change (ie enter hits the apply button). It used to be this way, but it's not working as of 2021.2. This feels like a very tiny move in the wrong direction. Currently enter does nothing. It looks like if I hit tab twice and then enter, it finds the apply button. I shouldn't have to hit tab twice. 

cc: @Hollingsworth @A11yKyle 

Apologies if this has been suggested or exists. I often find myself using manual Excel files as a data source. These files frequently use cell formatting elements, such as cell color and text color, to convey important information. However, when these files are imported into Alteryx, this valuable formatting information is unfortunately lost.

To address this, a dedicated input tool that can read Excel files with separate fields for these formatting elements would be very helpful. This would be incredibly beneficial, especially when the data lacks other fields that relate to the coloring. Currently, I manage to achieve this using a Python tool, but integrating this as a built-in feature in Alteryx would undoubtedly be more efficient and user-friendly. This enhancement would not only simplify data preparation but also ensure the preservation of the full context of the original Excel file.

Hi,

A lot of companies now are deploying on both AWS and Microsoft Azure.

Alteryx supports AWS S3 object storage out of the box, it would be important to support Microsoft Azure blob as part of the native Alteryx product as well. 

Cheers,

Adrian

Alteryx hosting CRAN

Installing R packages in Alteryx has been a tricky issue with many posts over the years and it fundamentally boils down to the way the install.packages() function is used; I've made a detailed post on the subject. There is a way that Alteryx can help remedy the compatibility challenge between their updates of Predictive Tools and the ever-changing landscape that is open-source development. That way is for Alteryx to host their own CRAN!

The current version of Alteryx runs R 4.1.3, which is considered an 'old release', and there are over 18,000 packages on CRAN for this version of R. By the time you read this post, there is likely a newer version of one of these packages that the package author has submitted to the R Foundation's CRAN. There is also a good chance that package isn't compatible with any Alteryx tool that uses R. What if you need that package for a macro you've downloaded? How do you get the old version, the one that is compatible? This is where Alteryx hosting CRAN comes into full fruition.

Alteryx can host their own CRAN, one that is not updated by one of many package authors throughout its history, and the packages will remain unchanged and compatible with the version of Predictive Tools that is released. All we need to do as Alteryx users is direct install.packages() to the Alteryx CRAN to get our new packages, like so,

install.packages(pkg_name, repo = "https://cran.alteryx.com")

There is a R package to create a CRAN directory, so Alteryx can get R to do the legwork for them. Here is a way of using the miniCRAN package,

library(miniCRAN)
library(tools)
path2CRAN <- "/local/path/to/CRAN"
ver <- paste(R.version$major, strsplit(R.version$minor, "\\.")[[1]][1], sep = ".") # ver = 4.1
repo <- "https://cran.r-project.org" # R Foundation's CRAN
m <- available.packages() # a matrix of all packages and their meta data from repo
pkgs4CRAN <- m[,"Package"] # character vector of all packages from repo
makeRepo(pkgs = pkgs4CRAN, path = path2CRAN, type = c("win.binary", "source"), repos = repo) # makes the local repo
write_PACKAGES(paste(path2CRAN, "bin/windows/contrib", ver, sep = "/"), type = "win.binary") # creates the PACKAGES file for package binaries
write_PACKAGES(paste(path2CRAN, "src/contrib", sep = "/"), type = "source") # creates the PACKAGES files for package sources

It will create a directory structure that replicates R Foundation's CRAN, but just for the version that Alteryx uses, 4.1/. 

Alteryx can create the CRAN, host it to somewhere meaningful (like https://cran.alteryx.com), update Predictive Tools to use the packages downloaded with the script above and then release the new version of Predictive Tools and announce the CRAN. Users like me and you just need to tell the R Tool (for example) to install from the Alteryx repo rather than any others, which may have package dependency conflicts.

This is future-proof too. Let's say Alteryx decide to release a new version of Designer and Predictive Tools based on R 4.2.2. What do they do? Download R 4.2.2, run the above script, it'll create a new directory called 4.2/, update Predictive Tools to work with R 4.2.2 and the packages in their CRAN, host the 4.2/ directory to their CRAN and then release the new version of Designer and Predictive Tools.

Simple!

When I'm organizing my workflow, sometimes I want to move a whole tool container on the canvas. Currently, the only way to do this is to first find the header then select and drag this. When the ends of the container is off screen, it can be hard to know how much I wanted to move my container to get it where I wanted relative to the other tools around it. I feel like it would be nice to be able to select anywhere on the tool container and drag it around (possibly holding right click and dragging so that current tool selection capabilities aren't hindered).

In the (simplified) images below, you'll see that I want my tool container to vertically align just above the browse tool:

I can't currently see the top of the tool container to move it, though, so I must first navigate to that part of the workflow to select the header.

The SQL Editor window could have a better presentation of the SQL code; two issues observed

• First, that it's simply plain text without even a fixed-width font, much less syntax highlighting
• Second, if you type in some manually formatted SQL code (e.g. with line feeds and indentation), then click on the "Visual Query Builder" button, then click back to the "SQL Editor" button, all the formatting is lost as it is converted to one run-on line of code, which is very difficult to read.

I understand that going between the Visual Query Builder and the SQL Editor is bound to have some issues; nonetheless the "idea" is to allow a user friendly display in the SQL Editor window:

• Use a fixed width font, (should be trivial to implement)
• SQL formatter, implementation ideas can be found here: https://github.com/TaoK/PoorMansTSqlFormatter
• SQL syntax highlighting, implementation ideas can be found here: https://github.com/jdorn/sql-formatter

My "implementation ideas" are based on a couple minutes with google, so hopefully this is a very feasible request; my user base is very likely to spend more time in the SQL editor than not, so this would be a valuable UX addition.  Thanks!

Hi Alteryx community,

It would be really nice to have v_string/v_wstring and max character size as a standard for text columns.

it is countless how many times I found that the error was related to a string truncation due to string size limit from the text input.

Thumbs-up those who lost their minds after discovering that the error was that! 😄