Alteryx Designer Desktop Ideas

From what I can tell using ProcMon, presently when using the Directory tool to list files (including subdirectories) the Alteryx Engine runs a single threaded process.

When you're trying to find files by checking recursively in large network paths, this can take hours to run.

It would be great if the tools would split up lists of directories (maybe by getting two or three levels down first) and then run each of those recursive paths in parallel. 

While it is possible to do this using a custom Python or cmd->PS command, it would be great if this could just be a native part of the application.

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.

It would be really nice to be able to easily trace a selected field through a workflow (see below, trace in green). This would greatly help with troubleshooting.

I will start off with a story. I have built a process to manage batch API requests. It's an iterative process that checks to see where the export is at by calling an API and then returning some status. It will run and wait and run and wait until the export is ready to be downloaded. However sometimes, the jobs don't finish and a status returns something like "failed" or "cancelled". When this is the case, I have my process (which is a little bit batch macro) kicks off an error message, using the nifty error message tool. After some time I noticed that it was a PAIN to go back and figure out which of my requests failed and I decided that I need to add some messaging around where this was failing, so I could do some easy auditing. So I go back into my tool and much to my chagrin, I cannot pass variables into the message section. I would expect it to have worked something like this:

"Record "+[#2]+" is not 'A'"

Can we please get a change to this. It would save a lot of time and energy if we could create a dynamic error message option.

TL;DR Please allow us to use formulas in the "If expression is true, display error message:" settings area.

It would be nice to be able to concatenate numeric values (integers, doubles, etc.) directly in the Summarize Tool.

I know this would involve converting it to a string on the backend, but I don't believe there would be any data loss when going from numeric to string. I know this can be done by using other tools like Select of Formula to convert to string before the summarize but I don't see any reason why this couldn't be accomplished in a single tool.

Thanks,

Paul

Salesforce Input connector tool currently uses REST API.

Can we please enhance this tool to use BULK API?

Use Case:

We are sourcing about 2 million rows of opportunity data from Salesforce do to some insight analysis. This Alteryx workflow takes over an hour to run. The same dataset when pulled using a different ETL tool (Informatica) produces the dataset within 2 min! That makes a HUGE difference when you have a number of process to run in a limited amount of time. Enabling BULK API functionality on Salesforce input tool will help solve this problem.

Desperately looking for a way to connect to SQL Server Analysis Services through Alteryx as more and more of our large datasets from our older systems are moving to here in the next few months. We can connect using PowerBi with limitations (connecting 'Live' does not allow merge and connecting with Import, you need to use MDX or DAX syntax). We run into import and export limitations, too. We are not allowed access to the underlying tables, but the tables with the measures, dimensions and fields. PowerBi is a big step up from pivot tables, but Alteryx would be so much better. Ideas for connecting this up are are welcome!

The following idea might not be as valuable as some of @SeanAdams posts, but it would save this user precious fractions of time.   When I leave the canvas with my mouse (point A) to go up to the pallet I select and drag the tool down to the canvas.  Sometimes I do right-click and go through the menus to add the next tool, but generally I go through that labor only when I'm inserting in-stream the tool.  So here is my idea:

Double-Click your NEXT tool and it "Alteryx-ly" appears on your canvas in proximity to the hi-lighted (last) tool.  Better yet, connect it!  Now I can move from the pallet to the configuration panel directly without having to move my mouse down to the canvas and then over to the configuration panel.

Hopefully, my friend @Hollingsworth will find this time-saving idea worthy of a star.  Speed demons like @NicoleJohnson and @BenMoss might not need this turbo boost, but at my age it is worth the ask.

Cheers,

Mark

DearAlteryx team and community,

all the best for 2021!

Thank you very much for enhancing the output option from Alteryx Designer to Excel keeping the format.

For a lot of my use cases this is very helpful!

Still, there are some use cases left. In case I want to overwrite a calculated/linked number (e.g. calculated prediction) with the Actual number, it would be very helpful to feed into those cells as well. At the moment Alteryx is doing the job but I receive a lot of Excel Errors (xml errors) and a corupt Excel file when overwriting calculated fields/linked fields.

Is there a chance to extend the current setup for all of those cases?

Thanks and best regards

Chhristoph

A few suggestions that I think can improve the Sharepoint Files Output Tool:

1. Maybe I'm missing it, but I cannot see how you can delete a file from the output list once you've added it:
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2. Have the write headers output checkbox ticked by default as I expect this is the more common expectation:
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3. Take the file extension by default based on the users selection in the Options tab as I shouldn't have to write .xlsx for the extension:
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@VojtechT 

When building out Alteryx workflows there may be a need to read in different ranges within the same Excel spreadsheet. For example bringing in a table from Sheet1, but also isolating a table name in a particular cell (in my example cell C8).

When turning this into an analytic app, with a file browse is to add an action tool with the default value of "Update Input Data Tool".

However when specifying this option within the analytic app interface, you are only allowed to chose one option of the following:

i) Select a sheet

ii) Select a sheet and specify a range

iii) a named range or

iv) a list of sheet names.

The problem is in the example above I need a sheet and a range, but I want to avoid adding two file browse interface tools as it shouldn't be needed. If the user selects (i) then it loses the reference to cell C8, but I would imagine a lot of users as they get started with apps don't realise this is what will happen.

There is however a way to solve this currently and it requires overwriting the default behaviour and configuring the second action tool (the one that updates the file for C8), to update value with a formula, where you assume the user would select sheet name and then use this formula:

replace([#1],"$`","$C8:C8`")

However I would argue that this has a lot of technical debt, plus if the user needs to modify where the header is, for example to D8 they need to change the input file and the action tool so it works as a workflow and an analytic app.

Solution

Like how the configuration options for the input file, such as which row to input data from or whether first row contains data is maintained, modify the behaviour of the default option in the action tool to maintain references to ranges.

I rarely use the Group By tab on batch macros, but it's unfortunately always the first tab that pops up. When I have a questions tab on a batch macro, it would be great if it appeared first (ie I should see the questions tab when I click on my batch macro.) Thanks!

Hi all,

https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Tool-Mastery-RegEx/tac-p/74936

@AlexKo did an excellent article on RegEx, and Mark @MarqueeCrew Frisch has helped me out of many pickles with Regex - and one of the things that I've discussed with a few folk on the community is that Regex is super-powerful ( @Ken_Black made this same comment) and can do way more than we initially understand.

The problem is not one of the power of the tool, but rather the onramp to using it (it's painful to do/experiment/run/try etc, it doesn't give you any visual guides or hints when you've got it right or wrong, etc)

My method is to hop straight on to http://regex101, paste in sample text, and figure out the right RegEx in their AWESOME UI which really make this into a 5 minute job, and makes me feel like I've scored at least one victory today (it is so easy, you actually feel more powerful and competent).

Could we bring some of this great User Interaction design into the RegEx tool?   I honestly believe that if the RegEx tool was as easy and approachable as RegEx101.com (or why not go one better than them), we'd see an explosion in usage and creativity.

Thank you all

Sean

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

Right now, if the dynamic input tool skips a file (which it often does!) it just appears as a warning and continues processing. Whilst this is still useful to continue processing, could it be built as an option in the tool to select a 'error if files are skipped'? 

Right now it is either easy to miss this is happening, or in production / on server you may want this process to be stopped.

Thanks,

Andy 

When I create a new table in a in-Db workflow, I want to specify some contraints, especially the Primary Key/Foreign Key

For PK/FK, the UX could be either the selection of some fields of the flow or a free field (to let the user choose a constant).

From wikipedia :

In the relational model of databases, a primary key is a specific choice of a minimal set of attributes (columns) that uniquely specify a tuple (row) in a relation (table).[a] Informally, a primary key is "which attributes identify a record", and in simple cases are simply a single attribute: a unique id. 

So, basically, PK/FK helps in two ways :
1/ Check for duplicate, check if the value inserted is legit

2/ Improve query plan, especially for join

When using the output data tool, it would save me and my cluttered organizational skills a lot of effort if the writing workflow was saved as part of the yxdb metadata. 

I've often had to search to find a workflow which created the yxdb. I tend to use naming conventions to help me,  but it would be easier if the file and or path was easily found. 

cheers,

 mark

Please could you enhance the Alteryx download tool to support SFTP connections with Private Key authentication as well.  This is not currently supported and all of our SFTP use cases use PK.

I like to suggest having a Batch Macro Container (besides the existing Container) which acts as a Batch Macro within a Workflow and is stored within the Workflow.

I understand that having a batch macro available as a separate tool can be very powerful and reduces redundant work.  However, very often Batch Macros are set up for a specific workflow only and are of no use for other workflows. The Creation of a Batch Macro in a container will significantly reduce the time to deploy a batch macro and keeps the Macro folder clean of one-time Batch Macros.

Attached a picture of how this could look like

Thanks

Manuel

Hi GUI Gang

At the moment, I have a lovely formatted XLS with corporate branding, logos, filled cells, borders etc.  The data from the Alteryx output needs to start in cell B6.  I have tried the output tools to this named range, but Alteryx destroys all the Excel formatted cells in the data block.

As a workaround on the forums, many Alteryx users pump out to a hidden "Output" tab, and then code =OutputA1 in the formatted sheet.  This looks messy to the users who then go hunting for the hidden tab.  Personally I end up pumping the workflow out to a temporary CSV file.  Then opening that in Excel, selecting all, and then pasting values in the pretty Excel file.

This is fine for one file, but I need to split the output report block by a country field and do this 100s of time for each month end.

Please can we have a output tool that does the same as my workaround.  Outputs directly from a workflow to a range in Excel that doesnt destroy the workbook's formatting.

Jay