Alteryx Designer Desktop Ideas

We aren't getting a huge amount of help from support on this, so I'm posting this idea to raise awareness for the product teams responsible for the Salesforce connectors and the embedded Python environment.

This post from user Dubya describes the issue in detail:

I have a workflow with several salesforce tools in it, which works fine on my machine. But we need another alteryx user in our office to be able to access, run and maintain the workflow too, via their machine and copy of alteryx designer.

However we're finding that the salesforce inputs and outputs can only be authenticated on one machine at a time.

When the other new user opens the original workflow from the shared network location, the salesforce tools display an error "Salesforce Input (1): {'error': 'invalid_grant', 'error_description': 'authentication failure'}" and the tools fail to load any data. But we can see the full query in the tool and we can even set the custom query option and validate the query successfully, which suggests the source is being correctly connected to and queried, but we just cant run the tool.

The only way to run the tool successfully is to change the credentials and re-authenticate the tool. However this then de-authenticates the original machine, and when we open up the workflow on there and try to run ying the workflow brings back the same error.

We've both tried this authentication back and forth on our own machines and each time one of us re-authenticates, it de-authenticates the other, leading to it triggering the error.

Can someone help explain what's going on and how to fix it, as this doesn't bode well for our collaboration.

We're both running:
The latest build of version of designer 2021.2 (original machine also running desktop automation)
Salesforce Input Tool v4.1.0
Salesforce Output Tool v1.3.0

My response here identifies that this is a problem for our organization as well:

We're experiencing the same issue. It appears to be related to how the tool handles password and security token decryption. I've found that when you modify the related registry entry from "true" to "false", you can see in the tool's xml that the encrypted password and security token are still in there. I'm not sure what else is going on behind the scenes beyond that, but that ought to be addressable by the product teams handling the Salesforce connectors and the Python installation embedded in Designer.

The only differences in our environment compared to u/Dubya's are that we're running on 2020.4 and attempting to use Salesforce Input Tool v4.2.4.

This is a must have for anyone who needs the ability to share workflows among multiple users. This is part of a series of problems that these updated connectors have been plagued with since introducing them years ago, and no one at Alteryx seems to care enough to truly fix the problems. Salesforce is a core system for our organization, so having tools that utilize the latest version of Salesforce's APIs is very important to us. The additional features that the Input tool provides are welcome, but these bugs have to be sorted out in order for us to extract any kind of value out of them. If the "deprecated" Salesforce tools were ever to be removed from Designer while there are issues with the "new" connectors, we would have no choice other than to never upgrade Designer/Server again and be forced to look for another product to serve as our ETL platform.

Please, please, please address this.

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

Hi all,

I think it would be great if Alteryx could send calendar invites in Outlook (and perhaps other calendaring systems) like it sends emails.

Currently the only way to accomplish this is to send it as an attached ICS file on a regular email.  

In my use case, rather than auto-populating a Shared Mailbox/calendar, someone has to go into the inbox, the email has to be opened then the ICS has to be clicked on to interact with.  

There are ways in Outlook to send an item like this but have it appear automatically without the end user ever seeing the actual invite.  (Our Company adds holidays and other important dates in this manner)

So basically I want this functionality available in Alteryx to do the same.  I have posted about it before in the discussions threads, but basically right now we enter our time in HR system, then have to manually enter the same info on our personal calendar in Outlook and any team calendar whether it be a SharePoint calendar, a group calendar in Outlook etc.

If Alteryx had the ability to send these types of invites, employees could enter the info in our HR system then Alteryx can get the data feed and automatically populate the other calendar (whichever type it may be).

Hopefully this gets some likes.  

Hello,

  After used the new "Image Recognition Tool" a few days, I think you could improve it : 

  > by adding the dimensional constraints in front of each of the pre-trained models,

  > by adding a true tool to divide the training data correctly (in order to have an equivalent number of images for each of the labels)

  > at least, allow the tool to use black & white images (I wanted to test it on the MNIST, but the tool tells me that it necessarily needs RGB images) ?

  Question : do you in the future allow the user to choose between CPU or GPU usage ?

  In any case, thank you again for this new tool, it is certainly perfectible, but very simple to use, and I sincerely think that it will allow a greater number of people to understand the many use cases made possible thanks to image recognition.

  Thank you again

  Kévin VANCAPPEL (France ;-))

  Thank you again.

  Kévin VANCAPPEL

Today, the behaviour of batch macro can be strange.

If I refer to https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Batch-Macro-not-looping-after-running-...

we can have big behaviour differences between :

-wf and app

-designer and scheduler

Example here with a batch macro running for all lines in designer and only for line in scheduler

Designer works fineScheduler only runs the first line!!

I know the turnaroud (just use a message box) but it's not natural and I think

-at least the same behaviour is needed in any use case
-if you want to do some optimization, ok, but make it an option!!

I am currently using alteryx to generate pdf reports and noticed there is no option to have multiple row headers. In my line of work i cant skip this as the end users insist on having it like they have always had it.

I definitely think this should be available as many of us like replicate canned reports which are otherwise in excel and hence see the need for such an option.

The following might give an example of the multi row header,

Also the ability to merge certain columns to create the above effect should be available.

It would be great if there was an output option for excel files where you could overwrite the data in the sheet, but keep the formatting in the sheet. Similar to how the Paste Values option works in Excel. This would allow me to create a template with data validation, conditional formatting, column widths, cell fill colors, etc and set a workflow to run on a schedule and just paste the data into the existing template.

To get around this right now I have to output it to a separate tab and then paste the columns as values over the existing template. This is fine unless I am out of the office and need to bother someone else to do it. I know there have been many times where i wish this was an option outside of the report I am currently building. I am honestly surprised I couldn't find an idea already submitted about this!

Thanks,

Wes

As of today, Alteryx is not compatible with PAC, althouth it is pretty common in companies.

Asking for a few machine to be out of the GPO may be a real struggle with IT security and has only a few chances to succeed. I have a case when we cannot do an upgrade because of that regression (since old licensing seems to be ok).

Please change

I set up my canvas how I want it, but I will sometimes undock or auto-hide the canvas windows (Results, Configuration, etc.).  My suggestion is to add a Locked Dock as a selection that will allow for resizing, but not undocking.

Hello all,

I try to use Alteryx and MonetDB, a very cool column store database in Open Source.
 
When I use the Visual Query Builder, I get this :

The fields names are totally absent.



The reason is Alteryx does not use the standard ODBC SQLColums() function at all but send some query (here "select * from demo.exemplecomparetable.fruit1 a where 0=1" ) to get a sample of data. In the same time, Monetdb sends the error "SELECT: only a schema and table name expected" (not shown to user, totally silent)

I think this should be implemented like that :
1/use of SQLColums() function which is a standard for ODBC and should work most of the time
2/if SQLColums() does not work, send the current queries.

It's widely discussed here with the MonetDB team.

https://github.com/MonetDB/MonetDB/issues/7313

Best regards,

Simon

I want to jump to expression #3 of formula (3), when I see following error message. Now I can jump to formula (3), but only expression #1 is opened, not #3. If I have 30 expressions, it is hard to find #20 in 30s.

Alteryx is unlike many BI tools in the sense that it joins NULL. It is difficult to think of another platform that has this behaviour. Either people know about this and work around it or they don't and their joins are a ticking time bomb. Please add a check box to the Join and Join Multiple tools to allow or prevent joining NULL. This will serve to remove the need for workarounds as well as educate users about this default behaviour.

Pre-Filter as new option in Input Tool might reduce import data and allows to input only selected data (ie. for specific period or meeting certain conditions).

Cheers,

Pawel

To help in adding tools quickly it would be useful to have some form of quick keys or maybe somewhat a combination (enhancement) of search bar / right-click. 

So here's the pic and a 1,000 words

And here's the blurb

The idea being that hitting a key whilst mouse is over the canvas would display the search bar at the mouse cursor position. Once you've selected the tool you want it hitting return[+shift] adds it to the canvas either:

• In a dragged (mouse down) state to help for final position and automated connections and then a final left-click to add to canvas or,
• Just add it at that position.

This would also speed up adding tools as you could include things like 'Recent' or 'Favorites'. I grant you that you could just incorporate this into the search dialog but save you a bit of eye movement. Don't get me wrong the search bar is great but it's the lots of drag-drop that can slow things down a bit. 

Thanks you to @JoeM for recent training on macros, and @NicoleJohnson for pointing out some of the challenges.

when writing an iterative macro - it is a little bit difficult to debug because when you run this in designer mode, it only does one iteration and stops.

Could we add the capability to the designer itself to be able to run the second and third iteration using the test data built into the macro input tool?   Even something as simple as an option to run X iterations; or when it's run the first iteration allow me to look at what happened and trigger iteration 2 (or to trigger a run-through to completion) would be immensely helpful.

While you can do this with a test-flow wrapped around a macro, macro development is a bit of a black box because Alteryx doesn't natively have the ability to step into a macro during run-time and pause it to see what's happening on iteration 1 or 2 or n and why it's not terminating etc.   So putting the ability to run in a debug mode would be HUGELY helpful.

The Transpose In-db stands in the "Laboraty" for years now. I understand Alteryx invested some time and money to develop that but sadly we still can't use that tool for sensitive workflows. Did you get some bugs on it? Can you please correct it and make this tool an "official" tool?

Thanks

Most of the finance industry is using HFM or Essbase finance solutions which is flexible in keeping the data and generating reports. Alteryx should create a direct connection with Hyperion or Essbase so that it's easier to connect with the data in those systems and it can directly feed other system reports.

Need a way to highlight lines whether that means right-clicking and selecting a color or what-not, but just having the lines become black & BOLD doesn't cut it. It's not easy on the eyes. If I could click this line/connector and make it bright green that would be ideal and then I can see where it connects better when zooming out.