Alteryx Designer Desktop Ideas

Hello,

Tableau has a veru useful "split" function that allows you to split a string with a delimiter and specify the number of the result you want

https://onlinehelp.tableau.com/current/pro/desktop/en-us/functions_functions_string.htm

Qlik has the same function, subfield : https://help.qlik.com/en-US/sense/February2019/Subsystems/Hub/Content/Sense_Hub/Scripting/StringFunc...

I think this is quite useful and a very standard feature.


Best regards,

Simon

Hello Team,

Currently, in the select tool, we have to scroll up or down to check or see the list of the fields. In case, if the user wanted to change the data type, they can scroll into the list. Like, I am working on the mid-size data, and sometimes data contain 300+ fields, if I need to change anything in the data type I have to search by scrolling up or down. 

The idea here is, If you provide a search bar under Field, it will be a great help to all, in case if anyone needs to go for some specific field, the user just types the name in the search bar and make changes quickly. The select tool is important and we used much time while working on the flow. 

Thank you,

Mayank

At the moment, in order for users in our organisation to run apps, they need to be added to permissions for the data connection for the server/DB the app uses (as we use Gallery connections for ease of collaboration within the Analytics team).

This is fine provided users running the apps do not have Alteryx Designer, however, we have users across the business who do use Designer - we don't always want these users having direct access to query the server/DB through designer just because they have the connection in order to run workflows on the Gallery. It's my understanding that at the moment this is necessarily the case, which is not ideal.

Would be great if we could grant permissions for users to use the connection to run apps in the Gallery without that enabling them to use that connection in Designer to query the DB however they want.

Presently when mapping an Excel file to an input tool the tool only recognizes sheets it does not recognize named tables (ranges) as possible inputs. When using PowerBI to read Excel inputs I can select either sheets or named ranges as input. Alteryx input tool should do the same.

Cleanse Macro

Given a choice between the delivered macro and the CReW macro, I’ll choose the CReW macro for both speed and functionality.  Wikipedia says, “Data cleansing or data cleaning is the process of detecting and correcting (or removing) corrupt or inaccurate records from a record set, table, or database and refers to identifying incomplete, incorrect, inaccurate or irrelevant parts of the data and then replacing, modifying, or deleting the dirty or coarse data.”  If Alteryx were to convert the macro to a true tool, here is my feature request list:

Performance:

• AMP compatible – Fast!
• Faster than the CReW macro for deleting empty fields/rows
• Resolve time it takes to load the tool (current macro versions are slow), html is faster.

Feature Enhancement:

• Allow selection of fields based on data type
• Include incoming/outgoing SELECT functionality
• Allow for PREFIX functionality (like multi-field formula), but NOT default
• Read incoming metadata to provide color coding of fields to indicate where potential problems exist (e.g. NULL, Whitespace) – part of browse everywhere currently
• Allow for Nulls to convert to 0/blank or 0/blank to convert to Null
• When removing punctuation, provide for exceptions (e.g. Numeric set of negative, comma and period).
• Include HTML tag removal
• Support internationalization (character sets)

Going the extra mile:

• Display or opt for output, cleanup metrics.  How dirty was my data?  Potentially, allow for ERROR to stop workflow if garbage is detected.
• Optional:  Detect outliers in numeric data.  I’ve got an outlier detection macro that we can review, but while you are passing all of the data for numeric values, explaining or tagging outliers would be useful.  Could be a box-whisker on numeric values maybe?
  • Make outlier actionable
    • Identify in data (new field indicator)
    • Remove
    • Modify/Impute
  • Test/Preview against metadata:  (pre-run), see what the incoming/outgoing results would be on *all of the metadata before I run the workflow.
  • camelCase:  https://en.wikipedia.org/wiki/Camel_case
  • Identify/Replace unknown values (e.g. N/A, Not Applicable, #) with Null() or other?
  • Identify/Remove duplicate values within a cell
  • See also:  https://en.wikipedia.org/wiki/Data_cleansing
  • Option to point to a “personal” dictionary for spelling or validation
  • Provide “smart” annotation on tool

Alteryx 2019.4 added support in the Input tool for Tableau .hyper extract files. The tables stored in the .hyper files have a schema and a table name. Tableau's old .tde files and Hyper files created by Alteryx & Tableau Desktop use "Extract.Extract" as the schema.tablename. However when using Tableau's Hyper API the default schema is "public" and the table name is arbitrarily specified by the user or application.

This has two impacts:

1) Without this support Alteryx can't open many .hyper files created by other applications. By way of example I've attached a sample .hyper file (in a .zip because the community software doesn't allow .hyper files) that has the schema.tablename "public.table1".

2) Also support for names beyond Extract.Extract is required in order to support multiple table extracts (submitted as a separate Idea).

Please update the Input tool so the user can select the particular schema and table name from the .hyper file.

Jonathan

Alteryx 2019.4 introduced support for Tableau's .hyper extract format, however it only supports single table extracts. .hyper files have supported multiple tables since mid-2018, so I'd like Alteryx to support that as well.

Here are a couple of current use cases (as of February 2020) and one future one.

- We have malaria incidence data that is joined to multiple sets of spatial data. Doing all of the joins in the extract creation process to build a single table extract is not possible due to processing time & memory constraints, so we use a multiple-table extract.

- There are multiple ways to do row level security in Tableau. A common way is to have separate tables for the data & the entitlements and then use calculations at run-time to filter the data, and for that having a multiple table extract is ideal.

- In 2020 Tableau will be introducing new data modeling capabilities (this was first demoed at the 2018 Tableau Conference, there were sessions on it at the 2019 Tableau Conference) where one goal is vastly improved performance for large fact table to fact table joins where previously we'd have to do much more data preparation. This is another case where multiple table extracts would be useful.

I've attached a sample Hyper file with two tables in the extract (it's zipped because the Community site doesn't accept .hyper files).

Supporting alternative schema and table names in Hyper extracts https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Input-tool-Support-more-than-Extract-Extract... is a prerequisite for this because by definition multiple table extracts have multiple table names.

A related idea is supporting multiple table extracts for the Output tool: https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Support-multiple-table-extracts-in-the-Table...

Jonathan

With the 2019.3 release the summarize tool now includes prefixes for grouped fields. While a nice addition, in application it makes using this data downstream (like joining to other tables) more involved because of needing to remove this prefix. 

It would be nice to have this as an option (a checkbox to add/remove prefixes maybe) or just revert back to pre-2019.3 behavior...thanks!

Our company often builds applications where we need the ability for it to dynamically update dropdowns based on a user's previous selections. 

For example: 

• A user needs to select their Server, database, and table for analysis (3 dropdowns).
• When the user selects their server, a query is run to get a list of all databases on that server. Then the database dropdown will automatically populate with this list of databases. 
• The user then makes a database selection, and a query is then run to get all tables within that database. The table dropdown will automatically populate with this list of tables. 
• The user makes their table selection, and then runs their analysis using the server, database, and table variables with values that they have selected from each dropdown.

We can do this in other programs, but unfortunately the lack of dynamic selections/dependent dropdowns is a big limitation for us when building Alteryx applications. Our current workarounds are chaining applications together, or using PyQt within the workflow. Chaining is clunky and often causes unforeseen issues when uploading to Server with errors that are non-descriptive, and using PyQt comes with Python versioning issues. 

If this interactivity can somehow be added to Alteryx applications it would be a huge upgrade to our current Alteryx processes. Any suggestions for further workarounds would also be helpful!

Thank you, 

Amanda 

Can we please have a tickbox (ideally one that remembers your preference to be ticked or unticked) on the Save to Gallery pop up that would allow us to save a (timestamped?) copy of that workflow on a local drive (perhaps one that is preset in the user settings)?

See the discussion on this page: 

https://community.alteryx.com/t5/Data-Preparation-Blending/Batch-macro-only-iterates-one-time-expect...

Would be great if anytime a tool (macro tools in particular such as "Data Cleansing" tool) is copied all items from the copied tool are retained to the new pasted version of the tool. Would expect in the instance of the Data Cleansing tool for example that in lieu of not showing the fields that were in the copied from tool to be shown similar tool in which they show but noted as "Missing" and then as the new copied tool is attached to a like data source (likely same data source elsewhere) they then are checked or not checked and no longer showing as "Missing". 

This would allow these tools to be copy/pasted and repurposed vs wiping out as they won't be associated right away on the pasting process until manually moved into the proper place on the respective new or updated workflow.

Connect to Azure SQL Database with Azure AD also with Multi-Factor Authentication is a crucial feature nowadays. The tool should be configurable by interface tools so we can change the database within the same Azure Database server.

There is a workaround to use ODBC for this but it does not support caching credentials and that's why problematic to use. The credential prompt is appearing every time we run the workflow. With ODBC it's also required to have a separate DSN for every database in the same server.

To make it easy for users there should be a native connector for this feature. The user experience should be easy as it's in an azure data lake connector.

Right now it is not possible to open .xlsx files in Alteryx that has restricted access to specific users from the excel file, even when you are logged in to Alteryx and Excel with the same user. If it is possible to make Alteryx recognize which users/email addresses should be able to input a file to Alteryx I think it would be a great enhancement. To get around the problem we are currently changing the file restrictions through right clicking on it -> Properties -> Security, but this is time consuming and not a smooth fix. 

All the best,

Elin

Thank you to @LeahK for suggesting that this should be a separate idea (cc @JulieH; @TaraM, @LeahK, @JoeM😞

The lack of home use / learning editions of Alteryx is a serious mid-term competitive threat factor for Alteryx - and it's well worth both this Alteryx community; and the Alteryx Community Management team making this a key priority for the Alteryx platform.

Rationale:

The BI/Data science space is very competitive (as evidenced by the recent Gartner 2016 Magic Quadrants), and although Alteryx was given very favourable review in some factors - there were serious concerns about licensing costs; and time to productivity.

Clearly - Alterxy succeeds in direct proportion to the size of the active user base - so the question is "How do we increase the licensed / deployed user base" and I believe that there are 3 factors which all relate to the issue of learning-edition alteryx licenses.

a) Time to productivity:   Right now - I cannot ask one of my staff to learn Alteryx at home and prove their capability before paying several thousand dollars to give them a license.   Once I give them a license; it then takes them 2-3 months to become productive, and we run the lottery of finding out whether this person was a good fit for this kind of role in the first place.   Solution:  Make Alteryx available in a learning edition at home with a robust certification program; and a learning progression built in - that way I can tell my staff "I will give you a license once you demonstrate your competence by learning to this level".   How does this help Alteryx: lower time to productivity = more attractive product

b) Size of committed user base:  As tech professionals - we take our tech bias with us to our new role (the "Affinity effect"), and often will have some leverage in tool selection.   The more people know Alteryx and are invested in their Alterxy skill set - the greater this "Affinity effect" will start to show in sales figures.   This also makes the tool more sticky, reducing the defector population if users can see and use latest features at home.

Solution: Give the learning edition away for free - Pentaho spoon is currently free for learning; as is Tableau Public; and MS Power BI is incredibly cheap to learn.   If Alteryx doesn't do this - others definitely will anyway, and this "Affinity Effect" will be washed out.

c) Increase the skill pool in the market:  The more wide-spread the skills are - the more likely I am to purchase a toolset.  So - if Alteryx skills are very broadly available in the market - it's easier to make the purchase decision for Alteryx rather than competitors.   However - right now the skillset growth is severely constrained, so Alteryx is making the "Buy Alteryx" decision needlessly harder.   

Solution: Make Alteryx available for training; learning; & Certification for free.   

Note: Although this is directly contrary to my personal interests in the short term (the smaller the number of people with skillX, the higher the market value), it is also long-term selfish because I will be able to increase the impact within my firm by having access to a greater pool of skilled and instantly productive workers in the market.

Although price may be an issue - this is a separate matter.   I believe that Alteryx can do a lot to create future sales pipeline, and a committed and very sticky user base by providing this home-learning & certification program.   In my mind - this is probably one of the biggest competitive opportunities & threats facing Alteryx right now, given the velocity of this particular industry & segment.

I'd be very happy to talk this through in detail with the Alteryx team if that's helpful (just PM me)

Many thanks

Sean

It would be useful to have the WorkflowName captured as one of the default Engine constants. The WorkflowDirectory is included so why not the WorkflowName as well?

I often have to use configuration files to pass in values to workflows meaning the workflow name needs to be manually entered into the workflow, either as a text input or User Constant, which feels like an unnecessary step as Alteryx must know the name of the workflow once it has been saved.

Every time we create a file output - you first have to check if the folder exists - and if not then create it.

Currently it's quite onerous to do a directory create - especially with all the error trapping to make this production safe - and everyone is reinventing the wheel in their own companies.

Given the commonality of this need - could we add a tool that allows you to check for existance of a directory and attempt to create it (with nested directories and useful status / error descriptions to act upon)

Currently the cross tab tool automatically sorts alphabetically by the "New Column Headers" field. Often times I have to output data with dates across the columns and therefore have to do a cross tab to achieve this. The problem is when I have the dates formatted with month names, the crosstab automatically sorts it in alphabetical order instead of date order (i.e. Apr, Aug, Dec, etc vs Jan, Feb, Mar). To get around this issue, I have to use a dynamic rename tool. It would be great if there was a way to choose the order of the crosstab (i.e. in the order of the data, crosstab, another field, etc.).

The Source field of the field metadata is very useful, but has some problems.

• It is repetitious. A long connection string repeated for many fields from the same source can bloat the size of the workflow above 10 MB, and when removed is around 0.5 MB.
• It exposes sensitive information about a company's infrastructure, such as server names, ports, user ids, and proprietary data structures.

I first started paying attention when we found a user's password in the metadata because they had passed it as a string to the Dynamic Input Tool (separate Idea submitted for that - LINK). Then when I had to share an App with the Alteryx Support team for support with an issue, I thought to check the metadata, and I noticed that the file was too big and was exposing information that I would not normally share with another company.

I'm not sure how you want to handle this, but here's some thoughts:

• Default the Source field to 'off' and provide users the option to turn it 'on' in the workflow/app settings.
• Provide a mechanism to strip the 'Source' field at time of saving or exporting the workflow.
• If nothing else, provide education to users on the implications of including this information in the file.

Thanks for listening!

Cameron