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Alteryx Designer Desktop Ideas

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We all know and love the Comment tool. It's a staple of every workflow to give users an idea of the workflow in finer details. It's a powerful tool - it helps adds context to tools and containers, and it also serves as an image placeholder for us to style our workflows as aesthetically pleasing as possible.

 

Now, the gensis of this idea is inspired by this post and subsequent research question here.

 

The Comment Tool today allows you to:

  • Write your text and provide context / documentation to your workflow
  • Style its shape
  • Style its font, colour, and background colour
  • Align the text
  • Put an image to your workflow

image.png

 

But it would provide way more functionality if it had the capabilities of another awesome Alteryx tool that is not so frequently mentioned... the Report Text Tool!

 

What's missing in the Comment tool that the Report Text tool has?

  1. The ability to add active data records from the workflow to its text
  2. Its wider range of styles which allows for more functionality such as with its Special Tags functions
  3. Its ability to hyperlink
  4. Text mode options!

image.png

 

Now, whilst I understand that the Report Text tool is just that, a tool that needs to be connected to the data to work, so too does the Comment tool (to a lesser extent).

 

It would be awesome to have the ability to connect the data to the Comment tool as it was a Control Container-like connector. It can also be just like the Report Text tool with an optional input, thereby making it like a normal Comment tool.

 

To visualize my point:

image.png

 

The benefits of doing so:

  • Greater flexibility to the user
  • Styles are endgame
  • Users can use the comment box as a checksum or even a total count / checker to ensure everything is working as intended
  • Makes the comment tool more powerful as a dynamic workflow documentation tool

I think it'll be a killer feature enhancement to the comment tool. Hoping to hear comments on this! 

 

Kindly like, share, and subscribe I mean comment your support. Thanks all! 😁

 

-caltang

When loading multiple sheets from and Excel with either the Input Data tool or the Dynamic Input Tool, I usually want a field to identify which Sheet the data came from. Currently I have to import the Full Path and then remove everything except the SheetName.

 

It would be great if there was an option to output she SheetName as a field.

 

DavidP_0-1657614328613.png

 

My organization use the SharePoint Files Input and SharePoint Files Output (v2.1.0) and connect with the Client ID, Client Secret, and Tenant ID. After a workflow is saved and scheduled on the server users receive the error "Failed to connect to SharePoint AADSTS700082: The refresh token has expired due to inactivity" every 90 days. My organization is not able to extend the 90 day limit or create non-expiring tokens.

 

If would be great if the SharePoint connectors could automatically refresh the token when it expires so users don't have to open the workflow and do it manually.

Documenting your Alteryx workflow is important because it allows others to understand and modify it as needed. To document your workflow effectively, you should provide detailed information about your inputs, outputs, tools used, and any assumptions or limitations.

 

When it comes to documentation, annotations are often more practical than the comments tool. However, the comments tool in Alteryx offers a useful feature that allows you to customize the background, font, and border colors. These customizable colors can be beneficial when reviewing workflows, as they help draw attention to specific details or notes.

 

In the screenshot below, you can observe that the highlighted comment attracts more attention compared to the annotation on the left side, even though they contain the same comment.

 

It would be great if the color customization features available in the comments tool could also be added to the annotations of any tool.

 

SaadNaser_0-1684052340300.png

 

 

 

Hello,

It's nice to have this OpenAI Connector but it seems it must be the default OpenAI URL. In my company, we use OpenAI on an Azure instance and I'm unable to connect to it.

(by the way, I know pre-sales teams have developed lot of connectors for fireworks, mistral, etc.. it would be very cool to have it available).

Best regards,

Simon

Hello,

Working on Dataiku DSS and there is a cool feature : they can tag tools, parts of a worklow.. and then emphasize the tools tagged.

 

image.png

Best regards,

Simon

 

 

I’ve been using the Regex tool more and more now. I have a use case which can parse text if the text inside matches a certain pattern. Sometimes it returns no results and that is by design. 

Having the warnings pop up so many times is not helpful when it is a genuine miss and a fine one at that. 

Just like the Union tool having the ability to ignore warnings, like Dynamic Rename as well, can we have the ignore function for all parse tools? 

That’s the idea in a nutshell.

Hello all,

A few years ago, I asked for svg support in Alteryx (https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/svg-support-for-icon-comment-image-e... ). Now, there is Alteryx Designer Cloud with other icons... already in svg !

image.png


So I think it would be great to have an harmonization between designer and cloud.

Best regards,

Simon

Hello all,

I really appreciate the ability to test tools in the Laboratory category :

simonaubert_bd_0-1672223871200.png



However, these nice tools should go out of laboratory and become supported after a few monhs/quarters. Right now, without Alteryx support, we cannot use it for production workflow.

simonaubert_bd_1-1672223991592.png



Example given :
Visual Layout Tool introduced in 2017
https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Visual-Layout/ta-p/835...

Make columns Tool also introduced in 2017
https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Make-Columns-Tool/ta-p/67108

Transpose In-DB in 10.6 introduced 2016
https://help.alteryx.com/10.6/LockInTranspose.htm

etc, etc...

Best regards,

Simon

Everyone knows the importance of adding the appropriate controls and governance to your workflows - and often, this means including events that will generate notifications if a workflow is running with errors.

 

But who is the audience of that email? If it's not a developer, will that person know what they are reading and where to focus?

 

How about a developer that would like to customize the message that the end user will receive?

 

Porting some existing functionality from other tools in the Alteryx toolkit to the Events page could easily provide added flexibility to event generation:

 

1) Add a formatting bar to the tool like shown in the image below

-- Style changes

-- Alignment

-- Highlighting

-- Coloring

-- Images

 

2) Add a function bar to the tool like shown in the image below

-- Ability to view all available variables

-- Ability to apply formulas using variables

-- Ability to save formulas

 

Events.JPG

 

What do you think? Give this post a thumbs up if you find the post helpful!

The JOIN tool could use some love.  Let's consider merging the JOIN and UNION functions into a single tool.  Instead of strictly L, J, and R outputs, we could have an option to allow for all standard SQL joins:

 

  • Cross Join (Warning!!!)
  • Inner Join (boring)
  • Left Outer Join (saves time configuring Union)
  • Right Outer Join (saves time ...)
  • Full Outer Join (saves time ...)

Being able to JOIN on case-insensitive values is a big bonus (resisted urge to BOLD and change font size).

Being able to JOIN on date-range is often requested.

Being able to JOIN on numeric-range is often requested.

 

If we are combining tools, getting UNIQUE on L or R (or both) inputs would also save time.  Most JOIN errors are because the incoming (R) data contains duplicates by KEY.

 

cheers,

 

Mark

 

Hi @NicoleJ 

Hello,

This is a popular feature on other tools, such as Talend (now Talaxie) : the ability to export the workflow as a vectorized screenshot in svg.

Why ? it helps to build documentation, svg being vectorized, it means the picture can be zoomed in without losing quality.

Of course, that would mean before that Alteryx use svg for icons as required here https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/svg-support-for-icon-comment-image-e...

Best regards

Simon

 

 

 

Hello all,

As of today, when you want to retrieve or create a file on Apache Spark for Databricks, you have only two choices :  CSV and Avro

 

 

image.png

However it's clearly missing parquet file type :
-it's faster
-it's better for storage
-it's standard and already supported as input/output of Alteryx or for HDFS so doesn't seem hard to add here.

Best regards,

Simon

Connecting to Smartsheets using Alteryx Desktop (and by extension, Alteryx Server) is extremely cumbersome. If a user wants to read data from Smartsheet, they are required to get an API token (preferred) or use a username/password

 

Then do one of the following to read data from Smartsheets:

1. a. Install a ODBC driver

    b. Configure a DSN connection for ODBC
    c. Use the input data using a generic ODBC connection
or
2. Use python

 

To write data to Smartsheets, a user can use Python or upload the data using an API call - both very hard for end users to use especially if they're not Python developers.

 

Regardless, all of these are problematic. On the server I manage, I have over 15 ODBC connections to Smartsheets and it's getting very hard to upgrade the server hardware because of them. Creating a native connector for input/output of data to Smartsheets will eliminate a headache of managing ODBC connections, and make it simple for Alteryx Desktop users to read and write data.

 

 

To allow users to pull data from Power BI, eg. datasets and usage data, to allow it to be manipulated in Alteryx. 

Hello,

I think I have neer wrotten an easier idea : the tooltip for the run workflow button should indicate the keyboard shortcut (ctrl+R). So simple, so intuitive..

image.png

Best regards,

Simon

There is no tool that exists that outputs all records that are duplicates (those sharing the selected values with at least one other record) and also outputs the records that are not duplicates (those not sharing the selected values with at least one other record).

 

The Unique Tool is not sufficient.  It only provides the first record of a unique duplicate group along with any non-duplicates and then provides a secondary output that only contains the additional records of a duplicate group.  Sometimes you only care about the duplicates and want to quickly see what differs between the unique groups.

 

For example, if there are 4 records with the City of Austin and I am looking for duplicates on City I want to see all 4 records with Austin in the output so I can quickly compare additional fields to see what might differ, or if they are all indeed truly duplicates.

A very useful and common function
https://www.w3schools.com/sql/func_sqlserver_coalesce.asp

Return the first non-null value in a list:

COALESCE(NULL, NULL, NULL, 'W3Schools.com', NULL, 'Example.com')
returns 'W3Schools.com'

It exits in SQL, Qlik Sense, etc...

Best regards,

Simon

Currently it's not possible to "switch off" interface tools in the same was as we can with the other tools. This limits the functionality especially within chained apps. If we could switch these tools off it would be much easier for us to tailor the experience by allowing selections to be activated by logic, rather than simply the data therein.

 

Please Alteryx Gods. I beseech thee!

 

*lights candles*

I would like to propose three feature enhancements for the Cross Tab tool under the Transform tool category.

 

1. Bringing Concat Unique functionality, which is an idea that is currently in Coming Soon status.

2. Adding Start and End in addition to Separator, similar to the Concatenate Properties found in the Summarize tool.

3. Changing the Default Size from 2048 to 1073741823 (max V_WString size). It is common for especially new users to ignore the truncation errors and potentially miss important data that may need to be processed downstream.