Alteryx Designer Desktop Ideas

When I make the workflow, the font size on Result window is no problem.

But, when we show the contents of Results window on the presentation or online meeting, the font size is too small.

I want the function which is enlarge the font size. The important point is that the current font size is okay on making workflow and the large font size is only needed on showing to the another people on presentation or online meeting.

One more point to add, it would be helpful to be able to change the font size with Ctrl + mouse wheel.

Push the zoom button:

The idea behind encrypting or locking a workflow is good for users to maintain the workflow as designed. 

However, when a user reaches a level of maturity equivalent to that of the builder or more, or even when changes are required - the current practice is to keep a locked and unlocked version of the workflow so that it allows for a change in the future. 

It would be much simpler if we can have the power to lock and unlock workflows with a password. Users can then maintain and keep the passwords so that they can continue with the workflow. 

Not everybody is on Server yet so this feature is very helpful for control before Server migration. Otherwise it’s just password protecting a folder containing the workflow package, then re-locking a new save file each time a change is made or when someone new takes over on prem. 

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.

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

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 

Please add a toggle for Dark Mode as Alteryx, after all these years of using it, is burning out my retinas. 

The OS and most apps have a Dark Mode theme so flipping back to a bright white canvas is very jarring.  I tried to adjust the canvas colors in a more muted way but never can get it to work satisfactorily and still be as easy to read as the retina burning default.  

Hello all,

When using in-database, all you have in select or formula are the Alteryx field types (V_String, etc..).

However, since you're mostly writing in database, in the end, there is a conversion of Alteryx field types to real SQL field types (like varchar). But how is it done ? As of today, it's a total black box. Some documentation would be appreciated.

Best regards,

Simon

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

Return the first non-null value in a list:

Hello all,

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

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.

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

Hello all,

It's really frustrating to have an "alteryx field type" in In-Database Select. It doesn't even make sense since we're manipulating only data in SQL database where those types does not exist. What we should see is the SQL field type.

Best regards,

Simon

We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.

The basic concept behind this idea is to allow us (users) to have:

• Design Patterns
  • Repetitive patterns to be reusable.
  • Select after and Input tool
  • Drop Nulls
  • Get not matching records from join
• Conditional execution
  • Tell Alteryx to execute some logic if something happens.
  • Record count
  • Errors
  • Any other condition
• Order of execution
  • Need to tell Alteryx what to run first, what to run next, and so on…
  • Run this first
  • Execute this portion after previous finished
  • Wait until “X” finishes to execute “Y”
• Orchestration
  • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:

The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:

1. Refers to the actual interface of the Tool Container.
2. Provides the ability to disable a Container (and all tools within) once it runs.
   • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
   • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
   • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
   • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.

This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

I'm looking forward to hear what you think.

Best

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.

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*

Additional Dynamic Select Mode for All Native (Non-Macro) Tools with Select Functionality (with or without Data Type Selection)

This is the updated version of an idea I posted a while ago (which only included Multi-Field Formula), and after the release of Alteryx Designer 2025.1, which I found to be very successful from a new tool and functionality perspective, I decided to post about it.

My proposition is to add the Dynamic Select functionality* (at least the Select via a Formula mode) to all native (non-macro) tools in all tool categories that include a Select functionality (as an alternative, where the user would be OK with not being able to also change the field types of the selected fields, such as Join and Append tools, the opposite would apply to Multi-Field Formula, where the user would be able to dynamically select which fields the Multi-Field Formula would be applied to, in addition to changing the data type), including but not limited to (to account for any new tool with a Select functionality that might be added in the future):

Preparation Category

- Auto Field

- Data Cleanse Pro (added in 2025.1)

- Multi-Field Formula

- Multi-Row Formula (for Group By option)

- Rank (for Group By option)

- Record ID (for Group By option)

- Sample (for Group By option)

- Tile (for Group By option)

- Unique

Join Category

- Append Fields

- Find Replace

- Join

- Join Multiple

Transform Category

- Arrange

- Cross Tab

- Make Columns (for Grouping Fields (Optional) option)

- Running Total (for both Group By (Optional) and Create Running Total options)

- Transpose (for both Key Columns and Data Columns options, the tool would generate an error if the Dynamic Select formula written for both options are selecting the same field(s), as the Transpose tool is not supposed to allow it)

- Weighted Average (for Grouping Fields (Optional) option)

In-Database Category

- Select In-DB

Reporting Category

- Layout (for Group By and Per Column Configuration options)

- Table (for Group By and Per Column Configuration options)

Machine Learning Category

- Transformation (for Select Features mode only, as the other two modes with Select functionality (Clean Up Missing Values and One Hot Encoding) require Method and Missing Category Action specification)

Developer Category

- Download (for And values from these fields option present in Headers and Payload tabs)

- Dynamic Rename (for the Select functionality present in Formula mode)

Spatial Category

- Find Nearest

- Spatial Info

- Spatial Match

Data Investigation Category

- Pearson Correlation

Skipping Address and Demographic Analysis categories as they have tools that seem to be using a static input, therefore not requiring a Dynamic Select functionality.

Laboratory Category

- JSON Build (for Grouping Fields (Optional) option)

- Transpose In-DB (with a similar logic to the regular Transpose tool found in Transform category)

*The Dynamic Select functionality added tools that have more than one input anchor (such as Join and Join Multiple) could have new additional fields the users can utilize, such as:

- [Origin] (can have the values "L" or "R" for Join and Append tools)

- [Connection_ID] (can have the values 1, 2, 3 etc. for Join Multiple tool)

- [Unknown] (can have the values "True" or "False" for the Data Columns option of the Transpose tool, or any other tools such as Join that would have the Dynamic or Unknown Columns option as a part of their Select functionality)

Hey all,

I don't know about you, but I have always had trouble hovering the mouse over the Results window pane trying to get the resize icon to appear. It seems like you need surgeon level precision to find the icon! 😷

I love Designer and want to see it be the best it can possibly be. I feel like increasing the clickable/hovering area for this resize would be amazingly helpful! 

Just wanted to see if we could get some community momentum going in order to get some developer eyes on this issue. 🙂

 Please help by bumping/upvoting this thread!

 -K

Migrated this from another thread. Some folks tagged from the original post :)
@cpatrickwk @caltang @afellows @MRod @alexnajm @ericsmalley @MilindG @Prometheus @innovate20 

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.

Hello all,

Like many softwares in the market,  Alteryx uses third-party components developed by other teams/providers/entities. This is a good thing since it means standard features for a very low price. However, these components are very regurarly upgraded (usually several times a year) while Alteryx doesn't upgrade it... this leads to lack of features, performance issues, bugs let uncorrected or worse, safety failures.

Among these third-party components :

- CURL (behind Download tool for API) : on Alteryx 7.15 (2006) while the current release is 8.0 (2023)
- Active Query Builder (behind Visual Query Builder) : several years behind

- R : on Alteryx 4.1.3 (march 2022)  while the next is 4.3 (april 2023)
- Python : on Alteryx 3.8.5 (2020) whil the current is 3.10 (april 2023)
-etc, etc....
-

of course, you can't upgrade each time but once a year seems a minimum...

Best regards,

Simon

Dear Alteryx, 

One day, when I pass from this life to the next I'll get to see and know everything!  Loving data, one of my first forays into the infinite knowledge pool will be to quantify the time lost/mistakes made because excel defaults big numbers like customer identifiers to scientific notation.  My second foray will be to discover the time lost/mistakes made due to 

Unexpanded Mouse Wheel Drop Down Interaction

Riveting right?  What is this?  It's super simple, someone (not just Alteryx) had the brilliant idea that the mouse wheel should not just be used to scroll the page, but drop down menus as well.  What happens when both the page and the drop down menu exist, sometimes disaster but more often annoyance.  Case in point, configuring an input tool.

See the two scenarios below, my input is perfectly configured, I'll just flick my scroll wheel to see what row I decided to start loading from 

Happy Path, cursor not over drop down = I'll scroll down for you ↓

Sad Path, cursor happened to hover the dropdown sometimes on the way down from a legit scroll = what you didn't want Microsoft Excel Legacy format?

And you better believe Alteryx LOVES having it's input file format value changed in rapid succession., hold please...

Scroll wheels should scroll, but not for drop down menus unless the dropdown has been expanded.

Oh and +1 for mouse horizontal scrolling support please.