Alteryx Designer Desktop Ideas

Idea

I feel the necessity of the features to know the version of Alteryx Designer Desktop for each user within an organization. 

As well as some usage data of each user like 'Last Used' are available in License Portal, if 'Version of Alteryx Designer Desktop' for each user is also available in License Portal, it would be more manageable and could enhance the governance in organization.

Background

When the organization uses Alteryx Server and Designer Desktop, it is more challenging to make alignment of version of these products.

We frequently see our users install/upgrade to newer version of Alteryx Designer than that of Alteryx Server, and cause incompatibility issue when interacting with Alteryx Server.

Although we instruct our users to install the particular version, they sometimes upgrade to newer version later on by themselves, but it's not detectable.

I mean, even if they're using a wrong version of Alteryx Designer Desktop, we won't realize it until a problem occurs.

In order to identify such users and rectify their version, administrator shall be able to know which version they use whenever needed.

License Portal would be one of the best platform to make that information available in my opinion.

Issue

Whenever a Summarize tool is used, it renames the output field (e.g., sales becomes SUM_sales or AVG_sales).  

Proposal

I think a reasonable compromise is to by default not rename fields in the Summarize Tool, but to include an option (in the tool, or in global settings) to allow for renaming.

Rationale

I have yet to come across a use case where automatic renaming of aggregated fields is desirable. What I have come across is the annoyance to rename the fields back to what they were with a Dynamic Rename tool, and sometimes having to do this multiple times (e.g., converting back a SUM_SUM_SUM_sales back to sales). Additionally, automatic field renaming causes workflow errors when workflows are later modified by adding/removing a Summarize tool (e.g., if you later add a Summarize tool, all downstream steps will expect the "sales" field and not know to use the "Sum_sales field). 

Automatic Renaming feels very much like historic Excel with Pivot Tables field renaming and not reflective of modern code-based workflow best practices.

I appreciate you considering this improvement.

If the tables in the config window has lots of rows, it is quite complicated to find those of interest. 

Please add a filter or search option (e.g. by the field name) to display only the relevant rows.

It would also be helpful to select or deselect multiple selected rows with one click.

Find an example from the "Select-Tool":

I would like to see Designer offer me the ability to chain workflows together where once Workflow A completes, Workflow B will automatically start.  There are times when linear processing is required in order to avoid dependency issues and/or for making it easier to organize complex processes. It would require outputting results to static files and it would take longer to process than the standard approach, but that is an expected trade-off.  Offering a GUI drag-drop "orchestrator" to tell Designer the order of operation would be even better than having to manually open each workflow and tell it which workflow to kick off next.

Hi everyone,

Add two additional features to a directory tool. Something like this:

Use cases:

1. Since it is not possible to use a folder browse on the Gallery, this could help a basic user create a list of possible folders to select from with the help of a drop-down

2. Directory analysis for cleaning purposes - currently, if you want to get a list of the folders with Alteryx, it takes forever for big file servers since Alteryx is mapping all the files

Both are achievable today through regex or a bat script.

Thank you,

Fernando Vizcaino

Hello all,

I'm currently learning Pythin language and there is this cool feature : you can multiply a string

Pretty cool, no? I would like the same syntax to work for Tableau.

Best regards,

Simon

The Formula Tool does a good job of autocompleting expressions (for example an open square bracket will show you variables in your dataset), as well as syntax highlighting (coloring variables, keywords, strings, etc).

I propose having this feature available in all tools that use the expression editor, particularly common ones such as the Multi-Row Formula Tool and the Multi-Field Formula Tool.

This parity across tools would provide a more consistent experience for the user and increase one's productivity using these tools. It's incredibly helpful for beginners and seasoned Alteryx users alike and should be available wherever possible.

Hello,

I really would appreciate the ability to store our templates in a Teams/Sharepoint (or whatever exists) folder. However, it doesn't work today :

Best regards,

Simon

Similar to this idea, I think it would be really helpful to be able to search for fields in the dropdowns when using the Sort tool. Having to scroll through all of the possible field names can be a chore if you have 50+

Hello,

Unless you're lucky, your input dataset can have fields with the wrong types. That can lead to several issues such as :
-performance (a string is waaaaaaaay slower than let's say a boolean)
-compliance with master data management
-functional understanding (e.g : if i have a field called "modified" typed as string, I don't know if it contains the modification date, an information about the modification, etc... while if it's is typed as date, I already know it's a date)
-ability to do some type-specific operations (you can't multiply a string or extract a week from a string)

right now, the existing tools have been focused on strings but I think we can do better.

Here a proposition :

entry : a dataframe
configuration :
-selection of fields
or
-selection of field types
-ability to do it on a sample (optional)

Algo :

The output would be something like that

Best regards,

Simon

This is a QoL-request, and I love me some QoL-updates!

While I'm developing I often need the output of a workflow as input for the next phase of my development. For example: an API run returns job location, status, and authentication ids. I want to use these in a new workflow to start experimenting what'll work best. Because of the experimenting part, I always do this in a new workflow and not cache and continue in my main flow.

Writing a temporary output file always feels like unnescesary steps, and tbh I don't want to write a file for a step that'll be gone before it reaches production. Esp if there is sensitive information in it.

Thanks.

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..



Best regards,

Simon

Not sure I'd call this a user setting, but I couldn't figure out the right heading this belongs to. 

When opening files, there are often times a couple of files at that aren't run on any kind of schedule or set time frame but you come back to when you need to run them.  

There should be a way to set "FAVORITES" for a handful of files that you find yourself referring to on a repeated basis, but too far back to be on the 'recents' list because you open too many other files. 

Dynamic Input should either:

(a) have the option of merging files with different field schemas

(b) Return a list of rejected filepaths

One of the problems I have with using Alteryx is the frequent need to input a bunch of files, but a few have an extra/missing field. The extra/missing field is often unimportant to me, but it means that the dynamic input doesn't work.

In some cases, the information about incoming columns to tools are (temporarily) forgotten, e.g. if Autoconfig is switched off, if the incoming connection is temporarily missing, or if column names are generated dynamically and the workflow has not been executed, yet.

Many tools deal with that situation well, e.g. Selection, Formula, or Summarize. In these cases, the tools tell the user that they cannot find incoming columns, but they preserve the configuration so that the user still can (at least partially) work on these tools and important information on the configuration is not lost:

Example Select Tool

1. First step: Connections present, configuration typed in:
   
2. Second step: Connection cut, confguration opened. The configuration looks screwed up but implicitly contains all settings:
   
3. Third step: Connection re-connected. The configuration is as before:
   

Other tools behave the opposite, for example Unique or Macro Input (an for sure many other tools). If the incoming columns are currently unknown to the Designer and you click once on the symbol, the entire configuration of this tool is lost. You might try to get the configuration back by pressing undo. This, in most cases does not work. Or, even worse, you find out what happened later when it's too late for undo. In this case, you either have an old version of that workflow to look up the configuration or you have to re-develop it. In any case, this is unnecessary and time-consuming software behaviour.

Example Unique Tool

1. Step 1: Connections present, configuration typed in:
    
2. Step 2: Connection cut, confguration opened. The configuration is empty:
   
3. Step 3: Connection re-connected: The entire configuration is permanently lost:
   

I wasn't sure whether I should report this as a bug or a feature enhancement. It is somehow in between. Two aspects tell me that this should be changed:

• Inconsistent behaviour of different tools for now reason,
• Easy loss of programming work, resulting in time-consuming bug fixing.

Please make sure that all tools preserve their configuration also if information on incoming columns is temporarily lost.

Hello all,

Apache Doris ( https://doris.apache.org/ ) is a modern datawarehouse with a lot of ambitions. It's probably the next big thing.

You can read the full doc here https://doris.apache.org/docs/get-starting/what-is-apache-doris but to sum it up, it aims to be THE reference solution for OLAP by claiming even better performance than Clickhouse, DuckDB or MonetDB. Even benchmarks from the Clickhouse team seem to agree.

Best regards,

Simon

Hello all,


As of today, we use the good old alias in-memory to connect to our datasources in in-memory. We have several environments so we use constants in order to change the name of the in-memory alias during execution.

To illustrate :

Depending of the environment, the constant « v_gp_contexte » will take different values :

• GP_DS08_SIDATA for la dev.
• GP_EE_SIDATA for prod.

Sounds nice, right? But now, we would like to use DCM and the nightmare begins :

We can't manually change the name and set the question :

if we look at the xml of the workflow, we only find an id so editing it is useless :

(for informationDCM connections are stored in some sqlite db in C:\Users\{yourname}\AppData\Local\Alteryx

So, I would like to use the DCM inside the in-memory alias (the in-memory alias is stored and can be edited), just like for in-db connection alias.

Best regards,

Simon

The "Manage Data Connections" tool is fantastic to save credentials alongside the connection without having to worry when you save the workflow that you've embedded a password. 

Imagine if - there were a similar utility to handle credentials/environment variables. 

• I could create an entry, give it a description, a username, and an encrypted password stored in my options, then refer to that for configurations/values throughout my workflows. 
  • Tableau credentials in the publish to tableau macro
  • Sharepoint Credentials in the sharepoint list connector
• When my password changes I only have to change it in one place
• If I handoff the workflow to another user I don't have to worry about scanning the xml to make sure I'm not passing them my password
• When a user opens my workflow that doesn't have a corresponding entry in their credentials manager they would be prompted using my description to add it.
• Entries could be exported and shared as well (with passwords scrubbed)

Example Entry Tableau:

Then when configuring a tool you could put in something like [Tableau Prod].[Password] and it would read in the value.

Or maybe for Sharepoint:

Or perhaps for a team file location:

Any of these values could be referenced in tool configurations, formulas, macro inputs by specifying the Alias and field.

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

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