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Alteryx Designer Desktop Ideas

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Hi there

 

My idea is to have an option to copy and paste a tools configuration to a different tool of the same type somewhere else on the canvas.

 

Example:

Say I have four summarise tools dealing with four different data streams, I envision a 'Copy Tool Configuration' option after right clicking on a tool and then a 'Paste Tool Configuration" which can be applied across the multiple instances of the summarise tool by overwriting. This would preserve the tools anchors incoming and outgoing connections.

 

Benefit:

 

This would increase the speed of developing workflows. Naturally this would be significantly quicker than copy and pasting tools, and then re-wiring anchors. Additionally, this would potentially reduce human error when iteratively developing workflows.

 

Regards - Rhys Cooper

 

 

 

 

 

 

 

 

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

Screenshot 2024-09-30 094624.png

 

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?

Screenshot 2024-09-30 094659.png

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

Screenshot 2024-09-30 095544.png

 

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.

 

 

To increase Performance on some old Buissness Logic, i am trying to switch an existing system to In-DB tools. This has given me a lot of headache because there is no Multi-Field Formular Tool in the In-DB section. It is a very tedious job to run through every workflow to manually set the same regex for a table with more than 20 Fields. 

 

I have had the idea to implement such a tool myself but i think this could be helpful for other developers in Alteryx Desktop too, so i am bringing this up here.

The Idea is to have a similar approach to the new Multi-Formular Tool like the other already existing Tool in Preperation. 

Currently when a unique tool is used, and a field is removed upstream then the workflow fails to move forward. If you have one or two unique fields being used then it is no big deal, but when you have a very complex workflow then you have to click into each one of those tools in order to update. This can be very problematic and creates a lot of time following all the branches that is connected after the 1st unique tool is used. My suggestion is to make this a warning instead of a fail or have an option to select fail or warning like the union tool is setup. This way people can decide how they want this tool to react when fields are removed. 

A client just asked me if there was an easy way to convert regular Containers to Control Containers - unfortunately we have to delete the old container and readd the tools into the new Control Container.

 

What if we could just right click on the regular Container and say "Convert to Control Container"? Or even vice versa?!

Hello,

A lot of time, when you have a dataset, you want to know if there is a group of fields that works together. That can help to normalize (like de-joining) your data model for dataviz, performance issue or simplify your analysis.

Exemple

 

order_id item_id label model_id length color amount

11A1015Blue101
21A1015Blue101
32B1015Blue101
42B1015Blue101
52B1015Blue101
63C2025Red101
73C2025Red101
83C2025Red101
94D2025Red101
104D2025Red101
114D2025Red101

Here, we could split the table in three :
-order

 

order_id item_id model_id amount

1110101,2
2110103
3210104,8
4210106,6
5210108,4
6320110,2
7320112
8320113,8
9420115,6
10420117,4
11420119,2

-model

 

model_id length color

1015Blue
2025Red

-item

 

item_id label

1A
2B
3C
4D

The tool would take :
-a dataframe in entry
-configuration : ability to select fields.
-output : a table with the recap of groups

<style> </style>

field group field remaining fields

1item_idFalse
1labelFalse
2model_idFalse
2colorFalse
3order_idTrue
3link to group 1True
3link to group 2True
3amountTrue

Very important : the non-selected fields (like here, amount), are in the result but all in the "remaining" group.

Algo steps:
1/pre-groups : count distinct of each fields. goal : optimization of algo, to avoid to calculate all pairs
fields that has the same count distinct than the number of rows are automatically excluded and sent to the remaining group
fields that have have the same count distinct are set in the same pre-group

2/ for each group, for each pair of fields,
let's do a distinct of value of the pair
like here

 

item_id label

1A
2B
3C
4D

if in this table, the count distinct of each field is equal to the number of rows, it's a "pair-group"

here, for the model, you will have
-model_id,length
-model_id,color
-length,color

3/Since a field can only belong to one group, it means model_id,length,color which would first (or second) group, then item_id and label

If a field does not belong to a group, he goes to "remaining group" at the end

in the remaining group, you can add a link to the other group since you don't know which field is the key.

<style> </style>

field group field remaining fields

1item_idFalse
1labelFalse
2model_idFalse
2lengthFalse
2colorFalse
3order_idTrue
3link to group 1True
3link to group 2True
3amountTrue

Best regards,

Simon

PS : I have in mind an evolution with links between non-remaining table (like here, the model could be linked to the item as an option)

Hi everyone! I have been trying to find a way to do this without creating a new idea, but I have decided to make it an official 'Idea' to see if there is anyone else that might appreciate a feature like this (or has found there own way to do it!)

 

Do your workflows look like this...

 

cable mgmt idea (before).png

 

but you wish they could look like this?

 

cable mgmt idea (after).png

 

Well... they can with your help!

 

Okay, I might be crazy...but its worth a shot.

 

While I understand this is an extremely niche issue, in my experience, it can become very difficult to trace the data through unmanaged lines in large workflows. I think it will be great to cable manage canvas lines so workflows are easier to follow. Heck, while I am already at it, I think it we should all start calling these canvas lines cables... They don't carry electricity, but they sure do carry data!

 

Here is an example I created in Alteryx using select tools and containers:

alteryx cable mgmt idea.png

 

 

I would love to see an option to run only one container without having to disable all others (and tools not in containers).

 

I've got workflows with MANY different queries/tools each in their own containers and some tools outside of containers.  Occasionally I need to run or re-run just one of the containers (usually several times when the datastream contains Crosstab or Transpose tools where some fields/options will not populate until the workflow has previously run).  Normally I'd either have to disable all other containers and/or select EVERYTHING that I do not wish to run an add them all to another container that I could then disable.  An option to disable everything outside of a specific container would be most welcome and save a lot of time!


Hi! I noticed that there is currently no way to use the debug function when working on an analytic app workflow that contains control containers. I'm running 2024.1 and I use the debug feature in my workflows that currently do not have control containers for me to troubleshoot when data changes in a dynamic workflow. Currently, when running in test mode, I have no way to review the data step by step in the flow when selected dynamically through the interface apps. I can only view the final output and make tweaks. 

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. 

The TO field (and I assume other fields) in the Email tool seem to have a 254 character limit - this should be increased heavily as there are many distribution lists that will go above this character limit!

A distribution list works but is not ideal. Thumbs up if you like this idea!

Similar to the setting that you have in many individual tools  (join, append, select, et al) where you can go to options and choose to "forget missing fields" it would be nice where you could go to options for the entire flow and "forget missing fields".

 

This would remove the headache that you have with large flows where you make a change(s) then have to go back through each and every tool to "forget" within that tool. Yes you could still do it individually, but if you chose, you could also do it universally for the entire flow all at once to all the 'missing fields'. 

The current approach gives me both Record Counts and Total Record Size in KB, but I don't need or want the KB.

 

The option I am requesting does not currently exist.  It would remove the KB and leave you with just the Record Counts.  KB is useless to me.  I only care about Record Counts.  This option would help reduce the noise/clutter of the KBs.

Capture.JPG

Currently if I have a connection between two tools as per the example below:

cgoodman3_0-1674567563258.png

I can drag and drop a new tool on the connection between these tools to add it in:

cgoodman3_1-1674567618537.png

 

And designer updates the connections nicely, however if I select multiple tools and try and collectively drop them inbetween, on a connection then it won't allow me to do this, and will move the connection out of the way so it doesn't cause an overlap.

cgoodman3_2-1674567779868.png

Therefore as a QoL improvement it would be great if there was a multi-drop option on connections between tools.

 

 

The idea is quite simple. I am sure a lot of Alteryx enthusiasts use containers frequently. These can also be color coded for better overview and readability of your workflows. However, while connections between tools can be named, they cannot be colored. 

 

Therefore, this idea is very simple. Adding an option to color these connections. This would allow for even more readability of workflows. Especially if a workflow contains multiple separate streams of data, this could help to navigate and keep track of how and where data is flowing.

 

 

 

Idea_ConnectionColors.png

My idea is essentially to borrow the keybinding/command ethos of Vim for Alteryx. For those who are unfamiliar, Vim is a text editor from a time before the mouse and the GUI became dominant forms of interacting with PCs. I think the key ideas to take from Vim are the Modes, Commands, and Grammar.

 

Vim is mode based for its typing. You start out in Normal mode and enter other modes through key commands. For example, to enter Insert mode, you just type 'i'. This mode allows you to enter text into whatever file you have open at the moment. There's also the Visual mode which is for highlighting sections of text for processing with other commands. This means that key commands can take on a variety of meanings in different modes, adding depth in a limited key range.

 

The Grammar is another key aspect. Rather than hold an arcane combination of modifiers and letters, Vim uses an Operator-Count-Motion approach. The operator will be the primary action: y for yank/copy, d for delete, c for change, v for visual select. The Count is how many objects you want this operator to be applied to. The Motion is where and what you want to work with: w for a word, s for a sentence, p for a paragraph, ( for a set of parentheses, b for brackets. There are also options that extend this so you can have a series of commands like d2w (delete 2 words), di( (delete inside parentheses), yap (yank/copy all of a paragraph), etc. Below is a cheat sheet displaying a wider list of the possibilities with the motions.

 

0edc98b0-6f9f-4a17-8d9f-7a9655cd9fbe.png

 

The Command mode is the last piece of the puzzle. By typing ':' while in Normal mode, you bring up a command prompt. Here you can enter any of a number of commands including changing user settings via keywords. For example, :s/old/new/gc will search through my file and attempt to find and replace every old term with the new term, the c at the end means that Vim will ask for confirmation before each change. I could also do things like :set nohl which will turn off highlighting for items found during searches. It's easy to imagine using similar functionality to make configuration changes to a wide set of tools or simply to selectively delete tools without using the mouse or scrolling to them.

 

To take it a step further, current menu functions could be turned into commands, imagine typing v6t to select the next 6 tools on the canvas. You could follow this by typing :Contain %V to wrap the selected tools in a container, perhaps with extra arguments a specific color palette could be applied as well! I say all this to say that the way forward for shortcuts in Alteryx is to break away from the one-handed modifier heavy paradigm that so many programs follow today. By creating commands that can duplicate the actions found in drop down and right click menus, as well as providing a means of navigating the canvas without a mouse, Alteryx can go to the next level in terms of efficiency and ergonomics.

 

Let me know what you think, if you need more concrete ideas on what this might look like in practice, I can add that. Thanks!

 

P.S. If you work on side projects outside of Alteryx, consider giving NeoVim a try, it adds a lot of extensibility and customization to classic Vim

Hello all,

We all know for sure that != is the Alteryx operator for inequality. However, I suggest the implementation of <> as an other operator for inequality. Why ?

<> is a very common operator in most languages/tools such as SQL, Qlik or Tableau. It's by far more intuitive than != and it will help interoperability and copy/paste of expression between tools or from/to in-database mode to/from in-memory mode.

Best regards,

Simon

Hello,

Here is the proposal about an issue that I face frequently at work.

 

Problem Statement -

Frequent failure of workflows that have either been scheduled or run manually on server because the excel input file is sometimes open by another user or someone forgot to close the file before going out of office or some other reason. 

 

Proposed Solution - 

The Input/Dynamic Input tools to have the ability to read excel files even when it is open so that the workflows do not fail which will have a huge impact in terms of time savings and will avoid regular monitoring of the scheduled workflows.

 

 

Hello all,

As of today, you can only (officially) connect to a postgresql through ODBC with the SIMBA driver
help page :
https://help.alteryx.com/current/en/designer/data-sources/postgresql.html#postgresql

 

 

image.png

You have to download the driver from your license page

 

image.png


However there is a perfectly fine official driver for postgresql here https://www.postgresql.org/ftp/odbc/releases/

I would like Alteryx to support it for several obvious reasons :
1/I don't want several drivers for the same database
2/the simba driver is not supported for last releases of postgresql
3/the simba driver is somehow less robust than the official driver
4/well... it's the official driver and this leads to unecessary between Alteryx admin/users and PG db admin.

Best regards,

Simon

I would like a way to disable all containers within a workflow with a single click.  It could be simply disable / enable all or a series of check boxes, one for each container, where you can choose to disable / enable all or a chosen selection. 

 

In large workflows, with many containers, if you want to run a single container while testing it can take a while to scroll up and down the workflow disabling each container in turn.  

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