Alteryx Designer Desktop Ideas

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.

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

• Have anyone experienced the same error?
• If yes, is there any workaround to connect with M365?

Hello,

This is a feature I haven't seen in any data prepation/etl. The core feature is to detect the unique key in a dataframe. More than often, you have to deal with a dataset without knowing what's make a row unique. This can lead to misinterpret the data, cartesian product at join and other funny stuff.

How do I imagine that ?

a specific tool in the Data Investigation category

Entry; one dataframe, ability to select fields or check all, ability to specify a max number of field for combination (empty or 0=no max).
Algo : it tests the count distinct every combination of field versus the count of rows

Result : one row by field combination that works. If no result : "no field combination is unique. check for duplicate or need for aggregation upstream".

ex :

order_id line_id amount customer site

The user will select every field but excluding Amount (he knows that Amount would have no sense in key)

The algo will test the following key
-each separate field
-each combination of two fields
-each combination of three fields
-each combination of four fields

to match the number of row (7)
And gives something like that

choice number of fields field combination

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

Cartesian product is a common issue when joining dataset with a bad key. What I suggest is an option to check if there will be a cartesian product on the join tool.

-there is a label "Cartesian product (non join key uniqueness) detection"
-under it a drop down menu with three choices
-do nothing
-fail
-warning

Algo :
if do nothing==> well... do nothing more than actual behaviour.
if "fail" or "warning" : count distinct of join key versus count row on each side of the join. If none is unique, display a warning or an error message.

Best regards,

Simon

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. 

Whenever I overwrite an Excel sheet with data of the same format just different values (e.g. Q2 data versus Q1 data) all of my Pivot Tables break and I have to manually recreate them even though the schema didn't change.  Somehow the Table is being deleted/removed and replaced with a completely different Table which is what causes the Pivot Tables to break.  The only way to avoid this is to manually set the Cell Range, but who has time for that?  The only solution I have found is to manually copy all values and paste them over the existing data which is very inefficient the more sheets you are working with.

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?!

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. 

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.

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!

• Solved: Email tool recipients list truncating emails - Alteryx Community
• Solved: Email Widget: Cut off all the emails in the "To" r... - Alteryx Community
• Re: Email Address Truncated in the "To" Field - Alteryx Community

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

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...

but you wish they could look like this?

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:

Hello! It would be great if I could "favorite" a tool when I search for it in the search bar in Designer. Currently, I can drag and drop it to the Canvas, but if I want to "favorite" it, I have to remember the icon and color, then go find it in the right tab. This would be a nice enhancement!

Sounds simple :

Best regards,

Simon

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.

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'. 

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

Hi all,

When preparing reports with formatting for my stakeholders. They want these sent straight to sharepoint and this can be achieved via onedrive shortcuts on a laptop. However when sending the workflow for full automation, the server's C drive is not setup with the appropriate shortcuts and it is not allowed  by our admin team.

So my request is to have the sharepoint output tool upgraded to push formatted files to sharepoint. 

Thank you!