Alteryx Designer Ideas

Very often, I used a container to make notes about certain parts of the workflow. Some of the comments that I created are pretty long. Could the user have the possibility to have at least rows for the title of the container?

I have created a screen to show what I have in mind. Potentially users could have the ability to turn this option on or inside the container?

I will start off with a story. I have built a process to manage batch API requests. It's an iterative process that checks to see where the export is at by calling an API and then returning some status. It will run and wait and run and wait until the export is ready to be downloaded. However sometimes, the jobs don't finish and a status returns something like "failed" or "cancelled". When this is the case, I have my process (which is a little bit batch macro) kicks off an error message, using the nifty error message tool. After some time I noticed that it was a PAIN to go back and figure out which of my requests failed and I decided that I need to add some messaging around where this was failing, so I could do some easy auditing. So I go back into my tool and much to my chagrin, I cannot pass variables into the message section. I would expect it to have worked something like this:

"Record "+[#2]+" is not 'A'"

Can we please get a change to this. It would save a lot of time and energy if we could create a dynamic error message option.

TL;DR Please allow us to use formulas in the "If expression is true, display error message:" settings area.

I totally get that we want to use a local disk drive for TempDirectory.

Let us override Alteryx (currently Alteryx overrides the user override) and choose a network directory.  If the local temp drive is full, let the user choose.

Cheers,

Mark

I want to jump to expression #3 of formula (3), when I see following error message. Now I can jump to formula (3), but only expression #1 is opened, not #3. If I have 30 expressions, it is hard to find #20 in 30s.

After I type something into the filter box, I should be able hit enter and then it just applies my change (ie enter hits the apply button). It used to be this way, but it's not working as of 2021.2. This feels like a very tiny move in the wrong direction. Currently enter does nothing. It looks like if I hit tab twice and then enter, it finds the apply button. I shouldn't have to hit tab twice. 

cc: @Hollingsworth @A11yKyle 

Hello - The Input Data tool allows you to import a list of sheet names, but it doesn't let you import a list of named ranges. I'm proposing the Input Data tool allows you to import a list of named ranges for as many Excel file formats as possible. Right now when I go to import say an xlsx or xlsm the Input Data tool allows me to select from a drop down of named ranges, so it seems the functionality is already there. I am not aware of a reasonable approach to getting a list of named ranges other than opening up the Excel file as XML, specifically xl/workbook.xml - however, I've ran into issues with this approach providing sheet names instead of named ranges (unsure why but I posted about this here https://community.alteryx.com/t5/Alteryx-Designer-Discussions/How-do-I-get-a-list-of-all-named-range...)

If we were able to import a list named ranges I think the benefits are obvious. The one that really stands out to me is that if you have a standard when creating named ranges (for example "prefix_name1, prefix_name2" etc... you could search for specific prefixes to find the named ranges available. In a large portfolio of models deploying such a standard the total universe of named ranges might not be known ahead of time except the prefix to search. I'm curious if this resonates with others.

Thank you

Instead of using the arrows, I think it would be nice to be able to drag and drop the questions to rearrange them in the Interface Designer. This would go more hand in hand with the drag and drop experience of Alteryx.

Additionally, when a lot of interface tools are on the canvas, Designer really slows down if you need to rearrange the order of the tools in the Interface Designer. I would like to see if there is any way that this can be sped up.

Thanks!

@RithiS ,

I'm a fan of using DETOUR tools in Alteryx.  I often place "test" code into a standard workflow and opt to use it or not based upon a detour.  The challenge is that adding a detour and detour end invariably leads to having to re-route connectors (default of adding tools is to connect to the left).  Here's a picture:

What I'd like to do is SELECT the tool or tools that I want to connect around (in this case, just the formula tool).  I'd like to right-click and DETOUR.  The detour and detour end would be added (putting the selected tools in the path of the RIGHT option.  This would greatly speed up the tool configuration process.

If you want to go for extra credit, you could modify the GUI to express which direction a detour is travelling in a standard workflow (e.g. make connections wireless or dashed when not selected).

Cheers,

Mark

@Claje @Hollingsworth @SeanAdams 

Dear all,

I'm involved in testing new data source called Yellowbrick at Zurich North America.  We are replacing Netezza with Yellowbrick as our single data source for all data marts.  Currently in our Alteryx designer version 2021.2, we do not have Yellowbrick as one of the data sources, and we had to use the "PostgreSQL" to test the connection to new Yellowbrick data source.

Could you or someone please add Yellowbrick to one of the available data sources so that it'll be easier for our Alteryx users to find that data source rather than go to that confusing "PostgreSQL"?

Sincerely,

Andy Dryden

Hello all,

In help, we can read that :
https://help.alteryx.com/current/designer/write-data-db-tool

Update/Delete is currently only supported for SQL Server ODBC connections.

 I don't know about you but SQL Server is well used in transactional workload but in analytics... well... I have only used once in several dozens of context !

Maybe it would be cool to make it work on many more database?

Best regards,

Simon

We would like some enhancements to the Salesforce connectors (input and output) to allow:

- Either the Batch or the Bulk API to be used. Batch API is much better for smaller jobs while the Bulk is better for larger jobs (larger numbers of records). It would be very useful to allow the selection of which API was used by the tool to use the most efficient API.

- The number of records per batch to be defined in the tool. I know this can be achieved using a batch macro but it would be far easier (from a user point of view) to be able to enter this value in the Salesforce connector and have it manage the batch size. We frequently have issues with the batch size being too large and Salesforce having errors (and records not updating).

Many users will probably follow best practice style guides with Alteryx to use comment boxes under tools to describe in detail what is happening with these tools - such as this one shared by @BenMoss.

However a limitation of this is the comment boxes do not move with the tools, so if you have a well documented workflow but then need to add a new tool, you need to adjust all the spacing and re-align the tools, which with a large workflow can be time consuming. 

Therefore the improvement would be to have an ability to lock comment boxes to individual tools (similar to a group function in Office).

As per a recent discussion (https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Geopackages-Can-Alteryx-Open-GeoPackag...), please add the GeoPackage datatype to the Input tool.

For reference, the open-source project ogr2ogr has this functionality. (https://gdal.org/programs/ogr2ogr.html)

Thanks!

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

It would be nice if we could resize the linked calgary tables box in the calgary input tool. It only shows 2 tables by default. I would like to be able to show more at times. I can change the size of the fields and query boxes, but the linked tables box is fixed at 2 rows by default.

It would be great to have an option in the Output Data tool to write the workflow name to the Info properties of Excel outputs.

Maybe something like this:

So that whenever you open an Excel file you always have a way of finding the name of the workflow that created the file.

This would make it so much easier as I often have to share Excel files with colleagues and customers and then need a way of tracking them back to workflows weeks or months later.

When you enter a search term in the results window, it would be great if it highlighted that term in the data results window. Otherwise, it still takes work to find where your search term is located in each row.

Hello Alteryx Support,

I’m a Business Analytics Manager at Evernorth. My team and I use Alteryx Designer 2020.2 x64 for daily data preparation + analytic purposes; primarily, the desktop version but also have access to the company Alteryx Server ‘Gallery’ as well. Recently, we ran into a challenge and after asking around we still couldn’t find a solution.

Our Need:

We are seeking a solution to ‘add an example link’ in our custom built macro.

Our Challenge:

We don’t have the proper permissions to save and/or write to the “C:” designated folder location required to host the file as specified within the Alteryx Community help documentation (e.g. outlined below). --> We understand this is an internal IT obstacle that will take time to work out from a corporate data governance perspective, which is why we are seeking Alteryx Support.

At the end of the day, we are reaching out to see if your team can help us understand if there are alternative solutions that we can explore. Making the assumption, that is…that we can’t take the suggested approach in the documentation. See below for details about what we are trying to achieve.

Current macro state (…as viewed by Alteryx Designer users in the user-interfaces top tool panel for viewable macros):

Desired future macro state:

***Help Documentation***

What we currently know: (According to…How to add an example link in the custom tool - Alteryx Community)

Prerequisites

1. Alteryx Designer

Procedure

1. Place the sample workflow in the %ALTERYX_INSTALL%\Alteryx\Samples\%LANG%. A separate folder can be created to store the workflow. An example of a directory: C:\Program Files\Alteryx\Samples\en\MyTest
2. Add in the "Example" tag with "Description" and "File" child tag in the tool configuration file of the custom/user tool.

Example:
 
    <metainfo>

 ...
     
            Open Example
            Path to the workflow
       

... 

Limitations

1. The sample workflow can only exist in %ALTERYX_INSTALL%\Alteryx\Samples\%LANG%. The link will fail  if the file is located in a different path.
2. The sample workflow needs to be distributed separately from the custom tool installation since it has to be stored in %ALTERYX_INSTALL%\Alteryx\Samples\%LANG%.

Thanks for your support and consideration to create a feature enhancement that allows Alteryx Designer users to 'add an example link to their custom tool' without having to go to the C:\ file location in order for it to work!

Respectfully,

Corey

Hello Team,

Currently, in the select tool, we have to scroll up or down to check or see the list of the fields. In case, if the user wanted to change the data type, they can scroll into the list. Like, I am working on the mid-size data, and sometimes data contain 300+ fields, if I need to change anything in the data type I have to search by scrolling up or down. 

The idea here is, If you provide a search bar under Field, it will be a great help to all, in case if anyone needs to go for some specific field, the user just types the name in the search bar and make changes quickly. The select tool is important and we used much time while working on the flow. 

Thank you,

Mayank