Alteryx Designer Desktop Ideas

Hey all,

At present, if you have an existing canvas and you want to move to a DCM Connection - you are asked something like "this will reset all of your connection details - are you sure".    If you have complex queries; or pre+post SQL - then you first have to copy all of this out into Notepad before you can convert to DCM and then reconfigure it all again.

However, if you are not using DCM you can change data sources when you go into Workflow Dependancies without losing your queries etc.

Could we revisit the user experience of changing to or from a DCM connection to eliminate this "start from scratch" phenomenon - if you are converging from an existing SQL ODBC or ODB or SSVB connection to a SQL connection via DCM then it should allow you to make this conversion without losing your current configuration; and the same for any other database type.

cc: @mbarone 

Request: Google Drive Output Tool to be able to set the maximum records per file and create multiple files

For the regular Alteryx Output Tool, we're able to set maximum records per file. This is helpful in a variety of ways - we use it as part of a workflow where the output gets uploaded into SalesForce and we can only load 5,000 records at a time. I also use this to split up large csv files to be under Excel's ~1M line limit so my teammates without Alteryx can open their reports and not lose data. 

The Google Drive Output does not have this ability to split based on the number of records. If I use the RecordID Tool plus a Filter, it crashes Alteryx due to a Bug with RecordID + GDrive Output (it's currently in Accepted Defect stage)

It would be very helpful to have this same functionality that we can with the regular Output Tool

Hi there,

When you connect to a DB using a connection string or an alias - this shows up in the Workflow Dependancies in a way that is very useful to allow you to identify impacts if a DB is moved or migrated.

However - in 2023.1, if you use DCM then the database dependancies just show up as .\ which makes dependancy management much more difficult.

Please could you add the capability to view the DCM dependancies correctly in the dependancy window?

BTW - this workflow Dependancy Window would be a great place to build a simple process to move existing DB connections to a DCM connection!

CC: @wesley-siu @_PavelP 

When you start using DCM - you may have existing canvasses which use regular old connection strings which you want to migrate to DCM.

Currently (in 2023.1.1.123) - when you select "Use Data Connection Manager" - it shreds the configuration of your input tool which makes it difficult to just convert these from an existing connection to a DCM connection

The only way to then make sure that you don't lose any configuration on the tool then is to use the XML editing functionality of the tools and copy across your old configuration.

Could you please add the capability to keep my current tool configuration, but just change from using a regular old connection string to using DCM?

Many thanks 

Sean

cc: @wesley-siu @_PavelP 

Hi there,

When connecting to data sources using DCM - could we please add the ability to make JDBC connections?

see:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Add-the-ability-to-connect-to-data-s...

https://community.alteryx.com/t5/Engine-Works/JDBC-Connections-in-Alteryx/ba-p/968782

As mentioned in these threads - JDBC is very common in large enterprises - and in many cases is better supported by the technology teams / developer community and so is much easier to make a connection.    Added to this - there are many databases (e.g. DB2) where JDBC connections are just much easier 

Please could you add JDBC connections to the DCM tooling?

Thank you

Sean

cc: @wesley-siu @_PavelP 

When creating a connection using DCM (example being ODBC for SQL) - the process requires an ODBC Data Source Name (see screenshot 1 below).

However, when you use the alias manager (another way to make database connections) - this does allow for DSN-free connections which are essential for large enterprises (see screenshot 2 below).    

NOTE: the connection manager screens do have another option - Quick Connect - which seems to allow for DSN-free connections, but this is non-intuitive; and you're asked to type in the name of the driver yourself which seems to be an obvious failure point (especially since the list of all installed drivers can be read straight from the registry)

Please could we change DCM to use the same interfaces / concepts as the alias screens so that all DCM connections can easily be created without requiring an ODBC DSN; and so that DSN-free connections are the default mode of operation?

Screenshot 1: DCM connection:

screenshot 2

cc: @wesley-siu  @_PavelP @ToddTarney 

For companies that have migrated to OneDrive/Teams for data storage, employees need to be able to dynamically input and output data within their workflows in order to schedule a workflow on Alteryx Server and avoid building batch MACROs.

With many organizations migrating to OneDrive, a Dynamic Input/Output tool for OneDrive and SharePoint is needed.

• The existing Directory and Dynamic Input tools only work with UNC path and cannot be leveraged for OneDrive or SharePoint.
• The existing OneDrive and SharePoint tools do not have a dynamic input or output component to them.
• Users have to build work arounds and custom MACROS for a common problem/challenge.
  • Some users have identified a work around for the dynamic input (See Community Post)
• Users have to map the OneDrive folders to their machine (and server if published to the Gallery)
  • This option generates a lot of maintenance, especially on Server, to free up space consumed by the local version when outputting the data.

The enhancement should have the following components:

OneDrive/SharePoint Directory Tool

• Ability to read either one folder with the option to include/exclude subfolders within OneDrive
• Ability to retrieve Creation Date
• Ability to retrieve Last Modified Date
• Ability to identify file type (e.g. .xlsx) 
• Ability to read Author
• Ability to read last modified by
• Ability to generate the specific web path for the files

OneDrive/SharePoint Dynamic Input Tool

• Receive the input from the OneDrive/SharePoint Directory Tool and retrieve the data.

Dynamic OneDrive/SharePoint Output Tool

• Dynamically write the output from the workflow to a specific directory individual files in the same location
• Dynamically write the output to multiple tabs on the same file within the directory.
• Dynamically write the output to a new folder within the directory

I would like to raise the idea of creating a feature that resolves the repetitive authentication problem between Alteryx and Snowflake

This is the same issue that was raised in the community forum on 11/6/18: https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Discussions/ODBC-Connection-with-ExternalB...

Can a feature be added to store the authentication during the session and eliminate the popup browser?  The proposed solution eliminates the prompt for credentials; however, it does not eliminate the browser pops up. For the Input/Output function, this opens four new browser windows, one for each time Alteryx tests the connection. 

As an Alteryx Designer user I would like the ability to write .hyper files to a subdirectory on Tableau Server to keep make my Tableau site easier to manage.

Hi Team,

With Sharepoint Tool 2.3.0 , We are unable to connect Sharepoint Lists with service Principal Authentication as it requires SharePoint - Application permission - Sites.Read.All and Sites.ReadWrite.All in Microsoft Azure App. However, as those permissions will gets access to all sites in respective Organization community, it is impossible for any company to provide as it leaks data security. Kindly provide any alternative or change in permsiions for Sharepoint Connectivity with thumbprint in Alteryx.

Regerence Case with Alteryx Support : Case #00619824

Thanks & Regards

Vamsi Krishna

HI, 

Not sure if this Idea was already posted (I was not able to find an answer), but let me try to explain.

When I am using Mongo DB Input tool to query AlteryxService Mongo DB (in order to identify issues on the Gallery) I have to extract all data from Collection AS_Result.

The problem is that here we have huge amount of data and extracting and then parsing _ServiceData_ (blob) consume time and system resources.

This solution I am proposing is to add Sorting option to Mongo input tool. Simple choice ASC or DESC order. 

Thanks to that I can extract in example last 200 records and do my investigation instead of extracting everything 

In addition it will be much easier to estimate daily workload and extract (via scheduler) only this amount of data we need to analyze every day ad load results to external BD.

Thanks,

Sebastian 

Connect to PowerPivot data model or an Atomsvc file 

My organization use the SharePoint Files Input and SharePoint Files Output (v2.1.0) and connect with the Client ID, Client Secret, and Tenant ID. After a workflow is saved and scheduled on the server users receive the error "Failed to connect to SharePoint AADSTS700082: The refresh token has expired due to inactivity" every 90 days. My organization is not able to extend the 90 day limit or create non-expiring tokens.

If would be great if the SharePoint connectors could automatically refresh the token when it expires so users don't have to open the workflow and do it manually.

When you import a csv file,  I sometimes use a "TAB" as delimiter. In section 5 Delimiters I want that as an option.

I have learned that it is possible to wright "\t" but a normal choice would bed nice.

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.

When email body gets imported using latest version of the Outlook 365 tool, this tool removes the new line separators from the message body, which makes it difficult to parse relevant information out of the message body. New line separators are there prior to message being imported into Alteryx as can be verified when importing same message using different tools (for example, Python or Power Automate). Without new line separators it is not possible to accurately parse message body using Alteryx. Please add the enhancement to the Outlook 365 tool so that it doesn't remove new line separators from the message body.

This limitation of the Outlook  365 tool has been discussed in the community 

Outlook 365 Input - Separate Body lines - Alteryx Community

Hyperion Smartview Connect

Hi all,

Currently, only the Sharepoint list tool (deprecated) is working with DCM, it would be amazing to add the Sharepoint files input/output to also work with DCM.

Thank you,

Fernando Vizcaino

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/BigQuery-Input-Error/td-p/440641

The BigQuery Input Tool utilizes the TableData.List JSON API method to pull data from Google Big Query. Per Google here:

• You cannot use the TableDataList JSON API method to retrieve data from a view. For more information, see Tabledata: list.

This is not a current supported functionality of the tool. You can post this on our product ideas page to see if it can be implemented in future product. For now, I would recommend pulling the data from the original table itself in BigQuery. 

I need to be able query tables and views.  Not sure I know how to use tableDataList JSON API.