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Alteryx Designer Ideas

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Add the option to flip comment boxes, so they can be read down-up, instead of left-right... (see below in red, how it looks and how it could be). 


image.png                                 image.png

  • Category Documentation

I love Workflow Meta info, especially the ability to put the Author, the search tags,the version, the description, etc...

workflow meta info.png

But why can't we use it as Engine Constant? It doesn't seem very hard to implement and it would change life for development.



Today I have some workflows which have certain steps that occur after files are output.  I have these set up inside of Tool Containers so that I can easily enable/disable them as I am working if I do not want to produce output for this particular run.  However, sometimes if I need to troubleshoot on a workflow that I haven't worked on for awhile, I can neglect to disable these, which can cause errors.  This is usually harmless, but annoying.


Having two more options on Tool Containers could really help to improve this!

Disable When Browse Tools Disabled would be useful for any analysis/debugging steps that I only want to run when I am browsing to find data, but should not run otherwise.

Disable When Output Disabled would be really useful to ensure that these tools are turned off alongside the "Disable all tools that write output" option in Workflow-Configuration-Runtime.


This would save me a lot of unnecessary error messages and moments of panic, and would make these types of workflows easier for other users to debug without extensive notes.

I try to parse the Alteryx yxmd, yxwz, yxmc... etc files.


It happens the tools and the fileformats are not written in clear : fileformat.png


We should have a list stored somewhere (API, file?) where we can find the information. 


Best regards

  • Category Documentation

Speed up canvas edits - The Create/Remove Space Tool


Usually day two of working with a canvas I realize that I have been a fool, and I come up with a significantly more elegant or simple solution.  Moving all of the containers or tools to fit my slick new container is cumbersome and slow.  I've created a GIF of a feature several tools have which allows the user to easily move and arrange items on the canvas.


Open source tool used in demo: bpmnJs








This should be a simple addition:


In the same way that many default tools automatically generate annotations when they are dropped into the workflow, or their configurations are modified, there should be a way to add custom annotations for custom made macros. 



I think it would be a nice feature if a user were able to export the list of tools and annotations in a way to use as the foundation of a process memo (or simply listed sequentially in an appendix). We're using Alteryx for tax data prep processes and documentation of the process is important.  So I believe getting the workflow into words would be a great addition.

I am currently using alteryx to generate pdf reports and noticed there is no option to have multiple row headers. In my line of work i cant skip this as the end users insist on having it like they have always had it.

I definitely think this should be available as many of us like replicate canned reports which are otherwise in excel and hence see the need for such an option.


The following might give an example of the multi row header,


multi row.JPG


Also the ability to merge certain columns to create the above effect should be available.

It would be helpful to redirect Help Documentation searches to the latest version number.  When Googling problems I often get help page links that are for version 9.5 while I'm on version 11.7.  I'll usually change the version number in the URL to get to the right documentation.  It would be great if the version <11 documentation would automatically port forward to the current documentation with the option to go to older documentation for users on those versions.

  • Category Documentation

One major improvement in version 11 is that you can now schedule workflows directly in the Gallery. One thing I miss though is the ability to see the whole log from the workflow (messages, warnings and conversion errors).


I have made a workaround by using the list runner (Crew Macros), but I think this should be a functionality on the server itself.


To see the workaround and the expected output, you can watch this video:


The COMMENT tool has a number of default settings.  It would save me a lot of time if the Designer could remember the last settings used.  


This is the panel I am referring to:





So while working through a workflow that takes up a bunch of canvas space, I find myself jumping between two points, one at the beginning and one at the end. Every time I need to jump to the other point, I have to zoom out and scroll over and down and then zoom back in. 


What if there was a tool that you could drop on the canvas as a "point of Interest" that if you select it (perhaps) on some other part of the interface, takes you right to that spot in the workflow. I know that currently you can look up tools and it will take you to the location of the tool, but it can be difficult when you are jumping around 4 or 5 different spots to remember which tool number is which.


I would use this all the time!


Just a thought

Hi, I'm becoming a heavy user of the Documentation Tools known as containers and comments. However, I am currently finding it tedious that I have to alter their settings individually or alternatively have to copy and paste a container or comment that has the formatting I want to replicate the formatting of.


I would like to be able to document the containers and comments quickly and then assess how each of them will be assigned colour and fonts to make the readability of the End to End workflow easier. I find in the Microsoft Office products the copy formatting paint brush is really good for this, it would be great if Alteryx could offer a similar function. 


It's not a world changer in terms of functionality but it would improve the user experience and the speed at which I could produce a tidy ETL workflow using Alteryx. 

When looking at a complex canvas - my first instinct is to group this into sub-modules (e.g. "/load Data"; "clean data") to make this simpler to understand.


We mostly do this through the use of Containers.

However - it would be more useful if you could then take an entire container and convert this to a macro.    This would be very similar to the way that Visual Studio allows you to take a block of code and convert it to a sub-procedure.


This would be a super-quick way to allow people to make canvasses more maintainable and easier to understand and test!


Thank you 


Hi Team,


I couldn't find much on enhancing the Tool Container tool searching.


I am doing some work on a large workflow today and have replaced three tool containers with multiple containers within them with macros in order to simplify the overall workflow. Doing this work, I need to document the purpose of this simplification to my stakeholders within the business in terms of business value, and one aspect I thought of would be how much time is saved by wrapping all of these tools within a macro, another is how many tools are visible on the canvas, and therefore how by modulising (creating macros rather than tool containers) sections of the workflow it is much easier to see what's happening to the data


My macro replaces 50 tools with one and therefore this is quite a key quantifiable piece of business value that I can communicate.


In order to count the tools within the old container I had to do this manually. I was wondering - rather than manually count all of the tools within the old container - Could there be some functionality built into Tool containers such as a profiling tool similar to the browse? So that when you clicked on the tool container you would get some simple profiling, summary of the tools used?


Any thoughts welcome!




Product Suggestions - (2) Tool Containers.PNG



  • Category Documentation

I am frequently using comments within my containers to tell an engaging story to my business Audience about the workflow I have built. However, whenever I start adding, removing, moving tools etc within containers these comments don't remain static within the relative position of the container and drift into positions that I have to manually adjust. 



From a time saving perspective it would be great if I could:

1. fix the position of comment within a container and

2. Group comments in a way similar to how you can group objects in Visio and Photoshop


example of how I use comments.pngHow I use comments in Alteryx

The "Open Example" feature that has been implemented for many tools helps new users quickly learn how to exploit Alteryx.  I would like to see Alteryx make further investments in this area and in particular I would like to see enhanced and organized documentation for functions with more and better examples.  I would encourage Alteryx to engage its ACE community and the other advanced users who are active in the Community to contribute to this effort. 

A request, to have a screen shot auto generated as like tableau have.


When we want to share/document the workflow, people has to use third party tools to get the screen shots. I believe its worth to have a screenshot as thumbnails, like tableau has as part of the twb files.


I'm sure we can do this with snipping tools, but i believe its worth to auto-generate an thumbnails and have as part of the alteryx files when user save the document as like tableau does.




  • Category Documentation



I am wondering if it is possible to add search function in the browse tool/preview results. It would be easier to locate the key words and not necessarily to add filter for checking and re-run the workflows for extra number of times.


Another thing is about the connectors, is it possible to allow manual adjustment on the connecters or the positions of the tool container? It would be great to adjust the lines when handling complex workflows.





One of my favorite features of Tableau is when you change name of a field it updates all calculated fields, parameters, sets, etc. that uses that field. I wish Alteryx could do this as well. 


I run into this a lot where I may start a workflow and do not care so much about my naming conventions, but then the workflow may end up moving to production but I have to clean up a lot of names that were fine for exploring the data but aren't descriptive enough for production. Being able to change a name once and then have Alteryx update all other instances of that name would really increase the usability. 




  • Category Documentation
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