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Alteryx Designer Ideas

Share your Designer product ideas - we're listening!

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I am trying to generate the multiple sheets in the same Excel using Render tool. one of the sheet having around 100 columns and other two sheets are having only 20 columns. If am configuring paper size to 50 inches in render tool, its affecting the other sheets too and Report doesn't look good since columns width are getting extended to some extent. 

 

So, it will more helpful if there is an option to configure each sheet paper size or a rule kind of thing.

 

Please let me know if there are any option to that.

 

Thanks in advance... 

  • Category Reporting

Hi to all,

 

I have seen one or two posts requesting ability to total up rows and/or columns of numbers, however this idea also requests the ability to subtotal data by a field and also produce an overall total.

 

This could be an extension to existing tools such as 'Summarise' and 'Cross Tab' or could be a stand alone tool.  Desired output of using a tool like this would produce something like this:

 

totals.JPG

 

This would be incredibly useful for building reports within Alteryx as well as analysing the data, and cut down the amount of tools currently required to produce this.  I have seen a third party tool which does some of this but this adds the ability to subtotal.

 

thanks - Roger

The reporting tools do not currently support HTML structured or unstructured lists https://www.w3schools.com/tags/tag_ul.asp

All vertical combination creates tables which group the lines together.    Even if you manually create this - you get an error saying that ul (or ol or il) are not supported in composer

 

UL is not supported.png

 

This creates a challenge in 2 ways:

a) When creating lists in reporting outputs - you lose the functionality of structured lists (numbering with letters; numbers etc)

b) additionally - selecting the text in tables behaves differently than selecting data that is created in lists.

 

Please could you add the ability to create lists in addition to tables in the reporting tools by supporting the ol; ul; and il tags?

NOTE: this could initially be done just by supporting the tags; and then later this could be a summarize option on the summarize tool; and a bullet option in the text tool.

 

CombineOccursAsTBody.pngSummarize using tablesCombineAsList.pngdesired: summarise using listsList-RenderedVersion.pngList rendered with the list tags

 

 

 

 

 

It is just a bit of annoyance, really. I'd like to see the option of inputting a hexcode of color and/or a screen color picker in the color dialog. At the moment, you have to change R, G, B separately or play around with the cursor to find the right color.

The color dialog is relevant for the documentation purposes but also reporting tools and I'm sure it would make life easier to some people, especially when branding colours are important.

 

 

image.png

Using other data viz tools like Tableau, we often plot yearly timeseries of data onto the same line chart so we can quickly compare year-on-year differences.  All data viz tools seem to have complexities but the logical approach is the same.  What you do is map all the years data to a relative year, i.e. this year, and then give each year it's own title.  See the example below snipped from a Tableau dashboard:

 

image.png

 

In this example 7 years of data have been plotted on the same chart.  Note the x-axis,  In Tableau we are able to format the X-Axis labels to only show month and day (Mon-D).  This removes the common relative year, i.e 2019.

 

As expected, Alteryx is awesome at preparing data to do this kind of thing.  Using the interactive charting tool you can build really nice charts.  However there is currently no way to format the X-Axis label, you must show the relative year too, as shown in the picture below (snipped from the browse tool, outputted from the interactive chart tool):

 

 

image.png 

 

It was really easy to prepare the 5 year min, max and average lines, which is almost impossible to do in Tableau!

 

My idea in a nutshell is, please change the interactive chart tool so that the labels on the axis can be formatted to the user's choice, i.e. in this case formatted from datetime to "%B-%d".

 

Please note, the workflow i'm building in this case, is creating 3 line charts of related data, each by year.  The end product is a daily email sent to users.

 

Thanks, nick 

Currently, there isn't any option in the Salesforce Input tool > Existing Reports  to remove the 2000 record limit for queries. Is there any way of removing that cap so that our queries will return the correct number of records?

 

existing reports.JPGThe Salesforce input tool has an option to select Salesforce report templates2k.JPGBut the number of records is capped at 2000

  • Category Reporting

Hello Product Management,

 

I'm trying to emulate a graph from the book, Effective Data Visualization by Dr. Stephanie Evergreen.  Here's what I have so far:

 

capture.png

This was a little bit of work to create and while it isn't what I exactly had hoped for, it does approximate my attempt.  Ideally, I would do the following to complete the exercise:

  1. Have a Y-Axis (none) line on for both Old/New Sites (dual-axis)
  2. Replace the Y-Axis number with the Label for the departments
  3. Remove the (line) from the label

As observations, in order to add carriage returns to NOTES, i had to use HTML tags <br>.  The settings for points and lines required me to do lots of configuration.  Maybe a format painter would help to copy the format from one set of point/lines to the next.  Once I completed a chart/insight it would be "nice" to be able to copy and configure the other.  If you have an insight and wish to create a chart, you have to reconfigure the new element from scratch.

 

I do have an error in the creation of the chart that says, "Error parsing configuration."  I have no idea what error exists.  I submitted a ticket on that issue.  

 

I haven't created this chart via Excel, but the textbook shows you how to create the result in Excel.  The graph is easy for me to see and to understand.  I like it and think that it could be a valuable way to demonstrate the potential for Alteryx visualizations.

 

Cheers,

 

Mark

I know this has been posted before, but the posts are fairly old, and I have just confirmed with Support that it is still an issue.  Seems to be a pretty basic request, so I'm putting it out there again under this new heading.


The issue is that if you have data in a field, and you have that data separated by a new line (\n), it will show up fine in a browse tool, or pretty much any other output (database file, Office Document file, etc.). But if you try to use the Table Tool under Reporting, it ignores the line break and strings the data together.


Example:

The field data looks like this in a browse or most other outputs:

Hello, my name is 

Michael Barone

and I love

Alteryx

 

But when I try to pull this field into a Table Tool, it shows up like this:
Hello, my name is Michael Barone and I love Alteyrx

 

Putting this out here again in hopes that it gets lots and lots of stars so it gets put on the road map!!

 

Roughly, in all versions of Alteryx Designer, you can use the Annotations tab and rename a tool.  This is awesome for execution in designer, because you can then easily search for certain tool names, better document your workflow, and see the custom tool name in the Workflow Results.

However, when log files are generated, either via email, the AlteryxGallery settings, or an AlteryxEngineCMD command, each tool is recorded using only its default name of "ToolId Toolnumber", which is not particularly descriptive and makes these log files harder to parse in the case of an error.

 

Having the custom names show in these log files would go a long way towards improving log readability for enterprise systems, and would be an amazing feature add/fix.  For users who prefer that the default format be shown, this could be considered as a request to ADD renames in addition to the existing format.  EG "Input Data 1" that I have renamed to "Load business Excel File" could be shown in the log as:

 

00:00:0.003 - ToolId 1 - Load business Excel File: 1 record was read from File Finished in 00:00:0.004

It would be good if the Email Tool could be enhanced so that it can send HTML e-mails, by that I mean the body of the e-mail is HTML based on a field in the workflow that contains a string of HTML. 

 

Currently we are having to use batch files with command line e-mail clients to send e-mail with HTML generated within Alteryx workflows.

  • Category Reporting

In user settings you can define a "Logging Directory" and if you do the system will send the Output Log (Results view messages) to a file in that folder.  The name generated is Alteryx_Log_ + an apparent sequential number, example: Alteryx_Log_1519833221_1.

This makes it impossible to identify which flow it is associated with and which instance of execution simply by looking at the name, you have to parse the content to see the flow name and start/end timestamps.  For trouble shooting we want to be able to look at the list of file names and quickly see which file, of possibly hundreds of files, we need to look at to see what went wrong.

 

I'd like to see an enhancement that at the install level (through an XML configuration file for example), the use of the From field in the Email reporting tool could be disabled for population by the end user and instead would auto-populate with that current users e-mail address.  Currently users can populate the field with any address on their domain, which is useful, but also poses a risk in that messages can be made to appear to be coming from a party that is not aware of it.  We'd like to be able to control that on install and "turn off" access to the From field

Alteryx has the ability to connect to data sources using fat clients and ODBC but not JDBC.  If the ability to use JDBC could be added to the product it could remove the need to install fat clients.

I believe that in addition to the already suggested idea of having an option to avoid sending one email per record, the attachments capability should be overhauled. Sending multiple attachments in a single email is a common need, but the only Community idea is a partial address of the issue by requesting an ability to use semi-colon separated paths in a single field as the attachment criterion. This doesn't seem to be an optimal method given the potential usefulness of the tool and ease of use considerations. 

 

I think that a full solution should include:

  • The capability to select a (file paths) field of all desired attachments which can then be uploaded into a single email
  • The ability to use wildcards or directories in the file input mode (as you find in the Input Tool) in order to upload multiple attachments to a single email)

This would be a transformative solution to a common email need, and I think greatly appreciated!

Add a new feature to develop your own customized decision tree with Insight. So instead of using a tree generated with the Decision Tree tool a user can generate a tree with custom splits and save  the splitting rules as a model to score later a new dataset. This will provide user the ability to enhace a tree with business knowledge.

Hello!

 

I have a very regional problem, when we use reporting tools, they seem to be encoded in ansi, but in France, we use a lot of accents, and when we want to use the mail tool, we have to "write wrong" with e instead of é for instance, would it be possible to make it possible for us to use accents, I saw a solution in this post (https://community.alteryx.com/t5/Alteryx-Designer-Discussions/French-Characters-in-an-Email-using-Re...) but if it would be possible to have the option directly in the reporting tools it would be a lot easier for us to use them in an automated way!

  • Category Reporting

Scenario:

Upstream tools end in a Summarize Tool that has set of records with the following fields:  EmailAddress, AttachmentUNCPath.  So you get a bunch of recipients with various attachments.  Each recipient can have different attachments, and this will change each time it's run.  In other words, it's fully dynamic.  

 

If the same recipient has multiple attachments, then it would be nice to group the recipient and just separate the attachments with a semi-colon (or whatever) in the same field.  Essentially creating one record per recipient, and therefore one email per recipient, and having the Email Tool attach each file.  In other words, mbarone@paychex.com gets one email with 5 attachments.  And next week maybe only 3 attachments, and so on.  

 

Currently the only way I see to accomplish this is with a batch macro.  


Would be infinitely more convenient to just have the Email Tool by default accept multiple attachments in a field as long as they are separated by a semi-colon, much like occurs in the "to" field.

  • Category Reporting

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.

I just got out of the Advanced reporting session at the Alteryx inspire convention. Preety cool stuff. I just have a request for the alteryx developers team. Can you please add the option to select a report coming from a Render tool directly as an attachment without having to write it out first? Just select it as a field the same way you can select a field as the body of the email. That'll make my workflow more streamlined and save space, as I'm sure it'll do for a lot of fulks out there.

As Tableau has continued to open more APIs with their product releases, it would be great if these could be exposed via Alteryx tools.

 

One specifically I think would make a great tool would be the Tableau Document API (link) which allows for things like:

 

- Getting connection information from data sources and workbooks (Server Name, Username, Database Name, Authentication Type, Connection Type)

- Updating connection information in workbooks and data sources (Server Name, Username, Database Name)

- Getting Field information from data sources and workbooks (Get all fields in a data source, Get all fields in use by certain sheets in a workbook)

 

For those of us that use Alteryx to automate much of our Tableau work, having an easy tool to read and write this info (instead of writing python script) would be beneficial.  

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