Alteryx Designer Ideas

Share your Designer product ideas - we're listening!
Submitting an Idea?

Be sure to review our Idea Submission Guidelines for more information!

Submission Guidelines

Featured Ideas

Having just participated in weekly challenge 293 there is a requirement to output a table with certain conditional row colours. However the configuration is based on rgb colour codes, whereas the desired output displays the colours using hex codes. 95% of the development time on this challenge was to get matching colour formatting, so being able to insert hex codes would improve this experience.

 

cgoodman3_0-1637588819650.png

cgoodman3_1-1637588840307.png

 

cgoodman3_2-1637588900043.png

 

when you render out to an excel file, the excel file is created as a new file.  You cannot render to an existing excel file.

I'd like to see this functionality.  I have a client who has a workbook with multiple formatted sheets and they'd like to render an addiitional sheet of formatted data out from Alteryx into the existing workbook.

As pointed out by @Joshman108 in this post, you can lose some/all of your work in the table tool if the metadata is ever not flowing correctly. Losing your metadata can happen for a number of legitimate reasons (copying/pasting, crosstab tool upstream, python tool upstream etc.) There are a number of tools (including the table tool) where losing the matadata can prove catastrophic. 

 

Consider these 2 simple examples:

1) We have the dynamic box checked and apply a rule to field 1:

patrick_digan_0-1614630683908.png

If our table tool loses its metadata, our row rule is completely erased! I would expect the tool to remember our row rule once metadata is reestablished.

 

2) We have the dynamic box unchecked, as well as Field4 unchecked. We setup the same rule as before that references field4.

patrick_digan_1-1614630825241.png

Now when the metadata is lost and restablished, the table tool does a good job of remembering that Field4 is supposed to be unselected, and that I had a rule for Field1; however, the rule has now been changed! I would expect the rule to also remember that I was referencing Field4. Note that if my rule had reference a field that was included in the table, it would have remembered the rule. It's only because my rule referenced Field4 which was not included in the table that my rule got messed up. In my rule, it now references Row# which is completely wrong:

patrick_digan_2-1614630933228.png

 

 

 

The only thing I have ever found that Excel can do that Alteryx can't is creating a pivot table that allows the user to drill up and down levels of aggregation by collapsing or expanding levels in the data hierarchy. (like this). 

 

Can you add an interactive table to the new interactive charting tool that can provide this level of functionality? It's embarrassing to have to tell Excel users they can't do this in Alteyrx, and likely leads many of them to stick to Excel--and miss out on all the other great things Alteryx can do.

 

Thank you! 

There is an extensive need from customers to be able to create emails but not send them (right away at least). This would be an enhancement to the email tool to allow for checking a box to say "Save in Draft" and if that box was checked the send email functionality would not be called but the email would be created. 

Could we please change the Interactive Chart tool, to:

  • recognize when upstream types have changed and reconfigure (in the case of numerical types marked as string)
  • For line charts - sort the values in order of the X value

 

Sample Flow - derivation of challenge 201:

IMG0-Flow.png

 

Issue 1:

- The first interactive chart on this flow has no sorting at all performed by the charting tool - this may be due to the fact that the X & Y axes are in string fields.   Generally line charts would attempt to sort both the axes and the values (where the values should order according to the X axis).   Please can you add a default sort anyway?

 

Img1-NoSorting.png

 

Issue 2:

- If you then change the data types on these fields to be numeric - the charting tool still does not sort them until you reconfigure the tool manually
- REquest: please can you get the tool to remember the data types, so that it can prompt you; or even better just reconfigure?

(image looks identical after retyping the fields)

Img1-NoSorting.png

 

 

Issue 3:

- When you do a manual reconfigure of the tool after changing the types - the axes are sorted, but the values are not - so you end up with a chart that crosses back and forth.   Generally line charts are ordered in the order of the X Axis for the values

- Request: Please sort values on the line chart automatically in order of the X value?

 

Img2-AxesSortedButNotValues.png

 

NOTE: Finally got the outcome needed by forcing the sort before the interactive chart tool

 

 

Img3-ExpectedOutcomeAfterSorting.png

I don't believe there is a way to add a pattern/texture to a bar chart created in the Interactive Charting tool. This feature would enhance the accessibility of the charts created natively out of Alteryx.

 

Example from Plotly: https://plotly.com/python/pattern-hatching-texture/

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

I am currently working on building self-serve Analytics apps for colleagues and I am using the Email tool for this. However, the credentials have to entered directly into the tool and whenever the password changes this needs to be again changed into the workflow by the workflow developer.

This means that:

A) Workflow developer needs to have access to the mailbox used in the From field
B) Only the developer's email address can be used in the From field
C) The developer needs to connect with mailbox user in person or over video-conference, share control of his own machine and have the user put in their credentials every time the mailbox user's password changes.

These are three major hindrances in using the email tool to its full potential.

Solution:

Provide an option in the Alteryx server to have a database where users can create a record of their credentials (hashed of course) and with each record a token number is generated. The token number can be shared with the developer who will update that in the email tool. Whenever the password changes, the user can directly retrieve his old credentials and change them using the same token number. This method will eliminate the above mentioned three constraints and allow for use of email tool to create complete self-serve apps.

First of, let me say that I really love that the render tool adds commas to your numbers when you output them to excel. You can even control the number of decimals!

 

However, there are those times that I wish I could turn the commas off. For example, I have a column that represents years. In this case, I want it to be a number, but I don't want commas. I can see this xml coming out of my table tool:

 

.de41ddeb2857c4579b858debce63bfbec tbody .column0 { numeric:true; decimal-places:0; } 

 

I would love an additional item like: separator:false that could be set in the table tool to shut off the separator. I've mocked up the table tool here:

patrick_digan_0-1600260333288.png

In my limited knowledge, I'm guessing Alteryx would need to change/enhance the way their pcxml is structured.

 

With the new intelligence suite there is a much higher use of blob files and we would like to be able to input them as a regular input instead of having to use non- standard tools like Image, report text or a combination of directory/blob or input/download to pull in images, etc. I would like to see the standard input tool capable of bringing in blob files as well.

Blob InputBlob InputImage InputImage InputText InputText Input

The email tool, such a great tool!  And such a minefield.  Both of the problems below could and maybe should be remedied on the SMTP side, but that's applying a pretty broad brush for a budding Alteryx community at a big company.  Read on!

 

"NOOOOOOOOOOOOOOOOOOO!"

What I said the first time I ran the email tool without testing it first.

 

1. Can I get a thumbs up if you ever connected a datasource directly to an email tool thinking "this is how I attach my data to the email" and instead sent hundreds... or millions of emails?  Oops.  Alteryx, what if you put an expected limit as is done with the append tool.  "Warn or Error if sending more than "n" emails."  (super cool if it could detect more than "n" emails to the same address, but not holding my breath).

ephij_1-1588630915039.png

 

2. make spoofing harder, super useful but... well my company frowns on this kind of thing.

ephij_0-1588630793894.png

 

 

 

 

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.

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

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

Hi,

I'm not finding it anywhere as a current option, but my company uses branded PowerPoint slides using our logo, these slides are in 16.:9 (widescreen) for slide size, but Alteryx won't output to that size even if I choose custom for page size & have Widescreen selected as an option. Could there be an Advanced Options button added that would allow users more output choices, like choosing the 16:9 ratio size output? Without it, I'm having to output the largest map I can create (13 x 9.75 in Report Map tool) and then stretch/shrink to get it to fit the 16:9 slide...for every single map/slide (currently making 40 maps at once).

 

Is there a work around to accomplish my goal currently? And if not, could the option be added to the Render tool? Thank you!

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

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!!

 

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'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

Top Liked Authors