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Alteryx Designer Ideas

Share your Designer product ideas - we're listening!

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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 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

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.

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 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.

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.

 

In Render tool you can use a field to group by and use that field to alter the output file name somewhat similar to the output tool.  Unfortunately it is not exactly like the output tool.  Usually you have a table tool and or layout or visual layout tool before the Render.  In my most recent scenario I have several outputs I use the Table tool for to format, the text tool to generate headings and the visual layout tool to organize these headings and tables into coherent sections on a final output used as a dashboard. 

 

Fine and dandy except a new requirement now divides these data based on client so I tried to find a way to pass the Client code through to the Render tool so it could dynamically alter the output file so each client gets their version without manually creating multiple replicated streams to format.  But the Render tool requires a field and if I am passing a table it can't reference columns (fields) within the table and if I build a client code field to pass outside the table I can't seem to find a way to tag it to the table  and text going into the layout or in some way pass it into the layout tool in a meaningful way to reach the Render tool for use in dynamic rename of output file.

 

I wish there was a way to pass a field into the Render tool to modify output file name whether feeding it tables or other data or mixed elements.  Maybe a pass through element or something?

  • Category Reporting

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 would be lovely if the Image tool supports GIFs when using the .PCXML and HTML options in the render tool.  Understandably, it would use it's .PNG format when using other render options, such as PDF etc.

I see the ability to increment the Vertical Axis on a chart, but not the dates on the Horizontal Axis (data is in date format).  This is unreadable for the data I am trying to present, even after changing font.  Would like to show 1 date per week, instead of every day (for example).

Thanks!

Gary

  • Category Reporting

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.  

Hello,

 

First of all Many thanks to the team for the revamp of the reporting tools. It's so nice to see it's getting a bit more dynamic. 

 

 

- I'd love to have more options extended to the graph, such as  being able to add 3 dimensions to a scatter plot, just like below 

 

scatter.PNG 

 

- Or being able to have dynamic plot size such as :

 

scatter2.jpg

 

- Or again, being able to have a filter in the Interactive Chart (just like the one in the insight tool) would be a great feature to have

 

- Having Bart chart in differents orientation 

 

 

 

 

 

Thanks for reading!

  • Category Reporting

Service Now dashboards really don't give me as much flexibility as I need, but can't help thinking an Alteryx connector coupled with Qlik Sense dashboards would be fantastic. SNOW seem to be supportive of Tableau - have you guys got plans to get in on the action?

porWYSIWYG - What you see is what you get...

 

WYSIWYG implies a user interface that allows the user to view something very similar to the end result while the document is being created.[3] In general, WYSIWYG implies the ability to directly manipulate the layout of a document without having to type or remember names of layout commands.[4]

 

Looking forward to have such a Reporting layout designer, embed all pictures, tables, graphs, legend, header, footer...

Just like in Qliksense and tableau...

3.jpg

 

 

figure_06.jpg

 

 

 

We would like to see more configuration options for renders to PowerPoint PPT. Specifically, we would like to be able to add headers, footers, and repeat column headers in the same way we can with PDF renders.

 

Refer to this unresolved question:

Powerpoint as an output of macro

 

@jaq734@Prasanna921

  • Category Reporting

Hi,

 

Would it be possible to add additional sections to the 'Summarise Tool' such as one for dates so that you might be able to group by Year, Month, Quarter, Week or a combination of all these. There are other extensions that could also be considered such as group with nulls or without that would make this tool far more usable and not dependent on data manipulation prior to it; you might offer to have all nulls grouped and called something else for readability and this shouldn't be very hard at all to implement.

 

Kind regards,

Peter 

I would like an separate tool for rendering excel file, or more options in the render tool. Currently you have to manually give the size of the output sheet, and it makes all of the columns on the spreadsheet look odd. Having additional options like "Auto page size" would be tremendous. 

Hi,

This feature isn't a must - but would definitely be a nice to have.

Similar to the excel having a tab with key figures like average, count and sum 

It would be a really good idea to do something similar within Alteryx just to have a quick glance on key figures/functions (example attached - apologise for the bad paint job but definitely would look good with Alteryx colour scheme)


Thanks


I want modification of the Email Tool to support running it at a specific point, defined by developer, within a workflow where currently "The Email tool will always be the last tool to run in a workflow". 

 

We use the tool to send notification of completion of jobs and sometimes attach outputs but we would like to be able to also send notifications at the start or at key points within a workflows processing.  Currently the email tool is forced to be the last tool run in a flow, even if you use block until done tool to force order of path execution to hit the email tool first.

 

If we could add a setting to the configuration to override the current default, of being the last tool run, to allow it to run at will within a flow that would be awesome!  And of course we would want the same ability for texting, be it a new feature of the email tool or a new tool all its own. 

 

The Texting option refers to an issue in Andrew Hooper's post seeking enhancement of the email tool for texting, search on "Email tool add HTML output option" or use link...

https://community.alteryx.com/t5/Alteryx-Product-Ideas/Email-tool-add-HTML-output-option/idi-p/92114...

 

Currently, in order to change the header and data justification to CENTER, one has to select the "Column Rules" button for each column configuration. In a large report (25+ columns), that means selecting each time. It would be more efficient to have the header justification in the Default Table Settings style editor. There is already a setting for font, font size, bold or itallic, text color and background color. I have never created a report for someone where they did not want the headers centered. The workaround is to only feed one column through, then to change the column rules for that column and the Cynamic or Unknown Fields. This works fine, but when I have a report that creates an Excel workbook with 5+ tabs, it gets annoying. It's even more time consuming when I have a report tab, that I need to create sub headings for, so there are multiple report tools for one Excel tab.

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