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Alteryx Designer Ideas

Share your Designer product ideas - we're listening!
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Hope this is fairly self-explanatory.

I'd like to be able to create presets for Summarize tool.  Instead of having Group By, Sum, Count, Count Non Null, etc on top of the libraries of functions, put them into their own category.  Users could then create a Favorites and the functions that they use the most would be stored in that section (editable by user).

  • Category Transform

It would be a handy feature if it were possible to choose a data type for an input tool to read the data in as. For example, if a dataset has multiple fields with different data types, it would be handy to be able to make the Input Tool read and output them all as a string, if needed. This would also make a handy tool, a sort of blanket data conversion to convert all fields to the specified type.

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


Please include a function to support the conversion of data into this secure format.
  • Category Transform

I am on a forecasting project where we convert one vector of forecasts into another vector of forecasts by multiplying by a conversion matrix. This is very clumsy and fragile to do in Alteryx meaning we have to drop out to Excel. The ability to do very simple matrix multiplication in Alteryx would be very useful here and in other use cases. I realise you can probably exit to R and do the job, but for something so basic that shouldn't be required.

 

The relational representation of an mxp matrix is a three column table of cardinality mxp with columns { I , J , A }, where I labels the first index set with index i, J labels the second index set with index j, and A labels the numeric values with value a(i,j).  Given a second pxn  matrix { J, K, B } in relational form we should be able to multiply them to get a mxn matrix { I, K, C} in relational form where of course c(i,k) = sum over j in J of a(i,j)*b(j,k).

 

Vectors can of course be represented as 1x and x1 matrices. If you really wanted to go to town this could be generalised to array processing ala APL2.

It was discovered that 'Select' transformation is not throwing warning messages for cases where data truncation is happening but relevant warning is being reflected from the 'Formula' transformation. I think it would be good if we can have a consistent logging of warnings/errors for all transformations (at least consistent across the ones based on same use cases - for e.g. when using Alteryx as an ETL tool, 'Select' and 'Formula' tool usage should be common place).

 

Without this in place, it becomes difficult to completely rely on Alteryx in terms of whether in a workflow which is moving/populating data from source to target truncation related errors/warnings would be highlighted in a consistent manner or not. This might lead to additional overhead of having some logic built in to capture such data issues which is again differing transformation by transformation - for e.g when data passes through 'Formula' tool there is no need for custom error/warning logging for truncation but when the same data passes through 'Select' transformation in the workflow it needs to be custom captured.

I'd like to see a tool that can take an input, then send it in different directions (similar to formula tool), but with many options... based on filters and/or formulas and/or fields.

 

Sometimes I need to perform actions on parts of my data or perform different actions depending on whether the data matches certain criteria and then re-union it later.

 

Right now, the filter tool only allows true or false. If we could customize further we could optimize our workflows rather than stringing filter tools together as if they are nested if/then.

So either the filter tool could have more options than true/false, and infinite ouputs, or the join multiple tool could be flipped, as shown below.

 

I envision something that says:

Split workflow:

  • By Field: Field Name (perhaps with summarize functions such as min/max, etc.)
  • By Formula (same configuration as current)
  • By Filter
    • Field
    • Operator
    • Variable

FlipIt.png

 

Was thinking with my peers at work that it might be good to have join module expanded both for desktop and in-database joins.

 

As for desktop join: left and right join shows only these records that are exclusive to that side of operation. Would it be possible to have also addition of data that is in common?

As for in-db join: db join acts like classic join (left with matching, right with matching data). Would it be possible to get as well only-left, only-right join module?

 

 

It would be nice if we could change the tool numbers and effect which one gets done first. If I'm working on a module and I later add some more analysis upstream it won't get done or pulled first since it has a greater number. a simply ability to change the numbers would really make things a lot easier and it will allow the flow of work to flow smoothly visually
  • Category Transform

Please create the ability to Concat a field in the In-DB Summarize Tool similar to the regular Summarize tool. This would enable much faster processing on concatenating fields using the database's processing power vs. the local machine.

Would it be possible to add some additional options to the running total, in particular average (max, st dev. may be useful) to the running sum tool or create a rolling average tool where you can group by multiple fields and have a rolling window for the last x rows, which you select?  I know this can be done in the Multi-Row formula and with the moving summarise tool tool (http://www.chaosreignswithin.com/2014/12/moving-summarize.html), however the former is capped by 10,000 rows and alteryx crashes on my mac when trying to click on the multi-row formul tool with 6000 rows.  Also it takes a several hours to analyse 1 file, and would like to have a solution to do this on a daily basis. Also I need to be able to so a rolling average over the last 11,999 rows, as this would be the last 20 minutes of data using a 10Hz GPS unit. This would be a great tool I think.

 

 

  • Category Transform

PLEASE add a count function to Formula/Multi-Row Formula/Multi-Field Formula!

 

I have searched for alternatives but am just confused about how to store the result for the total number of rows from Summarise or Count Records in a variable that can then be used within a Formula tab. It should not be that difficult to just add equivalents to R's nrow() and ncol().

Ever since Alteryx 11 came out, the way dates and DateTimes are handled and computed changed from v10.  Formulas that I had working before no longer work.  The single biggest culprit I tend to see for this problem is that Alteryx 11 no longer seems to be able to intelligently compare Date and DateTime formats.  This is kind of annoying because it forces me to run a DateTime function on all my Date fields for doing comparisons.


For example, I have a formula that I use to calculate if a date is the beginning of the month.  That formula is:

 

IF DateTimeTrim([Snapshot Date],"month") = [Snapshot Date]
THEN 1
ELSE 0
ENDIF

Where in the above, Snapshot Date is a date field with data incoming in a format like "2017-01-01".

 

In Alteryx 10, this formula returned as expected, true.  However, in Alteryx 11, it returns false.  When I dove into this a bit more, I noted that DateTimeTrim will always return a DateTime format, so the formula is attempting to compare "2017-01-01 00:00:00" to "2017-01-01".  For some reason, Alteryx now doesn't think this comparison will result to true.

 

To address this, I now have to do:

IF DateTimeTrim([Snapshot Date],"month") = DateTimeTrim([Snapshot Date], "day")
THEN 1
ELSE 0
ENDIF

My suggestion: Let comparisons between Date and DateTime formats work with the assumption that any Date field is as of midnight that day.  In the example above, Alteryx would implicitly assume that "2017-01-01" is "2017-01-01 00:00:00" for any comparisons to DateTime, like it did in the past.

It would be great if Alteryx developed an option to keep data transformations and additions already ran through the module. After adding new tools to the module, then the module would keep all of the data already transformed or added up to that point and would only spend time running the data through any new tools added after that point.

It would save the analyst a lot of time when developing big and complex modules.

  • Category Transform

Another seemingly minor one that would just make life a little easier and clean up workflows.  I often find myself renaming the Name/Value fields from a Transpose to be more descriptive.  Currently this requires a Select tool after each transpose, and it would be nice to put a couple of text boxes at the bottom of the transpose to rename Name/Value directly in the tool itself.

  • Category Transform
Hello All,

Can you add the flexibility to access fields based on its position or index like a[1], a[2],... a[n]. a[1] being the first column. Also an option to get max[a] can give the last column and min[a] give the first column. In this way, we can easily subset the dataset. Most cases, we are handling survey data which has 1000s of columns and when we need to select certain columns, we have to manually select the column checkbox and its painful to select 100s of columns. It will be nice if there is an option to select based on ID or index. It will also be useful while doing multi-field formula with more number of fields, because currently there is no option to write formulaes based on field Name column in it. 

Regards,
Jeeva.
  • Category Transform

Hi,

 

Recently I was helping a client to design the workflow to do transformation. In the middle of the work, I feel a bit lost on handling so many fields and thinking it would be great if there is a feature that allow me to track the field actions along the workflow. It could be something like a configuration on the canvas, user activate it only when they want to.

And when it is activated, the workflow could become:

23.PNG

So it is easier to find the path of certain field along the whole workflow.

 

Or is there any method to achieve this at the moment?

 

Thanks.

 

Kenneth

Idea:

Some well known scoring methods use optimal binned variables for added robustness. Let's add this capability to Alteryx.

 

Retionale:

Here's a basic link on why to do that; http://documents.software.dell.com/statistics/textbook/optimal-binning

 

Current status in Alterys as I'm aware of:

Tile tool or Multi-field Binning tool for completing same task as Tile tool on multiple fields, splits the variables by 5 methods;

  • Equal Records or Intervals or Sums

  • Smart Tile

  • Unique Value 

  • Manual

Unfortunately "equal something" binnings are bad idea, as the values are categorized "blindly" irrespective of the effects on the predictive power of the models. 

 

What to do:

What's needed is to bin both numerical and categorical variables optimally such that the Weights of Evidences (WoE) should present a monotone increasing or decreasing pattern. Maybe at most a V or U shaped "convex" structure.

 

Quick win:

Without constraining ourselves with monotonicity or convex cases, the easiest practice would be running a C4.5 or CHAID tree algorithm (produces multiple splits rather than binary splits in CART) for a single variable and select the target as the dependent variable and all the resulting nodes will be the bins we are looking for. Doing this for multiple variables at once is the key to the tool to be generated.

 

Clients:

This capability is sought by risk management departments building robust, stable Basel compliant models in financial industry, especially by banks.

As my Alteryx workflows are becoming more complex and involve integrating and conforming more and more data sources it is becoming increasingly important to be able to communicate what the output fields mean and how they were created (ie transformation rules) as output for end user consumption; particular the file target state output. 

 

It would be great if Alteryx could do the following: 

1. Produce a simple data dictionary from the Select tool and the Output tool. The Select tool more or less contains everything that is important to the business user; It would be awesome to know of way to export this along with the actual data produced by the output tool (hopefully this is something I've overlooked and is already offered).

Examples:

  • using Excel would be to produce the output data set in one sheet and the data dictionary for all of its attributes in the second sheet.
  • For an odbc output you could load the data set to the database and have the option to either create a data dictionary as a database table or csv file (you'd also want to offer the ability to append that data to the existing dictionary file or table. 

 

2. This one is more complex; but would be awesome. If the workflow used could be exported into a spreadsheet Source to Target (S2T) format along with supporting metadata / data dictionary for every step of the ETL process. This is necessary when I need to communicate my ETL processes to someone that cannot afford to purchase an alteryx licence but are required to review and approved the ETL process that I have built. I'd be happy to provide examples of how someone would likely want to see that formatted. 

In SQL, obtaining partial sums in a grouped aggregation is as simple as adding "WITH ROLLUP" to the GROUP BY clause.

 

Could we get a "WITH ROLLUP" checkbox in the Summary Tool's confg panel in order to produce partial sums?

 

(This was initiated as a question here.)

 

Here is an example of without rollup vs. with rollup, in SSMS:

Capture.PNG

 

(Replacing "NULL" with the phrase "(any)" or some such, and we have a very useful set of partial sums.

 

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