Alteryx Designer Ideas

We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.

The basic concept behind this idea is to allow us (users) to have:

• Design Patterns
  • Repetitive patterns to be reusable.
  • Select after and Input tool
  • Drop Nulls
  • Get not matching records from join
• Conditional execution
  • Tell Alteryx to execute some logic if something happens.
  • Record count
  • Errors
  • Any other condition
• Order of execution
  • Need to tell Alteryx what to run first, what to run next, and so on…
  • Run this first
  • Execute this portion after previous finished
  • Wait until “X” finishes to execute “Y”
• Orchestration
  • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:

The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:

1. Refers to the actual interface of the Tool Container.
2. Provides the ability to disable a Container (and all tools within) once it runs.
   • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
   • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
   • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
   • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.

This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

I'm looking forward to hear what you think.

Best

Most of the time I use containers to help structure and layout my workflow, as well as then enabling or disabling different parts of it. It would be nice however to still see the tools within a disabled container but have the container greyed out or hashed out?

Enabled Tool Container

Disabled Tool Container

Thanks,

Sam 🙂

Using the Snowflake Input and Output Connectors when Snowflake is setup to use Single Sign On generates a lot of browser windows as the connectors authenticate multiple times (opening a browser window each time) which is very disruptive and disctracting for users.  Any time the workflow interacts with the tools and it authenticates and the browser is opened.

This is driven by the Snowflake ODBC driver using the externalbrowser authentication method however it would be helpful if Snowflake and Alteryx worked together to refine how the connectors authenticate in order to reduce the number, or completely stop the browser windows and therefore greatly improving the user experience.

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.

In the new Intelligence Suite tools, it would be extremely useful to have the option to add n-gram (combining words/tokens ) in the Topic Modeling Text Mining Tool. 

This is important in many NLP topic modeling scenarios.

It would provide more flexibility to build better NLP models.

For details on n-gram

https://en.wikipedia.org/wiki/N-gram

When configuring a FILTER tool, the results of your formula are uncertain until you RUN/PLAY the workflow.  Compare that experience with the configuration of a FORMULA tool where you see a "Data Preview" of the first record results.

TRUE or FALSE could readily be added to the Filter Tool and save the execution time for the workflow.  

When you get to HTML tool versions, you could check many rows of data and potentially give back counts of TRUE and FALSE results as well.

I'll put this on my x-mas list and see if Santa has me on the naughty or nice list.

Cheers,

Mark

I understand the difficulties of making Alteryx Designer and Alteryx Server available for Linux but there are so many organizations and possibilities for development and scaling on Linux environments. It would be incredibly helpful if Alteryx was available on Linux. Please strongly consider.

When using the text mining tools, I have found that the behaviour of using a template only applies to documents with the same page number.

So in my use case I've got a PDF file with 100+ claim statements which are all laid out the same (one page per statement). When setting up the template I used one page to set the annotations, and then input this into the T anchor of the Image to Text tool. Into the D anchor of this tool is my PDF document with 100+ pages. However when examining the output I only get results for page 1.

On examining the JSON for the template I can see that there is reference to the template page number:

And playing around with a generate rows tool and formula to replace the page number with pages 1 - 100 in the JSON doesn't work. I then discovered that if I change the page number on the image input side then I get the desired results. 

However an improvement to the tool, as I suspect this is a common use case for the image to text tool, is to add an option in the configuration of the image to text tool to apply the same template to all pages.

When creating annotations in the new image template tool as part of intelligence suite, a feature improvement would be the ability to modify the annotation, to change the dimensions of it.

Currently the only option is to cancel and redraw but being able to edit and drag the existing annotation would be a great addition. This is because the sizing and position of the annotation is important in the OCR process, and when there are many annotations on a page a user is likely to only need to make minor adjustments instead of deleting and redrawing. A mock up is below.

In the new Intelligence Suite tools the PDF Image Template tool allows a user to select portions of the document to be OCRed downstream by the Image to Text tool, however there is no way to currently zoom in and out of the document to draw the annotations, the only way I have found is to stretch the configuration window and the PDF width will autoscale, but doing so will lose the annotations.

So the request is to have zoom in/out and pan options within the configuration pane to improve the UX.

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Limited-access-to-the-table-contents-i...

Please follow above link...

We are seeing a huge requests from users to support this feature...

Till 2019.4 version, Alteryx can't connect to a table if complete read access is NOT granted to it.... 

Other DataConnector tools des this action except Alteryx...

Please consider this as a Feature Request ..

Would it be possible to update the SalesForce input tool to support API version 49 or later.

Changes were made to the way recurring events are handled in the SalesForce lightning update and the current salesforce input connector does not include all events when extracting.

Added in Alteryx Version 2020.3, the Browse tool no longer shows a profile of the complete dataset (it is capped when the record data size reached 300MB).

My proposed solution is an optional override of the record size limit on the browse tool (which will make the profiling take longer, but actually profile the entire dataset).  I would also like a general user setting to set the default behavior of the browse tool to either be limited or unlimited.

Below is the newly included documentation of the Data Profiling Limit, which I'm proposing can be overridden.

Data Profiling Limit
Data Profiling in the Browse tool is capped at 300 MB. This allows you to process very large datasets faster. For each record in the incoming dataset, we process the record and add the record size to a counter. Once the counter reaches 300 MB, we stop processing records.

It is important to note that there is no specific number of records that we can process. This depends on the dataset since a record size can range from 1 byte to a few thousand bytes. This record size is different from the file size, displayed in the Results grid and Data Profiling Holistic View. The file size is generally different since it has been compressed to optimize spacing.

In other words, 300 MB of record size is not the same as 300 MB of file size.

This new tool can cause confusion when looking at the data profile (e.g. if you expect the sum to be $3 million, but the browse tool is only showing 2% of your total records in the profile tool, the profile sum may only show $60 thousand).

The sampled version with a cutoff of 300MB is rarely useful if you are using browse tools to get a quick sense of the variable profiles on medium sized datasets (around 1 million records) since this rarely will fit into the 300MB record size limit.

An example can be shown in the image below, where the dataset contains 855,085 records, but the browse tool is profiling only the first 20,338.

Again, being able to override this 300MB record size limit would fix the problem created in the 2020.3 change to the browse tool.

When copying and pasting the datetime tool, or disconnecting its input, it loses its configuration. This can be really frustrating if it has an unusual formula, and can result in looking up the datatime functions again: https://help.alteryx.com/current/designer/datetime-functions and working out how to reconfigure the tool.

Steps to reproduce this issue:

1.  Set up datetime tool

2. Delete Input Connector:

3. Reconnect and notice the formula is missing and it has been reset to a completely fresh DateTime Tool:

Proposed solution:
The Datetime tool should remember the previous configuration, and go back to this when the input is deleted or it is copy pasted. It will then be able to be reconnected.



Steps in proposed solution:
1. Setup Datetime tool

2. Delete input Connector (Note the DateTime Config and Annotation Remaining, but still being not editable)

3. Reconnect the tool for it to still be configured for the data

When using a File Browse to get a file from a user on the gallery, I want to be able to limit the sheets available as options to select from. Currently all sheets and named ranges in the workbook appear in the list. In the example below, I would want to be able to limit the options to just the Allow sheet so that the <List of Sheet Names> and the Don't Allow sheet are not even options for the user.

I love using containers, but depending on how I am moving around the workflows or trackpad (when traveling) I find it hard to navigate quickly getting a container on the canvas between either add a container from the tool palette or having to highlight the tools and right-click for menu navigation to add the container. This ranks up there with the hotkeys for aligning the tools which make for quick work of making the workflow look organized and presentable. 

I often search for a tool on the canvas using control find and the tool number. If the tool is already in the visible pane, Alteryx highlights the tool with a faint dotted box. The problem is that I often have hundreds of tools that are visible and I have to constantly hunt around the canvas to locate the highlighted tool. Please update the control find settings so that when you use control find, Alteryx centers the current view on that exact tool. That way your eye can scan the middle of the canvas and locate the tool every time without this wasted effort searching for the tool outline. 

Having the open / close ( expand / collapse ) button for the tool container in lhe top right corner implies that everytime a big container is expanded, to close it the user has to move the pointer to its new position, which sometimes mean scrolling / zooming out and then zooming in to locate it.

I suggest to locate that button in the top left corner by the side of the enable/disable switch or even a double click mechanism for open/close, which would enable to user to open, see what is inside the container, and close it without moving the mouse to locate the new location of the button.

When viewing results of a workflow that has Errors, could we add External error resolution data if the user clicks on the error message?  Like browse everywhere it could lookup the error in help and in community posts.  

cheers,

 mark