Alteryx Designer Ideas

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it would be great if the formula tool could expand the intellisense to the select column box. For example, I could start typing in the select column box and it would widdle down the list of fields down.let's suppose I wanted to update field 79A, I could type in 7 and it might show something like 

7

17

27

37

70

71

79A

79B.

 

So if I typed in 79 then, it would further reduce it to 

79A

79B

 

And i could select 79A.

 

patrick_digan_0-1614186078945.png

 

Hi all,

 

The SalesForce Input tool is great.. but has some really bad limitations when it comes to report. 

I think there are 2 main limitations :

 

A - It can only consume 2000 rows due to the rest api limitation. There plenty of articles about it in the community.

B - Long string such as text comment are cutout after a certain number of characters. 

 

Thanks to this great article : https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Salesforce-Input-Tool-amp-Going-Beyond... , I had the idea of going through a csv file export to then import the data into Alteryx. 

I've done it using two consequent download tool. The first download is used to get the session id and the second to export a report into a csv in the temp folder. This temp file can then be read using a dynamic input workflow. 

 

Long story short, I think Alteryx should upgrade the Salesforce connector to make it more robust and usable. Using the export to csv feature, this should enable Alteryx to be fully compatible with Salesforce report.

 

Regards,

Need a way to highlight lines whether that means right-clicking and selecting a color or what-not, but just having the lines become black & BOLD doesn't cut it. It's not easy on the eyes. If I could click this line/connector and make it bright green that would be ideal and then I can see where it connects better when zooming out.

mbogusz_0-1612895197406.png

 

  • Enhancement

I would like to propose a more interactive results window.  The reason is that if you click on any of the tool hyperlinks next to the messages while the output is compiling, you get trapped inside that tool's output for the entire time that the workflow runs.  You do not get to see any additional workflow result/detail as it compiles until after the entire workflow is run. It would be great if a user could escape back to the main workflow's results.

 

For instance if I am running a fairly long or complex workflow that does not all fit on one screen...I may want to zoom in on a tool if it has a warning or error before the workflow finishes.  By clicking on the hyperlink "Union(5)" the palette will zoom to Union (5) so I can see which tool is a problem.

 

ggruccio_3-1611939794675.png

 

I can see any messages attached to Union(5), however I am stuck with this view the rest of the time the workflow runs.  Clicking on the canvas (or really any other action I try to take) does not take me back to the overall workflow result window.

 

ggruccio_4-1611939851608.png

 

Granted if I have an error I may want to stop the workflow altogether, but sometimes warnings may prompt further investigation once the workflow is run and I may want to get an immediate read on where in the workflow the problem is while it is still running...which inputs might I have to check etc.

 

 

 

 

 

  • Enhancement

Hi all,

 

The Publish to Tableau Server tool is great.. but requires username and password. If you are using AD, there is a chance that your users don't have a password. In that case, you probably have a technical user that you share across the team. This is not an ideal situation and you loose the governance around the data. 

 

Fortunately, there is an easy workaround. You can leverage personal token authentication : https://help.tableau.com/v2019.4/server/en-us/security_personal_access_tokens.htm 

 

The advantage of this method is that it logs in with your user and your data source is uploaded under your name. This is still using the Tableau REST API so the changes to do in the current macro is MINOR. 

 

Changes to do in the current macro : 

 

1- Add a parameter authentication method with choices : Username/Password ; Personal Token 

2- If Personal Token is selected, add two parameters : Token_Name and Token_Value

3 - In the TableauServer.Login supporting macro, improve the formula(13) to change the payload based on user selection. If Username/Password, keep it as is. Else use the syntax here : https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_concepts_auth.htm#make-a-sign-in-r... 

 

 

This is quite a straight forward change but could help a lot of companies using Alteryx.

Can you please implement that changes to strengthen this tool ? 

 

Thanks a lot,

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:

OnCanvas.png

 

 

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:

 

ToolcontainerConfig_Comment.png

 

 
  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:

Alteryx Choreographer.png

 

I'm looking forward to hear what you think.

Best

The data view of any anchor is searchable. I want to search the metadata view please.

DearAlteryx team and community,

all the best for 2021!

Thank you very much for enhancing the output option from Alteryx Designer to Excel keeping the format.

For a lot of my use cases this is very helpful!

 

Still, there are some use cases left. In case I want to overwrite a calculated/linked number (e.g. calculated prediction) with the Actual number, it would be very helpful to feed into those cells as well. At the moment Alteryx is doing the job but I receive a lot of Excel Errors (xml errors) and a corupt Excel file when overwriting calculated fields/linked fields.

 

Is there a chance to extend the current setup for all of those cases?

 

Thanks and best regards

Chhristoph

Hi Alteryx

 

I understand why you need to keep bloat away from the product and have tools available to download instead, it means you can iterate and update them outside the usual cadence cycles. But please, for the love of everything holy, make it easier to find them and download them.

 

Let me give you an example of downloading the Google Sheets Input Tool:

 

1. I type in the amazing search and find a help article on it, so far so good:

 

chris_love_0-1610126485472.png

 

2. I am pointed to the Gallery:

 

chris_love_1-1610126545137.png

 

3. I click but where do I look? I need to revert to the tiny search in the top left. This isn't obvious for new users

 

chris_love_2-1610126596700.png

 

4. but the search doesn't come top, how some of these search results get in above what I need I have no idea. I get to page 4 before I see something that looks like what I need before I realise it is a third party tool having installed it. I come back, can't find the tool and so give up. If it's there somewhere then it needs to be more obvious.

 

chris_love_3-1610126678221.png

 

5. I google - I finally find (third item) something that's more useful but only because I know what I'm looking for

 

chris_love_4-1610126812828.png

6. I run the workflow, then run it again as per the instructions. At this point I'm losing the will to live tbh.

 

chris_love_5-1610126885097.png

7. Finally something that looks useful, I bang the huge download button twice and wonder why it didn't work.

 

chris_love_6-1610126951631.png

 

9. I read the text and realise I need to click the link - finally I have the installer.

 

That was a five minute job. It was painful. And I'm a seasoned Alteryx user. If I was a new user, I'd have given up at step 2 or 3.

 

But what was the thing I downloaded in Step 8? A set of release notes and links....why aren't these simply added to the help article I found in Step 1/2? It would surely be easier for you, and would be a whole lot easier for users. Why do we need this painful process?

 

Please please please make it easier for me to install new tools.

 

Similar to the thoughts in this idea, it would be great if the parenthesis matching functionality could be added to the formula tool as well.

I use the field name auto-complete feature whenever I can. One issue with it, however, is when there are parentheses in a field name. After auto-completing the field name, Alteryx highlights a portion of the field name after the first parenthesis. This is not ideal as I typically expect the cursor to be at the end of the field name so I may continue to type. In this scenario, unfortunately, I would begin to type over my field name and the expression gets messed up. 

 

For example, as shown below, I begin to type "st" and then hit the tab button to complete the field name in my expression.

Kenda_0-1609951383915.png

 

In this case, because my field name has parentheses in it, however, some of the field name remains highlighted and the cursor does not go to the end of the right bracket, as one would expect.

Kenda_1-1609951450797.png

If I were to continue typing at this point, the highlighted portion of the expression would get erased and replaced. 

 

Field names that do not contain parentheses continue to function correctly as shown below. 

Kenda_2-1609951545766.png

 

Kenda_3-1609951564063.png

 

 

 

 

Hello all,

as of today, a join in-db can only be done with an equal operator.

Example : table1.customer_id = table2.customer_id

It's sufficient most of the time. However, sometimes, you need to perform another kind of join operation, (especially with calendar, period_table, etc).

Here an example of clause you can find in existing sql

inner join calendar on calendar.id_year_month between fact.start_period and fact.end_period

 

helping to solve that case :

image.png

 

(the turnaround I use to day being : I make a full cartesian product with a join on 1=1 and then I filter the lines for the between)

or <,>, .... et caetera.

It can very useful to solve the most difficult issues. Note that a product like Tableau already offers this feature.

Best regards,

 

Simon

Every time I open the Visual Query Builder I have to drag the internal table window to the left to make it bigger, in order to see the table names.

 

I really want to lock and hold the last position of this entire window - also the total window when I expand it.

 

This is driving my crazy! Please lock the window.

 

fix.png

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.

 

capture.png

 

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 don't know if this has been implemented or talked about, but it would be a pretty nice QoL change to add a select all button when appending fields to record via the find and replace tool. 

For example, I  have a dataset where I will end up with 1000+ fields needed to be appended. Going through and clicking 1000 times is not ideal. If this is already a feature or has a hotkey, please let me know.

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.

This idea is to fix one of the Power BI Output tool options for existing datasets.

 

Currently, if the 'Replace existing dataset' option is selected, the dataset is dropped and replaced with one having the same name.  Problem with this is that any reports or dashboards using that dataset become invalid (likely due to a changed internal identifier).

 

Idea is to change the 'Replace existing dataset' functionality to delete & replace the data within a dataset rather than deleting & replacing the dataset itself.

 

This behavior is described in the following thread & flagged as 'solved' although the workaround isn't practical as a true solution to the issue.  We'd like to see this supported more seamlessly via Alteryx.

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Publish-to-Power-BI-breaks-linked-Powe...

Hello,

SQLite is :

-free

-open source

-easy to use
-widely used

https://en.wikipedia.org/wiki/SQLite


It also works well with Alteryx input or output tool. 🙂

However, I think a InDB SQLite would be great, especially for learning purpose : you don't have to install anything, so it's really easy to implement.

Best regards,

Simon

When I select multiple containers using control. I can see the configuration pane still on the left. If I adjust anything there it will only adjust the last selected container. I would like it to adjust all selected containers.

  • Enhancement

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

Screenshot 2020-11-19 184832.png

 

Disabled Tool Container

Screenshot 2020-11-19 184832EDIT.png

 

Thanks,

 

Sam 🙂

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