Alteryx Designer Ideas

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I surprisingly couldn't find this anywhere else as I know it's been discussed in person on many occasions.

 

Basically the Formula tool needs to be smarter in many ways, but this particular post focuses on the Data Type component.

 

The formula tool, should not always default to V_String as the data type when entering data or a formula into the formula tool, it should look at the data type and estimate the most likely option.

 

I know there are times where the logical type might not be consistent in all fields, but the Data Preview and the Function of the formula should be used to determine the most likely option.

 

E.G. If I type a number or a date directly into the formula tool, then Alteryx should be smart enough to change the data type from the standard V_String to Int, Double or date.

 

This is an extension to the ideas posted here:

https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Tab-from-Select-Column-to-Enter-Expression-H...

https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Formula-tool-data-type-should-be-prominent/i...

https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Alteryx-11-formula-tool-default-data-type/id...

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. 

Experts - 

 

During development it would be helpful to be able to do the following in both Formula and Filter tools (and perhaps any other tool that uses custom code):

 

1) Highlight a line or block of code

2) Right click

3) Comment/Uncomment

 

Easier than manually typing or deleting "//" at every line.  

 

 

Thanks in advance!

Any python user will tell you that one of the reasons why python is so powerful is the ability to access values using their indexes. It would be great if alteryx had such a system in place too, where you can access values or loop over them using their index, which can then be applied in creating new columns or calculations. 

 

P.S - I know we can use the python tool but I would rather see this ability built in the formula tool.

 

 

 

Lately I've used the 'Add Prefix to Field Names' option in the Select tool. It works great, however when you click the button to add a prefix, the new window pops up and the focus is on the checkbox. I think when this box pops up, the focus should be in the text box so the user can start typing right after they click the button. This is the same case for the Add Suffix option, too.

 

Annotation 2020-05-05 072010.png

 

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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

 

 

 

 

The following idea might not be as valuable as some of @SeanAdams posts, but it would save this user precious fractions of time.   When I leave the canvas with my mouse (point A) to go up to the pallet I select and drag the tool down to the canvas.  Sometimes I do right-click and go through the menus to add the next tool, but generally I go through that labor only when I'm inserting in-stream the tool.  So here is my idea:

 

Double-Click your NEXT tool and it "Alteryx-ly" appears on your canvas in proximity to the hi-lighted (last) tool.  Better yet, connect it!  Now I can move from the pallet to the configuration panel directly without having to move my mouse down to the canvas and then over to the configuration panel.

 

Hopefully, my friend @Hollingsworth will find this time-saving idea worthy of a star.  Speed demons like @NicoleJohnson and @BenMoss might not need this turbo boost, but at my age it is worth the ask.

 

Cheers,

 

Mark

I love this tool,  but think it would be improved by including an option to create a column per delimiting character.  This could be added in the number of columns selector box.  In the case where 1 row has more delimiters than another, null columns can be created.  Without this option you have to Regex count the delimiters, select the max and then embed the Text to columns tools in a macro and then pass the max columns as a param.  Would be nice to resolve all this in the main tool.

 

Thanks, nick

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! 

Please could we add Qubole to supported data sources,

 

https://www.qubole.com/

 

It is possible to connect to Qubole via ODBC Connection

 

However, this error message is often returned on a query: InboundNamedPipe GetOverlappedResult: The pipe has been ended 

 

I've been advised by Alteryx Support that this is likely due to the ODBC driver. 

 

If it's possible to add Qubole to supported data sources it would save a lot of time committed to troubleshooting this error.

 

All the best

When using the output data tool, it would save me and my cluttered organizational skills a lot of effort if the writing workflow was saved as part of the yxdb metadata. 

I've often had to search to find a workflow which created the yxdb. I tend to use naming conventions to help me,  but it would be easier if the file and or path was easily found. 

cheers,

 

 mark

Before Designer 2019.4 there was a "bug" in the workflow statistics collection that under the "SampleModule" data from the UsageGallery collection the name of the workflow run from within Designer was available.  We used that information to determine the common workflows run in our community as well as generating a measure of community growth.  The "bug" was removed in 2019.4 and now we can only determine the number of runs, but not the number of distinct workflows that were run.  This idea to do return the workflow name run to the information stored in the Mongo database.

 

daviskb_0-1592313145407.png

 

  • Feature Request

It would be useful to be able to select a single container (containing a data input) or multiple containers using Shift, and run those and only those.

 

When building a new element to a larger workflow, I often enter a new Input in a new container, the ability to run just that container without having to turn off all my other containers would be really useful in speeding up the start of joining things together.

 

Hope that makes sense.

 

Thanks,

 

Doug 

Can we have an option to save a workflow in a prior version for backward compatibility? I think Tableau offers this functionality.

Example:

If I have 2019.4.8 and a colleague has 2019.1.x, I cannot share my workflows because my colleague will receive a notice that the workflow was built in a newer version. I want to be able to save my workflow in 2019.1.x and send to my colleague.

 

This is predicated on the workflow not containing any tools/features not present in the older version. In that case, give me a warning about the specific tools/features that are not backward compatible. Thank you.

When writing a good amount of code, it is easy to get lost in a sea of parentheses.  Just when you think you're all done, you get an error that can force you to scour through your code to find the missing, extra, or misplaced parenthesis. 

 

A common feature today is to highlight a parenthesis when its partner is clicked on.  This instantly lets you know if you have the wrong number of them and where. 

 

I didn't think this was that important early on in Alteryx, at least for me.  Formulas were meant to be short and easily readable at a glance.  Now as I dig deeper, there's R, Python, SQL and other text-heavy inputs. 

 

I don't need a full-fledged text editor in Alteryx, but I would love some quality of life features like parentheses matching.

I love using the YXI installer for distributing custom macros; I have even used to install an entire palette of macros.  However, when installing to a new, user-defined palette, I still need to instruct users to copy custom_palette.png into C:\Program Files\Alteryx\bin\RuntimeData\icons\categories.

 

It would be nifty keen if we could add custom_palette,png into the config.xml file and have the YXI installer place the file into the \icons\categories directory.

 

I imagine that some checks would need to be added, to ensure we weren't overwriting icons for the built in palettes.

 

The "Manage Data Connections" tool is fantastic to save credentials alongside the connection without having to worry when you save the workflow that you've embedded a password. 

 

Imagine if - there were a similar utility to handle credentials/environment variables. 

 

  • I could create an entry, give it a description, a username, and an encrypted password stored in my options, then refer to that for configurations/values throughout my workflows. 
    • Tableau credentials in the publish to tableau macro
    • Sharepoint Credentials in the sharepoint list connector
  • When my password changes I only have to change it in one place
  • If I handoff the workflow to another user I don't have to worry about scanning the xml to make sure I'm not passing them my password
  • When a user opens my workflow that doesn't have a corresponding entry in their credentials manager they would be prompted using my description to add it.
  • Entries could be exported and shared as well (with passwords scrubbed)

Example Entry Tableau:

Alias Tableau Prod
Description Tableau Production Server
UserID JPhillips
Password *********
+  

Then when configuring a tool you could put in something like [Tableau Prod].[Password] and it would read in the value.

 

Or maybe for Sharepoint:

 

Alias TeamSP
Description Team sharepoint location
UserID JPhillips
Password *********
URL  http://sharepoint.com/myteam
+  

 

Or perhaps for a team file location:

Alias TeamFiles
Description Root directory for team files
Path \\server.net\myteam\filesgohere
+  

 

Any of these values could be referenced in tool configurations, formulas, macro inputs by specifying the Alias and field.

1-3-2019 12-43-52 PM.png

My friend @jdunkerley79 posted a terse idea:  https://community.alteryx.com/t5/Alteryx-Designer-Ideas/FieldName-constant-in-Generate-Rows-Tools-an...  it is inactive, but I want to extend his thoughts.

 

Rephrasing his idea as mine:  The tool defaults the expressions to use [RowCount].  If you should either "Update Existing Field" or change the "Create New Field" the default expressions MUST be updated manually.  Please update the expressions to make use of the new field.

 

Well, that doesn't always work!  Often it will.  But if you change the TYPE to date, it certainly won't.  In fact, I see many questions about joining from within a DATE  RANGE and the technique to build date rows from the range requires the use of DateTimeAdd().  Wouldn't it be nice (like your sample workflows) to modify the default expression based on the change of data type?  I think so.

 

If we were thinking easy.  Suppose you could have a RANGE function (dates or numerics) where you simply selected the from, to fields and gave the user the option to select the units.  Now the tool auto-configures itself to create all of the "days" between the from and to dates or "1.0" and it creates all unit values between the two numeric amounts.

 

These would be "Alteryx" worthy enhancements in my opinion.

 

Cheers,

 

Mark

In every application, be it in Designer or on the Server product, please make version number easily available in Help --> About and make it copy-able so that we can quickly copy-paste it when submitting a case.

 

Currently, the Server product does not even have a menu item to quickly be able to see what exact version number it is on.

  • Feature Request

I'm digging the new holistic data view in the browse; however, there is one aspect of the old view that I miss: I liked the list of top values to be available without scrolling. Here is the current view of the new browse:

 

patrick_digan_1-1584989784300.png

 

What are my top values? I either need to hover over the blue bars, or scroll down to see the list at the bottom. I would like the top values list moved to the top. For reference, here is what the old view looked like:

 

 

patrick_digan_0-1584989754030.png

My top values are available right there at the top.

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