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Alteryx Designer Ideas

Share your Designer product ideas - we're listening!

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Sometimes formulas get pretty long. There are cases of deeply nested conditionals, concatenation of long strings, cases where multiple casts and parses are used, etc. where formulas get pretty large and unwieldy. The current system of wrapping lines and managing the size of the properties pane can be a hassle, especially if you are trying to use any sort of whitespace formatting to make the formulas more readable.

 

My solution is this is pretty simple, add a pop-out window for formulas. It could be a context menu option from right-clicking the formula box itself, a button on the bar at the top of each formula, or any number of other things.

 

A really good example of this is MS Access. You can right-click any text box that takes an expression and open it in the expression editor pop-up window. The current system is more like excel where you're stuck with whatever box size you're given.

In the Select tool, it would be very helpful, particularly with tables with lots of columns, to show the number of columns showing and the number of columns selected.  This would help accounting for all columns when having to split up a table's columns for different kinds of operations before joining them back together again.

  • General

When my workflow is done running, this box pops up:

Capture.PNG

Previous to 2018.4, the space bar would select ok and the box would go away. Now the space bar selects the checkbox.

 

Please change it back so that the space bar selects ok.

Currently, when one uses the Google BigQuery Output tool, the only options are to create a table, or append data to an existing table.  It would be more useful if there was a process to replace all data in the table rather than appending. Having the option to overwrite an existing table in Google BigQuery would be optimal.

When commenting an expression (with // or /* <> */), the popup box shouldn't appear as it's essentially free text.

 

Quite irritating when writing a block explanation of logic or something similar.

 

Luke

Hello!

 

There this very handy functionality in Alteryx that when you drag files from a Windows explorer onto the Canvas, the tools automatically convert to Input Tools. When making Alteryx smaller using this suggestion21.PNG - button, the canvas gets minimalized to nothing. This means I cannot drag files onto the canvas. The suggestion is to always keep a little bit of canvas space here to drop files onto. Just another small QoL issue. 

 

 suggestion22.PNG

 

Cheers,

Marco 

I'd like to see Alteryx allow a second install of your license on a second, personal machine.  Tableau allows this and IMO is why there is such a robust online / blog community around that product.

 

For those of us that work at mid-size to large organizations, there are often strict rules governing internal data and use of cloud-based data sources.  If I discover some new trick I'd like the share with my fellow Alteryx analysts outside of my company, I have no clear way to do that the same way I can with Tableau where I can do it at home not using my company's data.

 

Being able to learn new features and test things out on commonly available public data (ever notice that Superstore data set everyone who gets Tableau has?) would accelerate what we're able to do with the community site here and the larger analytics blogging community.

 

 

All the items in the 'View' menu have useful shortcuts. For instance, I'm always using Ctrl+Alt+D for the interface designer.

 

It would be nice to be able to quickly check workflow dependencies; at the moment there are far too many clicks to get there given the amount they are accessed (by myself and my colleagues at least...)

 

Quite often the window is only required briefly to check whether absolute/relative paths are used and to see inputs/outputs. It would really improve speed and ease of use if the window could be brought up with a couple of key strokes.

 

What are your thoughts?

When saving a workflow to the gallery, the manage assets box is a fixed size. Due to the length of our file paths, the full path name is cut off. This makes it difficult when trying to package macros to select the correct box. I understand you can group assets by tool, however with the more complicated workflows this can still present it's challenges. I'd like to see this box to be re-sizeable.

Manage Assets Box.png

  • General

In user settings you can define a "Logging Directory" and if you do the system will send the Output Log (Results view messages) to a file in that folder.  The name generated is Alteryx_Log_ + an apparent sequential number, example: Alteryx_Log_1519833221_1.

This makes it impossible to identify which flow it is associated with and which instance of execution simply by looking at the name, you have to parse the content to see the flow name and start/end timestamps.  For trouble shooting we want to be able to look at the list of file names and quickly see which file, of possibly hundreds of files, we need to look at to see what went wrong.

 

Roughly, in all versions of Alteryx Designer, you can use the Annotations tab and rename a tool.  This is awesome for execution in designer, because you can then easily search for certain tool names, better document your workflow, and see the custom tool name in the Workflow Results.

However, when log files are generated, either via email, the AlteryxGallery settings, or an AlteryxEngineCMD command, each tool is recorded using only its default name of "ToolId Toolnumber", which is not particularly descriptive and makes these log files harder to parse in the case of an error.

 

Having the custom names show in these log files would go a long way towards improving log readability for enterprise systems, and would be an amazing feature add/fix.  For users who prefer that the default format be shown, this could be considered as a request to ADD renames in addition to the existing format.  EG "Input Data 1" that I have renamed to "Load business Excel File" could be shown in the log as:

 

00:00:0.003 - ToolId 1 - Load business Excel File: 1 record was read from File Finished in 00:00:0.004

I saw this tool demo'd at an Alteryx User Group meeting a couple weeks ago and thought it was very cool!

 

Requesting SMTP TLS support for the Email tool as it is a requirement for my organization.

 

 

If your "Dedicated Sort/Join Memory Usage" setting is set higher than the actual amount of RAM available on your machine, you will get a message in the Results window like this:

Memory Usage Message.PNG

 

 

 

My understanding is that the Alteryx workflow will continue to limit itself to the lower memory level throughout the entire duration of running that workflow, even if more memory opens up while the workflow is running. If Alteryx were to check the amount of available RAM periodically while running workflows, Alteryx could take advantage of additional RAM that may open up, resulting in getting results faster. This is particularly valuable for Server environments when many jobs of all sizes are running concurrently.

  • General

Maybe it was a lack of planning, but I've had a need to rename a variable within a workflow and would like to (outside of the XML view) be able to rename the variable so that downstream tools don't have to be reconfigured (e.g. formula, join, union).  

I utilize the Workflow Events quite a bit, but the standard options fall short in a few critical cases.

 

For example: I use the events to send me an email after the workflow runs with errors.

Usually that is all I need.  But, I have run into a few situations where the workflow didn't run at all - thus, no email was sent.

 

One such instance was on our server.  While still initializing (before it even hit tool #1) the job hung.  It sat like that for over a day before I noticed that there were no jobs running through a particular worker at all and saw this one sitting there. 

A second such instance was recently when I changed Persistence Options and accidentally deleted the source for a scheduled job.  The workflow marked itself complete in the scheduler and gave an error message of "Corrupt: Internal Error in PersistenceContainer......"

I realize that these are unexpected events and application errors (which I've worked with support on); but it would add great value to have that fallback mechanism to let us know the error happened.

 

Understandably, it would probably take a lot of work to engineer a schedule monitor that would catch this - but I think it would be worthwhile.

One option to do this: have an Event to email or run a command if a workflow hasn't started within a certain grace period after its scheduled time.

 

 

  • General

Functions such as Year([Date Field]), Month([Date Field]), and Day([Date Field]) would really help with date-based formulas and filter tests.

  • General

Hi!

 

It would be cool if the Overlap tool also worked with report layouts, instead of just the map image. For example, once I've pieced my different report tables into one layout, it would be cool if I could just add my company logo using image tool, add a Overlay tool, and add the logo to the top corner of my finalized report. I realized there are other ways of doing it, this would seem the most straight forward though. Just an idea.

 

One of the larger challenges that my organization's users have when moving from creating workflows in Designer to uploading them to the Gallery is dependencies and pathing.  Given the fact that the server does not mount drives (e.g. G:\), but requires UNC pathing, this creates an additional step and hurdle for new users.  Furthermore, understanding the difference between packaging an asset with a workflow and pathing live also introduces yet another consideration to check for.  While Alteryx provides the ability to set each of these, I think that there is an opportunity from a UI perspective to better consolidate and expose dependency/asset management.  

 

I only recently discovered the Workflow Dependencies window after using the product for two years, and probably should have known it was there, but I feel like tucking that dialog into Advanced Options is kind of a strange place to put it.  In that menu, you have both User/System connection management, as well as Workflow-specific encryption and dependency management.  Maybe I’m alone here, but I only think of hitting User Settings and Advanced Options when I am setting environment settings, not working on a workflow. 

In order to effectively manage assets when creating a gallery workflow, I currently have to:

    1. Ensure that all of my Inputs are UNC pathed or go into the Dependency Manager to switch them all
    2. Uncheck any “live” file connections by clicking on the input and unchecking it in the Assets properties window.  Even getting this property to show up is a bit of a pain point by telling my users they have to go to Edit User Settings-->Advanced-->Display Asset Management in Properties Window.  Note that unchecking an input from the Edit button in the Workflow Dependencies window does not uncheck the asset (which seems like a bug to me).
    3. I can check on my assets when I go to save a workflow to the gallery, but that only saves it to the gallery copy, not the source workflow.  In order to switch UNC pathing or asset inclusion in the original workflow, I have to go back to steps A and B.

Ultimately, I feel like a better user experience would be to consolidate each of these into a Workflow Dependencies & Assets dialog box that is comprehensive and consistent.  This dialog box could be accessed either from an intuitive menu in Designer or from the Save As menu when uploading to Gallery, and the user would have the option to save the settings back to the source workflow.  Furthermore, a validation step could be added to let the user know before uploading to the gallery that they have non-UNC paths and they could have the option to switch it prior to upload.

 

I came up with an idea while replying to @Deeksha. An interesting option to secure the data would be to encrypt the data sets and "license" it to

  • specific users
  • specific time spans or
  • people with certain credentials

just like we do by encrypting the workflow...

 

Picture5.png

 

 

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  • General

When I'm working with a new data or tool set, I'd find it helpful to know which tools other analysts are using.

I'm envisioning an optional, dockable window where a list of tools (and possibly percentage/probability rank) exist to suggest the next tool most users add after the selected tool (or blank canvas).

For example, I open a new workflow and the window shows the following suggestions of tools:

 

BlankCanvas.png

 

Next, I add a File Input.  While the File Input tool is selected, the list updates to show the most utilized tool after a File Input:

 

FirstToolSelected.png

 

If I click back onto the blank canvas though, the suggestion window reverts to:

BlankCanvas.png

 

 

Ideally, there would be the option of the Community stats and/or your local server/enterprise stats.

 

 

 

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