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...

I personally think it would work better to tab from 'Select Column' to 'Enter Expression Here' and not the 'Functions' List as probably people who are tabbing would immediately like to start typing the formula rather than going through functions, fields, etc.

 

joe_lipski_1-1589790965393.png

 

 

Please add official support for newer versions of Microsoft SQL Server and the related drivers.

 

According to the data sources article for Microsoft SQL Server (https://help.alteryx.com/current/DataSources/SQLServer.htm), and validation via a support ticket, only the following products have been tested and validated with Alteryx Designer/Server:

 

Microsoft SQL Server

Validated On: 2008, 2012, 2014, and 2016.

  • No R versions are mentioned (2008 R2, for instance)
  • SQL Server 2017, which was released in October of 2017, is notably missing from the list.
  • SQL Server 2019, while fairly new (~6 months old), is also missing

This is one of the most popular data sources, and the lack of support for newer versions (especially a 2+ year old product like Sql Server 2017) is hard to fathom.

 

ODBC Driver for SQL Server/SQL Server Native Client

Validated on ODBC Driver: 11, 13, 13.1

Validated on SQL Server Native Client: 10,11

The desginer autosave feature is fantastic when you need it. However, it's pretty annoying when you don't need it as it seems like it:

 

  • Autosaves blank workflows
  • Autosaves workflows that are saved and haven't had any changes made to them

 

Hopefully all of the above can be filtered out from Autosave: 

 

joe_lipski_0-1583836054356.png

 

The only workflow from the screenshot above that I'd want Autosaved would be the Parse Directory workflow as this is the only one which I made changes to:

 

- New Workflow1 - Completely blank

- PureGym Log In - Saved and no changes made

- New Workflow2 - Completely blank (however, I had dragged a tool onto canvas and deleted it, so something had changed)

 

However, Alteryx brings up all of the workflows:

 

joe_lipski_0-1583837892751.png

 

 

Currently when you add an event to notify you of workflow failure / success - you have to enter the SMTP settings every time.    It would be more efficient to set this up as a user setting which can be used for the default across all canvasses that this user creates.

 

Annotation 2019-12-27 180328.pngSettings.png

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.

Hi Dev team,

 

As well as this much needed UI feature to scroll through workflows https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Scrolling-functionality-added-to-Workflow-sh...

 

Could you please change the order of workflow names in the 'Active Documents' button to be ordered in the same order as the workflow tabs and not alphabetically as it currently is?

 

When you have more than 5 workflows open (or less if they have long names) it's so tricky to quickly and easily cycle through them to find the ones you need. This is especially important when demoing, training and presenting to others!

 

 

Picture1.png

 

Thanks,

Joe

 

 

I love the new right click and duplicate workflow feature, but I think the duplicated workflow that opens, should open next to the original workflow and not at the end of all of your already open workflow tabs...

 

cc: @JPoz @jeffv 

I think I'm liking the new UI, but I think it's necessary to bring back save, undo and re-do buttons....

 

1. Frequent saving of workflows is crucial and not everyone uses keyboard shortcuts

2. The ability to undo (lots) of changes is a key part of iterating and rapidly building workflows in Alteryx and again not everyone uses keyboard shortcuts to do this.

 

Looks like there's potentially space to add this to the right of 'help' (I suspect this might be technically quiet difficult) or to the left of 'run', 'schedule' and 'active documents' as seen in the image below.

 

Out of interest, where has the 'documents' terminology come from?

 

2018-11-14 22_12_14-Alteryx Designer x64 - PureGym Log In.yxmd_.png

 

 

 

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

At present, Alteryx allows for users to run 2 versions of Alteryx at once - one installed using the "Admin Installer" and one via the "non-admin installer"

 

However, in corporate environments, only the Admin Installer can be used (all installers are repackaged for corporate environment / endpoint management)

 

This leads to a situation were we cannot run two or more different versions of Alteryx on one machine (like you can with Visual Studio or other platforms).   This also prevents us from participating in the BETA program because the BETA version would overwrite the users's current version.    Finally - this also makes version upgrades more risky since we cannot run the new version in parallel for a period to evaluate and identify any issues.

 

Request: Please can you change the installer for Alteryx to default to parallel install per version - so that a user can run 2019.1; 2019.2; and 2019.2 BETA on one machine in a way that is fully isolated (i.e. no shared components - have to be able to uninstall one instance cleanly and leave the others in a fully functional state).

 

Many thanks

Sean

 

 

My team uses a shared macro repository (say F:\AlteryxMacros), and we recently ran into an issue with the default save location for macros. While we save most macros to our repository, there are times when folks save their macros elsewhere (let's say C:\MyAwesomeWorkflow). The issue we've encountered is that if you go to file >> save as with a macro, it will ALWAYS default to the macro repository, even when my macro is currently saved elsewhere (C:\MyAwesomeWorkflow). Speaking for a friend, people have accidentally saved things to the macro repository by accident. Or, they waste time navigating from the macro repository to the their current folder.

 

If a macro is saved somewhere, please change the file >> save as to default to the current folder. Thanks! 

We have a need to be able to trace the lineage of fields being processed through Alteryx - and it has to be done at a field level to satisfy our regulator.   In essence, we have to be able to show exactly where a particular field came from, and demonstrate that we can trust this field.   NOTE: If we could do this - then we could also use this information to make EVERY canvas faster, by checking for unused fields and making suggestions to remove these unused fields early in the flow.

 

In order to do this - it would be great if there were an option to force explicit field names in the Alteryx XML so that we can trace a specific field.

  • Alteryx currently only makes a note of a field name if it is changing that field which is very economical - but it makes tracing fields impossible.
  • Desire is for every tool to write the field list to the XML definition for every field that it knows about (just like it looks in the UI)

cc: @AdamR @JPoz @Claje 

 

Example:

Here's a simple canvas:

- 3 fields coming in from an input

- Select tool with these 3

- output of three fields into a file

These three fields are not mentioned anywhere in the XML

 

 

2020-02-06_19-19-24.png2020-02-06_19-13-57.png2020-02-06_19-15-55.png

Hi all,

 

Would it be possible to update the What's new page for 2019.4 to include the key features in this release (in my mind, one of the biggest features is the SQL formatting)?

 

Currently if you go to the What's new link in Designer, it takes you to the right webpage, but there is no content for 2019.4

 

Additionally - would it be possible to keep a few releases on this page - often people skip 2 or 3 updates so it's worth keeping the top highlights of the last 4 releases there so that people can see the new features and explore them.

 

The great thing about What's New pages is the ability to explore new features, so it's worth linking out to examples on a page like this if possible.

 

WhatsNewLink.pngWebpage.png

  • General

Sometimes I want to copy just the Name and Type fields from the metadata in the Results window. Even when selecting this option, however, all 5 available fields still get copied and pasted. I would like to see this change to work as expected and only copy those cells selected.

 

Copy only the first two columnsCopy only the first two columns

 

All of them get pastedAll of them get pasted

 

Cc @DultonM 

  • General

The new Paste Before/After feature is awesome, as is the Cut & Connect Around.

 

https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Paste-Before-After/idc-p/510292#M12071

 

What would be even better is to allow the combination of the two. E.G. It is not currently possible to copy or cut multiple tools and paste before/after, as this functionality only works for a single tool that's copied.

 

Thanks,

Joe

Hey @APolly 

 

You and the team have been doing a lot of innovative changes to the results window for data.

Could I ask for an uplift to the results window for Workflow Messages?

 

Summary: Error messages in the workflow results window cannot be fully viewed - have to be copied into Notepad and then reformatted before you can read.

Request: Allow user to double-click to see full readable version of a workflow result message

Detail:

 

If you have an error message in a workflow result - it gives you a message that is often longer than the window allows and there is no cell-viewer option

 

DoubleClickError.png

 

As a result, there is really no way to get to the important part of the error message to understand what's going on, other than to use Notepad

 

Step 1: Copy into Notepad

DoubleClickError-part2.png

(you can see the end of line characters being misunderstood)

 

Step 2: Manually clean this up by breaking on the line breaks

DoubleClickError-part3.png

And now you can see the important part of the result message..

 

 

Could we rather add the ability to double-click on a result message in the result window and bring up a modal window that formats the error message for you (similar to the modal window used for XML editing of a tool).   That would eliminate this entire wasteful effort of trying to read an error message and having to use Notepad?

 

Bring up a modal window, similar to this one; so that I can see the error without having to go to NotepadBring up a modal window, similar to this one; so that I can see the error without having to go to Notepad

 

The eMail setup for the eMail tool and the eMail notifications are subtly different - in that the eMail notifications screen does not offer an explicit location for port.    This is important if the SMTP server does not use the default port.   You may be able to do this with : notation, but it would be better to create an explicit field for this.

 

 

No Port available on the eMail settings for EventsNo Port available on the eMail settings for EventsPort is available on eMail toolPort is available on eMail tool

I'm not sure if this will ever be possible, but I know that it would greatly benefit me and I'm sure thousands of other users. In my work place I am constantly working in a conference room and at my desk. At my desk I am wired into an Ethernet connection while in the conference room I am wireless. When I start my workflows after working with my team in the conference room, I can't go back to my desk until the workflow is finished running because I am changing internet connections and I lose connection to the databases. With the pause button it would become possible to run a workflow and then change my internet without losing connection to the databases.

 

Another use for this would be while testing a workflow with a new tool. There are times I run a workflow that can take a few hours, but then I realize there is a mistake somewhere in my workflow, where the data hasn't reached yet. I think it would be very helpful to be able to pause the workflow and add the new tool in, while seeing results from tools it has already passed through.

 

But yet again this is just an idea that relates to me, I wonder what the rest of the community thinks.

  • General

the SQL Editing screen has recently been changed (thank you @JPoz  and team!) - and now has syntax indenting and keyword coloring.

 

Could I ask that you make a minor change in the indenting, where the on part is indented underneath the Join?

 

Select

    Field1,

    Field2,

    field3

from

    Table1

    inner join table2

        On Table1.key = table2.key

        and table1.keyb = table2.keyb

    inner join table3

        on table3.key = table1.key

        and table3.date = table1.date

 

 

 

 

 

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