Alteryx Designer Ideas

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Featured Ideas

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

 

 

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

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

 

 

 

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

 

 

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

The select tool does a great job at flagging up when something has changed from its original state. However why does this not happen with the checkboxes to keep or remove a field? It would be much faster and easier to read if we could have the same color conditional formatting as the rest.

 

Jonathan-Sherman_0-1594041131247.png

 

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

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

 

 

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

 

 

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.

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! 

Who needs a 1073741823 sized string anyways?  No one, or close enough to no one.  But, if you are creating some fancy new properties in the formula tool and just cranking along and then you see that your **bleep** data stream is 9G for nine rows of data you find yourself wondering what the hell is going on.  And then, you walk your way way down the workflow for a while finding slots where the default 1073741823 value got set, changing them to non-insane sized strings, and the your data flow is more like 64kb and your workflow runs in 3 seconds instead of 30 seconds.  

 

Please set the default value for formula tools to a non-insane value that won't be changed by default by 99.99999% of use cases.  Thank you.

 

 

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

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

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 

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

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

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.

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