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Alteryx Designer Desktop Ideas

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Featured Ideas

Hello All,

 

I am not sure whether my idea makes sense or not. 

 

In today's advanced analytics world, we used RPA for various automation, process simplification, etc. There are CO-BOTs that are designed to run the Alteryx flow as well. Through RPA we are able to log in to the system and tools like Cognos, Oracle, TM1, and so on.

 

So, I am thinking, if Alteryx developed RPA as a tool in the Alteryx Designer like other tools such as Join, Transform, ML, Computer Vision, Interface, etc. 

 

I believe the implementation of RPA in Alteryx will prove an Asset, and make Alteryx.com more powerful.

 

Thanks,

Mayank

When viewing results of a workflow that has Errors, could we add External error resolution data if the user clicks on the error message?  Like browse everywhere it could lookup the error in help and in community posts.  

cheers,

 

 mark

Hello!
I recently build a couple of workflows where i needed to union many parts of my data together. 

Take for instance, the following:

TheOC_0-1638891412882.png



I appreciate this is an unrealistic workflow - but if i am splitting data, at any points, and doing different processes, i am going to need to union that data back together.

 

Now without my fix - the solution is to put a union tool onto the canvas, and drag each connection to the union tool. This is fine on a small scale, but when its 5+ connections this can become tedious.

 

My proposed solution, is similar to the 'cache and run' functionality, in that you can select many tools with Ctrl + Click, and at the bottom you have the option for 'Union Outputs':

TheOC_1-1638891660562.png



And when clicked, a union is added to the canvas, following the furthest most right tool (or last clicked), and have a union setup, with all connections made:

TheOC_2-1638891717836.png

 

 

Hope this makes sense!
TheOC

  • New Request

Often I need to add filters or other tools early on after the workflow is already been mostly built. If a tool connects to one tool I can drag the filter over the connecting line and add the filter seamlessly. However in large workflows there is often this situation:    

IraWatt_0-1652530688136.png

The Filter will only connect to one of the lines I'm hovering over. If I could connect to all lines simultaneously and drop in the connection to achieve this (would be awesome):

IraWatt_1-1652531040848.png

 

 

 

For very complex canvases and api data pulls that take a long time, it would be great that as we're working through the canvas to put flags or some setting that would allow us to keep data already pulled into a tool. This way I can set a certain tool to keep all of its data and then all tools i work on from that point forward will pull from that tool rather than from the beginning of the canvas.

 

for ex.

 

input tool --> api tool --> formatting tools --> new tools being worked on

 

if i can set the end of the formatting tools to keep all data then when i run the canvas only the new tools being worked on would get refreshed

 

i hope that's clear... currently it's very frustrating that any small change i make, i have to rerun the whole canvas and that takes a while

  • New Request

When you have an Alteryx workflow open, Alteryx seems to by default try to keep you up to date on what might be happening with your data when it runs through your workflow. So if you for example add a misconfigured tool (a filter not connected to an input) and click somewhere on the canvas it'll presumably try to compile the code and then figure out that the new tool is misconfigured and it'll tell you why. A major thing it does seems to be that it tries to figure out if macros included in the workflow have changed and to take such changes into account so that it can notify you if there's a problem somewhere e.g. with the macro's output schema or whatever. I know it's doing this kind of thing because the moment I add a macro to the workflow I'll have to spend a 15-20 second 'tax' every time I touch the workflow canvas, a formula, when I click on a join, etc. Sometimes it's 30 seconds, sometimes you get lucky and it'll only be 5 seconds. This delay is by now from my perspective considered a fixed cost of adding a macro to a workflow. I'm assuming similar processes also take place in the context of other dependencies (main one probably being queries inside input tools) and that they may also cause problems for similar reasons.

 

I'm assuming part of the reason for the long delays is that the macro repository where we usually save macros in my organisation is saved in a server location which is close to the Alteryx server executing the in-production workflows/macros, but not close to me when I'm developing in my office. Yes, I could save the macros I develop elsewhere (locally) and then only save them in the repository when they're 'complete' (...we all know exactly when that's the case; we're never in doubt about that, right? ...and you'll still have problems if you need to modify a workflow which includes macros later, even if you're not touching the macro itself). I'm actually doing that in some contexts where the above user experience has been frustrating enough to justify such a step, and I'm always trying to find ways to just outright kill Alteryx' live connection to the macro (e.g. by caching the output) if it's not critical. But these things are not solutions, they're poor workarounds some of which are adding complexity and the potential for errors as a result of a problem which really shouldn't be a problem.

 

It would be desirable to have the option to pause these kinds of 'background processes'/'semi-live compiling'/'whatever', make Alteryx do this kind of thing less frequently, add an 'only update meta-data when running' option, or some fourth option of a similar nature. Debugger-mode is implicitly always on, why not give the option of turning that off if the user figures s/he can handle that? Give me the error when I try to run the workflow, don't try to have the software figure out if the code will run with an error every time I even touch it - this is not always helpful, it's in some contexts causing a huge waste of developer time.

  • New Request

Experts - 

 

While developing code in the formula tool (and perhaps elsewhere) it would be helpful to have the "parenthesis highlighting" function found in database software such as SSMS, DBeaver, SQL Developer etc.  I.e. put the cursor next to a closing paren and the corresponding opening paren gets highlighted (or vice versa) - conversely if there is no corresponding paren nothing gets highlighted and you instantly know you've got a bug to fix (and where to fix it)!

  • New Request

Hi Community,

I didn't have a clue where to post this. That is why I am sharing it here.

 

A small portion of the community users are content creators\community builders\people active on social media. Let's take me, for example. I am writing yammer announcements about Alteryx to our internal user group in my current company.

One of the materials that I recently started to share are weekly challenges, and I know other Alteryx communities that are internal often share them weekly.

I would love to have an opportunity to copy-paste some announcements that someone from Alteryx would prepare.

Please see the screenshot below as a reference:

 

Emil_Kos_0-1631015631904.png

 

The only thing that I would add is information about the level of difficulty + Main subject. In similar manner, to what we see on the weekly challenge index:

 

Emil_Kos_1-1631015724096.png

 

If this would be posted on the same topic week over week, community builders like me could follow a threat and copy paste a new post weekly.

 

At the same time, if someone would like to post it on social media. They can always showcase them on the network.

More information about Alteryx in many sources for almost free.

 

You must upvote this idea 😄

 

 

The order of the join fields effects the ordering output

IraWatt_0-1652535851206.png

For more complex joins it would be nice to have up and down arrows much like the summarise tool:

IraWatt_1-1652536012085.png

 

I have tried to search for this Idea but not located one that is same or similar. 

 

When searching for tools to use rather than having to click in the search bar at the top, it would be nice just to click on a blank part of the canvas and start typing for the tool that you need, then a suggest tool list pops up and you just click on the one you want to it appear. 

 

Thanks

  • New Request

Looking for a tool to replicate the Goal seek functionality built into Excel.

Seems it could be solved by using R or iterative macros however a tool would make life much easier,

Providing access to the Oracle Cloud for OTM would allow users to connect to the API's to deliver data sets from the Cloud and use it for workflow and other data management activities.

So many times, a given source field name could change. If you have a complex workflow it can be time consuming to update various join, select and other tools to replace the old field name with the new field name. For example in sales you may have fields that include the year  "Sales_2020".

 

It would be nice to "mimic" the functionality that Tableau provides where you can somehow click/select a field (e.g. Sales_2020) and then select "Replace Reference" and select the new field you want to use instead (e.g Sales_2021). This functionality would then automatically carry through the entire workflow and wherever you used Sales_2020 you will now automatically use Sales_2021.

 

Thoughts on this?

  • New Request

Sometimes I will get the error "You have found a bug".  Could this include a link to a stack trace, or some diagnostics that might allow us to see what the problem is?  Or suggestions to turn on logging, perhaps? 

 

I understand that new users do not want to see stack traces, but Alteryx is a serious business tool and it should give users a chance to find workarounds, but for that we need more diagnostics.

I was looking at the ideas history to see if this was already posted and couldn't find it, but feel free to merge if there is a existing one.

 

The motivation for this is that I have a workflow that works perfectly when you hit the run button in Designer, but fails when runs from schedule (To local computer).

 

So the idea is to allow the users to run the workflows from within the scheduler, once a workflow has been scheduled (So it runs exactly as it'll be when the schedule triggers it, but without having to reschedule every time).

 

runFromHere.jpg

 

Correct me if I'm wrong, but wasn't this possible in old (I mean very old)  versions of Designer?

 

 

 

Once I've built a workflow I often have to go through the process of removing and combining tools such as selects and formula tools which could be simplified to just one tool. It would be great to have an automated feature which could detect groups of tools which could be simplified and then automatically combined them into one step, improving/simplifying my workflow.  

  • New Request

Most people who have been around for more than one version change of Alteryx will be familiar with the standard dreaded error pop-up box:

 

"There was an error opening [workflow X]. This workflow was created by a more recent version of Alteryx..."

 

The pop up box is generated as many times as there are assets potentially affected. You click once to acknowledge you're aware there is a problem with asset 1A, then you click again when the 1B pop up appears, then you keep clicking until you reach W76. Or that's what the software expects you to do and seem to figure is the graceful way to handle potential problems associated with missing assets (it's far from certain there are even any problems with running the specific code referred to on the older version, this is a warning-level notification where stuff might not work which has been 'promoted' to a full-fledged error that you are requested to address at the asset level). 

 

If you work somewhere where there is a large community of Alteryx users sharing assets widely with each other (all making use of large shared macro repositories) the software's choice of notifying you at the asset level is, not to mince words, completely insane. You could do everything right, have exactly the recommended version from the perspective of Alteryx sys-management, the one that corresponds to the corporate server version executing the scheduled workflows, and still be bombarded with 15 notifications at start-up if you're away for a few days and in the time you were away one or two new guys at the (very large) company decided to create a few new assets with the latest version of the software and share them with their colleagues (the latest version was not yet implemented server-side, so some of those tools might fail for those users - but the tools become everybody's problem the second they're stored in the shared location).

 

The notifications at startup make no distinction between relevant and irrelevant messages, you can start an empty new workflow and still get messages related to macros you don't care about, because they're located somewhere where Alteryx has been told to look for them even if they're not loaded/included in the workflow.

 

Every single asset Alteryx might in theory make use of during the session that is starting up will spark an individual message that cannot be ignored or skipped without acknowledging its existence, even if many of the assets will work just fine with an older version. This setup scales ...badly.

 

I can think of at least two solutions which would in many ways be preferable to the current structure. One would be to 'batch' the notifications prior to creating the pop-up box (one pop-up per start-up, not per asset). What might be included in such a pop-up could for instance be a grouped output with the Alteryx versions that did not match the active version ('workflows developed in version 'XX56' and 'XX57' were identified and these may fail to load', or whatever). Another option would be to have a setting in Designer where you tell Alteryx you don't want to see these notifications at start-up.

  • New Request

I have a use case where I am transitioning workflows to someone - 

 

One workflow leverages the outputs of one workflow as inputs in to another - it would be awesome if I could include a link on a tool or comment box that would automatically open the exact output tool. Right now I am taking pictures and mentioning the names of files and tool-ids. Seems like it would be an easier way. 

  • New Request

Please add in a feature to connect to S3 via AWS IAM roles.

  • New Request

It would be nice to have an option to distribute tools with the fixed default space of three in between each tool. Now it just distributes based on the available space, which can be inconsistent throughout the workflow.

  • New Request
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