Alteryx Designer Ideas

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There is no way to natively connect to Microsoft Dynamics 365 F&O. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation can be found here: https://docs.microsoft.com/en-us/dynamics-nav/api-reference/v1.0/

 

I would request a tool similar to the Salesforce Input tool to be created.

Suggested process:

  • Configuration Window to log into a Microsoft Dynamics 365 F&O account
  • Configuration Window to select the following
    • 1 or more companies ("all" should also be an option)
    • The specific "table" or "api call" you want to query - for example the "Sales Invoice" Data
    • Date Range filter (both from + to date combination as well as some generic "this month", "previous month", "this quarter" kind of selections)

I would also request that this tool be developed so that it can run on Server and Analytics Hub so that we can run end to end automation.

There is no way to natively connect to Xero. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation for Xero can be found here: https://developer.xero.com/documentation/

 

I would request a tool similar to the Salesforce Input tool to be created.

Suggested process:

  • Configuration Window to log into a Xero account
  • Configuration Window to select the following
    • 1 or more companies ("all" should also be an option)
    • The specific "table" or "api call" you want to query - for example the "Sales Invoice" Data
    • Date Range filter (both from + to date combination as well as some generic "this month", "previous month", "this quarter" kind of selections)

I would also request that this tool be developed so that it can run on Server and Analytics Hub so that we can run end to end automation.

It would be great to dynamic update the next Analytic App based on an interface input. This mean I have a chained app. In Step 1 I ask a Yes/No Question. The Answer to this question will determine to open in Step 2 Analytic App A (with it's own interface Inputs) or Analytic App B (with other interface inputs).

Many users are facing this issue when they want to create an tool (e.g. for mapping purposes) that contains two datastreams/flows with different interface input requirements.

Adding this feature would allow us to create different dataflows with different input requirements. This helps us to differentiate between different mappingsschemes and increases userexperience (currently they have to fill a lot of unnecessary interface inputs). Thanks.

 

H.

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The Data Preview of the Formula Tool is SO helpful ! 

Make it better by allowing preview on other rows than the first 

 

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