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Alteryx Designer Ideas

Share your Designer product ideas - we're listening!

1 Review

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2 Search

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3 Vote

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4 Submit

A new idea to suggest a product enhancement or new feature


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I really like the auto-suggest/complete feature in the Formula-Tool, it feels like coding in an programming enviroment, but it's sadly not everywhere.

 

I would love to see the auto-suggest/complete feature in every Tool that has the option to enter formulas.

 

E.g. 

- multi-row formula

- multi-field formula

- generate rows

 

 

Comparison: 

 

1) Formula Tool

grossal_0-1579772740713.png

 

2) Multi-Field Formula

grossal_1-1579772824017.png

My friend @jdunkerley79 posted a terse idea:  https://community.alteryx.com/t5/Alteryx-Designer-Ideas/FieldName-constant-in-Generate-Rows-Tools-an...  it is inactive, but I want to extend his thoughts.

 

Rephrasing his idea as mine:  The tool defaults the expressions to use [RowCount].  If you should either "Update Existing Field" or change the "Create New Field" the default expressions MUST be updated manually.  Please update the expressions to make use of the new field.

 

Well, that doesn't always work!  Often it will.  But if you change the TYPE to date, it certainly won't.  In fact, I see many questions about joining from within a DATE  RANGE and the technique to build date rows from the range requires the use of DateTimeAdd().  Wouldn't it be nice (like your sample workflows) to modify the default expression based on the change of data type?  I think so.

 

If we were thinking easy.  Suppose you could have a RANGE function (dates or numerics) where you simply selected the from, to fields and gave the user the option to select the units.  Now the tool auto-configures itself to create all of the "days" between the from and to dates or "1.0" and it creates all unit values between the two numeric amounts.

 

These would be "Alteryx" worthy enhancements in my opinion.

 

Cheers,

 

Mark

Hi Alteryx Designer Dev Team,

 

There are times where you want to create a variation of a particular pipeline and the data transformations in the beginning of the pipeline are similar but need slightly different configurations. To save time, can we have a right-click context option for each tool to be able to copy/paste or duplicate tool with existing configuration. This saves time by only having to change a few options in the duplicated tool. This is common for tools like, input, output, joins, groupings and reporting tools. An example where this functionality is handy in reporting: you may have a particular way that you always do your charts and instead of configuring the chart options from scratch each time, you copy paste the chart tool with current configuration and then you only have to make minor changes such as the data connections. 

 

Thank you

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

 

Could I ask for a minor change:

- The tool seems to be doing a word-wrap even if the container doesn't need it - for example in the screenshot below, the entire on clause can fit on one line because I've expanded the window so that it doesn't need to wrap.

- Could you also default to putting the ON clause for a join 4 spaces indented underneath the join clause?   worked example below.

 

Wordwrap:

 

SQL Query Wordwrap.png

 

Indenting Structure:

 

Could we use a default structure for queries 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

 

 

Hi to all,

 

I have seen one or two posts requesting ability to total up rows and/or columns of numbers, however this idea also requests the ability to subtotal data by a field and also produce an overall total.

 

This could be an extension to existing tools such as 'Summarise' and 'Cross Tab' or could be a stand alone tool.  Desired output of using a tool like this would produce something like this:

 

totals.JPG

 

This would be incredibly useful for building reports within Alteryx as well as analysing the data, and cut down the amount of tools currently required to produce this.  I have seen a third party tool which does some of this but this adds the ability to subtotal.

 

thanks - Roger

When using the output data tool, it would save me and my cluttered organizational skills a lot of effort if the writing workflow was saved as part of the yxdb metadata. 

I've often had to search to find a workflow which created the yxdb. I tend to use naming conventions to help me,  but it would be easier if the file and or path was easily found. 

cheers,

 

 mark

Hi Alteryx 🙂

 

When I select fields within a BROWSE or Browse Anywhere, it would be nice to be able to highlight and deselect  a range of  fields instead of having to check/uncheck fields one at a time.  Yuck!  

 

Cheers,

 

Mark

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

Hello,

 

It would be helpful if some of your tools had an optional input.  For example, the directory tool is of course very helpful at the beginning of a workflow, however I have several workflows that create or pull in files, rename them, edit them, etc.  I then need the directory tool to check that folder for the newly created files and then to feed that downstream.  The problem is that when I have the directory tool feeding into the workflow, it fires immediately noting that no files are in the folder.  I would love if the tool had an optional input so you could choose to put it in the middle of a workflow in an attempt to force it to hold off on firing until its turn.

 

Even better would be if the dynamic directory tool would allow for dynamic folders to be fed in rather than pinpointing a specific file....since it has an input, that would suffice and the user could either pick the regular directory or the dynamic directory if they wanted it to fire off in the middle of a workflow.

 

 

 

  • Tool Improvement

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

It seems like it is restricted to 255 characters using .hyper as an input (Alteryx designer discussion).  It would be great if we can read at least 2147483648 bytes which is the string limitation in Alteryx.

 

 

I love this tool,  but think it would be improved by including an option to create a column per delimiting character.  This could be added in the number of columns selector box.  In the case where 1 row has more delimiters than another, null columns can be created.  Without this option you have to Regex count the delimiters, select the max and then embed the Text to columns tools in a macro and then pass the max columns as a param.  Would be nice to resolve all this in the main tool.

 

Thanks, nick

I see many posts where users want to view numeric or string data as monetary values. I think that it would be friendly to have a masking option (like excel) where you could choose a format or customize one for display.  The next step is to apply the formatting to the workflow so that folks who want to export the data can do so. 

cheers,

 

mark

It would be useful to be able to select a single container (containing a data input) or multiple containers using Shift, and run those and only those.

 

When building a new element to a larger workflow, I often enter a new Input in a new container, the ability to run just that container without having to turn off all my other containers would be really useful in speeding up the start of joining things together.

 

Hope that makes sense.

 

Thanks,

 

Doug 

It would be great if there was an output option for excel files where you could overwrite the data in the sheet, but keep the formatting in the sheet. Similar to how the Paste Values option works in Excel. This would allow me to create a template with data validation, conditional formatting, column widths, cell fill colors, etc and set a workflow to run on a schedule and just paste the data into the existing template.

 

To get around this right now I have to output it to a separate tab and then paste the columns as values over the existing template. This is fine unless I am out of the office and need to bother someone else to do it. I know there have been many times where i wish this was an option outside of the report I am currently building. I am honestly surprised I couldn't find an idea already submitted about this!

 

Thanks,

Wes

  • Tool Improvement

Add an option to the tree tool generate custom lists similar to the list box.  When building apps for teams to use and we need them to select from either a product or store hierarchy it would greatly simplify the process if the tree tool could generate a custom list of the lowest level of the hierarchy that we could feed into a sql pull in the dynamic input tool.  On top making the workflow cleaner, I think it would make the user interface a lot cleaner, instead of a giant lists of stores/departments etc. they could drill down to the relevant area much faster.2019-11-19_8-44-38.png

The Multi-Field formula tool has three really powerful features that it supports:

[_CurrentField_]

[_CurrentFieldName_]

[_CurrentFieldType_]

 

These are really powerful within Multi-Field formulas because they allow for a dynamic process to apply across multiple fields.

 

However, they would also be very helpful in regular formulas and Multi-Row formulas, for code transportability.

 

A basic example:  I have a Longitude field that is a string.  I need to set it to a value of 0 if there is a null value.

 

My formula today:

IF ISNULL([Longitude]) THEN 0 ELSE [Longitude] ENDIF

 

Now lets say I want to use the same formula somewhere else, but for Latitude instead.

 

 That formula looks like:

IF ISNULL([Latitude]) THEN 0 ELSE [Latitude] ENDIF

 

If I could use [_CurrentField_] instead, that would allow me to instead write both formulas as:

 

IF ISNULL([_CurrentField_]) THEN 0 ELSE [_CurrentField_] ENDIF

 

This code can easily be copied for any field that requires replacing Nulls with 0s, and doesn't require refactoring to use a Multi-Field formula instead.

 

This also means that if I later change my field name, the code will remain consistent.  This not only speeds up development time and flexibility, but more readily allows for validation that the existing code has not changed.

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

TIBCO Data Virtualization is a Data Virtualization product focused on creating a virtual data store consolidating data from throughout the enterprise.  It can be accessed via a SQL query engine, and has a variety of supported connectors, including an ODBC driver.

 

This data source can be connected to via ODBC in Alteryx today, but error messaging is unclear/unhelpful, and attempting to use the Visual Query Builder causes Alteryx to crash.

 

Adding TIBCO Data Virtualization as a supported ODBC connection would empower business users to leverage this product and easily utilize this enterprise data store, enhancing the value of the Alteryx platform as a consumer of this data.

Hi GUI Gang

 

At the moment, I have a lovely formatted XLS with corporate branding, logos, filled cells, borders etc.  The data from the Alteryx output needs to start in cell B6.  I have tried the output tools to this named range, but Alteryx destroys all the Excel formatted cells in the data block.

 

As a workaround on the forums, many Alteryx users pump out to a hidden "Output" tab, and then code =OutputA1 in the formatted sheet.  This looks messy to the users who then go hunting for the hidden tab.  Personally I end up pumping the workflow out to a temporary CSV file.  Then opening that in Excel, selecting all, and then pasting values in the pretty Excel file.

 

This is fine for one file, but I need to split the output report block by a country field and do this 100s of time for each month end.

 

Please can we have a output tool that does the same as my workaround.  Outputs directly from a workflow to a range in Excel that doesnt destroy the workbook's formatting.

 

Jay

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