Alteryx Designer Ideas

Hello Team,

Currently, in the select tool, we have to scroll up or down to check or see the list of the fields. In case, if the user wanted to change the data type, they can scroll into the list. Like, I am working on the mid-size data, and sometimes data contain 300+ fields, if I need to change anything in the data type I have to search by scrolling up or down. 

The idea here is, If you provide a search bar under Field, it will be a great help to all, in case if anyone needs to go for some specific field, the user just types the name in the search bar and make changes quickly. The select tool is important and we used much time while working on the flow. 

Thank you,

Mayank

Many users will probably follow best practice style guides with Alteryx to use comment boxes under tools to describe in detail what is happening with these tools - such as this one shared by @BenMoss.

However a limitation of this is the comment boxes do not move with the tools, so if you have a well documented workflow but then need to add a new tool, you need to adjust all the spacing and re-align the tools, which with a large workflow can be time consuming. 

Therefore the improvement would be to have an ability to lock comment boxes to individual tools (similar to a group function in Office).

The interactive results pane is great, but wouldn't it be cool if you could interact directly with the result pane to do things like filtering.

There are a few too many steps with the method at the moment, where you need to either copy the value or type it into the filter pop up. A simple right click and filter on selected value would be a big ux improvement.

Hi team,

Currently, we can FILTER results in the result window using some string operations like "String equals", "String Contains", etc.

Firstly, it's a great feature. Kudos for the same.

However, it would be really helpful if we can add the IN operator functionality to this Result window FILTER.

Most of the time, we always want to check for multiple values while filtering the data.

I am attaching a screenshot of the FILTER location that I am referring to!

For eg, In the above screenshot of the result window, I want to filter for Name IN ('Bullock County','Baldwin County','Butler County')

Kindly look into this.

Thanks in advance.

Regards,

Shreyansh Rathod

Hi,

It would be great if users have the option to display the number of records that go in and out of the different tools in your canvas. This allows users to very quickly see how many records are in their datasets, and especially quickly analyze the results of specific actions such as joins, filters etc. without the need to open each individual tool. Especially when performing joins this can be very useful to quickly see how many of your rows have been successfully joined. I think this will give users a feeling that they have more control over their data and a better understanding of what is happening in Alteryx. Also if you quickly want to review a complex workflow (especially when it is not your own) this could be a huge timesaver. Simply run the workflow and follow the numbers to see what is happening and identify tools that might cause issues.

Love to hear what you think!

Hi 

The wording of the tool tip displayed in results window cells with long strings is misleading.  The current wording is "This cell has truncated characters".   

New users tend to infer that this means that the data value has been truncated somewhere upstream.  See here, here and here.   Changing this message to something like "Only a portion of long strings is displayed" will help reduce the confusion immensely.

Dan  

When building API calls within Alteryx there are a few common steps required

1) Build out the URI for the API call (base URL plus any query parameters)

2) Deal with authentication, such as basic authentication requires taking a key and secret, base 64 encoding and passing this into the tool

3) parsing the results out and processing these downstream

For this idea I am specifically focusing on step 3 (but it would be great to have common authentication methods in-built within the download tool (step 2)!).

There are common steps required to parse out the results, such as using Filter (to check for a 200 response), JSON parse, text to columns and then cross tab to get the results into a readable format. These will all be common steps anyone who has worked with APIs will be familiar with:

This is all fine for a regular user to quickly add in and configure these tools. However there is no validation here for the JSON result being as expected, which when embedding an API into a batch macro or analytic app means it can easily fail.

One example of a failure which I've recently come across is where the output JSON doesn't have all fields (name:value pairs) depending the json response. For example using the UK Companies House API, when looking at the ceased to act field at this endpoint - https://developer-specs.company-information.service.gov.uk/companies-house-public-data-api/resources... the ceased to act field only appears in the results if a person has actually ceased to act. This is important if you have downstream tools such as a formula to create a field [Active] where you have:

IF ISNull([ceased_to_act]) THEN "Active" ELSE "Ceased to Act" ENDIF

However without modification the macro / app will error if any results are returned where there is not this field.

A workaround is to add in the Crew Ensure Fields or union on a list of fields, to ensure that the Cease to Act field is present in the output for all API calls. But looking at some other tools it would be good if an expected Schema could be built in to the download tool to do this automatically.

For example in Power Automate this is achieved as follows:

I am a big advocate of not making things unnecessarily complicated. Therefore I would categorise this as an ease of use feature to improve the experience of working with APIs within Alteryx and make APIs (as load of integrations are API based) accessible to as many users as possible.

Hi all,

When debugging an error, we need to verify tool by tool in a sequence to better understand what is really going on.

Sometimes the tools are miles away from each other. Imagine a gigantic workflow with a lot of connections going back and forth and wireless connections everywhere to help the workflow organization. Here is an example with more than 1300 tools: 

My idea is to have a shortcut showing all the previous/next tools and by selecting the previous/next one you go directly to them.

Something like this: 

What do you guys think about that?

Best,

Fernando Vizcaino

Having the ability to call-out via ARROWS/SYMBOLS (gold star) would be nice without requiring the user to create images and call them to the canvas.  This makes the workflow even more readable.

Watermarks (e.g. DRAFT, AMP, Do NOT AMP, FINAL) would be useful on the canvas as well.  

Cheers,

Mark

We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.

The basic concept behind this idea is to allow us (users) to have:

• Design Patterns
  • Repetitive patterns to be reusable.
  • Select after and Input tool
  • Drop Nulls
  • Get not matching records from join
• Conditional execution
  • Tell Alteryx to execute some logic if something happens.
  • Record count
  • Errors
  • Any other condition
• Order of execution
  • Need to tell Alteryx what to run first, what to run next, and so on…
  • Run this first
  • Execute this portion after previous finished
  • Wait until “X” finishes to execute “Y”
• Orchestration
  • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:

The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:

1. Refers to the actual interface of the Tool Container.
2. Provides the ability to disable a Container (and all tools within) once it runs.
   • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
   • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
   • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
   • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.

This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

I'm looking forward to hear what you think.

Best

I find it annoying that the count records and heat map macros have file inputs which point to a W drive. This will show up in workflow dependencies and can cause false alarm warnings. Since these are packaged with Designer, simply change the macros to text inputs instead of file input. 

Thanks!

Need a way to highlight lines whether that means right-clicking and selecting a color or what-not, but just having the lines become black & BOLD doesn't cut it. It's not easy on the eyes. If I could click this line/connector and make it bright green that would be ideal and then I can see where it connects better when zooming out.

With the new keyboard shortcuts in 2021.1, I would love to see this same functionality added to the global search. I would like for

1) The global search bar to be accessible via a keyboard shortcut

2) You can navigate through the results with the arrow keys and

3) I can click enter on a tool and it will add it to the canvas just like the tool palette now functions in 21.1.

cc: @A11yKyle 

I would like to propose a more interactive results window.  The reason is that if you click on any of the tool hyperlinks next to the messages while the output is compiling, you get trapped inside that tool's output for the entire time that the workflow runs.  You do not get to see any additional workflow result/detail as it compiles until after the entire workflow is run. It would be great if a user could escape back to the main workflow's results.

For instance if I am running a fairly long or complex workflow that does not all fit on one screen...I may want to zoom in on a tool if it has a warning or error before the workflow finishes.  By clicking on the hyperlink "Union(5)" the palette will zoom to Union (5) so I can see which tool is a problem.

I can see any messages attached to Union(5), however I am stuck with this view the rest of the time the workflow runs.  Clicking on the canvas (or really any other action I try to take) does not take me back to the overall workflow result window.

Granted if I have an error I may want to stop the workflow altogether, but sometimes warnings may prompt further investigation once the workflow is run and I may want to get an immediate read on where in the workflow the problem is while it is still running...which inputs might I have to check etc.

When configuring a FILTER tool, the results of your formula are uncertain until you RUN/PLAY the workflow.  Compare that experience with the configuration of a FORMULA tool where you see a "Data Preview" of the first record results.

TRUE or FALSE could readily be added to the Filter Tool and save the execution time for the workflow.  

When you get to HTML tool versions, you could check many rows of data and potentially give back counts of TRUE and FALSE results as well.

I'll put this on my x-mas list and see if Santa has me on the naughty or nice list.

Cheers,

Mark

Issue:

Oftentimes when a workflow has an error, the error message is very long and is difficult to read in the results window. Currently, if you hover over the error message in the results window, the error message will popout but only for a couple seconds. Reading the error messages is a crucial step in troubleshooting the issue with a workflow, however, with the current experience it becomes very difficult to read the entire error message prior to the popout expiring.

Solution:

Simply double clicking any message, especially an error message, in the results window should have a permanent popout window presented to the user. This message window will allow the user to scroll down to read the entire message (if lengthy), popout the window further, minimize the window, and exit the window entirely. 

Most of the time I use containers to help structure and layout my workflow, as well as then enabling or disabling different parts of it. It would be nice however to still see the tools within a disabled container but have the container greyed out or hashed out?

Enabled Tool Container

Disabled Tool Container

Thanks,

Sam 🙂

When using the text mining tools, I have found that the behaviour of using a template only applies to documents with the same page number.

So in my use case I've got a PDF file with 100+ claim statements which are all laid out the same (one page per statement). When setting up the template I used one page to set the annotations, and then input this into the T anchor of the Image to Text tool. Into the D anchor of this tool is my PDF document with 100+ pages. However when examining the output I only get results for page 1.

On examining the JSON for the template I can see that there is reference to the template page number:

And playing around with a generate rows tool and formula to replace the page number with pages 1 - 100 in the JSON doesn't work. I then discovered that if I change the page number on the image input side then I get the desired results. 

However an improvement to the tool, as I suspect this is a common use case for the image to text tool, is to add an option in the configuration of the image to text tool to apply the same template to all pages.

It would be great if Tool Containers had an I/O connector icon where you can connect the last tool in that container to and then Cache the container so that it wouldn't have to run every time.

For example, in the diagram below, the output of the Spatial Match would connect to an object such as the "I" that I drew below. We would then be able to cache the output of that container so that all objects in the container wouldn't have to run each time. The "O" would be the cached output and would feed the rest of the workflow.