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Alteryx Designer Desktop Ideas

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Featured Ideas

Adding a up and down arrow on each column would make it easier and quicker to sort columns then the drop down menu or sort tool

IraWatt_0-1653059213295.png

 

We will not be enabling DCM for the time being (see https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Enable-auto-complete-predictive-typi...).  

 

But, when you do not enable DCM, you get an annoying pop up every time you open Designer that says "DCM toggle is not enabled". 

 

Please give us the ability to turn this pop up off.

If the tables in the config window has lots of rows, it is quite complicated to find those of interest. 

 

Please add a filter or search option (e.g. by the field name) to display only the relevant rows.

 

It would also be helpful to select or deselect multiple selected rows with one click.

 

Find an example from the "Select-Tool":

 

screenshot.png

 

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:

OnCanvas.png

 

 

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:

 

ToolcontainerConfig_Comment.png

 

 
  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:

Alteryx Choreographer.png

 

I'm looking forward to hear what you think.

Best

Ability to color the connector lines to symbolize a path or data. This would help when you have multiple sources into a Join to determine that a path is still the same set of data when you have multiple paths created.

Today, I am able to take an excel file from a folder and drag it onto the canvas, which automatically creates an Input Data tool.

I would like to be able to drag an excel file right from outlook to do the same! 

How about a “Temporarily Disable Tool” feature where the tool is disabled?  Just the same as the "Disable All Tools that Write Output" but would only apply to the specific tool you select.   But, Instead of having to delete or cut the tool and connect around (as this can be tedious)!  The feature could be applied to various preparation tools (and potentially more) to help save time.

 

For example, there are occasions when I might have a filter applied and would want to temporarily disable the tool only to see all results.  This has been the case when I have wanted to include hospital wards (by temporarily disabling the tool) I was filtering out to review in the summarized totals.

 

The specific tool could have the same hashed marking as the "Disable All Tools that Write Output".   The "Temporarily Disable Tool" feature could be listed when the specific tool is right clicked on.   - The workflow could also prompt to show that the user has a tool "disabled" to highlight to the user.

 

 

Edit: Spelling

I can be picky about how my workflows are laid out.  Oftentimes, the connector between tools has a "mind of its own" as to what direction it goes and how it crosses other objects.  I'd like to see the ability to control the connector lines with "elbows" that can be positioned in custom locations and directions, like an MS Visio diagram. Alternatively, add a simple "pin" tool could be added to the canvas and it's only function is to take in and send out a connector line by defining the input and output location.  The input and output locations could be defined angularly/radial in degrees, for example.  Image attached below of existing workflow with a "troublesome" connector and the concept of "elbows" and "pins" added as an alternate control mechanism.  Both would be great!  :)

I know that the container title/label should or can be short, and as much descriptive as possible. Also, adding extra comments inside the box helps to a more detailed explanation on regards what process is run inside the container. Visually, if I collapse the container, the "Short" title given can't be of much help.

Could it be possible to enhance the "caption" for the "Container" title? I mean to allow to type 2, 3 or more lines of text?. This will make the Container title more descriptive and visually will allow to have the containers collapsed but with a reasonable amount of text that describe (as much as possible) what happens inside the container.

 

At the moment, If I type certain amount of text, the container expands according to the length of the text 

 

Below is the typical container Title 

Normal Container Title.JPG

 

 

Below is the current situation if a person would like to give a bit of more description in the "Container" header (The container expands)

 

Extra Text in Container_CurrentProblem.JPG

 

An dream would be to have the workflow with all containers collapsed and with titles that tell you what they do (see image below)

 

 Ideal Alteryx Containe.JPG

 

The Edit menu allows you to see what your next undo/redo actions are. This is super helpful, however sometimes I decide to scrap an idea I was starting on and need to perform multiple undo's in a row. It would be great if we could see a list of actions like in the debug undo/redo stack menu then select how many steps we'd like to undo/redo.

 

For example, using the below actions, if I want to undo the Change Summarize Properties and also the Modify Summarize, currently I have to do that in two steps. I'd like to be able to click the Modify Summarize and have the workflow undo all commands up to and including that one.

Kenda_0-1661880963011.png

 

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. 

 

Alteryx Community Idea.gif

 

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

 

Lets say you have a row of 10 filter tools vertically and there's a select tool coming out of each input for each filter. It can get dizzying to tell the difference. It would be great to be able to select a colour for tools when on the canvas so e.g. in the above I could say " my green selects are the true and my red selects are the false"

Very often, I used a container to make notes about certain parts of the workflow. Some of the comments that I created are pretty long. Could the user have the possibility to have at least rows for the title of the container?

 

Emil_Kos_0-1627035618539.png

I have created a screen to show what I have in mind. Potentially users could have the ability to turn this option on or inside the container?

Emil_Kos_1-1627035835238.png

 

Note: This idea doesn't strictly fit into any given category as it involves enabling support for something that affects numerous aspects of Alteryx's already existing spatial features.

 

I live in Australia. As do a large number of your users. Like me, many of those users use Alteryx to process spatial data. There is only one problem; we live on a roving continent. Every year our continent shifts ever so slightly but over time that shift becomes significant. For this reason we have our own continental system of spatial coordinate projections. It's called the Geocentric Datum of Australia or GDA.

 

Since 2000, the official Australian geodetic datum has been GDA94.  However, according to the Intergovernmental Committee on Surveying and Mapping (ICSM), because the coordinates of features on our maps, such as roads, buildings and property boundaries (and so on), are all based on GDA94, they do not change over time. This is why they have since adopted a new datum: GDA2020. This has now become the standard for mapping in Australia, bringing Australia’s national coordinates into line with global satellite positioning systems.

 

A more detailed explanation of this can be found on the ICSM's website: What is changing and why? | Intergovernmental Committee on Surveying and Mapping (icsm.gov.au).

 

Of course Alteryx supports the more global WGS84 standard, which like GDA94 is a fixed datum. But there is up to a 1.8 metre discrepancy between GDA94 (and WGS84) and GDA2020. For spatial analysis projects that don't require metre accuracy that's not a problem. But imagine you are building a bridge, plotting the lanes of a road or programming a GPS enabled tractor. That 1.8 metre discrepancy between the real world coordinates and the projection is enough to cause problems. 

 

And it is. Which is why we request that Alteryx include support for GDA2020 in its existing selection of spatial projections.

 

This will enable spatial datasets configured in GDA2020 to not require conversion and thus risk corruption or error. This includes providing the ability to configure GDA2020 as the spatial projection in the input tool and all spatial tools.

 

Doing so would go a long way to supporting your ever growing Australian user base and maintaining Alteryx's position as a trusted software for processing spatial data.

While the result window allows sorting and filtering, every time the user switches to another tool within the same run, the configuration is lost. It would be good if there was a 'Retain" button so that the user does not have to keep setting this each time the tool is switched or when the canvas is retriggered.

It would be oh so nice to be able to copy a container's properties and paste those formatting options onto other containers.  It could be accomplished through a Paint Brush icon on CTRL-Copy and Right Click to paste format.  either way it would save setting the Color (multi-step select), Margin, transparency.

 

Cheers,

 

Mark

When working in the Designer, I sometimes have to undo changes. And this experience is quite often very confusing and annoying.

For every change in the workflow, you have to press undo once. However, quite often, one user interaction results in other actions such as automatic move of the donwstream tool, change of size of a tool container etc. In such cases, you have inserted a single tool but need to press undo a couple of times to get back to the original situation. It is, however, often not clear how often. In most cases, I fail using undo at the end and revert my changes by hand.

 

Please change undo towards undoing one user-action in one undo step.

In case there might be users who like the current behaviour, you might make this a user setting how to deal with the undo history.

...and now for probably the most trivial request in a long time, but also one of the most annoying things (for me anyway)..........

When viewing a browse window, it's so darn awesome to be able to sort and search.  However, it would be even awesomeer (yes, I just made up a word) if when you actually conducted a sort or search, you could make your selection (for sorts) or type in your criteria (for searches) and simply press the "Enter" button on the keyboard and  have it do the same thing that selecting "Apply" with the mouse does.  This is common Windows functionality and I think should be easy to implement.

Apologies if this has been suggested already - did a search and didn't see anything similar.

 

This is a quality of life/UX idea. The search functionality in the results pane essentially does a 'contains' search on all of the columns (see below screenshots for the filter inserted by the 'apply data manipulations button). As I build workflows and profile the data, it'd be helpful if I could click one or more columns and limit the search bar to just those fields.

 

Right now, depending on the dataset I could get rows returned by the search due to the search term appearing in columns that aren't relevant. To workaround this I could add select tools to limit the columns or do more robust filters in a filter tool, but having it built in would be very helpful.

 

Luke_C_1-1681219201086.png

Luke_C_2-1681219217030.png

 

 

 

It looks like as of 2022.3, workflow tabs get shortened to a specific width. This is fine however now the asterisk that lets me know if my workflow has changed doesn't display in the tab anymore. I would have to look at the top of the screen to see this. I know this isn't a huge deal, but it would be nice to still be able to see the asterisk in the tab so that I can still know which workflows have been saved even if I am currently looking at a different open workflow. One solution may be to move the asterisk to the front of the workflow name.

 

Also, would users want a setting to allow them to keep full workflow names versus shortening them?

 

Thanks!

 

Kenda_0-1671055378021.png

 

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