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Alteryx Designer Ideas

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In the newer versions of Alteryx - if you open up a canvas that was created in a newer version, alteryx offers to auto-fix this by opening the canvas anyway.

 

However if that canvas includes custom macros - these macros are not imported if they are a newer version.

 

Please could you extend the Newer Version process to include macros used on a canvas, and attempt to import these too?

 

Thank you

Sean

 

cc: @mbarone  @Claje @JPoz 

Many of the errors displayed in the 'results/messages' section in designer when a workflow fails are vague and unhelpful. For example, I had a workflow recently fail because my data source table had duplicate rows. The error reported was "the pipe has ended". This is a frequent problem when debugging workflow issues, and a lot of extra time is needed due to lack of useful error messages. Please enhance this error logging function to attach to underlying data source systems, etc. so that better error messages can be displayed when a workflow fails.

 

Note: Depending on database platform/function/application where an error occurs, some errors are better than others. However, we work with the Snowflake database platform frequently, and many of the errors we've seen while testing workflows are unusable. If different teams support the error logging functionality depending on source system, etc. where the error occurred, we would request the Snowflake logging to be enhanced first if possible. 

Referencing the previous idea: Inputs/Output should have the option to read/write a compressed file (ZIP or GZIP)

 

This idea has been implemented for inputting .zip files. However, we still need to use the run command workaround for outputs. It's very common for many users to want to output their .csv, .xlsx, .pdf to a .zip. The functionality would also need to extend to Gallery.

 

See the following links for people that are looking for this type of functionality:

https://community.alteryx.com/t5/Alteryx-Server-Discussions/Download-Multiple-Outputs-from-the-Galle...

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Output-files-to-ZIP/td-p/163502

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Zip-files/td-p/151456

 

Feel free to merge this idea with the previous one for continuity.

I have been developing and accumulating custom functions over the years and they have proved to be very useful.  I am submitting these here.  I hope they are found to be beneficial.

Functions included in the attached file include:

  • DateTime
    • StandardDate(String) - Transforms any valid string to the standard date format yyyy-mm-dd
  • File
    • FileDirDepth(Path) - Returns the zero based depth of the path (zero being the root)
    • FileGetFolder(Path, Depth) - Returns the folder name given the zero based depth in the path (zero being the root)
  • String
    • LeftPart(String, Separator) - Returns the left part of a string up to the first separator
    • RightPart(String, Separator) - Returns the right part of a string after the first separator
    • Split(String, Delimiter, Index) - Returns the zero indexed part of a delimited string
    • CleanSpace(String) - Trims string and replaces multiple spaces with a single space
    • UnicodeToASCIIBasic(String) - Replaces all Unicode Characters with ASCII Basic equivalents
  • Test
    • InList(Variable, List) - If Variable is in List returns True. List must be pipe delimited
    • IsValidEmail(String) - Returns True if string is a valid email format
    • IsUUID(String) - Returns True if string is a valid UUID

To make these functions available in Alteryx, place the attached xml file in the folder C:\Program Files\Alteryx\bin\RuntimeData\FormulaAddIn if you have a standard installation. If the install is non-standard, find the \bin\RuntimeData\FormulaAddIn folder and place the attached xml file there.  Ateryx will need a restart for the functions to be available.

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:

AliasTableau Prod
DescriptionTableau Production Server
UserIDJPhillips
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:

 

AliasTeamSP
DescriptionTeam sharepoint location
UserIDJPhillips
Password*********
URL http://sharepoint.com/myteam
+ 

 

Or perhaps for a team file location:

AliasTeamFiles
DescriptionRoot 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

Hey all,

 

I would love to be able to have an interface tool that allows a user to search through drop down values (when there are more than 100 or so) similar to autocomplete. It would be helpful as a multiselect or single select drop down. I have inserted a very poorly mocked up picture below. It would essentially be a modified version of the drop down as all the values would be in the tool, but the user could type to find what they are looking for.

Alteryx Idea - Searchable Drop Down.png

It has become clear that the Jupyter Notebook integration caches code and does not appropriately clear when there are changes made - resulting in "saved" workflows that do not contain updated code. This happens when two people are using a "shared" workflow (emailed back and forth or from a shared drive) if one person does not completely shut down out of Designer Desktop if they had previously had the workflow open at any point. This has been confirmed by Alteryx Support and is not just my hunch. 

 

This also happens sometimes with a single user - where the Jupyter Notebook save button has been pressed multiple times and the workflow has been saved, but the changes do not make it to the file. 

 

The integration is a step in the right direction for sure and is great to use - but my idea is that the cache should be attached to the workflows, not the entire session of Designer. Not knowing if changes were actually saved, and discovering that some were not is extremely frustrating. 

Please consider adding the ability in the Power BI Output Tool to create/modify multiple tables per dataset - having to work with only single table datasets in Power BI is very limiting.

I think I'm liking the new UI, but I think it's necessary to bring back save, undo and re-do buttons....

 

1. Frequent saving of workflows is crucial and not everyone uses keyboard shortcuts

2. The ability to undo (lots) of changes is a key part of iterating and rapidly building workflows in Alteryx and again not everyone uses keyboard shortcuts to do this.

 

Looks like there's potentially space to add this to the right of 'help' (I suspect this might be technically quiet difficult) or to the left of 'run', 'schedule' and 'active documents' as seen in the image below.

 

Out of interest, where has the 'documents' terminology come from?

 

2018-11-14 22_12_14-Alteryx Designer x64 - PureGym Log In.yxmd_.png

 

 

 

Currently the cross tab tool automatically sorts alphabetically by the "New Column Headers" field. Often times I have to output data with dates across the columns and therefore have to do a cross tab to achieve this. The problem is when I have the dates formatted with month names, the crosstab automatically sorts it in alphabetical order instead of date order (i.e. Apr, Aug, Dec, etc vs Jan, Feb, Mar). To get around this issue, I have to use a dynamic rename tool. It would be great if there was a way to choose the order of the crosstab (i.e. in the order of the data, crosstab, another field, etc.).

Hi Team,

 

Alteryx designer to integration with VSTS/ GitHub to have multiple resources working on same workflow.

 

In current scenario we are facing issue if we have two developer that need to work on complex workflow and need to complete in short timeline.

 

Please have a thought around to see if there is any faster option to integrate.

 

Thanks In Advance.

I would like to see more files types supported to be able to be dragged from a folder onto a workflow. More precisely a .txt and a .dat file. This will greatly help my team and I do be able to analyze new and unknown data files that we receive on a daily basis.  

 

 

Thank you. 

Add a new feature to develop your own customized decision tree with Insight. So instead of using a tree generated with the Decision Tree tool a user can generate a tree with custom splits and save  the splitting rules as a model to score later a new dataset. This will provide user the ability to enhace a tree with business knowledge.

Everyone on our team would benefit from having access to each other's workflows -- including workflow results and scheduling -- but publishing them to gallery where any user in the company can run it/ download it would present a security issue. Functionality that is not met with Collections. I found a similar idea, but not anything that encompasses the whole thing.

It would be of immense value to have a Team Gallery - something intermediate to the company gallery and the private collection. This would enable our team to have access to modify, publish, schedule workflows as a team.

I appreciate being able to write to an ESRI File GeoDatabase. It would be even better if in the process of writing to an ESRI File GeoDatabase I could identify fields to index and have them indexed when writing to the File GeoDatabse. Currently I have to add the index in ArcGIS after the fact. Writing to an ESRI File GeoDatabase currently adds a spatial index automatically, but I'm talking about an attribute index here.

Hello .. me again!

 

Please can you fix the copy and paste of renames across field.  It's a behavior that I see in many tool's grids and drives me mad.  Its not just select. 

 

Take the attached screen shot.  In the select tool, i've renamed "test 2" to "rename2".  Fine it works. No issue.

 

I then copy rename2 and paste into the test3 field, and it copys the entire row's data (and metadata) into that little box, tabs, spaces the lot.  I end up with something like the screenshot.  Really not sure it was meant to be designed this way, as I cant really see the point.

 

Please can you fix this bug

 

Jay

The method of saving the results of one app to be read in by a follow on app seems very clunky to me. Can we develop a method to use the results within a workflow to feed drop down lists in later stages in the same workflow? That way an app can stand on it's own without having to save files out and chain further apps to read them again.

 

It seems this only works for selecting fields to include in the output but not for list of values to feed to a drop down list.

We need color coding in the SQL Editor Window for input tools.  We are always having to pull our code out of there and copy it into a Teradata window so it is easier to ready/trouble shoot.  This would save us some time and some hassle and would improve the Alteryx user experience. ( I think you've used a couple of my ideas already. This one is a good one too. )

2018-10-18_7-49-16.jpg2018-10-18_7-50-52.jpg

 

It is just a bit of annoyance, really. I'd like to see the option of inputting a hexcode of color and/or a screen color picker in the color dialog. At the moment, you have to change R, G, B separately or play around with the cursor to find the right color.

The color dialog is relevant for the documentation purposes but also reporting tools and I'm sure it would make life easier to some people, especially when branding colours are important.

 

 

image.png

My specific use case relates to writing to AWS but am sure there are many other use cases for federated user session token support.

 

Specifically, using the S3 Upload tool or Athena Bulk Write (via SIMBA and Athena ODBC), the configuration works when using a IAM user, access key, and secret access key but when using a federated user via Okta there is no option to enter the session token and authentication fails.

Alteryx desktop should support federated users' session tokens.

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