Alteryx Designer Ideas

Share your Designer product ideas - we're listening!
Register for the upcoming Live Community Q&A Session - and don't forget to submit your questions for @DeanS regarding the future role of analytics here.

1 Review

Our submission guidelines & status definitions before getting started

2 Search

The community for a solution or existing idea before posting

3 Vote

By clicking the like in the top left corner of an idea you support

4 Submit

A new idea to suggest a product enhancement or new feature


Suggest an idea

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

Can we have an option to save a workflow in a prior version for backward compatibility? I think Tableau offers this functionality.

Example:

If I have 2019.4.8 and a colleague has 2019.1.x, I cannot share my workflows because my colleague will receive a notice that the workflow was built in a newer version. I want to be able to save my workflow in 2019.1.x and send to my colleague.

 

This is predicated on the workflow not containing any tools/features not present in the older version. In that case, give me a warning about the specific tools/features that are not backward compatible. Thank you.

The desginer autosave feature is fantastic when you need it. However, it's pretty annoying when you don't need it as it seems like it:

 

  • Autosaves blank workflows
  • Autosaves workflows that are saved and haven't had any changes made to them

 

Hopefully all of the above can be filtered out from Autosave: 

 

joe_lipski_0-1583836054356.png

 

The only workflow from the screenshot above that I'd want Autosaved would be the Parse Directory workflow as this is the only one which I made changes to:

 

- New Workflow1 - Completely blank

- PureGym Log In - Saved and no changes made

- New Workflow2 - Completely blank (however, I had dragged a tool onto canvas and deleted it, so something had changed)

 

However, Alteryx brings up all of the workflows:

 

joe_lipski_0-1583837892751.png

 

 

I love using the YXI installer for distributing custom macros; I have even used to install an entire palette of macros.  However, when installing to a new, user-defined palette, I still need to instruct users to copy custom_palette.png into C:\Program Files\Alteryx\bin\RuntimeData\icons\categories.

 

It would be nifty keen if we could add custom_palette,png into the config.xml file and have the YXI installer place the file into the \icons\categories directory.

 

I imagine that some checks would need to be added, to ensure we weren't overwriting icons for the built in palettes.

 

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

I rarely use the Group By tab on batch macros, but it's unfortunately always the first tab that pops up. When I have a questions tab on a batch macro, it would be great if it appeared first (ie I should see the questions tab when I click on my batch macro.) Thanks!

patrick_digan_0-1581521378382.png

 

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 

On shared collection , users have access to the collection shared by other  team members. When users copy the ‘Publish to Tableau Server ‘  tool from one workflow to another it copies with the credentials embedded in the tool as well. 

 

As user John Doe’s workflow publishes data on to tableau server with  Peter’s credentials as the publish to dashboard tool was copied from Peter’s workflow.

 

The concern really is  Users copying tools from one workflow can really copy the credentials as well. Enhancement to the publish to Tableau tool would be much appreciated. 

Hi Dev team,

 

As well as this much needed UI feature to scroll through workflows https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Scrolling-functionality-added-to-Workflow-sh...

 

Could you please change the order of workflow names in the 'Active Documents' button to be ordered in the same order as the workflow tabs and not alphabetically as it currently is?

 

When you have more than 5 workflows open (or less if they have long names) it's so tricky to quickly and easily cycle through them to find the ones you need. This is especially important when demoing, training and presenting to others!

 

 

Picture1.png

 

Thanks,

Joe

 

 

Please enhance the dynamic select to allow for dynamic change data type too.  The use case can be by formula or update in an action for a macro.  If you've ever wanted to mass change or take precision action in a macro, you're forced to use a multi-field formula.  It would be rather helpful and appreciated.

 

Cheers,

 

Mark

I love the new right click and duplicate workflow feature, but I think the duplicated workflow that opens, should open next to the original workflow and not at the end of all of your already open workflow tabs...

 

cc: @JPoz @jeffv 

When writing a good amount of code, it is easy to get lost in a sea of parentheses.  Just when you think you're all done, you get an error that can force you to scour through your code to find the missing, extra, or misplaced parenthesis. 

 

A common feature today is to highlight a parenthesis when its partner is clicked on.  This instantly lets you know if you have the wrong number of them and where. 

 

I didn't think this was that important early on in Alteryx, at least for me.  Formulas were meant to be short and easily readable at a glance.  Now as I dig deeper, there's R, Python, SQL and other text-heavy inputs. 

 

I don't need a full-fledged text editor in Alteryx, but I would love some quality of life features like parentheses matching.

When building custom tools for Alteryx using the Python SDK, there is no current way to test these outside of the Alteryx Designer.

This means that your development process is:

- write some code (no code-sense; intellisense; auto-complete because Jupyter; VSCode; Visual Studio; etc cannot access AlteryxEngine or any of the other imports)

- hope

- copy that .py module into your C:\Users\<username>\AppData\roaming\Alteryx\Tools\<toolname>

- fire up Alteryx

- drop this new custom tool on a canvas

- run it to see if you get any errors

- then copy these errors out of Alteryx result window into Notepad to be able to read them

- then go back into your development environment to make changes

- repeat.

 

This is very painful, and this will directly scare most people away from learning how to create custom tools since it's not only inefficient - but also scary and frustrating for beginners.

 

Proposal:

Could we instead create mock python libraries; and a development harness (like Google does with Android development in Eclipse) in this SDK where:

- you have full code intelligence (intellisense, autocomplete)

- you can simulate engine events in a test harness (for example in the Android SDK; you can simulate the user rotating their phone, turning off GPS, hitting a volume button, etc).

- you can also write test cases which can run automatically

- then once you know that your tool will work - only then you drop it into the Alteryx Designer environment.

NOTE: This IDE way of thinking also allows you to bring the configuration pieces (like number of inputs; etc) out of raw code and into configuration options.

 

Although you may be able to do remote debugging by using platforms like PyCharm - that really does not give you the full ability to check in the code of your tool; along with all the test cases; in a harness that allows you to automatically check different events; or to make sure that your tool works in the test harness before deploying.

 

Thank you

 

 

 

 

 

cc: @BlytheE @SteveA @Ozzie @tlarsen7572 @c2willis @jdunkerley79 

Could you expose a link to the Keyboard Shortcuts (which is here: https://help.alteryx.com/2019.4/HotKeys_Shortcuts.htm?Highlight=keyboard%20shortcuts) on the primary help menu (screenshot below)

 

This will allow people to get quicker in Alteryx by exposing these shortcuts to more users.

 

Annotation 2019-12-26 095035.png

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

 

 

 

*This is an idea from @sayuri from the Portuguese Community*

 

  • Create a tool to document the workflow process, including exporting a file/table that shows the connections from all tools and their main configurations in the order the workflow is run

*This is an idea from @fmvizcaino  from the Portuguese Community*

 

  • Global DateTime support

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

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

At present, Alteryx allows for users to run 2 versions of Alteryx at once - one installed using the "Admin Installer" and one via the "non-admin installer"

 

However, in corporate environments, only the Admin Installer can be used (all installers are repackaged for corporate environment / endpoint management)

 

This leads to a situation were we cannot run two or more different versions of Alteryx on one machine (like you can with Visual Studio or other platforms).   This also prevents us from participating in the BETA program because the BETA version would overwrite the users's current version.    Finally - this also makes version upgrades more risky since we cannot run the new version in parallel for a period to evaluate and identify any issues.

 

Request: Please can you change the installer for Alteryx to default to parallel install per version - so that a user can run 2019.1; 2019.2; and 2019.2 BETA on one machine in a way that is fully isolated (i.e. no shared components - have to be able to uninstall one instance cleanly and leave the others in a fully functional state).

 

Many thanks

Sean

 

 

Top Liked Authors