Alteryx Designer Ideas
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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:
- Refers to the actual interface of the Tool Container.
- 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.
- 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.
- 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.
- 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.
- 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
Love the new updates to the Browse tool in 2019.2! However, if you choose the option Open results in new window, which I do often so I can see my whole dataset, the search/filter/sort functionality goes away. Would be great if that new functionality also worked in the new window. Thanks!
Can't wait for the new base maps!
In-app screens, lot of space is wasted because components/tools can just be stacked one below the other.
It would great if we could also insert them horizontally.
Thanks !
Arno
Tags : screen, app, macro, layout, tools, UI
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.
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