cancel
Showing results for 
Search instead for 
Did you mean: 

Alteryx Designer Ideas

Share your Designer product ideas - we're listening!
Announcement | Looking to expand your Alteryx skillset?! Check out the latest set of interactive lessons in Alteryx Academy: Creating Analytic Apps

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 star 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

With the amount of users that use the publish to tableau server macros to automate workflows into Tableau, I think its about time we had a native tool that publishes to Tableau instead of the rather painful exercise of figuring out which version of the macro we are using and what version of Tableau Server we are publishing to. The current process is not efficient and frustrating when the server changes on both the Tableau and Alteryx side.

As of today, Alteryx is not compatible with PAC, althouth it is pretty common in companies.

 

Asking for a few machine to be out of the GPO may be a real struggle with IT security and has only a few chances to succeed. I have a case when we cannot do an upgrade because of that regression (since old licensing seems to be ok).

 

Please change

Ever tried to copy a field rename from one select tool to another, or from one summarize tool from another.

 

Have you noticed that it doesn't work?

 

I think it should. :-)

 

i.e., if you click on the rename box ("Total") and enter ctrl-c, when you enter ctrl-v in the other tool, it pastes this:

Field2 Sum Total

not just the name "Total"

 

Instead of just the renamed field "Category", the select tool pastes this:

True Field1 String 1 Category

 

SummarizeRename.png

SelectRename.png

I'd like to see Alteryx allow a second install of your license on a second, personal machine.  Tableau allows this and IMO is why there is such a robust online / blog community around that product.

 

For those of us that work at mid-size to large organizations, there are often strict rules governing internal data and use of cloud-based data sources.  If I discover some new trick I'd like the share with my fellow Alteryx analysts outside of my company, I have no clear way to do that the same way I can with Tableau where I can do it at home not using my company's data.

 

Being able to learn new features and test things out on commonly available public data (ever notice that Superstore data set everyone who gets Tableau has?) would accelerate what we're able to do with the community site here and the larger analytics blogging community.

 

 

Thank you to @LeahK for suggesting that this should be a separate idea (cc @JulieH; @TaraM, @LeahK, @JoeM):

 

The lack of home use / learning editions of Alteryx is a serious mid-term competitive threat factor for Alteryx - and it's well worth both this Alteryx community; and the Alteryx Community Management team making this a key priority for the Alteryx platform.

 

Rationale:

The BI/Data science space is very competitive (as evidenced by the recent Gartner 2016 Magic Quadrants), and although Alteryx was given very favourable review in some factors - there were serious concerns about licensing costs; and time to productivity.

 

Clearly - Alterxy succeeds in direct proportion to the size of the active user base - so the question is "How do we increase the licensed / deployed user base" and I believe that there are 3 factors which all relate to the issue of learning-edition alteryx licenses.

 

a) Time to productivity:   Right now - I cannot ask one of my staff to learn Alteryx at home and prove their capability before paying several thousand dollars to give them a license.   Once I give them a license; it then takes them 2-3 months to become productive, and we run the lottery of finding out whether this person was a good fit for this kind of role in the first place.   Solution:  Make Alteryx available in a learning edition at home with a robust certification program; and a learning progression built in - that way I can tell my staff "I will give you a license once you demonstrate your competence by learning to this level".   How does this help Alteryx: lower time to productivity = more attractive product

 

b) Size of committed user base:  As tech professionals - we take our tech bias with us to our new role (the "Affinity effect"), and often will have some leverage in tool selection.   The more people know Alteryx and are invested in their Alterxy skill set - the greater this "Affinity effect" will start to show in sales figures.   This also makes the tool more sticky, reducing the defector population if users can see and use latest features at home.

Solution: Give the learning edition away for free - Pentaho spoon is currently free for learning; as is Tableau Public; and MS Power BI is incredibly cheap to learn.   If Alteryx doesn't do this - others definitely will anyway, and this "Affinity Effect" will be washed out.

 

c) Increase the skill pool in the market:  The more wide-spread the skills are - the more likely I am to purchase a toolset.  So - if Alteryx skills are very broadly available in the market - it's easier to make the purchase decision for Alteryx rather than competitors.   However - right now the skillset growth is severely constrained, so Alteryx is making the "Buy Alteryx" decision needlessly harder.   

Solution: Make Alteryx available for training; learning; & Certification for free.   

Note: Although this is directly contrary to my personal interests in the short term (the smaller the number of people with skillX, the higher the market value), it is also long-term selfish because I will be able to increase the impact within my firm by having access to a greater pool of skilled and instantly productive workers in the market.

 

 

Although price may be an issue - this is a separate matter.   I believe that Alteryx can do a lot to create future sales pipeline, and a committed and very sticky user base by providing this home-learning & certification program.   In my mind - this is probably one of the biggest competitive opportunities & threats facing Alteryx right now, given the velocity of this particular industry & segment.

 

I'd be very happy to talk this through in detail with the Alteryx team if that's helpful (just PM me)

Many thanks

Sean

 

 

 

 

Create new connector to pull Salesforce Reports

 

We are a large company with tens of thousands employees using Salesforce on a daily basis. Over the years, we have worked with Salesforce to make many customizations and create many reports to provide data for various reporting needs. However, we have increasingly found it inefficient and prone to error to download the reports manually. We have many teams using the Salesforce reports as a base to create additional business insights.

 

Alteryx is a great tool to manage data ETL and workflows, but it does not support pulling data from Salesforce reports directly. Instead, it only offers connectors to pull data from base Salesforce objects. The data from Salesforce objects such as tables can be useful, but do not necessarily offer the logical view of Salesforce reports, and may require a lot of efforts to reconcile the data consistency against the reports our users are used to. Sometimes, it may be impossible to repeat producing the same data from Salesforce tables as those from Salesforce reports. That in turn would cause a lot of efforts spent by the reporting teams, their audience, and users of the Salesforce reports to match things up.

 

Salesforce does not have any out-of-box solution to schedule downloading the reports. At our request, their support team did some research and have not found a good 3rd-party solution in the Salesforce App Exchange ecosystem that supports this need.

 

I strongly believe this is a great opportunity for Alteryx. Salesforce already has an API that allows for building custom applications to pull Salesforce reports. However, most Salesforce users are more business oriented and do not necessarily have the appetite to engage with their IT staff or external resources provide to develop such apps and bear the burden to main them.

 

I have attached the Salesforce Reports and Dashboards API Developer Guide for your reference.

 

Sincerely,

Vincent Wang

 

 

Hi there,

 

Adam ( @AdamR ), Mark ( @MarqueeCrew) and many others have done a great job in putting together super helpful add-in macros in the CREW pack - and James ( @jdunkerley79 ) has really done an incredible job of filling in some gaps in a very useful way in the formula tools.

 

Would be possible to include a subset of these in the core product as part of the next release?

I'm thinking of (but others will chime in here to vote for their favourite):

- Unique only tool (CReW)

- Field Sort (CReW)

- Wildcard XLSX input (CReW) - this would eliminate a whole category of user queries on the discussion boards

- Runner (CReW - although this may have issues with licensing since many people don't have command line permission - Alteryx does really need the ability to do chained dependancy flows in a more smooth way.

- Date Utils (JDunkerly) - all of James's Date utils - again, these would immediately solve many of the support questions asked on the discussion forum

 

I think that these would really add richness & functionality to the core product, and at the same time get ahead of many of the more common queries raised by users.   I guess the only question is whether the authors would have any objection?

 

Thank you

Sean

It would be extremely helpful if Alteryx could add quick filters to the data browsing windows that would allow you to filter the contents of the window based on each column.  Essentially just replicate what you can do with quick filters in Excel.

Without this, I'm often forced to copy my data out into Excel in order to do any detailed trouble-shooting, and often there's too much data to copy, which prevents me from quickly getting to what I need.

Of course you can create a whole separate filter object, but that's combersome and requires re-running the workflow.

DELETE from Source_Data Where ID in

SELECT ID from My_Temp_Table where FLAG = 'Y'

 

.... 

 

Essentially, I want to update a DB table with either an update or with the deletion of rows.  I can't delete all of the data.  My work around will be to create/insert into a table the keys that i want to delete and try to use a input/output tool with SQL that performs the delete.  Any other suggestions are welcome, but a tool is best.

 

Thanks,

Mark

Would like to see more connection options than Oracle and SQL Server as the connection string through Other can be problematic and difficult to configure for certain connections. connectionstrings.com does not necessarily reflect the connection string that the Alteryx Service is using or would authenticate. Alternatively, have a mechanism for a user to generate the connection string of any input tool they have configured (older versions of Alteryx did this but now they use odbc aliases by default).

Hi there,

 

The login to the community goes through the Gallery - which is a problem for folks in locked-down corporate environments (in our firm, the gallery.alteryx.com URL is locked down so that there can be no leakage of intellectual property) - as a result, none of us can log into the community site (Community.alteryx.com) and sign in as ourselves from work.

 

Would it be possible to replicate the login URL so that if I'm logging in from the Community it punches me through to Community.alteryx.com/login instead of Gallery.alteryx.com?   You could use the same authentication and the same credentials in the background, but at least then we'd be able to log into the community from the office and contribute to questions and discussions?

 

Thank you

Sean

Adding sort option to the browser output windows would aid in troubleshooting and in understanding the data at that specific point in the stream better

Maybe it was a lack of planning, but I've had a need to rename a variable within a workflow and would like to (outside of the XML view) be able to rename the variable so that downstream tools don't have to be reconfigured (e.g. formula, join, union).  

Ok the time has come to expand functionality in the record ID tool. I would like the ability to restart the counter based on a field (e.g zip code). You can do it quickly in Tableau (see image) so why not have this functionality readily available in Alteryx? Sure, you can already do it in Alteryx - the long way - with the generate rows tool, look at previous/active row with certain condition and do +1 or something like that.

Having a simple restart counter in Record ID tool just makes sense. It's intuitve to have it there, and it's easier to use than generate rows tool. IMHO also easy to develop by Alteryx and +1 for Alteryx in gartner magic quadrant! 

 

 

RecordID2.JPG

porWYSIWYG - What you see is what you get...

 

WYSIWYG implies a user interface that allows the user to view something very similar to the end result while the document is being created.[3] In general, WYSIWYG implies the ability to directly manipulate the layout of a document without having to type or remember names of layout commands.[4]

 

Looking forward to have such a Reporting layout designer, embed all pictures, tables, graphs, legend, header, footer...

Just like in Qliksense and tableau...

3.jpg

 

 

figure_06.jpg

 

 

 

In alterxy BI teams, we often need to hit the same data-store - however if shared connections are not adopted in the server environment, there's currently no easy way to share the connections among the team (none that I know of)

 

Would be great if there were a "share" button on the data connections tab in the designer, so that we could share connections with a team, or export known good connections to a file that can be kept under config-management / version control.

 

Thank you

Sean

Idea:

An Alteryx version for Mac OS X sounded like a nice idea... Although there are options for using bootcamp with windows 7-8

or some virtualisation software as mentioned in a community post here.

 

Rationale 1 (Competitors do it):

First of all there is no need to neglect a customer segment using Mac's.

 

  • Rapidminer Studio comes with a dedicated OS X version,
  • Knime has Mac OS X support 
  • Weka has Mac OS X support as well
  • SPSS Modeler is Windows only but SPSS Stats is Mac OS X compatible.

 

Seems SAS was compatable in the last decade, but they dropped it. Now SAS is not OS X compatible but

still with the "SAS OnDemand" version Mac users can easly get a hands on experience.

 

Rationale 2:

The Mac Pro Beast has 7.2 TFlops of computing power with the help of dual ATI graphics cards.

It would be awesome to install Alteryx on one... 

 

We often build very large Alteryx projects that breakdown large data processing jobs into multiple self contained workflows.

 

We use CReW Runner tools to automate running the workflows in sequence but it would be nice if Alteryx supported this natively with a new panel for "Projects"

 

Nice features for Projects could be:

  • Set the sequence
  • Conditional sequence
  • Error handling
  • Shared constants
  • Shared aliases
  • Shared dependencies
  • Chained Apps
  • Option to pass data between workflows - Input from yxmd Output - no need to persist intermediary data
  • Input/output folder/project folder setups for local data sources in dependencies window
  • Ability to package like "Export Workflow" for sharing
  • Results log the entire project

Hi All,

 

My company has been using Alteryx designer for several years now but recently started a pilot for Alteryx server. One of the issues we have found is users keep trying to publish workflows that have aliased data connections. As our current Gallery Admin, i do not have permission nor do I know the wide range of connections that the users are trying to connect to. W would like to give users the ability to create/publish an aliased connection directly to Gallery. When this happens, it would automatically add that user to the data connection. They would also be given the ability to share the data source just like they can share a work flow.

One of our goals with this pilot is to promote self service, but having users wait on Admins to create the connections slows their process down.

Goal: My goals is to pull Marketo Lead Data via the Marketo Input SOAP API Connector and have specificied only 3 columns to pull for 1 day. 

Issue: It appears that the Marketo Input SOAP API Connector needs to go through all 500 + columns of lead object data before it filters out the specific request I indicated.  What this means is that to process 1 day of lead data for 3 columns of data, it takes 45 minutes plus and not ideal.

Client Services indicated that there is a limitation with the Marketo SOAP API tool and it would be best to utilize the Download tool and build a custom connection to the CRM System (Microsoft Dynamics) to get a predefined list of Lead IDs and then use that as a filter via the Marketo Input SOAP API connector. 

Request:
1.  Add Microsoft Dynamics Connector
2.  Try to innovate a better Marketo Service Connector to just grab the defined fields as opposed to go through the entire processing for all records to only filter back down to. 

Eric  
Top Starred Authors