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alteryx Community

# Alteryx Designer Ideas

Share your Designer product ideas - we're listening!
###### Submitting an Idea?

Submission Guidelines

## PDF as an output option for SharePoint Files Output Tool

The Sharepoint file tools are certainly a step in the right direction, but it would be great to enhance the files types that it is possible to write to sharepoint from Alteryx.

The format missing that I think is probably most in demand is pdf. If we're using the Alteryx reporting suite to create PDF reports, it would be awesome to have an easy way to output these to Sharepoint.

https://help.alteryx.com/20213/designer/sharepoint-files-output-tool

https://community.alteryx.com/t5/Public-Community-Gallery/Sharepoint-Files-Tool/ta-p/877903

## Designer is slow when using In-DB. It should keep the first connection alive.

Alteryx Designer is slow when using In-DB tools.

We use Alteryx 2019.1 on Hive/HortonWords with the Simba ODBC Driver configured with SSL enabled.

Here is a compare In-DB / in Memory :

We found that Alteryx open a new connection for each action :

- First link to joiner = 1 connection.

- Second ling to joiner = 1 connection.

- Click on the canevas = 1 connection.

Each connection take about 2,5 sec... It really slow down the Designer :

Please, keep alive the first connection instead of closing it and creating a new one for each action on the Designer.

## Version Control for Alteryx Designer

Currently if one wants to compare different alteryx files or different versions of the same file - one needs to compare the XML files. If you are not very familiar with navigating XML, this poses a risk as one may not be able to identify all changes.

It would be a great addition to Alteryx to integrate Alteryx with Git, Subversion, CVS, Mercurial, and GitHub as this tool is becoming the go-to tool for data processing for data analysts and even programmers.

This additional functionality to compare previous versions (diff) and also to merge alteryx workflows if two people are working on the same workflow, and also to easily see what changes have been committed/ made by other developers and when would make Alteryx a much more powerful tool and would open doors to other types of users, as essentially you can run anything through Alteryx.

## Build in Networkdays Formula Function in Alteryx

Hi Alteryx User and Alteryx Dev team,

I saw there are number of posts from the community asking for solution to calculate the NetWorkDays (e.g. similar to the networkdays in excel which to calculate the number of days different between the two days excluding weekend and holidays.)

Although we could build a macro for it, the performance is not ideal, especially when the data set is huge and/or the date range required is far apart from each other because there is currently NO a build-in function in Alteryx.  Alteryx will have to expand the date range by date and check whether each is a weekend or holiday.   It will an excellent idea if a build-in function for Networkdays could be built to minimize this hassle from everyone around the world.

We are looking forward this idea could be take forward.

Thanks

Eric

## Power BI Output Tool - create/modify multiple tables per dataset

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.

As seen in This Discussion Post,  the idea here is to be able to add a link to example workflows in macro descriptions - like the ones seen in native tools.

Filter Tool

Many thanks to @jdunkerley79 for demonstrating how this can be done by manually editing the macro's XML - specifically by adding a child element to the <MetaInfo> section, like so:

      <Example>
<Description>Open Example</Description>
<File>\\aSERVER\aRootDir\path\to\Alteryx\Macros\Date Wizard\Date Wizard Examples.yxmd</File>
</Example>

One small caveat is that it doesn't support truly relative paths.  @PaulN explained in the discussion post that a relative reference here would search in the sample folders.

"Alteryx default behavior is to look for examples under .\Alteryx\Samples\02 One-Tool Examples or Alteryx\Samples\02 One-Tool Examples (or .\Alteryx\Samples\en\02 One-Tool Examples)."

Having said that, trying to reference a macro example in the same folder (using a relative reference) will throw an error given the following situation:

Package Structure:

Date Wizard.yxmc XML edits:

      <Example>
<Description>Open Example</Description>
<!-- THIS WORKS -->
<File>\\aSERVER\aRootDir\path\to\Alteryx\Macros\Date Wizard\Date Wizard Examples.yxmd</File>
<!-- THIS DOESNT
<File>Date Wizard Examples.yxmd</File>
<File>.\Date Wizard Examples.yxmd</File>
<File>./Date Wizard Examples.yxmd</File>
-->
</Example>

This shows a link in the Macro description but yields an error (shown below) when it is clicked.

Once again, this works fine with an absolute file path reference.

Here is ultimately what I am suggesting:  Can we add an option to the Interface Designer (that updates the XML) and have it allow relative paths?  Allowing relative paths would obviously be essentially to maintaining the macro's ability to be "lift-and-shift" when packaged/moved/uploaded to servers/galleries etc.

I'm assuming the option could look something like this, similar to the "Help" file -only it would show link in the macro description...

Interface Designer Suggestion

In conclusion, this would be very useful in providing links to example workflows for custom macros that may be complex and/or not self-explanatory.

Cheers,

Taylor Cox

## Is there a way we can turn on and off the tool in the workflow?

Is there a way we can turn on and off any tools in the workflow. This way we can run the tool and when a certain tool is marked off it is not executed. This way we can test the workflow and check different output without deleting the tools existing on the workflow, we can just turn then on or off.

## Sharepoint List Input/Output - Windows Authentication

I would like to request the ability to connect to a SharePoint List to bring data from and write data to via Windows Authentication.  Currently, the only way to connect to a SharePoint List is via username/password which does not work for our current environment.

## Tableau API tools

As Tableau has continued to open more APIs with their product releases, it would be great if these could be exposed via Alteryx tools.

One specifically I think would make a great tool would be the Tableau Document API (link) which allows for things like:

- Getting connection information from data sources and workbooks (Server Name, Username, Database Name, Authentication Type, Connection Type)

- Updating connection information in workbooks and data sources (Server Name, Username, Database Name)

- Getting Field information from data sources and workbooks (Get all fields in a data source, Get all fields in use by certain sheets in a workbook)

For those of us that use Alteryx to automate much of our Tableau work, having an easy tool to read and write this info (instead of writing python script) would be beneficial.

## DateTimeTrim Function - Add Week Trimming

We frequently report on our data by week. However, the DateTimeTrim function (in the Formula Tool and others) does not support this trim type.

Some workarounds have been posted that involve calculating the day of the week and then subtracting it out:

http://community.alteryx.com/t5/Data-Preparation-Blending/Summarize-data-by-the-week/td-p/6002

It would be very helpful to update DateTimeTrim as follows:

• Add a <trim type> of 'week'
• Add an optional parameter for <start of week>
• Default value: 0 (Week beginning Sunday)
• Other values: 1 (Week beginning Monday), 2 (Week beginning Tuesday), etc.

## Connector - Microsoft Dyanamics 365 F&O

There is no way to natively connect to Microsoft Dynamics 365 F&O. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation can be found here: https://docs.microsoft.com/en-us/dynamics-nav/api-reference/v1.0/

I would request a tool similar to the Salesforce Input tool to be created.

Suggested process:

• Configuration Window to log into a Microsoft Dynamics 365 F&O account
• Configuration Window to select the following
• 1 or more companies ("all" should also be an option)
• The specific "table" or "api call" you want to query - for example the "Sales Invoice" Data
• Date Range filter (both from + to date combination as well as some generic "this month", "previous month", "this quarter" kind of selections)

I would also request that this tool be developed so that it can run on Server and Analytics Hub so that we can run end to end automation.

## VERY difficult to resize windows, eg configuration vs results

I have a dual monitor setup. My canvas lives on the left monitor, and I combine tool config and results on the right monitor. I've noticed that it's incredibly difficult to resize the config vs results window size. This is because you have to hover over EXACTLY the right part of the divider until the resize icon appears, as below:

The difficulty arises because the target zone, over which the cursor changes from an arrow to the resize tool, is only 1 pixel wide. If you have a high resolution screen, or a slightly fiddly mouse, it's almost impossible to successfully hover over the correct place. Please consider increasing the width of the hover zone to facilitate window resizing. I hope I've explained this adequately, please let me know if I need to amend. Thanks!

It would be really helpful if Alteryx server could connect directly to files on cloud file storage such as Dropbox, Box and OneDrive.  For example; a workflow could access specific source files or a folder with multiple files stored on Dropbox and could run the workflow against those files and then write the output to another folder on Dropbox.  We are making less and less use of internal file servers, so accessing files directly from the cloud allow for additional deployment scenerios and flexibility.

## Datawarehouse Macro's

We are starting to use Alteryx as a full ETL DW build tool (and blogging about it too..)

Compared to other tools in the market there do not seem to be the usual SCD(slowly changing dimension) and other "standard" tools or templates to start building.

It would be great to have a template/Macros/guide to starting to build a DW solution. It is rather daunting starting with a blank page!

## SharePoint List tools are unable to read in managed metadata (MMS) columns

The current SharePoint API pull tool does not support the pull of managed metadata columns. It would be great if Alteryx would update the SharePoint List tools to be able to read in managed metadata columns.

## Count Function

I have searched for alternatives but am just confused about how to store the result for the total number of rows from Summarise or Count Records in a variable that can then be used within a Formula tab. It should not be that difficult to just add equivalents to R's nrow() and ncol().

## Copy/Paste Layout Tool Row Configuration

Hello all,

When you copy and paste a layout tool to keep the formatting you just spent hours fixing it goes away as soon as you paste it. This is infuriating. Please keep the formatting from resting upon pasting.

Attached are pictures of a copy and pasted layout tool connected to the same incoming data source.

You can clearly see that the order and formatting has been removed. #Infuriating

Nick

PostPre

## Allow users to disable any steps in workflow except input and Join conditions.

Allow users to disable any steps in workflow except input and Join conditions.

To edit existing workflow sometime we may required to remove few steps, it is better if we have option to disable and update mapping instead of delete.

## OneDrive Connector

Hello,

I had an idea and I am sorry if I classified the enhancement incorrectly. In many of our solutions, we are using OneDrive as a source of our input/output files due to its ability to have folder permissions set by the end users, its flexibility in storage space, as well as others. These workflows run great locally as we have the folders mapped to our local machine however we currently don't have a way to connect directly to them on the server. I know there is a OneDrive connector that leverages a Client ID and Secret key however we have not had much luck leveraging them. Would it be possible to create a OneDrive Connector that functions similarly to the Publish to Tableau Server or the SharePoint connector that leverages user credentials and allows you to read and write from OneDrive folders and interface with them similar to a standard Input/Output tool?

## SharePoint List Input tool: Enable reading Managed Metadata columns from a SharePoint list

The SharePoint List Input tool currently doesn't retrieve managed metadata columns from SharePoint lists (confirmed by @DanC in April 2018, Pulling Managed Metadata from a SharePoint List). This severely limits our use of the tool, as imports in Alteryx lack most metadata that is relevant for analysis and reporting.

Would be great if this could be added in a future release.

Thanks,

Lars

Completed Ideas

• ## Formula Tool - Number the Number of Expressions

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