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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?
Sometimes formulas get pretty long. There are cases of deeply nested conditionals, concatenation of long strings, cases where multiple casts and parses are used, etc. where formulas get pretty large and unwieldy. The current system of wrapping lines and managing the size of the properties pane can be a hassle, especially if you are trying to use any sort of whitespace formatting to make the formulas more readable.
My solution is this is pretty simple, add a pop-out window for formulas. It could be a context menu option from right-clicking the formula box itself, a button on the bar at the top of each formula, or any number of other things.
A really good example of this is MS Access. You can right-click any text box that takes an expression and open it in the expression editor pop-up window. The current system is more like excel where you're stuck with whatever box size you're given.
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.
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.
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:
Date Wizard.yxmc XML edits:
<!-- 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>
This shows a link in the Macro description but yields an error (shown below) when it is clicked.
Example Link ShowsError
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.
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.
The introduction fo a rank tool would be hugely beneficial. Whilst there are currently means to rank using a combination of other tools formula/running total/multirow etc... a specific "Rank Tool" would be provide a seemless and smoother way to rank your data either for further analysis or purely to output this field.
This tool should include a sort by and group by functionaility as well as options for ranking (such as dense ranking or unique ranking) and in addition multi levels of ranking (ie. Rank by "Field A" Then By "Field B" etc...).
The drop down\list box have numerous ways to list values. One of them that I like is connecting to an external source. You simply have an external source file with a Name column and a Value column. It will display the data in the Name column and pass the data in the Value column. Now suppose instead of connecting to an external source I wanted to use connected tools. Currently, I would have to crosstab this data and the drop down\list box would display and pass the column names.
What if the drop down\list box could have an additional option added where you could connect tools and it would act identically as an external source (display the data in the Name column and pass the data in the Value column). This would be much easier and more functional!
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!
I couldn't find much on enhancing the Tool Container tool searching.
I am doing some work on a large workflow today and have replaced three tool containers with multiple containers within them with macros in order to simplify the overall workflow. Doing this work, I need to document the purpose of this simplification to my stakeholders within the business in terms of business value, and one aspect I thought of would be how much time is saved by wrapping all of these tools within a macro, another is how many tools are visible on the canvas, and therefore how by modulising (creating macros rather than tool containers) sections of the workflow it is much easier to see what's happening to the data
My macro replaces 50 tools with one and therefore this is quite a key quantifiable piece of business value that I can communicate.
In order to count the tools within the old container I had to do this manually. I was wondering - rather than manually count all of the tools within the old container - Could there be some functionality built into Tool containers such as a profiling tool similar to the browse? So that when you clicked on the tool container you would get some simple profiling, summary of the tools used?
PLEASE add a count function to Formula/Multi-Row Formula/Multi-Field Formula!
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().
When working with complex modules, it would be great to allow an option to add a tool upstream and automatically rewire to downstreams tools.
Text Input flows to (1) Filter and (2) Formulae Tool. If I want to drag and drop a Formulae Icon after the text input to be applied to both paths, I can't. I have to either choose To apply to Path (1) or to Path (2).
I know that you can right click, press insert after, and search for the tool, but this is not a time efficient manner. You can also delete the wiring and rewire yourself, but if you have mutliple downstream tools, this is a pain.
The Container adding/removing rules were changed somewhere in there and the change made it much harder to remove tools from containers. Is there any way to undo these changes or look into a better set of rules to use?
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.