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Alteryx Designer Ideas

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In Powerpoint, you can right-click on a picture and replace it with a different picture without losing formatting.

 

Similar functionality would be useful for replacing custom macros.

  • I would like to be able to switch an old version of a custom macro with a new version in situ, without losing the connections to other tools, interface tools, or location in a container. 

Currently, the only option is to insert the new custom macro and then reset all incoming and outgoing connections. Some downstream tools (e.g., crosstab) lose their existing settings and that has to be reset too. On complicated workflows, this can introduce silent errors.

 

This capability would be especially helpful for team coding, where different team members are revising different modules for a parent workflow.

 

Currently:

Right-clicking on the canvas shows Insert > Macro > (choose from list of open macros)

Right-clicking on an existing macro shows Open Macro

 

New functionality:

Right-clicking on an existing macro shows Replace/Change Macro > (choose from list of open macros)

 

 

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

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

 

 

 

in our organization people are moving away from network drives to BOX for file repository and they needs to use to connect to BOX using Alteryx as an Input and Output platform where they should be able to access files to read and write. 

Currently few of the users are able to use the BOX as a repository using BOX Sync tool (Map BOX as a network drive) but that is not at all useful when they try to save into a gallery and run or schedule on the gallery. A connector for BOX will be of great help. 

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.

Currently Alteryx does not support writing to SharePoint document libraries.

However there are success sometimes but not at other times.

Please see attachment where we ran into an issue.

See this link for additional information.

https://community.alteryx.com/t5/Data-Sources/Connect-to-and-Publish-Back-to-SharePoint-Online/m-p/4...

 

We need official support for reading and writing to SharePoint document libraries.

It's an important Output target, and will becoming more so, as Alteryx enhances its reporting capabilities.

 

We need color coding in the SQL Editor Window for input tools.  We are always having to pull our code out of there and copy it into a Teradata window so it is easier to ready/trouble shoot.  This would save us some time and some hassle and would improve the Alteryx user experience. ( I think you've used a couple of my ideas already. This one is a good one too. )

2018-10-18_7-49-16.jpg2018-10-18_7-50-52.jpg

 

Hi all,

 

The Publish to Tableau Server tool is great.. but requires username and password. If you are using AD, there is a chance that your users don't have a password. In that case, you probably have a technical user that you share across the team. This is not an ideal situation and you loose the governance around the data. 

 

Fortunately, there is an easy workaround. You can leverage personal token authentication : https://help.tableau.com/v2019.4/server/en-us/security_personal_access_tokens.htm 

 

The advantage of this method is that it logs in with your user and your data source is uploaded under your name. This is still using the Tableau REST API so the changes to do in the current macro is MINOR. 

 

Changes to do in the current macro : 

 

1- Add a parameter authentication method with choices : Username/Password ; Personal Token 

2- If Personal Token is selected, add two parameters : Token_Name and Token_Value

3 - In the TableauServer.Login supporting macro, improve the formula(13) to change the payload based on user selection. If Username/Password, keep it as is. Else use the syntax here : https://help.tableau.com/current/api/rest_api/en-us/REST/rest_api_concepts_auth.htm#make-a-sign-in-r... 

 

 

This is quite a straight forward change but could help a lot of companies using Alteryx.

Can you please implement that changes to strengthen this tool ? 

 

Thanks a lot,

The following idea might not be as valuable as some of @SeanAdams posts, but it would save this user precious fractions of time.   When I leave the canvas with my mouse (point A) to go up to the pallet I select and drag the tool down to the canvas.  Sometimes I do right-click and go through the menus to add the next tool, but generally I go through that labor only when I'm inserting in-stream the tool.  So here is my idea:

 

Double-Click your NEXT tool and it "Alteryx-ly" appears on your canvas in proximity to the hi-lighted (last) tool.  Better yet, connect it!  Now I can move from the pallet to the configuration panel directly without having to move my mouse down to the canvas and then over to the configuration panel.

 

Hopefully, my friend @Hollingsworth will find this time-saving idea worthy of a star.  Speed demons like @NicoleJohnson and @BenMoss might not need this turbo boost, but at my age it is worth the ask.

 

Cheers,

 

Mark

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

Hi GUI Gang

 

At the moment, I have a lovely formatted XLS with corporate branding, logos, filled cells, borders etc.  The data from the Alteryx output needs to start in cell B6.  I have tried the output tools to this named range, but Alteryx destroys all the Excel formatted cells in the data block.

 

As a workaround on the forums, many Alteryx users pump out to a hidden "Output" tab, and then code =OutputA1 in the formatted sheet.  This looks messy to the users who then go hunting for the hidden tab.  Personally I end up pumping the workflow out to a temporary CSV file.  Then opening that in Excel, selecting all, and then pasting values in the pretty Excel file.

 

This is fine for one file, but I need to split the output report block by a country field and do this 100s of time for each month end.

 

Please can we have a output tool that does the same as my workaround.  Outputs directly from a workflow to a range in Excel that doesnt destroy the workbook's formatting.

 

Jay

 

It would be nice if we can arrange some tools on the canvas neatly by one click and having them distributed evenly (horizontally/vertically).

 

See this picture which worth thousand words.

 

Dsitribute Tools Horizontally/Vertically.jpg

Right now we can create Tableau extract files (.tde), but cannot read them into Alteryx -- this limits the partnership of these two companies.
Please add the functionality to import .tde files,
Best,
Jeremy

This request is super simple!  I love how Alteryx displays the row count and size of the data passing through each tool at run time.  Can you set the default formatting for the row count indicators to be #,###?  Without the commas, it's hard to easily check the row count once you get more than 6-9 digits.

 

In the example below, it would be so much more readable if it displayed as 75,640,320.

 

Capture.JPG

It would be really nice to be able to easily trace a selected field through a workflow (see below, trace in green). This would greatly help with troubleshooting.

TraceFields.JPG

Currently, when one uses the Google BigQuery Output tool, the only options are to create a table, or append data to an existing table.  It would be more useful if there was a process to replace all data in the table rather than appending. Having the option to overwrite an existing table in Google BigQuery would be optimal.

Please add xlsx files within the onedrive input/output tool

I like the new cache option in 2018.3, but I would like it to function a little bit different. Let's say you cache at a certain point and then continue to build after that. If I reach another checkpoint and want to cache, it currently re-runs the entire workflow (ie it ignores my cache upstream and just goes back to the beginning of the workflow); instead, I would rather have it utilize the upstream cache. Personally, caching is usually an iterative effort during development where I keep caching along the way. The current functionality of the cache is not conducive to this. Thanks!

The SQL Editor window could have a better presentation of the SQL code; two issues observed

  • First, that it's simply plain text without even a fixed-width font, much less syntax highlighting
  • Second, if you type in some manually formatted SQL code (e.g. with line feeds and indentation), then click on the "Visual Query Builder" button, then click back to the "SQL Editor" button, all the formatting is lost as it is converted to one run-on line of code, which is very difficult to read.

I understand that going between the Visual Query Builder and the SQL Editor is bound to have some issues; nonetheless the "idea" is to allow a user friendly display in the SQL Editor window:

My "implementation ideas" are based on a couple minutes with google, so hopefully this is a very feasible request; my user base is very likely to spend more time in the SQL editor than not, so this would be a valuable UX addition.  Thanks!

 

In normal output tool, when file type is csv, it is possible to custom select the delimiter.  It would be great to be able to have the same option in the Azure Data Lake output tool, so for example you can write a pipe delimited file to your ADLS storage account.

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