Alteryx Designer Desktop Ideas

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:

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:

Or perhaps for a team file location:

Any of these values could be referenced in tool configurations, formulas, macro inputs by specifying the Alias and field.

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.

Hello all,

When looking at the Results window, I often find it a headache to read the numeric results because of the lack of commas. I understand that incorporating commas into the data itself could make for some weird errors; however, would it be possible to toggle an option that displays all numeric fields with proper commas and right-aligned in the Results window? I am referring to using a display mask to make numeric fields look like they have the thousands separator while retaining numeric functionality (as opposed to converting the fields to strings). 

What do you think?

Assuming some source control or versioning is in place, a formal compare tool would be a nice addition. This would be useful for determining what is different between two versions of a workflow, and that knowledge is very useful when modifying a production process: when formally moving a new (modified) process into production, part of the checks and balances would be to run a formal comparison against the workflow being replaces, and ensure that all differences are accounted for.

This sort of audit is notoriously difficult when the differences are buried deep in the configuration settings of various tools within Alteryx.  I do see that the .yxmd files are XML based, so perhaps we could create our own compare tool based thereon, but it would be better (more trustworthy) to have one formally provided by Alteryx.  Thanks!

I superimposed multiple screens and multiple workflows and rendered them into a single image below. Have you noticed something?

 There is a space never being used at all times, painted in yellow for emphasizing...

Actually this is an enough space for ads 🙂 And we can make the designer for free...

Though I suggest a better placement and use of the available screen space;

As @JordanB mentioned in his post (https://community.alteryx.com/t5/Alteryx-Knowledge-Base/Stop-workflow-on-a-condition/tac-p/74403#M19...) - there's a common need to stop a worfklow when an condition is met.

However, at present there's no way to do this without generating an error.

Please can we either alter the message/test component to allow for error-free termination on a formula condition; or alternatively implement the fuller idea that Mark ( @MarqueeCrew) mentioned in his programmatic Detour idea?

https://community.alteryx.com/t5/Alteryx-Product-Ideas/Programmatic-Detour/idi-p/12763

all too often, we build an alteryx flow just to realise that step 8 out of 10 was wrong -so back to the beginning and rerun the entire thing.   this often is tedious if your work requires a big data set.

So there is a workaround, using the Cache Macro which can be downloaded (but this does require quite a bit of fiddling with containers; disabling items; setting flags; etc) - but it would be good to allow the user to "restart from here" like you can with a powerpoint slide deck.    I appreciate that this may be tricky since Alteryx may be flushing data out of memory as it goes along, so it cannot restart from any arbitrary point - but if we put the workflow into a "testing cached mode" to cache data at each step; or allowed users to set particular controls as a breakpoint and cache at these points, that would help immensely.

Thank you

Sean

When moving a tool container, all of the tools within it become mis-aligned with the canvas grid.  Moving any single tool immediately re-aligns it to the grid, which puts it out of alignment with the rest of the tools in the container.

Example:  Put 3 tools in a row in a tool container, all aligned horizontally.  Next, move the container.  Now, move the middle tool, then try to place it back in alignment with the other two.  You won't be able to, because they are out of alignment with the canvas grid.

Please fix this.  

Hi Dev team,

As well as this much needed UI feature to scroll through workflows https://community.alteryx.com/t5/Alteryx-Designer-Ideas/Scrolling-functionality-added-to-Workflow-sh...

Could you please change the order of workflow names in the 'Active Documents' button to be ordered in the same order as the workflow tabs and not alphabetically as it currently is?

When you have more than 5 workflows open (or less if they have long names) it's so tricky to quickly and easily cycle through them to find the ones you need. This is especially important when demoing, training and presenting to others!

Thanks,

Joe

The desginer autosave feature is fantastic when you need it. However, it's pretty annoying when you don't need it as it seems like it:

• Autosaves blank workflows
• Autosaves workflows that are saved and haven't had any changes made to them

Hopefully all of the above can be filtered out from Autosave: 

The only workflow from the screenshot above that I'd want Autosaved would be the Parse Directory workflow as this is the only one which I made changes to:

- New Workflow1 - Completely blank

- PureGym Log In - Saved and no changes made

- New Workflow2 - Completely blank (however, I had dragged a tool onto canvas and deleted it, so something had changed)

However, Alteryx brings up all of the workflows:

Hello,

Well, the title is pretty simple : it appears that the tendancy right now is to  have web version of any software on a server.

A few notes about that :
-a lot of Alteryx competitors are already in this mode and it's hard to sell you're still with a desktop-only mode for design, even if the product is far better.
-a good idea is the one used by Qlik with Qlik Sense : they still have a desktop and a web version of Sense but the desktop works mainly as an hidden browser plus an engine. The web version is cool too because you can make your own application, or your own data connection etc..
-the main interest of a web implementation of Alteryx would be to reduce installation on client computers (and that means packaging the installer, managing the data connection, the paths, the access to macros... etc) and to have a better control of the users.

PS : this idea is soooo simple and so obvious I'm surprised I didn't find it. It may be a duplicate.

When saving a workflow to the gallery, the manage assets box is a fixed size. Due to the length of our file paths, the full path name is cut off. This makes it difficult when trying to package macros to select the correct box. I understand you can group assets by tool, however with the more complicated workflows this can still present it's challenges. I'd like to see this box to be re-sizeable.

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).  

When posting an alteryx job to the gallery; or packaging them for transport - any deep dependancies are lost (I think that we start to have trouble once you're 3 levels deep).

For example - you have a canvas; which uses macros; which in turn have macros; which in turn have macros.

this is not as uncommon as it may sound on the surface - due to the current lack of flow-of-control support in Alteryx; we need to wrap all of our ETL jobs in Batch Macros to force them to run in a specific order.   Within these ETL jobs, it's common to decompose for lookups; master data management; etc.

Is this something that the team is currently looking into fixing - this does cause quite a bit of pain when deploying to the gallery because the jobs need to be manually stitched together and packaging does not carry the full working solution?

CC:  @rijuthav; @jithinmony; @HengHe; @RajK; @ydmuley; @revathi; @Deeksha; @MPistone; @Ari_Fuller; @Arianna_Fuller; @JoshKushner; @samN; @avinashbonu; @Sunder_Sriram; @Rahul_Thakur; @Rahul_Singh

So far, Alteryx Products are offered in 6 different languages, which is a great thing indeed !!

However there is a lack of a toggle option to effortlessly switch the interface to a different language.

As a standard feature users should be allowed to switch language without re-installing the product (applicable to all Alteryx products)

 Ref: https://community.alteryx.com/t5/Alteryx-Knowledge-Base/How-to-Change-Alteryx-Designer-Language/ta-p...

Functions such as Year([Date Field]), Month([Date Field]), and Day([Date Field]) would really help with date-based formulas and filter tests.

I've got six workflows up on my screen now and must reboot. I would like the option to save the workspace and reopen all flows at once.

Cheers,
Mark

Sometimes I want to copy just the Name and Type fields from the metadata in the Results window. Even when selecting this option, however, all 5 available fields still get copied and pasted. I would like to see this change to work as expected and only copy those cells selected.

Copy only the first two columns

All of them get pasted

Cc @DultonM 

Often we run into two pretty common situations:

• You want to move a Select, Formula, or Filter to a different point in your workflow
• You want to remove a tool entirely, without affecting the workflow in any other way.

In both cases, I would prefer that I can set the default behaviour of ctrl-x or delete like the way 'Delete and connect around' behaves.

Thanks,

Ruud