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Alteryx Designer Ideas

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We are using Alteryx designer to bulk upload to Snowflake database. We also use Alteryx Connect to pick up metadata from Snowflake. It would be awesome if the designer can add table and field description and snowflake loader can pick up the description automatically. 

 

As of now, the metadata loader doesnt pick up metadata content in real time. This feature will motivate our analysts to document which will improve Connect adoption in our department. 

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.

Hi Alteryx,

 

Can you add the search functionality in the dropdown (Apps) where the user enters specific text and the dropdown list gets filtered accordingly?

It would enhance the user's experience while using large lists in dropdown.

Currently the cross tab tool automatically sorts alphabetically by the "New Column Headers" field. Often times I have to output data with dates across the columns and therefore have to do a cross tab to achieve this. The problem is when I have the dates formatted with month names, the crosstab automatically sorts it in alphabetical order instead of date order (i.e. Apr, Aug, Dec, etc vs Jan, Feb, Mar). To get around this issue, I have to use a dynamic rename tool. It would be great if there was a way to choose the order of the crosstab (i.e. in the order of the data, crosstab, another field, etc.).

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.

One thing I have noticed is that for some of the end-users of the apps I have in the gallery is that running the app from server is enough of a barrier that they don't use it at all. I have had to send links repeatedly to gallery, to apps on server for them to run them.

 

What I would love is a way to create a custom desktop icon (bear with me - I don't have the lexicon.) that an end-user would open and it would launch the app in the server directly (I'm assuming this would be opening a browser of choice, opening the app/workflow to the screen where it gives you the option to 'Run/Download/Schedule'  rather than accessing it through a shared collection in the Gallery through a browser.

Possible extensions of this are the ability to create an app for a mobile device where they can access an app/workflow on server directly to run it from a phone/ipad.

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

When upgrading to 2019.1, the content of my Python tool was deleted. Although this may be a bug in the 2019.1 version, or just a bug in the upgrade process. Either way, it is problematic that details of a canvas would be deleted at all.

 

My guess is if the content of the Python Tool could be reliably stored in the canvas XML this issue could potentially be resolved.

Referencing the previous idea: Inputs/Output should have the option to read/write a compressed file (ZIP or GZIP)

 

This idea has been implemented for inputting .zip files. However, we still need to use the run command workaround for outputs. It's very common for many users to want to output their .csv, .xlsx, .pdf to a .zip. The functionality would also need to extend to Gallery.

 

See the following links for people that are looking for this type of functionality:

https://community.alteryx.com/t5/Alteryx-Server-Discussions/Download-Multiple-Outputs-from-the-Galle...

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Output-files-to-ZIP/td-p/163502

https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Zip-files/td-p/151456

 

Feel free to merge this idea with the previous one for continuity.

My specific use case relates to writing to AWS but am sure there are many other use cases for federated user session token support.

 

Specifically, using the S3 Upload tool or Athena Bulk Write (via SIMBA and Athena ODBC), the configuration works when using a IAM user, access key, and secret access key but when using a federated user via Okta there is no option to enter the session token and authentication fails.

Alteryx desktop should support federated users' session tokens.

When opening an App in Designer - you are generally opening it to work on.  It should not open as an App but rather it should open as a Workflow.  Maybe make it so if you hold down the Ctrl or Shift key and opens the App - it opens as an App and you can test it out.

I just downloaded Alteryx Designer 2019.2 yesterday and got busy straight away but couldn't help notice that while I like the general look and feel of the tool and general design language, I'm concerned that configuring the tools I work with will require so much scrolling.

 

Could we add the ability to set the zoom level of the configuration pane like we do in the workflow window or have some form of control on how the config pane sizing of contents.

 

I have attached the config panes using the crosstab tool as an example with 2018.4 on the left and the new 2019.2 on the right. I took care to snapshot both versions the same dimension for a more apples to apples comparison.

Screen Size 2018.4.PNGScreen Size 2019.2.PNG

It is just a bit of annoyance, really. I'd like to see the option of inputting a hexcode of color and/or a screen color picker in the color dialog. At the moment, you have to change R, G, B separately or play around with the cursor to find the right color.

The color dialog is relevant for the documentation purposes but also reporting tools and I'm sure it would make life easier to some people, especially when branding colours are important.

 

 

image.png

Now that 2019.2 is officially released I'll raise this here as I know it was raised as part of the beta testing. With the new interactive browse tool when filtering results the record numbering restarts.

 

For example in this window from a weekly challenge, I originally have this:

Interactive Results 1.PNG

Then when I filter on the Allocated column for records where the Allocated amount is 0, I get this:

Interactive Results 2.PNG

And as you can see the Record on the left hand side is numbered 1 - 15, so when trying to locate one of these lines to check the formula is working as expected it makes it difficult to isolate, where as if I knew that filtered record 10 was actually record 394 in the data I can then scroll to that point.  

 

I know a solution to this would be to add a record ID field to the data, but this is not always needed.

There has been the idea of running tools in a workflow in parrallel...

It's a tough job becuse there are a lot of complex dependencies I get that...

 

but how about a lazy parallelization so that 

until the independent parts of a workflow merge, with a join or a union or an append, 

these clusters can be run in parallel I believe...

 

Picture1.png

 

  

Using other data viz tools like Tableau, we often plot yearly timeseries of data onto the same line chart so we can quickly compare year-on-year differences.  All data viz tools seem to have complexities but the logical approach is the same.  What you do is map all the years data to a relative year, i.e. this year, and then give each year it's own title.  See the example below snipped from a Tableau dashboard:

 

image.png

 

In this example 7 years of data have been plotted on the same chart.  Note the x-axis,  In Tableau we are able to format the X-Axis labels to only show month and day (Mon-D).  This removes the common relative year, i.e 2019.

 

As expected, Alteryx is awesome at preparing data to do this kind of thing.  Using the interactive charting tool you can build really nice charts.  However there is currently no way to format the X-Axis label, you must show the relative year too, as shown in the picture below (snipped from the browse tool, outputted from the interactive chart tool):

 

 

image.png 

 

It was really easy to prepare the 5 year min, max and average lines, which is almost impossible to do in Tableau!

 

My idea in a nutshell is, please change the interactive chart tool so that the labels on the axis can be formatted to the user's choice, i.e. in this case formatted from datetime to "%B-%d".

 

Please note, the workflow i'm building in this case, is creating 3 line charts of related data, each by year.  The end product is a daily email sent to users.

 

Thanks, nick 

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:

AliasTableau Prod
DescriptionTableau Production Server
UserIDJPhillips
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:

 

AliasTeamSP
DescriptionTeam sharepoint location
UserIDJPhillips
Password*********
URL http://sharepoint.com/myteam
+ 

 

Or perhaps for a team file location:

AliasTeamFiles
DescriptionRoot 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

Alteryx should raise a Conversion Error if re-sizing of a string field in a Select tool results in data truncation. It does this for integers but if a string is truncated there is no indication of this in the workflow output.

Every time we create a file output - you first have to check if the folder exists - and if not then create it.

 

Currently it's quite onerous to do a directory create - especially with all the error trapping to make this production safe - and everyone is reinventing the wheel in their own companies.

 

Given the commonality of this need - could we add a tool that allows you to check for existance of a directory and attempt to create it (with nested directories and useful status / error descriptions to act upon)

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