Alteryx Designer Desktop Ideas

In short:
Add an option to cache the metadata for a particular tool so that it doesn't forget when using tool that have dynamic metadata such as batch macros or alteryx metadata engine can't resolve such as python tool.

Longer explanation:

The Problem:

One of the issues I often encounter when making dynamic workflows or ones that require calling external services is that Alteryx often forgets the metadata of what columns to expect. This causes the workflow to forget configuration of downstream tools when a workflow is first opened or when the metadata engine refreshes. There is currently the option to disable the metadata engine from automatically refreshing but this isn't a good option because you miss out on much of the value it brings.

Some of the common tools where I encounter this issue:

• Json parse
• Batch macros
• Python tool
• Regex parsing to rows

Solution:

Instead could we add an option to cache the metadata for a particular tool, this would save the metadata from the last time the workflow ran to within the workflows XML so that it persists when closed and reopened. Then when the metadata engine runs when it gets to this tool instead of resolving the metadata from the tool it instead uses the saved version in the XML. Obviously when it actually runs it would ignore this and any errors would still occur.

This could be an option in navigation pane of each tool. Mockup below:

This would make developing dynamic workflows far easier and resolve issues of configuration being lost when the metadata changes and alteryx forgets the options.

Maybe this pointless but my guess is that memory usage could be as important as processing time and is probably a simple addition to the performance profiling feature.

When I run a Standard Workflow in the Designer, I can continue to work on other workflows, I can even run two workflows in parallel.

In contrast, when running an Analytical App in the Designer, the entire program is blocked and neither another workflow can be edited or run.

I propose to allow access to the Designer GUI also when running Analytical Apps.

Similar to being able change the parameters of a tool using the interface tools, it could be very useful if Alteryx Designer had an option where the configuration of a tool can be modified by another tool's output (which can only consist of one row & column and may include line breaks/tab characters, only first row is used if there are multiple rows) while the workflow is running, therefore reducing the need to chain multiple apps.

This feature could be made possible as the "Control Containers" feature is now implemented, and it could work like below:

Suppose you need to write to a database and may need to specify a Pre-SQL statement or Query that needs to be dynamically changed by the result of a previous tool in the workflow.

In this case, as the configuration of a tool in the next container needs to be changed by the result of a previous formula, there would need to be an additional icon below the tools, indicating that the tool's result can be used for configuration change.

This icon which will appear below the tools will only be visible once at least one Control Container and an Action tool is added to the workflow, and will automatically be removed if all the control containers are removed from the workflow. User can change the configuration of the destination tool using an action tool, which must be connected to a tool in a container that will be run after the one it is contained in has finished running, as a tool (or several tools) that is contained in the next CC in the workflow needs to be dynamically modified before the container it is contained in is activated.

If a formula tool containing multiple formula fields is added to the action tool, the user will see all the formula outputs similar to connections (i.e. [#1], [#2]...) that can be used as a parameter.

The screenshot below demonstrates the idea, but please note that this is a change where adding an action tool may not mean that this workflow will need to become either a macro or an analytic app, so a new workflow type may or may not have to be defined, such as "Dynamic Configuration Workflow (YXDW)". Analytic Apps and Macros which utilize this feature could still be built without having to define a new workflow type.

Quite often, I would love to be able to use Browse tools already while the workflow is still running, if that specific Browse tool has completed (green box around). This would help to debug and save a lot of time.

In this case, the lower Browse tool would be enabled already now.

This is a question which is somehow in between Designer and Gallery ideas.

When saving a workflow to the Gallery, the user can select the Assets (elements which are also copied to the Gallery). The point in time during the save process is a bit questionable from my perspective.

Often, I develop workflows locally until they reach a state in which I want to move them to the Gallery so that they can be included in Schedules or be made available to other users. I would like to be able to select which macros or datafiles are copied to the Gallery as well much earlier in the development process. From my perspective, it would be great if the user could set the Assets settings in the "Workflow Dependencies" window as well. I propose 3 possible values for each element (macro or data file):

• "Auto" → decide on asset when saving the workflow to the Gallery (current behaviour)
• "Yes" → Copy this element as asset in the Gallery
• "No" → Do not copy this element to the Gallery 
• "N/A" → The question does not apply to this row (e.g., directory)

It could look like this:

When I open I'd workflow, I'd like the option click on "something" to see content previous created for the workflow.  The content I'd use most frequently is:  How was the INPUT data obtained?  ALL of the Alteryx workflows I will be creating with my current employer will require some level of pre-build of the data sources.  I would like to document the pre-build requirements (could be pages of text, so "comments" aren't optimal) and be able to ask for them as needed.

Optimally, this feature would accept .docx, .pdf and other standard formats.  Another option would be to support a URL that would link me to the content.  For my purposes, this would be even more advantageous as all of our knowledge content is on-line.

One of things I like to do is select a bunch of tools and to see the collective performance of particular part of a workflow. It would be super cool if these stats were aggregated. 

I could imagine then you could run alternative solutions side by side and then just select the tools involved to compare.

Currently, Cache and Run Workflow cannot be used if there's a second branch of data which goes around the tool which you want to cache. This slows down intermediate runs especially in complex workflows with a lot of inter-dependencies.

For example:

If you want to cache at the formula "Do something", Alteryx will not allow this because a single temporary cache file at this tool will not be sufficient:

My suggestion is that Alteryx allows multiple cache files for one single cache event. In this case:

Proposed process:

1. Run the cache run from the initial source(s) of data (here the Text Input tool) via all tools needed to produce the output of the selected tool (here Formula "Do something"). In this case: Text Input, left Select, Formula.
2. Produce a cache file for every tool which has a connection towards outside of the direct tool chain. In this case: Cache file 2 (as Alteryx does it today), Cache file 1 (new behaviour)

This way, I could use Cache and Run Workflow much more often which would save me a lot of time. 

Hi!

Under User Settings, if you could add options to change what Alteryx shows in the tool configuration window. Currently, it shows Field, Type, Size, Rename, Description. I've been using Alteryx for almost 20 years, I've never used the Description field for anything. If Alteryx provided the option to remove it from the view for users who never use it, then the Rename field would no longer get truncated, which is a field I think is more widely utilized.