We're excited to announce that we'll be partnering with Credly starting October 19th - see what this means and read the announcement blog here!

Alteryx Designer Ideas

Share your Designer product ideas - we're listening!
Submitting an Idea?

Be sure to review our Idea Submission Guidelines for more information!

Submission Guidelines

Featured Ideas

Hi 

Wanted to control the order of execution of objects in Alteryx WF but right now we have ONLY block until done which is not right choice for so many cases 

Can we have a container (say Sequence Container) and put piece of logic in each container and have control by connecting each container?
Hope this way we can control the execution order
It may be something looks like below 


This is a pretty quick suggestion:

 

I think that there are a lot of formulas that would be easier to write and maintain if a SQL-style BETWEEN operator was available.

 

Essentially, you could turn this:

ToNumber([Postal Code]) > 1000 AND ToNumber([Postal Code]) < 2500

 

Into this:

ToNumber([Postal Code]) BETWEEN 1000 AND 2500


That way, if you later had to modify the ToNumber([Postal Code]), you only have to maintain it once.  Its both aesthetically pleasing and more maintainable!

I've seen this question before and have run into it myself.  I'd like to see a new tool that would allow a developer (of a workflow) to choose a path of logic based upon criteria known only during the execution of a module.

 

If LEFT INPUT Count of records < 10,000 THEN Path1 (e.g. use a calgary join)

ELSE Path 2 (e.g. use a standard join)

endif

 

Thanks,

 

Mark

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

I'd like to see Alteryx allow a second install of your license on a second, personal machine.  Tableau allows this and IMO is why there is such a robust online / blog community around that product.

 

For those of us that work at mid-size to large organizations, there are often strict rules governing internal data and use of cloud-based data sources.  If I discover some new trick I'd like the share with my fellow Alteryx analysts outside of my company, I have no clear way to do that the same way I can with Tableau where I can do it at home not using my company's data.

 

Being able to learn new features and test things out on commonly available public data (ever notice that Superstore data set everyone who gets Tableau has?) would accelerate what we're able to do with the community site here and the larger analytics blogging community.

 

 

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. 

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

I constantly find my using pre and post SQL Commands in the Output tool to run SQL when I don't actually have any data to output.

 

One example is when I load data into S3 and want to load it into Redshift. I have SQL code to run but no data to Output - I end up running a dummy row into a temp table.

 

So can we have an SQL tool that simply acts the same as a Pre-SQL command without the associated data output. Once the command is run we should be able to continue the workflow, so the tool should have an option input and output, like the Run Command tool.

 

 

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

 

 

 

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

 

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

Can you put a check box on the container title bar to make it easier to enable/disable containers in the process window? And can you make the minimize/maximize option for a conatiner a separate option from enable/disable?

At the moment containers either expand and overlap other tools, or you have to leave space for them (defeating the original purpose of using them). Is there a way we can have the containers expansion shift the workflow so the others tools shift down / right to account for this expanision?

I'm not sure if this will ever be possible, but I know that it would greatly benefit me and I'm sure thousands of other users. In my work place I am constantly working in a conference room and at my desk. At my desk I am wired into an Ethernet connection while in the conference room I am wireless. When I start my workflows after working with my team in the conference room, I can't go back to my desk until the workflow is finished running because I am changing internet connections and I lose connection to the databases. With the pause button it would become possible to run a workflow and then change my internet without losing connection to the databases.

 

Another use for this would be while testing a workflow with a new tool. There are times I run a workflow that can take a few hours, but then I realize there is a mistake somewhere in my workflow, where the data hasn't reached yet. I think it would be very helpful to be able to pause the workflow and add the new tool in, while seeing results from tools it has already passed through.

 

But yet again this is just an idea that relates to me, I wonder what the rest of the community thinks.

We have discussed on several occasions and in different forums, about the importance of having or providing Alteryx with order of execution control, conditional executions, design patterns and even orchestration.

I presented this idea some time ago, but someone asked me if it was posted, and since it was not, I’m putting it here so you can give some feedback on it.

 

The basic concept behind this idea is to allow us (users) to have:

  • Design Patterns
    • Repetitive patterns to be reusable.
    • Select after and Input tool
    • Drop Nulls
    • Get not matching records from join
  • Conditional execution
    • Tell Alteryx to execute some logic if something happens.
    • Record count
    • Errors
    • Any other condition
  • Order of execution
    • Need to tell Alteryx what to run first, what to run next, and so on…
    • Run this first
    • Execute this portion after previous finished
    • Wait until “X” finishes to execute “Y”
  • Orchestration
    • Putting all together

This approach involves some functionalities that are already within the product (like exploiting Filtering logic, loading & saving, caching, blocking among others), exposed within a Tool Container with enhanced attributes, like this example:

OnCanvas.png

 

 

The approach is to extend Tool Container’s attributes.

This proposition uses actual functionalities we already have in Designer.

So, basically, the Tool Container gets ‘superpowers’, with the addition of some capabilities like: Accepting input data, saving the contents within the container (to create a design pattern, or very commonly used sequence of tools chained together), output data, run the contents of the tools included in the container, etc.), plus a configuration screen like:

 

ToolcontainerConfig_Comment.png

 

 
  1. Refers to the actual interface of the Tool Container.
  2. Provides the ability to disable a Container (and all tools within) once it runs.
    • Idea based on actual behavior: When we enable or disable a Tool Container from an interface Tool.
  3. Input and output data to the container’s logic, will allow to pickup and/or save files from a particular container, to be used in later containers or persist data as a partial result from the entire workflow’s logic (for example updating a dimensions table)
    • Based on actual behavior: Input & Output Data, Cache, Run Command Tools, and some macros like Prepare Attachment.
  4. Order of Execution: Can be Absolute or Relative. In case of Absolute run, we take the containers in order, executing their contents. If Relative, we have the options to configure which container should run before and after, block until previous container finishes or wait until this container finishes prior to execute next container in list.
    • Based on actual behavior: Block until done, Cache, Find Replace, some interface Designer capabilities (for chained apps for example), macros’ basic behaviors.
  5. Conditional Execution: In order to be able to conditionally execute other containers, conditions must be evaluated. In this case, the idea is to evaluate conditions within the data, interface tools or Error/Warnings occurrence.
    • Based on actual behavior: Filter tool, some Interface Tools, test Tool, Cache, Select.
  6. Notes: Documentation text that will appear automatically inside the container, with options to place it on top or below the tools, or hide it.

 

This should end a brief introduction to the idea, but taking it a little further, it will allow even to have something like an Orchestration layout, where the users can drag and drop containers or patterns and orchestrate them in a solution, like we can do with the Visual Layout Tool or the Interactive Chart tool:

Alteryx Choreographer.png

 

I'm looking forward to hear what you think.

Best

Idea: Prompt the user to find a missing macro instead of the current UX of a question mark icon.

 

Issue: When a macro referenced in a workflow is missing, then there is no way to a) know what the name of the macro was (assuming you were lazy like me and didn't document with a comment) and b) find the macro so you can get back to business.

 

When this happens to me know, I have to go to the XML view and search for macros and then cycle through them until I find the one that's missing. Then I have to either copy the macro back into that location or manually edit the workflow XML. Not cool man.

 

Solution: When a macro is missing, the image below at the right should be shown. In the properties window, a file browse tool should allow the user to find the macro.

 

 

 

FindMissingMacro.png

 

 

 

 

 

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!

 

It would be nice to be able to append to a YXDB instead of having to read in the whole thing, union the new records, and then re-create it. 

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.

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.

 

Top Liked Authors