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Alteryx Designer Desktop Ideas

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I decided to get real fancy when building a standard macro the other day. I checked the box on my macro input that made the connection optional:Capture2.PNG

 

shocked-will-smith

 

It worked really well. My macro then became more complex, so I changed it to a batch macro. To my great surpise/astonishment/shock, the optional incoming connection is no longer optional:

Capture.PNG

 

The standard macro is working as expected on the left, but the batch macro is producing an error because my optional connection is requiring that something be connected to it.

what-did-you-just-say

 

I've been told that the code to make it optional is not there for batch macros and that this would be a product feature/improvement.

 

Take this example macro

cgoodman3_0-1673727883220.png

I've build in a message on the tool to inform the user that the macro is set up in test mode. What this macro does is it will either filter the records based on a condition which the user provides in the macro configuration via a text input tool, for example Contains([Name],"Goodman") or they can select a check box to override the testing mode.

cgoodman3_1-1673728028730.png

 

What I want is the user to be notified when there is a filter condition being applied, so they can quickly identify where in the workflow data might not be the full dataset. At the moment this is achieved using the error tool, but due to be it being the error tool you are limited to only specifying the red !

 

Therefore my idea is to update the error tool to allow the user to specify additional indicators, such as a warning triangle, because the message I am displaying is actually a warning to the user. Additionally it would be great if you could provide custom images (for example a glass flask) to show it's in a test mode, like you can with the macro image tools.

 

 

Hi there Alteryx team,

 

When we load data from raw files into a SQL table - we use this pattern in almost every single loader because the "Update, insert if new" functionality is so slow; it cannot take advantage of SSVB; it does not do deletes; and it doesn't check for changes in the data so your history tables get polluted with updates that are not real updates.

 

This pattern below addresses these concerns as follows:

- You explicitly separate out the inserts by comparing to the current table; and use SSVB on the connection - thereby maximizing the speed

- The ones that don't exist - you delete, and allow the history table to keep the history.

- Finally - the rows that exist in both source and target are checked for data changes and only updated if one or more fields have changed.

 

Given how commonly we have to do this (on almost EVERY data pipe from files into our database) - could we look at making an Incremental Update tool in Alteryx to make this easier?    This is a common functionality in other ETL platforms, and this would be a great addition to Alteryx.

 

 

SeanAdams_0-1643148983216.png

 

The autorecover feature should also backup macros. I was working on a macro when there was an issue with my code. I have my autorecover set very frequent, so I went there to backup to a previous version. To my great surprise, my macro wasn't being saved behind the scenes at all. My workflow had its expected backups, but not my macro. Please let any extension be backed up by autorecover.

 

Thanks!

Creating .yxi files currently is a manual and a bit of a fiddly process. It would be great to just have an option in the menu to click which would auto package the macro into a tool installer file.

Example Export.png

It would be helpful to be able to embed a macro within my workflows so in the end I have one single file.

 

Similar to how Excel becomes a macro enabled file, it would be great if the actual macro could be contained in the workflow.  As it stands now, the macro that I insert into a workflow is similar to a linked cell in MS Excel that points to another file.  If the macro is moved the workflow becomes broken.  I often work on a larger workflow that I save locally while developing.  Once it's complete, I then save the workflow to a network drive and have to delete the macros and reinsert these.  It also makes it challenging if I were to send a workflow to someone else... I will have to give them instructions on which macros to insert and where.  Similar to a container, they could be minimized so to speak to their normal icon, and then expanded/opened if any edits were needed....then collapsed when done.

 

Thanks for the consideration.

Right now in order to pass a parameter to pre/Post SQL we need to make a macro as a work around.

It would be really great if this was a native capability for the output tool so we don't have to replicate all the output too fields as macro inputs

Hey there,

 

The performance profiling option on the "runtime" tab is very helpful to identify bottlenecks on a long-running workflow.   However this is missing (along with the entire "Runtime" tab) if I change this to a macro.

 

Given that the only way to build relatively complex dependant chain jobs is to wrap them in dummy batch macros (using a macro like a sub-procedure with flow-of-control on the master-canvas) - most of our work is done in Macros - so it would be helpful to be able to performance profile them during testing.

As I previously mentioned here, I think that CReW (Alteryx) Runner could hugely benefit from additional enhancements and documentation that would be made for it, especially by adapting certain functionalities found in AlteryxEngineCmd.exe to AlteryxRunner.exe.

 

Enhancements

Encoding

As you might have already noticed while using the Alteryx Runner (also documented in this page), the AlteryxRunner.exe executable that is being used by Alteryx Runner does not produce the log file in UTF-16 (default Alteryx log output encoding) or UTF-8 encoding.

 

Therefore, if there exists a tool in your workflow that could produce a message that includes characters that are not supported by the limited Latin code pages (not including Extended Latin) or only supported by UTF-8 / UTF-16 code pages (same applies to workflow/analytic app name, input file names, output file names and directory names), you will notice that the output log is cut off exactly at that character, even if you use an installer such as this, which modifies the input read options of the Read Results section in the Run Command tool in the macro to read the log file produced by the AlteryxRunner.exe in a UTF-8 encoding.

 

This limits the way in which users can name their files, directories and workflow names, produce custom messages, or render the Runner tool unusable in certain languages.

 

As the output encoding settings are directly stored in the AlteryxRunner executable, this is unfortunately not an option that can be changed by the end user and requires direct modification to the AlteryxRunner.exe executable file directly from Alteryx development team.

 

While not being sure if AlteryxRunner.exe is capable of executing workflows or analytic apps that contain characters in their names or their directory names only supported by Extended Latin / UTF-8 / UTF-16 code pages, I would expect that support to be also added in case it's not already there.

 

Parameters (Command Line Arguments)

- While trying to find if AlteryxRunner.exe supports any command line arguments, I noticed that it is not possible to run an analytic app with custom values (or even if there is, there's no documentation for it, something I have written about below) via AlteryxRunner.exe, so it would be great to be able to run a YXWZ file with custom values (either using an XML file generated while the workflow is running or a "raw xml data stream with no quotation marks or line feeds" provided in the Runner tool as a new option (a text box for XML File Full Path and another one for Raw XML Data Stream toggled by two radio buttons in a check box group named This workflow is an analytic app) added to the interface of the Runner tool in addition to the workflow full path, already included as a text box interface tool). This would save the users from having to generate an analytic app from a template analytic app (at least in some cases where no advanced modifications to the workflow XML would be necessary) just to be able to change the app values stored in the app.

 

As already specified in the Encoding section above, I would also expect (at least) the XML file (even if not Raw XML Data Stream) to be able to be read in using UTF-8 encoding.

 

- I think that users should also be able to specify whether to run a workflow or analytic app using E1 or AMP (overriding the workflow settings), just like in the executable AlteryxEngineCmd.exe. In addition to this, if the AMP flag is passed, there should also be an option (or a 3rd option in addition to E1 and AMP) to pass an Engine Compatibility Mode flag.

 

- As a final addition, I believe it should also be possible to optionally specify the Memory Limit if desired using an additional flag.

 

I also think that the two last features should also be added to AlteryxEngineCmd.exe, which could benefit from additional enhancements including but not limited to these suggested in this idea post.

 

Documentation

Parameters

As you might have noticed while reading the two documentations Run Workflows by Command Line and Runner Tool, while there is an advanced documentation on the use of AlteryxEngineCmd.exe, only the use of the Runner Tool itself is documented and not AlteryxRunner.exe. Some of the enhancement requests here are directly a result of this situation (these features could already exist in AlteryxRunner.exe but we would not be aware of it if these were not documented). While such a documentation would not be needed by the Alteryx Designer users (as those arguments could be passed by the choices users make in the macro interface), it might help better understand the capabilities of the executable that makes it possible for a macro such as Alteryx Runner to exist in the first place.

As seen in This Discussion Post,  the idea here is to be able to add a link to example workflows in macro descriptions - like the ones seen in native tools.

 

Filter ToolFilter Tool

Many thanks to @jdunkerley79 for demonstrating how this can be done by manually editing the macro's XML - specifically by adding a child element to the <MetaInfo> section, like so:

 

      <Example>
        <Description>Open Example</Description>
        <File>\\aSERVER\aRootDir\path\to\Alteryx\Macros\Date Wizard\Date Wizard Examples.yxmd</File>
      </Example>

One small caveat is that it doesn't support truly relative paths.  @PaulN explained in the discussion post that a relative reference here would search in the sample folders.

 

"Alteryx default behavior is to look for examples under .\Alteryx\Samples\02 One-Tool Examples or Alteryx\Samples\02 One-Tool Examples (or .\Alteryx\Samples\en\02 One-Tool Examples)."

 

Having said that, trying to reference a macro example in the same folder (using a relative reference) will throw an error given the following situation:

 

Package Structure:

Macro Package.png

Date Wizard.yxmc XML edits:

 

      <Example>
        <Description>Open Example</Description>
        <!-- THIS WORKS -->
        <File>\\aSERVER\aRootDir\path\to\Alteryx\Macros\Date Wizard\Date Wizard Examples.yxmd</File>
        <!-- THIS DOESNT
        <File>Date Wizard Examples.yxmd</File>
        <File>.\Date Wizard Examples.yxmd</File>
        <File>./Date Wizard Examples.yxmd</File>
        -->
      </Example>

This shows a link in the Macro description but yields an error (shown below) when it is clicked.

 

Example Link ShowsExample Link ShowsErrorError

 Once again, this works fine with an absolute file path reference.  

 

Here is ultimately what I am suggesting:  Can we add an option to the Interface Designer (that updates the XML) and have it allow relative paths?  Allowing relative paths would obviously be essentially to maintaining the macro's ability to be "lift-and-shift" when packaged/moved/uploaded to servers/galleries etc.

 

I'm assuming the option could look something like this, similar to the "Help" file -only it would show link in the macro description...

Interface Designer SuggestionInterface Designer Suggestion

In conclusion, this would be very useful in providing links to example workflows for custom macros that may be complex and/or not self-explanatory.

 

Cheers,

 

Taylor Cox

Despite being an Alteryx user for 2 and a 1/2 years this is something I have only recently came across but it does not appear that you are able to use debug mode appropriately with macros.

What I mean is, I have a macro input which drives a series of drop down boxes. In debug mode my drop down boxes will not populate. Now I understand why, Alteryx doesn't know what the input is so it doesn't generate the meta data for the debug mode drop downs.

What I suggest Alteryx do is automatically convert your macro inputs for file browses for the purpose of debug mode (I had to do this myself manually and it was a tedious task, not only to set up but then maintain two separate versions, one essentially an application and one a macro).

Or, by default debug mode uses the macro input data to run through debug mode as.

Ben

I've recently been delving into using the interface tools and there are a couple of glaring issues for me as a developer/designer, all having to do with the UI, ironically (yes, I used that correctly!) with the interface tools. The irony here is that the interface tools utilise a poor user interface.

 

Firstly, I finished this video to ensure I was indeed doing things correctly, and I was.

 

The UI for designer's interface tools is incredibly sluggish. In order to rearrange tools, each time you create a new one, you have to push the up arrow for each tool and you have to traverse the groupings.

This will take forever. I counted 36 clicks.This will take forever. I counted 36 clicks.

 

Instead of this, I suggest two changes to the interface designer.

 

  1. 1. Allow a control-click in the interface designer layout view so that multiple elements can be selected and they can traverse the groupings and be moved together. When one has, say 4 elements in 2 nested groupings, that is a lot of clicks to get your new element to the top. Having to do it with its radio-button partner: pretty much infuriating.
  2. ONE at a time, children. No control-clicking. That would lead to pandemonium?ONE at a time, children. No control-clicking. That would lead to pandemonium?Allow control-click in the tree view as well. The fact that we can only click one item at a time and move it one slot at a time is incredibly time consuming. It seems a no-brainer to at least allow a control-click here.
    • Bonus: Include the ability to jump to the top and/or pop out a level with left/right arrows in the tree interface. 

I know not everyone is building macros/apps and dealing with this, so I have little faith that this will jump to the top of your queue. But this is a painful part of the UI. I don't know if your UX designers could easily fix this or if it is more pain on your end than the pain you're giving me, but I just want to say: This hurts. 35 clicks every time I add a new element with no option to 'move to top' like you (wonderfully) do in the select tool is a big drag on my time (hint: maybe add that sort of functionality too; the select tool manages this stuff so well!). Which is supposedly valuable. In theory. But it certainly doesn't feel that way when I've spent 10 minutes clicking an up arrow (and yes, my UI is slow. And I may be exaggerating, but not by much!). 

Thank you for your continued improvement!

 

-Çædric Justice
Alteryx Developer
Cambia Healthcare

 

When building an Alteryx Macro - one of the tough parts is that the input data you put into the Macro Input is used for testing, but you cannot set the type.

 

So for example - I want to test with the value 1, and Alteryx automatically assumes this is a Byte.

However 1 is just a useful test value, but I need this to be an int 64.

 

Can we provide the option to strongly type the macro inputs - this way, we can give advanced users the ability to control the type on Macro Inputs, and not run into this sort of issue with test data implicitly defining the type?

 

Note: this is similar to the idea here:

https://community.alteryx.com/t5/Alteryx-Product-Ideas/Set-data-type-in-Text-Input-tool/idc-p/115209...

 

Hello! I'm just wanting to highlight a couple of small issues I've found when trying to use the TS Covariate Forecast.

1. The example workflow does not open. This has been tested on multiple machines with different users. Right clicking the macro allows for the option 'Open Example Workflow':

TheOC_0-1643812709573.png
However the button does not work/do anything. It is listed as a tool with a 'one tool example' (https://help.alteryx.com/20213/designer/sample-workflows-designer) so i would expect this to work.

2. Fix left/right labelling of input anchors. Currently the anchors are labelled incorrectly (compared with the join tool):

TheOC_1-1643812782521.png


This can make things confusing when looking at documentation/advice on the tool, in which it is described as the left/right inputs.

Thanks!
TheOC

This is similar to a prior idea now marked complete "Allow macro metadata to persist until next run".  I tried the check box solution and still have the same issue, running V11.

 

What we NEED is for tools that derive columns like CrossTab to retain metadata from the most recent run and thus pass that metadata downstream for further tools and development.

 

Use case:

I have several cross tabs and before V11 I could run the flow once to push metadata downstream, then add or modify tools downstream and the derived fields from the cross tab stayed available in those tools to be recognized and referenced as I add more tools and logic. Now in V11 I am finding if I click on a tool or add a tool downstream the metadata for the derived columns disappears.

 

I attached pics to illustrate where I have 6 CrossTabs and decided I needed to add a summary downstream.  I had to run the flow to get metadata populated which is normal and I added the first summary, then inserted another summary and immediately the derived column metadata was lost in all paths after the crosstabs.  so ended up having to re-run the flow 5 more times for each summary tool added. then I had to re-run it 5 more times to adjust column names in selects after downstream joins.

 

I end up wasting a lot of time having to re-run a sufficient test file to feed all the variety of data necessary to generate all columns between most edits or new tool adds.  What used to take ~5 minutes to do now takes ~35

 

I recall seeing and discussing this issue previously and hoped the check box would resolve but It does not fix the issue.  

 

We see similar issue for tools downstream from other tools where the columns are derived or uncertain until that tool runs, such as, transpose, Joins and Unions.  I recall some discussion at user groups and in the community but the only reference I found this morning of seeming relevance is the one I mentioned above.

 

Hi all,

 

If you try to use Alteryx to solve simple recursive problems like the Towers of Hanoi; or solving Sudoku - you get this error

SeanAdams_0-1639453028620.png

Please could we enable Alteryx to allow recursive macros - this would not only be helpful for problems such as Towers of Hanoi - it's also particularly useful for solving problems like walking an HR tree to get to the leaf nodes

Hello,

It appears that Alteryx does not accept .svg (or other vector image format) for icons (I think to custom macro icons), image in comment, etc...

I think that would be a great idea, especially to manage web integration and support of different resolutions.
here an example of a svg logo I made :
Logo_BD_Market_vectoriel.svg

As you can see you can zoom in/out without loose quality.

 

For reference, here is long blog post about why SVG is great : https://bumpsetcreative.com/10-reasons-the-image-format-svg-is-rocking-the-internet/

 

To sum it up :

1) SVGs are widely supported

 

2) SVGs are speedy

 

3) SVGs scale perfectly

 

 

4) SVGs are high resolution

 

5) SVGs can be styled through CSS

 

6) SVGs can be animated

 

7) SVGs can be rearranged easily

 

😎 SVGs support transparency

 

9) SVGs are great for readability

 

10) SVGs stand out

Dynamic macros that fetch the current version at every run time vs storing a static copy of the macro with the workflow at publish time are challenging to pull off using shared drives. 

 

This suggestion is to store dynamic macros in the gallery and secure their use with collections.

 

For performance, it would be great if designers could mark Batch Macros safe for parallel execution. E.g. the macro will not dead-lock itself accessing inputs / outputs. 

 

Either Alteryx would run all iterations simultaneously, or to what available resources permit.

 

My use case here is a rule table (DMN) which execution against a data set, each rule needs to be executed against each row. The rules are expressed as formulas and are joined through the Dynamic Replace tool.

 

However we need to check whether inputs match multiple rules these may violate the matching process, so I run each rule through the batch macro to find matches. Once all matches are processed then validation on the matching occurs.

 

The input could be 30k rows, and there are about 80 rules which my Alteryx takes about five minutes to execute.

Currently - in order to run a series of Alteryx processes which have start-finish dependancies, you have to hack this by putting each sub-process into batch macros with fake inbound and outbound controls and a fake control parameter.   Additionally, alteryx forgets the mapping of parameters if you move stuff around, and you have to re-link it all up again, running each step 1 by 1 until the next one fails.

 

some may say "just use Block until done"

- this only partially solves the issue if your dependency chain is one deep (e.g. create the table; and then send a summary of errors found in the table)

- this doesn't create any ability to encapsulate flows to create simplicity - so it drives the user towards having increasingly bigger and more complex canvases

 

If we could create a new macro-type or container-type which just allows start-to-finish dependency chaining like a sub-procedure, and which just passes on what was in the input stream directly to the output stream - this would materially improve the ability to simplify flows; and at the same time it's a cheap and easy way to allow for detailed dependency and flow control.

 

Happy to talk through this live with the team if that makes sense?

 

Thank you

Sean

 

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