I find that each time I create a new Workflow, I have to go into the "Workflow - Configuration" and update to the settings I would like even though they are usually consistent.
Usually this is checking the "Cancel Running Workflow on Error" box (so if I am connected to Salesforce and my Password or Security Key changes it will not lock me out by continuing to connect as well as letting me know right away if there is an error)
If there was an option to save different Workflow Settings (so we can name them based on their use) for different purposes so when anyone presses "New Workflow" they can choose a specific one to work from - important to have a default one that is used most (Sometimes it's nice to have Horizontal - other times Vertical | Sometimes we want annotations, other times we don't).
I need to be able to connect to Salesforce CampaignInfluence object which is only available through API v37 or later. Currently, the Salesforce Connectors of the REST API is on v36 whereas the latest version is v41 (about a year gap between v36 and v41). I was told that there was no immediate plan to update the default connector to the latest version. It would be nice to have visibility on objects available on the newer versions.
I was recently helping a new starter assemble an app the included a long check box list in its interface, and stumbled upon a possible feature to be added to your interface tools. Here’s the situation in a nutshell:
The analyst wanted to allow the end user to select a from a list of stores, so he used a List Box that populated from our store list in Oracle
We have thousands of stores, so when rendered, the interface would be extremely long and cumbersome for the user
I then suggested he use a Tree instead of a List Box for this part of the interface, as a Tree allows the designer to limit the Tree Window Height and display only XX lines to the user at a time
So, here’s my suggestion: Can a “Window Height” option be added to the List Box tool?
Given that Tree already has this functionality, I think it would make sense to include such a feature for List Box as well. As of v11.3, this feature does not appear to be included.
I have need to Unique my data on all fields. However, I do not know all the fields that will be in my data because of a Dynamic Select tool (or in some cases a Cross Tab tool). The Unique tool defaults to having any new fields be unchecked in its configuration. Without finding some work around, I will be unable to schedule this workflow or turn it into an app for use on the Gallery without risking duplication caused by the Unique tool that fails to capture new/different fields that may come through the data.
To solve this problem and be consistent with other tools in Alteryx, the following features need to be added to the Unique tool:
The user should be able to check a "Dynamic or Unknown Fields" option that will enable Alteryx to include any new fields in the data as part of the Unique (or any fields that have their names changed).
If a field that was checked in the Unique tool before no longer exists, it should appear yellow (like the missing fields in the Select tool) and produce a warning in the Results window. The option to "Forget all missing fields" will also need to be added.
If your "Dedicated Sort/Join Memory Usage" setting is set higher than the actual amount of RAM available on your machine, you will get a message in the Results window like this:
My understanding is that the Alteryx workflow will continue to limit itself to the lower memory level throughout the entire duration of running that workflow, even if more memory opens up while the workflow is running. If Alteryx were to check the amount of available RAM periodically while running workflows, Alteryx could take advantage of additional RAM that may open up, resulting in getting results faster. This is particularly valuable for Server environments when many jobs of all sizes are running concurrently.
A question has been coming up from several users at my workplace about allowing a column description to display in the Visual Query Builder instead of or along with the column name.
The column names in our database are based on an older naming convention, and sometimes the names aren't that easy to understand. We do see that (if a column does have a column description in metadata) it shows when hovering over the particular column; however, the consensus is that we'd like to reverse this and have the column description displayed with the column name shown on hover.
It would be a huge increase to efficiency and workflow development if this could be implemented.
It seems that there is good value in a "SuperCleanup" tool that could take commonly used ways of writing information and cleaning this up automatically. This would work well if the tool reviewed the data in the column, and made a recommendation about the cleanup to apply. The tool could cleanup the data; and then pop any non-conforming values into a separate column for you to explictly clean up.
- 01 Jan 2015: this can be automatically cleaned up into a date
- 11:15 pm: this can be cleaned up into a time
- 40.7128° N, 74.0060° W; or 40° 43' 50.1960'' N and 73° 56' 6.8712'' W: Both could be auto-converted to a centroid
- $ 55.20 or £2,000,000.00 can be automatically converted to currency
- India; United States; Mongolia - can be automatically cleaned up as a country (there are only about 200 or so in the world, so it's a very finite list)
- NY; AZ; MI; can be cleaned up as US states
NOTE: if we make this extensible -then companies can auto cleanup SKUs; or location codes; etc
There are dozens of simple cleanups like this that we could add - which would each relieve BI people from the drudgery of having to clean these up each time themselves.
The download tool is currently very cryptic, and difficult for most users to grasp.. This is due, at least in part, to the fact that it tries to be generic and serve all needs instead of being broken into smaller tools which fit the need.
Could we please break the download tool into:
- Input FTP tool. This would allow you to download from FTP or SFTP sites, and work in a wizard fashion to get you to the file / files you wanted and take you through FTP authentication
- Input: Web API call. This would be much easier if there was a wizard where you could put the API you wanted to call, and then you could add the parameters using a wizard
- Input: Web-download: This would allow you to download frames or pages from the web. this would be a good place to do what so many users have asked for and which Excel does natively - i.e. allow you to see the site in a wizard in a browser, and pick the elements you want to download. Must allow for authentication and walk you through this with the wizard.
- Output; FTP put. AS above - splitting this out makes it more sensible
There are probably other variants, and we can keep the Download tool for super-complex or bespoke uses - but if we break this down into smaller tools with simpler capabilities, we'll get a higher usage.
Pardon the length of this post, but I have been working with Alteryx since version 2.0 (11 years) and have been accumulating a wish list ever since. Some of these suggestions have been made in the past but have yet to be embraced. This is the first post for the first 'idea' but, as I said, this is a wish list that has grown since I was first introduced to Alteryx. More posts will follow.
I will break this into sections to hopefully make the suggestions easier to categorize and digest.
Application interface - Since I was introduce to Alteryx, the application interface (what is presented to users) has remained rather stagnant and, with the rumored push to adopt HTML as a replacement for pcxml, could benefit from the following additional settings. I suggest these based on the fact that dot Net classes for interface controls are readily available in Windows which allow for manipulation of each of the controls attributes.
1. The ability to set 'style' attributes for each of the interface tools in the application interface (font-family, font-style, font-size, font-weight, color, etc. This could be presented to the developer as an additional (perhaps optional button) in the Configuration panel for each interface tool as below:
These settings would be specific to the type of interface tool and to how the individual tool would layout and/or be styled relative to the application interface window. One layout option, applicable to most interface tools, would be where the label would be relative to the object itself (top, bottom, left, right). The CSS could be stored in and interpreted from the XML of the yxwz file referencing the ToolID of the Node in a section of the XML hierarchy called <CSS> or something standard. An option to alter the default CSS could be displayed with a radio button control so that if not selected, the tool would fallback to the default system CSS of the tool. This default could also be set in System settings so that a consistent interface could be defined across the enterprise.
2. Moving to the actual window that displays when the application is opened, a lot of the same concepts could be applied to the Interface Designer pane.
Attributes that could be set could include position on screen when opened, width and height of the window, and all the attributes of a dot Net form. The same radio button strategy used for individual interface tools could be employed to use or not use system defaults.
3. In the UI, it would be nice if there was additional flexibility in how the interface tools could be laid out. Along with the relative position of labels for each control, being able to layout controls horizontally as well as vertically would allow for a more organized interface.
The Radio buttons would work as normal with the Text Box controls inside each Radio button and only displaying when the button is selected.
I realize a lot of the current development in Alteryx is focused on the new Alteryx Connect and being able to attach to more data files and services. But, if there is still also a concerted effort to move from what could be considered a legacy proprietary mark up language, pcxml, to a more robust and universally accepted mark up, html and css, then, in my humble opinion, expanding the options for developers to design more user friendly and customizable applications to a standard 'style' across the enterprise, both on the desktop and in the gallery, is a worthy endeavor.
This request is super simple! I love how Alteryx displays the row count and size of the data passing through each tool at run time. Can you set the default formatting for the row count indicators to be #,###? Without the commas, it's hard to easily check the row count once you get more than 6-9 digits.
In the example below, it would be so much more readable if it displayed as 75,640,320.
Today, if I want to save a job onto the Alteryx Gallery, I need full permissions to do so and it is a manual process. For some organizations, this level of access is deemed excessive, which can make properly leveraging the Alteryx Gallery difficult. Having the ability to write a "deployment" script that could publish a workflow to the Gallery, and potentially add a new workflow to a Collection would be incredibly helpful in these cases.
@AlexKo did an excellent article on RegEx, and Mark @MarqueeCrew Frisch has helped me out of many pickles with Regex - and one of the things that I've discussed with a few folk on the community is that Regex is super-powerful ( @Ken_Black made this same comment) and can do way more than we initially understand.
The problem is not one of the power of the tool, but rather the onramp to using it (it's painful to do/experiment/run/try etc, it doesn't give you any visual guides or hints when you've got it right or wrong, etc)
My method is to hop straight on to http://regex101, paste in sample text, and figure out the right RegEx in their AWESOME UI which really make this into a 5 minute job, and makes me feel like I've scored at least one victory today (it is so easy, you actually feel more powerful and competent).
Could we bring some of this great User Interaction design into the RegEx tool? I honestly believe that if the RegEx tool was as easy and approachable as RegEx101.com (or why not go one better than them), we'd see an explosion in usage and creativity.