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Alteryx Designer Desktop Ideas

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The Sharepoint file tools are certainly a step in the right direction, but it would be great to enhance the files types that it is possible to write to sharepoint from Alteryx.

 

The format missing that I think is probably most in demand is pdf. If we're using the Alteryx reporting suite to create PDF reports, it would be awesome to have an easy way to output these to Sharepoint.

 

https://help.alteryx.com/20213/designer/sharepoint-files-output-tool

 

https://community.alteryx.com/t5/Public-Community-Gallery/Sharepoint-Files-Tool/ta-p/877903

 

Is there a way we can turn on and off any tools in the workflow. This way we can run the tool and when a certain tool is marked off it is not executed. This way we can test the workflow and check different output without deleting the tools existing on the workflow, we can just turn then on or off.

As Tableau has continued to open more APIs with their product releases, it would be great if these could be exposed via Alteryx tools.

 

One specifically I think would make a great tool would be the Tableau Document API (link) which allows for things like:

 

- Getting connection information from data sources and workbooks (Server Name, Username, Database Name, Authentication Type, Connection Type)

- Updating connection information in workbooks and data sources (Server Name, Username, Database Name)

- Getting Field information from data sources and workbooks (Get all fields in a data source, Get all fields in use by certain sheets in a workbook)

 

For those of us that use Alteryx to automate much of our Tableau work, having an easy tool to read and write this info (instead of writing python script) would be beneficial.  

There is no way to natively connect to Microsoft Dynamics 365 F&O. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation can be found here: https://docs.microsoft.com/en-us/dynamics-nav/api-reference/v1.0/

 

I would request a tool similar to the Salesforce Input tool to be created.

Suggested process:

  • Configuration Window to log into a Microsoft Dynamics 365 F&O account
  • Configuration Window to select the following
    • 1 or more companies ("all" should also be an option)
    • The specific "table" or "api call" you want to query - for example the "Sales Invoice" Data
    • Date Range filter (both from + to date combination as well as some generic "this month", "previous month", "this quarter" kind of selections)

I would also request that this tool be developed so that it can run on Server and Analytics Hub so that we can run end to end automation.

It would be really helpful if Alteryx server could connect directly to files on cloud file storage such as Dropbox, Box and OneDrive.  For example; a workflow could access specific source files or a folder with multiple files stored on Dropbox and could run the workflow against those files and then write the output to another folder on Dropbox.  We are making less and less use of internal file servers, so accessing files directly from the cloud allow for additional deployment scenerios and flexibility. 

The current SharePoint API pull tool does not support the pull of managed metadata columns. It would be great if Alteryx would update the SharePoint List tools to be able to read in managed metadata columns.  

Hello,

 

I had an idea and I am sorry if I classified the enhancement incorrectly. In many of our solutions, we are using OneDrive as a source of our input/output files due to its ability to have folder permissions set by the end users, its flexibility in storage space, as well as others. These workflows run great locally as we have the folders mapped to our local machine however we currently don't have a way to connect directly to them on the server. I know there is a OneDrive connector that leverages a Client ID and Secret key however we have not had much luck leveraging them. Would it be possible to create a OneDrive Connector that functions similarly to the Publish to Tableau Server or the SharePoint connector that leverages user credentials and allows you to read and write from OneDrive folders and interface with them similar to a standard Input/Output tool? 

The SharePoint List Input tool currently doesn't retrieve managed metadata columns from SharePoint lists (confirmed by @DanC in April 2018, Pulling Managed Metadata from a SharePoint List). This severely limits our use of the tool, as imports in Alteryx lack most metadata that is relevant for analysis and reporting.

 

Would be great if this could be added in a future release.

 

Thanks,

Lars

 

We extensively use the AWESOME functionality of SharePoint List Input and SharePoint List Output tools.  They're great!  BUT... they require valid credentials to pull back the valid list and view values.  Not normally an issue until you go to share your workflow.  If you strip out your credentials from Alteryx the List and view fields go blank, do it from the xml and when the person you share it with opens it up the fields go blank and you have to count on that user selecting the proper list and view.  

 

I propose to have these tools load valid lists and views only upon pressing a button or running the macro in initial configuration state.  

Found this https://community.alteryx.com/t5/Alteryx-Designer-Discussions/SharePoint-Passwords/td-p/17182

and we could use a macro tool but every implementation still requires storing a valid username and password to avoid the error and the list id which I imagine the sharepoint API requires and which is why the tool behaves the way it does is not easily obvious to most ppl.

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