Alteryx Server Ideas

Hey there,

Below you can see few of my suggestion to improve Alteryx Server. 

Idea for Alteryx Server monitoring:

• Increase data what could be seen on workflow results.
• Possibly create a report with filter option (to filter by user, gallery, workflow and etc.), which would at least contain data like:
  • Successfully ran workflows, count, percentage.
  • Failure rates, counts and etc.
  • Live data for monitoring purposes.
  • etc.
• Possibility to connect to workflow results data (live data) with other tools like Tableau or Power BI to create dashboards and etc. to monitor and act on the error as soon as possible.
• Give a chance for other users to check on the workflow statuses and etc same like workflow owner.

Give server more functionality with:

• Ability for server automatically retry workflow based on configurations: in example:
  • retry flow in specific time (for example in 30 minutes)
  • number of possible retries
  • based on specific workflow (other) results ability to trigger to run another workflow
  • (Maybe there is a better way) ability to run macros which would for example open MS Excel, and run macro inside it. I have some of the workflows where workflow opens excel, runs macro inside, that macro triggers special Add In which connects to Essbase, it pulls the data, saves excel file, and then alteryx continues working with the file. So if such or similar workflows could be run on Server that would be awesome.
  • This is extremely exiting one: possibility to create environment for self-service users, which it would not be something like gallery (because gallery is more suitable for Alteryx Designers/users).
    • in that one environment admin could grant access for user and tick what specific user could see and run.
    • so for admin it would be one environment, and user would see only what is needed for him/her.
    • in that environment user would also be able to schedule self-service workflows to be received in example by email, or BOX drive or any other way. Scheduled workflow would have to be approved by an admin before it would be actually scheduled. 
  • I have not tried this one myself, but that would also be great if all alteryx server environment could be accessed by mobile devices (of course, some features would be limited).

 Hopefully you will find these suggestions interesting and useful. 

Regards,

Aurimas

Currently there are certain locations on server that are paginating content results:

• /gallery/#!apps/studio
• /gallery/admin/#!apps
• /gallery/admin/#!subscriptions
• /gallery/admin/#!users

Each of these pages require users to either know exactly what they want to find by using keyword filtering or know exactly what page they want to go to and use the bottom arrows/page numbers to navigate to that page. Ditching pagination for something more intuitive helps users that may not be as acclimated with the depth of content when there are a lot of results, and also saves users multiple click interactions to find what they want.

There are tons of solutions for this, but infinite scroll is the most user-friendly & least taxing server & client side.

https://infinite-scroll.com/ has code & examples, and jquery seems to be the most widely used implementation.

Hi,

I've got an app in my company's gallery that I've updated 11 times, so in the gallery it says "version 11". I noticed when I click on that area, it brings up a window that shows all 11 of the apps I've uploaded over time, with options to make them the published version & to download. This confused me since each time I update the app I get a warning saying the app will be deleted, which is what I want.

So for this app, I have a 800MB file within it, which would mean that on my gallery server I have 11 versions of an app that each contain at a minimum 800MB of data. I've recently been told by support that this is as it's intended, and if I want to get rid of the all the different versions, I should deleted the app entirely and start anew. This of course would change the URL to the app, requiring the updating of documentation and redistribution of that documentation to over 100 users. And I lose the number of times the app has been run, which doesn't work for me.

My idea is to have another option in the window that shows all the different versions with the options to download, but this option would be to delete previous versions...COMPLETELY, knowing that the owner would no longer have the option to download the version or make it the published version. Having this would allow the owner to maintain the original app with the option of dropping previous versions that are really not wanted anymore.

While working in the Gallery, I think the file browse tool should allow the user to import a file without selecting a sheet or <list of sheet names> as is does locally.  

For example, I have created an app in which the user is able to import a file with multiple sheets, and all sheets are brought into separate input data tools with a single file browse tool (shown below).

Since the user does not select a sheet name, the file browse tool only brings in "SelectedFileName.xlsx|". The action tool is then set to replace a specific string "SampleFileName.xlsx|". This allows the input data tools to take this new file name, and add each respective sheet name to the end.

However, when working in the Gallery, the user is required to select a sheet name or list of sheet names, meaning a file browse tool is required for each sheet that you would like to import (shown below). This is a huge inconvenience for the application user, as they have to select the same file numerous times to import every sheet. 

Please let me know if you would like me to provide any more information, I would be happy to do so.

Thanks,

Matt

We've confirmed with @KevinP that the Alteryx Gallery / Server API does not currently support downloading canvasses in unzipped data-stream format. (https://community.alteryx.com/t5/Alteryx-Server-Discussions/Server-API-Download-packages-for-surveil...)

Please can we add an API end-point that allows the following:

• Connect to the gallery and download a canvas; along with all of its sub-canvasses and helper macros. 
• Format required:
  • Plain XML (not zipped)
  • Provided in a data stream so that we can perform analytics and surveillance on this data
  • Fields required
    
    • Canvas filename
    • Application ID
    • Some unique ID per macro / sub-macro
    • XML for the canvas
    • Last run date
    • Last changed date
    • Environment (this is important once Server actually allows a Dev; UAT; Prod progression cycle - so we can see which environment people are in)
    • User details who uploaded
    • User details who are marked as the owners
    • Any other meta-tags on the canvas (important once server allows for meta-tagging of canvasses for categorisation)

Current API only allows this to be downloaded to a zipped file; which then needs to be unzipped; and then loaded back into a data stream.

Thank you

S

CC: @revathi @AshwiniChezhiyan @LizaNemchynova 

The current setup of Data Connections, as of v11.3, relies on users to have the same aliases or connection strings available to easily share Workflows and publish them to a Gallery. In order to solve this, I propose that a system be created that allows users to establish "Local" and "Remote" connections. The Local connections will be used anytime the developer is creating a Workflow on his own computer, but will be automatically substituted with the Remote connection information once the Workflow is published. Remote connections may be filled with an Alias to a connection from the Gallery.

The primary benefit of this is that an organization will not need all of their developers to standardize their aliases and/or connections strings per connection. Instead, they will create one connection within the Gallery that will be distributed to developers and applied to the Remote column. This will generally reduce difficulties regarding the expansion of an Alteryx user base within an organization. Below I will outline two possible implementations of this:

1) Add a Remote Connection String field when adding a connection in the Data Connection Manager. This optional field will allow the user to set only one connection to an IO transaction, but maintain the Local-Remote functionality described above. Here is a mockup of how that might look within Alteryx Designer. 

2) Add a Remote Connection String field on each IO action within Alteryx. This will give the developers more flexibility in which connections are used where, but will also require more setup and maintenance time. Below is a mockup of how that might look.

Currently the only filtering available in the Results tab in View Schedules is by Workflow Name. It would be nice to be able to filter by Status, so we can just look for potential problems, like warnings or errors. Currently, I have a job that runs every 5 minutes. That means I have to scroll through hundreds of rows, or about 12 pages using the default 25 rows per page, just to scan for potential problems in the last 24 hours.

As a Server 2018.4 admin, I need granular control of Server/Gallery defaults including:

1.) Pre-allocate AD users and groups (under Permissions) to specific Studios

2.) Control defaults for scheduling/priority/worker settings on Users

3.) Control defaults for workflow download/no-download at Gallery or Studio level

4.) Control defaults for notifications. Currently I have to check each notification template individually to disable it. Change template tile colors (or whatever) to provide visual queue as to which are enabled or disabled.

Above all, the tiled approach to displaying users, groups, studios simply isn't scalable. A simple data grid type display will allow higher information density allowing settings like: sharing, download ability, scheduling, credential type settings (studio default, artisan specified, runtime entered etc) to be easily reviewed. Basic server governance relies on easy visibility (reporting) of settings to ensure consistency...

My company, a very large organization, is in the early implementation phase of Alteryx right now. My company requires frequent password changes and we plan on making heavy use of Shared Connections since there are also many shared data sources. Unfortunately, this would mean that every time a credential has changed that affects a workflow, the credential holder would have to contact Server Administration (me), and I would have to update any Shared Connections or other assets that use those credentials. This problem is exacerbated by also having to manage user permissions and which users belong in each Subscription Right now, that is not much of a big deal, but as the number of users begins to scale, this could become a very daunting task.

My current solution is to create Subscriptions for each Department, Group, or Team and give one person from that Subscription Curator permissions. This enables each Department to work more autonomously and reduces the load for Server Admin. The issue is that there is no permission level between the publishing rights of an Artisan and the ubiquitous acces of a Curator. So, with my solution, any one of the Subsription Curators can start using connections they're not supposed to have access to or deleting/stopping scheduled flows, intentionally or otherwise.

I propose that we find a middle ground between Curator and Artisan, a (Studio) Moderator. This person can be assigned one or more subscriptions by a full Curator and will have Curator-like permission, but only to the assigned Subscriptions. This means that they will be able to add/modify Credentials, Connections, and/or Scheduled under the envelope of their Subscriptions, but they won't have access to any others. I believe that this solution will mitigate the possible overflow of tedium to the true Curators while allowing the powerful communal features of Alteryx be used to their full potential.

In order for us to manage the large number of canvasses on our server - we need to add the ability for Admin teams to require additional attributes on every canvas:

For us, these mandatory attributes would be:

- Which team do you belong to (dropdown)

- What business process does this serve (dropdown - multiselect)

- Primary & secondary canvas owner (validated kerberos)

For the ones that have dropdown lists - we can provide the master data into a drop location or into a manually configured list on the server.

Please provide the ability to bulk add/delete users to a gallery. This would be useful for on-boarding/off-boarding large companies, departments, and external customers. For public-facing galleries, this would provide us the ability to on-board/off-board entire customers of ours. 

Hi there,

we are in a dynamic team where people move from 1 project to the other that implies moving series of workflows from private studio to collections prior to sharing. I have not found other ways but to do that 1 by 1 with very limited ways to filter the flows.

Could there be, from the collection, a way to 

 - increase number of possibilities to filters to find the proper flows (or maybe just simply allow folders in the Private studio)

 - be able to multi select the one to add / delete from / to the collection

thanks,

Hi,

Currently on Alteryx it is possible to add visibility of a subscriptions scheduled workflows to all members of that subscription.

What we would quite like is for the ability to turn on or off the ability to edit workflows within that subscription for all members.

As in if a member goes on leave, or leaves the company, or is ill, other members can edit, update and cancel the scheduled workflow as needed without needing to go through an admin for it.

Many Thanks,

Oli

Hi,

It would be nice if scheduled workflow credentials could be linked to the workflow and not the individual versions of the workflow.

It is problematic for the user that they need to remember to reschedule the workflow, whenever they publish a new version of the workflow.

Best,

Daniel

I would like to see the ability to post comments under workflow information to help with development and elicit feedback. Currently if there is a problem with the macro/workflow you must contact the owner of the workflow directly. It would be nice to leave the creator of the workflow a constructive comment, operating question or a thank you comment. Especially in the Public Gallery where the development time of new version could be reduced for both private individuals looking to share and macros developed by Alteryx that eventually turn into standard tools.

I have been looking at the content in Alteryx Public Gallery for some time and I have had some concerns about the safety and usability of the macros/workflows in the gallery. 

I think there should be an option to rate, review and provide feedback on stuff that is out there on the public gallery. This will be helpful in many different way.

1. It will generate trust about the workflow/app. If I see that something is rated higher and has been used and commented by a lot of users I am more inclined to use it
2. It will provide a lot of ideas on how a particular workflow/macro can be used in different ways 
3. Review/Feedback will help the author to make changes as required or suggested by users.
4. The macro's will probably show up in google search based on key words provided by users in their reviews.

......

I had initiated a thread some time ago related to this, there is some useful information in there if someone has same concerns.

 https://community.alteryx.com/t5/Alteryx-Connect-Gallery/Can-Apps-and-Macros-in-Alteryx-public-Galle...

Thanks,

Ashish

Can we have search option enabled in Gallery Admin > Jobs to filter on running jobs to specific ones or to check specific job schedules.

As Alteryx makes more and more use of the Public gallery - it would be valuable for Alteryx to explicitly have a section devoted to items that are certified by Alteryx so that we can be safe bringing them into our corporate env.

The assets created by Alteryx are currently listed with Alteryx as the author, however it would be useful to have a completely separate section with Alteryx assets only, and with these broken down by type.

Currently the Private Gallery product has 2 authentication options - AD and built in. 

If an organization uses AD, this solution is fine, however there are many origanizations who use other standard directory systems. One of the more common directory/authentication systemsis LDAP due to its wide adoption and cross platform compatibility. 

It would be fantastic to have functionality similar to the AD integration, however with LDAP for Gallery authentication and user management. 

Best regards,

Ryan