Alteryx Designer Desktop Ideas

When you start using DCM - you may have existing canvasses which use regular old connection strings which you want to migrate to DCM.

Currently (in 2023.1.1.123) - when you select "Use Data Connection Manager" - it shreds the configuration of your input tool which makes it difficult to just convert these from an existing connection to a DCM connection

The only way to then make sure that you don't lose any configuration on the tool then is to use the XML editing functionality of the tools and copy across your old configuration.

Could you please add the capability to keep my current tool configuration, but just change from using a regular old connection string to using DCM?

Many thanks 

Sean

cc: @wesley-siu @_PavelP 

Hi there,

When you connect to a DB using a connection string or an alias - this shows up in the Workflow Dependancies in a way that is very useful to allow you to identify impacts if a DB is moved or migrated.

However - in 2023.1, if you use DCM then the database dependancies just show up as .\ which makes dependancy management much more difficult.

Please could you add the capability to view the DCM dependancies correctly in the dependancy window?

BTW - this workflow Dependancy Window would be a great place to build a simple process to move existing DB connections to a DCM connection!

CC: @wesley-siu @_PavelP 

Hi there,

When connecting to data sources using DCM - could we please add the ability to make JDBC connections?

see:

https://community.alteryx.com/t5/Alteryx-Designer-Desktop-Ideas/Add-the-ability-to-connect-to-data-s...

https://community.alteryx.com/t5/Engine-Works/JDBC-Connections-in-Alteryx/ba-p/968782

As mentioned in these threads - JDBC is very common in large enterprises - and in many cases is better supported by the technology teams / developer community and so is much easier to make a connection.    Added to this - there are many databases (e.g. DB2) where JDBC connections are just much easier 

Please could you add JDBC connections to the DCM tooling?

Thank you

Sean

cc: @wesley-siu @_PavelP 

When creating a connection using DCM (example being ODBC for SQL) - the process requires an ODBC Data Source Name (see screenshot 1 below).

However, when you use the alias manager (another way to make database connections) - this does allow for DSN-free connections which are essential for large enterprises (see screenshot 2 below).    

NOTE: the connection manager screens do have another option - Quick Connect - which seems to allow for DSN-free connections, but this is non-intuitive; and you're asked to type in the name of the driver yourself which seems to be an obvious failure point (especially since the list of all installed drivers can be read straight from the registry)

Please could we change DCM to use the same interfaces / concepts as the alias screens so that all DCM connections can easily be created without requiring an ODBC DSN; and so that DSN-free connections are the default mode of operation?

Screenshot 1: DCM connection:

screenshot 2

cc: @wesley-siu  @_PavelP @ToddTarney 

I would like to see Designer offer me the ability to chain workflows together where once Workflow A completes, Workflow B will automatically start.  There are times when linear processing is required in order to avoid dependency issues and/or for making it easier to organize complex processes. It would require outputting results to static files and it would take longer to process than the standard approach, but that is an expected trade-off.  Offering a GUI drag-drop "orchestrator" to tell Designer the order of operation would be even better than having to manually open each workflow and tell it which workflow to kick off next.

Hello Alteryx Community,

If like me, you've been developing in Alteryx for a few years, or if you find yourself as a new developer creating solutions for your organization - chances are you'll need to create some form of support procedure or automation configuration file at some point. In my experience, the foundation of these files is typically explaining to users what each tool in the workflow is doing, and what transformations to the data are being made. These are typically laborious to create and often created in a non-standardized way.

The proposal: Create Alteryx Designer native functionality to parse a workflow's XML and translate the tool configurations into a step by step word document of a given workflow.

Although the expectation is that after something like this is complete a user may need to add contextual details around the logic created, this proposal should eliminate a lot of the upfront work in creating these documents.

Understand some workflow may be very complex but for a simple workflow like the below, a proposed output could be like the below, and if annotations are provided at the tool level, the output could pick those up as well:

Workflow Name: Sample

1) Text Input tool (1) - contains 1 row with data across columns test and test1. This tool connects to Select Tool (2).

2) Select Tool (2) - deselects "Unknown" field and changes the data type of field test1 to a Double. This tool connects to Output (3).

3) Output (3) - creates .xlsx output called test.xlsx 

The more python and R development I do the more I want to use the shortcutes [CTRL] + [ENTER] to run my workflow,

Is it possible to add this as a second way to run the workflow? 

I'm thinking its going to have to have a new shortcut anyways with cloud as [CTRL] + [R] would refresh the page! :D

Asking for a friend :D

Hello All,

I am not sure whether my idea makes sense or not. 

In today's advanced analytics world, we used RPA for various automation, process simplification, etc. There are CO-BOTs that are designed to run the Alteryx flow as well. Through RPA we are able to log in to the system and tools like Cognos, Oracle, TM1, and so on.

So, I am thinking, if Alteryx developed RPA as a tool in the Alteryx Designer like other tools such as Join, Transform, ML, Computer Vision, Interface, etc. 

I believe the implementation of RPA in Alteryx will prove an Asset, and make Alteryx.com more powerful.

Thanks,

Mayank

If you have 2 containers  A, B and both are not connected through any tool, now you need to run A container first then after completion of running A container then you want to start B container process because B container uses A container output. 

For this we have Chained Apps but what if we want to run both containers in same workflow. This feature will be helpful for so many people.

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.

I was looking at the ideas history to see if this was already posted and couldn't find it, but feel free to merge if there is a existing one.

The motivation for this is that I have a workflow that works perfectly when you hit the run button in Designer, but fails when runs from schedule (To local computer).

So the idea is to allow the users to run the workflows from within the scheduler, once a workflow has been scheduled (So it runs exactly as it'll be when the schedule triggers it, but without having to reschedule every time).

Correct me if I'm wrong, but wasn't this possible in old (I mean very old)  versions of Designer?

There is no way to natively connect to Xero. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation for Xero can be found here: https://developer.xero.com/documentation/

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

Suggested process:

• Configuration Window to log into a Xero 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.

Passing data to the next app running in a chain from the gallery varies from challenging to impossible. An impossible situation I've found is when the same user needs to run multiple instances of the app simultaneously. Very difficult is just allowing two different users to run simultaneously without risk of passed data mixing between the two.

This idea would add the capability to pass values from one app in the chain into user variables in the next app in the chain.

To enable a check mark kind of option to lock or edit the configuration window of each tool.

It could be very useful to keep safe the settings in the configuration window.

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 great to dynamic update the next Analytic App based on an interface input. This mean I have a chained app. In Step 1 I ask a Yes/No Question. The Answer to this question will determine to open in Step 2 Analytic App A (with it's own interface Inputs) or Analytic App B (with other interface inputs).

Many users are facing this issue when they want to create an tool (e.g. for mapping purposes) that contains two datastreams/flows with different interface input requirements.

Adding this feature would allow us to create different dataflows with different input requirements. This helps us to differentiate between different mappingsschemes and increases userexperience (currently they have to fill a lot of unnecessary interface inputs). Thanks.

H.

Shopify is a popular software for e-commerce. With Shopify Connector in Alteryx, it will be very helpful for Alteryx users to integrate with Shopify. 

When I import an Excel file in to Alteryx I get an error: “shared strings root=x:sst” and Alteryx cannot read the file.

I can work around this by manually opening and saving the excel before importing it into Alteryx but this is not ideal, especially considering the automation implications.

I believe this may be happening because the XLSX generated by the source of the report has a prefix “x:” in all the tags in the Shared String XML embedded in Excel. See: https://learn.microsoft.com/en-us/office/open-xml/working-with-the-shared-string-table 

Essentially, it would appear Alteryx is not able to read generated Excel sheets which has the prefix "x:" (e.g. from a bot). The second file which has been opened and saved in Excel manually can be read by Alteryx correctly.

Example of file as exported from ”BOT”:

How the same file looks once it is manually opened and saved:

Ideally Alteryx would read the file as is, i.e. with the "X:SST" tag seen above as having to manually open and save the excel before it can be read is rather clunky.

Thanks!

I could not find any helpful document to connect to Azure Databricks to read data directly as an input. I was able to configure it and sharing it for others with the screenshots