Sample Workflows in Designer

Version:
2023.1
Last modified: May 17, 2023

Alteryx Designer contains a number of sample workflows to demonstrate tool functionality and use cases. You can access these directly in the Designer top menu via Help > Sample Workflows.

One Tool Examples

One Tool Examples (also Learn One Tool at a Time) are sample workflows that demonstrate different configuration options for one tool at a time. These examples are designed to help you understand how a specific tool is used as part of a workflow.

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You can access the examples from several different places:

  • Help Menu: From the Help menu, go to Sample Workflows > Learn one tool at a time. Select a tool category and the tool to open the workflow.
  • Tool Palette: Select a tool icon from the tool palette and then select the Open Example link to open the workflow.
  • Global Search: Search for a tool by tool name. If that tool has a One Tool Example, an Example button displays on the right. Select the Example button to open to tool example.

Tools with a One Tool Example

These tools, organized by tool category, currently have a One Tool Example in Alteryx Designer.

In/Out

Link
The Browse icon is a set of binoculars.

Browse Tool

Link
Date Time Now Tool Icon

Date Time Now Tool

Link
Directory Tool Icon

Directory Tool

Link
Input Data Tool Icon

Input Data Tool

Link
Map Input Tool Icon

Map Input Tool

Link
Output Data Tool Icon

Output Data Tool

Link
Text Input Tool Icon

Text Input Tool

Preparation

Link
Auto Field Tool Icon

Auto Field Tool

Link
Create Samples Tool Icon

Create Samples Tool

Link
Data Cleansing Tool Icon

Data Cleansing Tool

Link
Filter Tool Icon

Filter Tool

Link
Beaker with bubbling liquid

Formula Tool

Link
Box with rows, a plus sign and an arrow pointing downward.

Generate Rows Tool

Link
Imputation Tool Icon

Imputation Tool

Link
Multi-Field Binning Tool Icon

Multi-Field Binning Tool

Link
Beaker with liquid and stir-stick.

Multi-Field Formula Tool

Link
Liquid drops falling into a beaker.

Multi-Row Formula Tool

Link
Oversample Field Tool Icon

Oversample Field Tool

Link
Random % Sample Tool

Random % Sample Tool

Link
Record ID Tool Icon

Record ID Tool

Link
Three partially full beakers

Sample Tool

Link
Blue circle with a white dot, a checkmark and another dot in a line.

Select Tool

Link
Blue circle with four white dots at north, south east and west. Four arrows start from the middle and point to the dots.

Select Records Tool

Link
Blue circle with three white circles inside that are in a line increasing in size from left to right.

Sort Tool

Link
Blue circle with a white square in the middle that is comprised of 9 smaller squares in a 3-by-3 configuration.

Tile Tool

Link
Blue circle with white snowflake inside.

Unique Tool

Join

Link
Purple square with two white cogs, one of which contains a plus sign.

Append Fields Tool

Link
Purple box with white magnifying glass and pencil.

Find Replace Tool

Link
Purple box with multiple white circles with lines connecting them to a single white circle in the middle.

Join Tool

Link
Purple box with multiple white circles on the left with lines connecting them to a single white circle in the middle that is connected to another single circle on the right.

Join Multiple Tool

Link
Purple box with squares, diamonds and circles of varying colors sorted in rows by shape.

Make Group Tool

Link
Purple box with white double helix.

Union Tool

Parse

Link
Green hexagon with a white calendar and clock in the middle.

DateTime Tool

Link
Green hexagon containing a left parenthesis, period, asterisk and right parenthesis.

RegEx Tool

Link
Green hexagon containing white bars stacked vertically and descending in size followed by a white box with with green bars separated into two columns.

Text To Columns Tool

Link
XML Parse Tool

XML Parse Tool

Transform

Link
Orange polygon containing one grouping of two circles and two triangles followed by another grouping of the same shapes rearranged in a different order.

Arrange Tool

Link
Orange polygon containing a white handheld click counter.

Count Records Tool

Link
Orange polygon containing a white box with vertically stacked rows followed by an arrow pointing to another box of rows placed in a horizontal row.

Cross Tab Tool

Link
Orange polygon containing a stick figure running.

Running Total Tool

Link
Orange polygon containing white sigma symbol.

Summarize Tool

Link
Orange polygon containing a white box of orange rows placed in a horizontal row followed by an arrow pointing to a box with vertically stacked rows.

Transpose Tool

Link
Orange polygon containing a X with a line over it.

Weighted Average Tool

Reporting

Link
Orange polygon with white camera in middle.

Image Tool

Link
Interactive Chart Tool

Interactive Chart Tool

Link
Orange polygon containing globe and two arrows pointing toward each other.

Map Legend Builder Tool

Link
Orange polygon containing globe and two arrows pointing away from each other.

Map Legend Splitter Tool

Link
Orange polygon containing piece of paper with a pen writing lines.

Render Tool

Link
Orange polygon with white footprints

Report Footer Tool

Link
Orange polygon with a profile of a person's head.

Report Header Tool

Link
Orange polygon containing globe.

Report Map Tool

Link
Orange polygon with horizontal white lines stacked on top of each other and decreasing in size from top tp bottom.

Report Text Tool

Link
Orange polygon with white table with multiple rows.

Table Tool

Spatial

Link
Green icon with outlined shape.

Buffer Tool

Link
Green shape with navigation pointer flag in the middle.

Create Points Tool

Link
Green icon with measuring device inside.

Distance Tool

Link
Green icon with target and plot points inside.

Find Nearest Tool

Link
Green icon with a shape outlined in another shape that is the same general shape as the first.

Generalize Tool

Link
Green icon with glob and a fire symbol inside.

Heat Map Tool

Link
Green icon with grid pattern.

Make Grid Tool

Link
Green icon with white hexagon inside.  That hexagon has arrows pointing to a white circle inside the hexagon.

Poly-Build Tool

Link
Green icon with white hexagon inside and a circle inside the hexagon.  The circle has arrows pointing from it to the outer hexagon.

Poly-Split Tool

Link
Green icon containing a shape with smooth edges.

Smooth Tool

Link
Green compass with question mark in the middle

Spatial Info Tool

Link
Spatial Match Icon

Spatial Match Tool

Link
Spatial Process Tool Icon

Spatial Process Tool

Link
Trade Area Tool Icon

Trade Area Tool

Interface

Link
Action Tool Icon

Action Tool

Link
Condition Tool Icon

Condition Tool

Link
Check Box Tool Icon

Check Box Tool

Link
Control Parameter Tool Icon

Control Parameter Tool

Link
Date Tool Icon

Date Tool

Link
Drop Down Tool

Drop Down Tool

Link
Error Message Tool Icon

Error Message Tool

Link
File Browse Tool Icon

File Browse Tool

Link
Folder Browse Tool Icon

Folder Browse Tool

Link
List Box Tool

List Box Tool

Link
Macro Input Tool Icon

Macro Input Tool

Link
Macro Output Tool Icon

Macro Output Tool

Link
Map Tool

Map Tool

Link
Numeric Up Down Tool Icon

Numeric Up Down Tool

Link
Radio Button Tool Icon

Radio Button Tool

Link
Text Box Tool Icon

Text Box Tool

Link
Tree Tool

Tree Tool

Data Investigation

Link
Magnifying glass over a rain drop and umbrella symbol

Association Analysis Tool

Link
Basic Data Profile Tool Icon

Basic Data Profile Tool

Link
Contingency Table Tool Icon

Contingency Table Tool

Link
Distribution Analysis Tool Icon

Distribution Analysis Tool

Link
Field Summary Tool Icon

Field Summary Tool

Link
Frequency Table Tool Icon

Frequency Table Tool

Link
Heat Plot Tool Icon

Heat Plot Tool

Link
Histogram Tool Icon

Histogram Tool

Link
Pearson Correlation Tool Icon

Pearson Correlation Tool

Link
Plot of Means Tool Icon

Plot of Means Tool

Link
Scatterplot Tool Icon

Scatterplot Tool

Link
Spearman Correlation Tool Icon

Spearman Correlation Tool

Link
Violin Plot Tool Icon

Violin Plot Tool

Predictive

Link
Boosted Model Tool Icon

Boosted Model Tool

Link
Count Regression Tool Icon

Count Regression Tool

Link
Decision Tree Tool Icon

Decision Tree Tool

Link
Forest Model Tool Icon

Forest Model Tool

Link
Gamma Regression Tool Icon

Gamma Regression Tool

Link
Lift Chair Tool Icon

Lift Chart Tool

Link
Linear Regression Tool Icon

Linear Regression Tool

Link
Logistic Regression Icon

Logistic Regression Tool

Link
Naive Bayes Classifier Tool Icon

Naive Bayes Classifier Tool

Link
Nested Test Tool Icon

Nested Test Tool

Link
Network Analysis Tool Icon

Network Analysis Tool

Link
Neural Network Tool Icon

Neural Network Tool

Link
Score Tool

Score Tool

Link
Spline Model Tool Icon

Spline Model Tool

Link
Stepwise Tool Icon

Stepwise Tool

Link
Support Vector Machine Tool Icon

Support Vector Machine Tool

Link
Test of Means Tool Icon

Test of Means Tool

AB Testing

Link
AB Analysis Tool Icon

AB Analysis Tool

Link
AB Controls Tool Icon

AB Controls Tool

Link
AB Treatments Tool Icon

AB Treatments Tool

Link
AB Trend Tool Icon

AB Trend Tool

Time Series

Link
ETS Tool Icon

ETS Tool

Link
TS Compare Tool Icon

TS Compare Tool

Link
TS Covariate Forecast Tool Icon

TS Covariate Forecast Tool

Link
TS Filler Tool Icon

TS Filler Tool

Link
TS Forecast Tool Icon

TS Forecast Tool

Link
TS Plot Tool Icon

TS Plot Tool

Calgary

Link
Calgary Input Tool Icon

Calgary Input Tool

Link
Calgary Join Tool Icon

Calgary Join Tool

Link
Calgary Cross Count Tool Icon

Calgary Cross Count Tool

Link
Calgary Cross Count Append Tool Icon

Calgary Cross Count Append Tool

Link
Calgary Loader Tool Icon

Calgary Loader Tool

Developer

Link
API Output Tool Icon

API Output Tool

Link
Base64 Encoder Tool Icon

Base64 Encoder Tool

Link
Blob Convert Tool Icon

Blob Convert Tool

Link
Blob Input Tool Icon

Blob Input Tool

Link
Blob Output Tool Icon

Blob Output Tool

Link
Block Until Done Tool Icon

Block Until Done Tool

Link
Detour Tool Icon

Detour Tool

Link
Detour End Tool Image

Detour End Tool

Link
Dynamic Input Tool

Dynamic Input Tool

Link
Dynamic Rename tool

Dynamic Rename Tool

Link
Dynamic Replace tool

Dynamic Replace Tool

Link
Dynamic Select Tool Icon

Dynamic Select Tool

Link
Field Info Tool Icon

Field Info Tool

Link
JSON Parse tool

JSON Parse Tool

Link
Message tool

Message Tool

Link
Python tool

Python Tool

Link
Run Command tool

Run Command Tool

Link
Test Tool

Test Tool

Link
Throttle Tool Icon

Throttle Tool

Documentation

Link
Blue speech bubble with square white speech bubble containing three periods.

Comment Tool

Link
Blue speech bubble with white cube surrounded by two crossing rings.

Explorer Box Tool

Link
Blue speech bubble with white cube containing a blue circle.

Tool Container Tool

Machine Learning

Link
Feature Types Tool Icon

Feature Types

Link
Build Features Tool Icon

Build Features

Text Mining

Link
Tool Icon

Named Entity Recognition

Link

Part-of-Speech Tagger

Link
Icon for the Sentiment Analysis Tool

Sentiment Analysis

Link
Icon for the Text Pre-processing Tool

Text Pre-processing

Link
Icon for the Topic Modeling Tool

Topic Modeling

Link
Icon for the Word Cloud Tool

Word Cloud

Computer Vision

Link

Barcode

Link
Image Input Tool Icon

Image Input

Link
Image Processing Tool Icon

Image Processing

Link
Icon for the Image Profile Tool

Image Profile

Link
Icon for the Image Recognition Tool

Image Recognition

Link
Image to Text Tool Icon

Image to Text

Link
Tool Icon

Key-Value Pair Extraction

Learn One Tool at a Time

Access One Tool Examples in the Designer main menu via Help > Sample Workflows > Learn one tool at a time. Workflows below are listed alphabetically by directory and list the tools contained in each sample.

Workflow Tools
Action.yxwz Action, Browse, Check Box, Comment, Detour, File Browse, Filter, Formula, Input Data, List Box, Map, Map Input, Numeric Up Down, Radio Button, Sample, Select, Sort, Text Box, Text Input, Tool Container, Trade Area
Append.yxmd Append Fields, Comment, Input Data
Auto_Field.yxmd Auto Field, Comment, Input Data
Base64_Encoder.yxmd Base64 Encoder, Comment, Text Input
Blob_Convert.yxmd Base64 Encoder, Blob Convert, Blob Input, Browse, Comment, Directory, Select, Text Input, Tool Container
Blob_Input.yxmd Blob Input, Comment, Directory, Select
Blob_Output.yxmd Blob Input, Blob Output, Comment, Directory, Select, Tool Container
Block_Until_Done.yxmd Block Until Done, Comment, Message, Text Input
Browse.yxmd Browse, Comment, Input Data
Check_Box.yxwz Action, Browse, Check Box, Comment, Radio Button, Text Input, Tool Container
Comment.yxmd Comment
Condition.yxwz Action, Browse, Comment, Condition, Formula, Radio Button, Text Input
Count_Records.yxmd Comment, Count Records, Input Data
Cross_Tab.yxmd Comment, Cross Tab, Input Data, Text Input, Transpose
Data_Cleansing.yxmd Comment, Data Cleansing, Text Input
Date.yxwz Action, Browse, Comment, Date, Filter, Generate Rows
DateTime.yxmd Comment, DateTime, Select, Text Input
Directory.yxmd Comment, Directory
Distance.yxmd Comment, Distance, Text Input, Tool Container
Drop_Down.yxwz Action, Browse, Comment, Drop Down, Dynamic Select, File Browse, Input Data, Radio Button, Tool Container
Dynamic_Input.yxmd Browse, Comment, Directory, Dynamic Input, Input Data, Map Input
Dynamic_Rename.yxmd Comment, Dynamic Rename, Text Input
Dynamic_Replace.yxmd Comment, Dynamic Replace, Text Input
Dynamic_Select.yxmd Comment, Dynamic Select, Text Input
Error_Message.yxwz Browse, Check Box, Comment, Error Message, Text Input, Tool Container
Explorer Box.yxmd Comment, Explorer Box
Field_Info.yxmd Comment, Field Info, Input Data
Field_Summary.yxmd Browse, Comment, Input Data
File_Browse.yxwz Action, Browse, Comment, Condition, Error Message, File Browse, Input Data, Output Data, Radio Button, Render, Table, Tool Container
Filter.yxmd Comment, Filter, Formula, Generate Rows, Join Multiple, Text Input, Tool Container
Find_Replace.yxmd Comment, Find Replace, Text Input
Formula.yxmd Comment, Formula, Input Data
Fuzzy_Match.yxmd Comment, Explorer Box, Find Replace, Fuzzy Match, Make Group, Summarize, Text Input
Generate_Rows.yxmd Comment, Generate Rows, Text Input
Image.yxmd Browse, Comment, Directory, Image, Text Input
Imputation.yxmd Comment, Imputation, Text Input
Input_Data.yxmd Comment, Input Data
JSON_Parse.yxmd Comment, JSON Parse, Text Input
Join.yxmd Comment, Join, Text Input, Union
Join_Multiple.yxmd Comment, Join, Join Multiple, Text Input, Union
List_Box.yxwz Action, Select, Browse, Comment, Dynamic Select, File Browse, Input Data, List Box, Radio Button, Tool Container
Make_Group.yxmd Comment, Find Replace, Fuzzy Match, Make Group, Summarize, Text Input
Map.yxwz Action, Browse, Comment, File Browse, Map, Map Input, Radio Button, Tool Container
Map_Input.yxmd Browse, Comment, Map Input
Map_Legend_
Splitter_Builder.yxmd
Browse, Comment, Formula, Input Data, Map Legend Builder, Map Legend Splitter, Report Map
Message.yxmd Browse, Comment, Message, Summarize, Text Input
Multi-Field_Binning.yxmd Comment, Multi-Field Binning, Text Input
Multi-Field_Formula.yxmd Comment, Input Data, Multi-Field Formula
Multi-Row_Formula.yxmd Comment, Cross Tab, Multi-Row Formula, Text Input
Numeric_Up_Down.yxwz Browse, Comment, Filter, Generate Rows, Numeric Up Down
Output_Data.yxmd Comment, Output Data, Text Input
Pearson_Correlation.yxmd Comment, Formula, Pearson Correlation, Spearman Correlation, Text Input
Radio_Button.yxwz Action, Browse, Comment, Radio Button, Text Input
Random % Sample.yxmd Comment, Random % Sample, Sample
Record_ID.yxmd Comment, Record ID, Text Input
RegEx.yxmd Comment, Input Data, RegEx, Tool Container
Render.yxmd Comment, Input Data, Render, Report Footer, Report Header, Report Text
Report_Footer.yxmd Browse, Comment, Join Multiple, Layout, Render, Report Footer, Report Text
Report_Header.yxmd Browse, Comment, Join Multiple, Layout, Render, Report Header, Report Text
Report_Map.yxmd Browse, Comment, Input Data, Report Map, Select, Text Input
Report_Text.yxmd Browse, Comment, Report Text, Text Input
Running_Total.yxmd Comment, Input Data, Running Total
Sample.yxmd Comment, Input Data, Sample
Select.yxmd Comment, Input Data, Select
Select_Records.yxmd Comment, Input Data, Select Records
Sort.yxmd Comment, Sort, Text Input
Spearman_Correlation.yxmd Comment, Formula, Pearson Correlation, Spearman Correlation, Text Input
Summarize.yxmd Comment, Input Data, Summarize
Table.yxmd Browse, Comment, Cross Tab, Input Data, Table
Test.yxmd Comment, Input Data, Test
Text_Box.yxwz Action, Browse, Comment, Radio Button, Text Box, Text Input, Text To Columns, Tool Container
Text_Input.yxmd Comment, Text Input
Text_To_Columns.yxmd Comment, Input Data, Text To Columns
Throttle.yxmd Comment, Text Input, Throttle
Tile.yxmd Comment, Input Data, Tile
Tool Container.yxmd Browse, Comment, Field Info, Message, Text Input, Tool Container
Transpose.yxmd Comment, Cross Tab, Text Input, Transpose
Tree.yxwz Action, Browse, Comment, Condition, Error Message, Filter, Input Data, Join, Radio Button, Text Input, Text To Columns, Tool Container, Tree
Union.yxmd Comment, Join, Text Input, Union
Unique.yxmd Comment, Input Data, Unique
XML_Parse.yxmd Comment, Input Data, Sort, XML Parse

Learn One Model at a Time

One Model Examples are your introduction to data science in Designer. They cover numerous topics, including step-by-step explanations of how to use the Machine Learning tools and Text Mining tools (part of the Alteryx Intelligence Suite), fundamental techniques for data prep and cleaning, as well as high-level explanations of complex algorithms and statistical methods.

Access these directly in the Designer main menu via Help > Sample Workflows > Learn one model at a time.

Clean and Prepare Data

Access these directly in the Designer main menu via Help > Sample Workflows > Clean and prepare data. Workflows below are listed alphabetically by directory and list the tools contained in each sample.

Workflow Tools
Normalize_a_string_field.yxmd Browse, Comment, Input Data, Formula, RegEx, Text To Columns, Tool Container
Convert_data_types_with_Auto-Field.yxmd Auto Field, Browse, Comment, Field Info, Input Data, Select, Tool Container
Normalize_phone_numbers.yxmd Browse, Comment, Filter, Formula, Input Data, RegEx, Select, Tool Container
Measure_the_quality_of_data.yxmd Append Fields, Browse, Comment, Formula, Input Data, Message, Sort, Summarize, Tool Container, Transpose
Normalize_an_
unstructured_.txt_file.yxmd
Browse, Comment, Cross Tab, Filter, Formula, Input Data, Join, Multi-Row Formula, RegEx, Select, Summarize, Text To Columns, Tool Container, Transpose
Append_a_leading_character.yxmd Browse, Comment, Formula, Input Data, Tool Container
Normalize_an_
unstructured_.xml_file.yxmd
Browse, Comment, Input Data, Select, Tool Container, XML Parse
Infer_ZIP_codes_from_
latitude_and_longitude.yxmd
Browse, Comment, Dynamic Input, Input Data, Tool Container
Smooth_spatial_objects_
on_a_map.yxmd
Buffer, Comment, Create Points, Generalize, Input Data, Render, Report Map, Report Text, Smooth, Text Input, Tool Container, Trade Area
Create_an_.xml_file.yxmd Browse, Comment, Formula, Join, Output Data, Summarize, Text Input, Tool Container, Union

Describe What Is Happening

Access these directly in the Designer main menu via Help > Sample Workflows > Describe what is happening. Workflows below are listed alphabetically by directory and list the tools contained in each sample.

Workflow Tools
Create_service_boundaries.yxmd Browse, Comment, Create Points, Distance, Formula, Input Data, Join, Select, Spatial Match, Summarize, Tool Container, Trade Area, Union
Join_data_from_two_sources.yxmd Browse, Comment, Formula, Input Data, Join, Summarize, Tool Container
Join_data_from_
multiple_sources.yxmd
Browse, Comment, Input Data, Join Multiple, Tool Container
Learn_frequently-used_tools.yxmd Browse, Comment, Filter, Formula, Input Data, Join, Record ID, Sample, Select, Sort, Summarize, Text Input, Tool Container, Union, Unique
Group_sales_by_county.yxmd Browse, Comment, Formula, Input Data, Select, Summarize, Tool Container
Join_rows_with_Union.yxmd Browse, Comment, Input Data, Record ID, Tool Container, Union
Map_trade_areas_1.yxmd Comment, Create Points, Filter, Find Nearest, Formula, Input Data, Join, Poly-Build, Record ID, Render, Report Map, Sort, Summarize, Tile, Tool Container
Find_all_customers_within_
30_miles_of_a_store.yxmd
Browse, Comment, Create Points, Distance, Input Data, Join, Select, Sort, Spatial Match, Summarize, Tool Container, Trade Area
Map_trade_areas_2.yxmd Comment, Create Points, Input Data, Render, Report Map, Report Text, Select, Tool Container, Trade Area
Download_and_parse_web_data.yxmd Auto Field, Browse, Comment, Create Points, Date Time Now, DateTime, Download, Dynamic Rename, Formula, Join, Layout, Message, Multi-Field Formula, Render, Report Map, Report Text, Sample, Select, Sort, Table, Text Input, Text To Columns, Tool Container
Overlay_a_zip_code_map_1.yxmd Browse, Comment, Input Data, Report Map, Spatial Match, Tool Container
Create_a_report_with_a_
chart_and_a_table.yxmd
Charting, Comment, Image, Input Data, Join Multiple, Layout, Render, Report Text, Sort, Table, Tool Container
Overlay_a_zip_code_map_2.yxmd Browse, Comment, Formula, Input Data, Join, Spatial Info, Summarize, Tool Container
Create_summary_tables
_for_a_report.yxmd
Comment, Cross Tab, Image, Input Data, Join Multiple, Layout, Render, Report Text, Select, Summarize, Table, Tool Container
Measure_the_overlap_
of_ad_coverage.yxmd
Browse, Comment, Create Points, Formula, Input Data, Select, Spatial Info, Spatial Match, Spatial Process, Tool Container, Trade Area
Make_a_contingency_table.yxmd Browse, Comment, Cross Tab, Input Data, Select, Summarize, Tool Container
Read_a_.flat_file.yxmd Browse, Comment, Filter, Input Data, Tool Container
Create_tables_from_
unicode_data.yxmd
Charting, Comment, Image, Join, Join Multiple, Layout, Render, Report Text, Table, Text Input, Tool Container
Create_a_report_layout.yxmd Comment, Image, Input Data, Interactive Chart, Join Multiple, Layout, Render, Report Footer, Report Map, Report Text, Summarize, Table, Tool Container

Diagnose Why It Is Happening

Access these directly in the Designer main menu via Help > Sample Workflows > Diagnose why it is happening. Workflows below are listed alphabetically by directory and list the tools contained in each sample.

Workflow Tools
Append_a_calculated_field.yxmd Append Fields, Browse, Comment, Formula, Input Data, Summarize, Tool Container, Unique
Apply_a_formula_to_
multiple_fields.yxmd
Browse, Comment, Input Data, Multi-Field Formula, Select, Tool Container
Find_the_closest_stores_
to_customers.yxmd
Browse, Comment, Create Points, Find Nearest, Input Data, Select, Summarize, Tool Container
 Create_a_report_with_
a_thematic_map.yxmd
Append Fields, Comment, Create Points, Formula, Input Data, Layout, Map Legend Builder, Map Legend Splitter, Render, Report Footer, Report Header, Report Map, Report Text, Spatial Match, Summarize, Tool Container
Calculate_a_trend_and_
sort_data.yxmd
Browse, Comment, Filter, Formula, Input Data, Sample, Select, Sort, Tool Container

Use Scripting and Automation Tools

Access these directly in the Designer main menu via Help > Sample Workflows > Use scripting and automation tools. Workflows below are listed alphabetically by directory and list the tools contained in each sample.

Workflow Tools
StrongADD_FuzzyFL.yxmc Comment, Filter, Formula, Fuzzy Match, Join, Macro Input, Macro Output, Select, Sort, Tool Container, Union, Unique
Convert_file_formats.yxwz Action, Comment, Error Message, File Browse, Input Data, Output Data, Tool Container
StrongADD_FuzzyLF.yxmc Comment, Filter, Formula, Fuzzy Match, Join, Macro Input, Macro Output, Select, Sort, Tool Container, Union, Unique
Assign_supply_to_demand.yxmd Append Fields, Browse, Comment, Distance, Input Data, Record ID, Select, Sort, Summarize, Test, Tool Container
Clean_and_parse_
phone_numbers.yxwz
Action, Select, Comment, Condition, Error Message, File Browse, Filter, Formula, Input Data, List Box, Output Data, Radio Button, RegEx, Tool Container, Union
StrongFL_FuzzyADD.yxmc Comment, Filter, Formula, Fuzzy Match, Join, Macro Input, Macro Output, Select, Sort, Tool Container, Union, Unique
Define_trade_areas.yxwz Action, Comment, Create Points, File Browse, Filter, Find Nearest, Formula, Input Data, Join, Numeric Up Down, Poly-Build, Record ID, Render, Report Map, Sort, Summarize, Tile, Tool Container
Map_customers_by_store.yxmd Comment, Create Points, Find Nearest, Input Data, Join, Pie Wedge Trade Area, Record ID, Render, Report Map, Report Text, Tool Container
StrongADD_FuzzyFL_Char.yxmc Comment, Filter, Formula, Fuzzy Match, Join, Macro Input, Macro Output, Select, Sort, Tool Container, Union, Unique
Create_a_heat_map_
for_purchase_data.yxmd
Comment, Create Points, Heat Map, Input Data, Render, Report Map, Report Text, Tool Container
View_FEMA_housing_data.yxwz Action, Append Fields, Comment, Formula, Input Data, Join, Join Multiple, Layout, Map, Map Input, Overlay, Render, Report Map, Report Text, Select, Sort, Table, Text Input, Tool Container
Calculate_a_mortgage_
payment.yxwz
Action, Browse, Comment, Drop Down, Filter, Formula, Group, Join, Layout, Numeric Up Down, Render, Report Text, Select, Table, Text Input, Tool Container, Transpose
Identify_tools_and_macros_
used_in_a_workflow.yxmd
Browse, Comment, Directory, Tool Container
Find_closest_customers_
to_a_store.yxwz
Action, Browse, Comment, Create Points, Find Nearest, Input Data, Join, Layout, Map, Map Input, Render, Report Text, Table, Tool Container
Optimize_location_by_
minimizing_distance.yxmd
Browse, Comment, Input Data, Tool Container
Using_a_tree_with_a_
custom_file_database.yxwz
Action, Browse, Comment, Input Data, Error Message, Filter, Tool Container, Tree
Optimize_location_with_a_
gravity_model.yxmd
Browse, Comment, Input Data, Tool Container
Using_a_tree_file_system.yxwz Action, Browse, Comment, Error Message, Input Data, Tool Container, Tree
Merge_to_a_master_file_
with_fuzzy_matching.yxmd
Browse, Comment, Filter, Formula, Input Data, Join, Select, Sort, Summarize, Tool Container, Union, Unique
Using_a_tree_with_
custom_XML.yxwz
Action, Browse, Comment, Error Message, Filter, Input Data, Tool Container, Tree
Download_data_from_
the_internet.yxwz
Action, Charting, Comment, Date, Download, Drop Down, Error Message, Filter, Formula, Image, Join Multiple, Layout, Record ID, Render, Select, Summarize, Text Input, Text To Columns, Tool Container
Convert_metrics_and_
publish_online.yxwz
Action, Browse, Comment, Condition, Detour, Detour End, Drop Down, Dynamic Replace, Filter, Formula, Join, Numeric Up Down, Radio Button, Render, Report Text, Text Input, Tool Container
Find a file in a directory.yxwz Action, Comment, Condition, Directory, Error Message, File Browse, Filter, Folder Browse, Formula, Image, Join Multiple, Layout, List Box, RegEx, Render, Report Text, Select, Table, Text Input, Tool Container, Union
BatchMacro_FileFinder.yxmc Action, Append Fields, Comment, Control Parameter, File Browse, Filter, Input Data, Macro Output, Select, Summarize, Text Input, Tool Container
BatchMacro_
IndividualToolCount.yxmc
Action, Append Fields, Browse, Comment, Control Parameter, Filter, Formula, Input Data, Join, Macro Output, RegEx, Select, Summarize, Text Input, Tool Container, Union
Iterative_Supply_and_Demand.yxmc Browse, Comment, Filter, Formula, Join, Macro Input, Macro Output, Sample, Select, Sort, Tool Container, Union
LocOpt_GenerateReport.yxmc Action, Append Fields, Browse, Charting, Check Box, Comment, Condition, Cross Tab, Filter, Formula, Join, Macro Input, Macro Output, Report Map, Report Text, Select, Sort, Summarize, Table, Text Input, Tool Container, Union, Unique
LocOpt_GravityCreate
DemandSurface.yxmc
Action, Append Fields, Check Box, Comment, Condition, Detour, Detour End, Filter, Formula, Macro Input, Macro Output, Numeric Up Down, Select, Summarize, Text Input, Tool Container, Union
LocOpt_GravityModel.yxmc Action, Check Box, Comment, Formula, Join, Join Multiple, Macro Input, Macro Output, Numeric Up Down, Record ID, Select, Tool Container, Union
LocOpt_GravityOptimizer.yxmc Action, Check Box, Comment, Formula, Join, Macro Input, Macro Output, Numeric Up Down, Select, Summarize, Tool Container
LocOpt_MinDistanceOptimizer.yxmc Comment, Find Nearest, Formula, Join, Macro Input, Macro Output, Select,  Tool Container
LocOpt_MinimizeDistance.yxmc Action, Browse, Comment, Drop Down, Find Nearest, Formula, Join, Macro Input, Macro Output, Numeric Up Down, Record ID, Report Text, Select, Table, Tool Container, Union
LocOpt_RemoveNullFields.yxmc Action, Comment, Condition, Detour, Detour End, Dynamic Rename, Dynamic Select, Formula, List Box, Macro Input, Macro Output, Radio Button, Select, Summarize, Tool Container, Transpose
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