Get Started with Alteryx Designer
Basic Steps to Build a Workflow
1. Drag a Tool
Select an Input Data tool in the tool palette and drag it to the workflow canvas area.
2. Connect to Data
Select the Input Data tool and choose a data source in the Configuration window. For additional information, go to Input Data Tool and Supported Data Sources and File Formats.
Classic Mode
Classic mode: Select the Input Data tool and choose a data source in the Configuration window. Go to Input Data Tool and Supported Data Sources and File Formats for more information. To set classic mode, go to User Settings.
3. Build a Workflow
Select and drag another tool to the canvas and configure it. Then drag additional tools to the canvas and connect them together. Go to Tool Categories and Build Workflows for more information.
4. Run the Workflow
Select the Run button at the top of the canvas to process the data.
5. View the Results
View the output for each tool in the Results window below the workflow. Go to Results Window for details.
Additional Resources
Tutorials
In Designer, Go to Help > Tutorials to access tutorials that provide step-by-step instructions for building workflows.
Sample Workflows
In Designer, go to Help > Sample Workflows > Learn one tool at a time, to open workflows that demonstrate the use of specific tools.
Videos
Go to Alteryx Academy to view a variety of training videos that demonstrate how to use Alteryx Designer.