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Sample Workflows in Designer

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.

Tools in the Documentation tool category.

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Tools in the Machine Learning tool category.

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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