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Asset Types

The Alteryx One asset library serves as a centralized repository for folders, workflows, macros, analytic apps, plans, reports, and packaged assets within the Alteryx One platform. The library is designed to help you organize, search, filter, and manage shared analytical content across teams and projects.

Review this page for additional information about the various asset types that you might encounter in the Alteryx One Library.

Folder

Folders allow you to combine multiple asset types in a single location, and permissions control access to those folders. You can only view and interact with folders you have access to. For more information, go to Folders.

Designer Assets

Note

This option is available if you've enabled Workspace Execution in your workspace.

Designer assets include workflows (YXMD), macros (YXMC), analytic apps (YXWZ), and workflow packages (YXZP). For more information about Designer assets, go to Alteryx Workflow Files. To view a list of your current Designer desktop assets in the library, follow these steps:

  1. Select the filter (funnel) icon and select Asset Type.

  2. Select Designer to include all Designer assets (workflows, macros, analytic apps, packages) or select the asset types individually.

You can Run*, Schedule*, or Delete (among other options) a desktop workflow from the 3-dot menu.

Run, Schedule, and Orchestrator Compatibility

*To run or schedule your Designer workflow with Workspace Execution in Alteryx One, you must save it as a Workflow Package (YXZP).

This requirement also applies if you want to use Designer workflows in Orchestrator.

Designer Desktop Workflow Sharing

You can share your desktop workflows with other members of your workspace. To share a workflow, select Share from the 3-dot menu and then select other users from the dropdown. Invited members receive an email notification. Note that workflow sharing includes any related Schedules for that workflow.

To remove access to a shared workflow, open the Share dialog, select the dropdown next to the user, and then select Remove.

Important

An admin must enable Desktop Workflow Sharing on the Workspace Settings page from the Workspace Admin Console.

Alteryx One does not support Desktop workflow sharing with DCM at this time.

Designer Desktop Workflow Import and Export

If you are a member of multiple workspaces, you can export a desktop workflow from 1 workspace and import it to another workspace.

To export a workflow, select Download from the 3-dot menu to store it locally on your computer.

To import a workflow to another workspace, select Upload on the Library page and then select an exported workflow. For imported workflows, ensure you update any dataset dependencies required for the workflow to run successfully.

Important

You must be assigned a Role that has Author privileges for Workflows to import a workflow. Go to the Roles Page to learn more.

Designer Cloud Workflow

Note

This option is available if you've enabled Designer Cloud in your workspace.

To view your current Designer Cloud workflows in the Library, follow these steps:

  1. Select the filter (funnel) icon and select Asset Type.

  2. Select Designer Cloud > Workflow.

  3. To open a Designer Cloud workflow in Designer Cloud, select the workflow name in the list.

    • You can also use the 3-dot menu to Run, Schedule, and Share workflows (among other options).

    • To create a new Designer Cloud workflow, select New. For more information, go to Build Workflows.

Designer Cloud Workflow Sharing

Share your Designer Cloud workflows with other members of your workspace. To share a workflow, select Share from the 3-dot menu and then select users from the dropdown. Invited members receive an email notification. Note that workflow sharing includes any related Schedules for that workflow.

To remove access to a shared workflow, open the Share dialog, select the dropdown next to the user, and then select Remove. Note that when you unshare a workflow, this action does not unshare related Connections and Datasets.

Important

An admin must enable Cloud Workflow Sharing on the Workspace Settings page from the Workspace Admin Console.

The Consumer role doesn't allow workflow sharing, while other users can share workflows with Consumers. Go to the Roles Page to learn more.

Caution

Do not modify the cloud workflow JSON file. This might cause unexpected errors upon import.

Share Workflow Dependencies

If the Designer Cloud workflow has dependencies (for example, Connections or Datasets), select Manage from the Share dialog to choose to share or not share these dependencies.

When you share a workflow with a Connection, included members have View access to that Connection. Note that included members must enter their Connection credentials in order to access shared dependencies that come from a Connection.

When you share a workflow with a Dataset, included members have the same permissions as the workflow.

Cloud Workflow Import and Export

If you are a member of multiple workspaces, you can export a cloud workflow from 1 workspace and import it to another workspace.

  1. To export a workflow, select Download from the 3-dot menu to store it locally on your computer.

  2. To import a workflow to another workspace, on the Library page, select Upload and choose Designer Cloud Workflow.

  3. Select your previously exported workflow. For imported workflows, ensure you update any dataset dependencies required for the workflow to run successfully.

Important

You must be assigned a Role that has Author privileges for Workflows to import a workflow. Go to the Roles Page to learn more.

Live Query Workflow

Note

This option is available if you've enabled Live Query in your workspace.

To view your current Live Query workflows in the Library, follow these steps:

  1. Select the filter (funnel) icon and select Asset Type.

  2. Select Designer Cloud > Live Query.

  3. To open a Live Query workflow in Live Query, select the workflow name in the list.

    • You can also use the 3-dot menu to Run, Schedule, and Share workflows (among other options).

    • To create a new Live Query workflow, select New > Live Query Workflow. For more information, go to Build Workflows.

Live Query Workflow Sharing

Share your Live Query workflows with other members of your workspace. To share a workflow, select Share from the 3-dot menu and then select users from the dropdown. Invited members receive an email notification. Note that workflow sharing includes any related Schedules for that workflow.

To remove access to a shared workflow, open the Share dialog, select the dropdown next to the user, and then select Remove. Note that when you unshare a workflow, this action does not unshare related Connections and Datasets.

Important

An admin must enable Cloud Workflow Sharing on the Workspace Settings page from the Workspace Admin Console.

The Consumer role doesn't allow workflow sharing, while other users can share workflows with Consumers. Go to the Roles Page to learn more.

Caution

Do not modify the cloud workflow JSON file. This might cause unexpected errors upon import.

Share Workflow Dependencies

If the Live Query workflow has dependencies (for example, Connections or Datasets), select Manage from the Share dialog to choose to share or not share these dependencies.

When you share a workflow with a Connection, included members have View access to that Connection. Note that included members must enter their Connection credentials to access shared dependencies that come from a Connection.

When you share a workflow with a Dataset, included members have the same permissions as the workflow.

Cloud Workflow Import and Export

If you are a member of multiple workspaces, you can export a cloud workflow from 1 workspace and import it to another workspace.

  1. To export a workflow, select Download from the 3-dot menu to store it locally on your computer.

  2. To import a workflow to another workspace, on the Library page, select Upload and choose Live Query Workflow.

  3. Select your previously exported workflow. For imported workflows, ensure you update any dataset dependencies required for the workflow to run successfully.

Important

You must be assigned a Role that has Author privileges for Workflows to import a workflow. Go to the Roles Page to learn more.

Auto Insights Assets

Note

This option is available if you've enabled Auto Insights in your workspace.

All Reports, except broadcast Missions, are now assets in the Library.

Auto Insights assets include Preset Reports, Custom Reports, and Datasets.

View Existing Reports

To view your Auto Insights Reports, go to the Library page.

You can filter the Library view to show Auto Insights assets.

  1. Select the filter (funnel) icon and select Asset Type.

  2. Select Auto Insights to include all Auto Insights assets (Preset Reports, Custom Reports, and Datasets) or select the asset types individually.

  3. Select an asset to open it in Auto Insights.

Create New Report

To create a new Report, select New on the Library page and select Auto Insights Custom Report or Auto Insights Preset Report. For more information, go to Create Insights.

Manage Reports

Use the 3-dot menu to perform actions based on your permissions. You can share, add tags, and delete asset, among other options.

Dataset as Assets

Note

All Auto Insights Datasets are assets in the Library.

The following types of Datasets are expected to appear on the Library page after asset integration:

  • CSV Datasets (file-uploaded datasets)

  • AI Suggested Use Cases (created via Auto Insights): AI Suggested Use Cases Datasets cannot be refreshed.

  • Designer Desktop (uploaded via Designer Desktop): Designer Desktop Datasets cannot be scheduled.

The following types of datasets don't appear as assets in the Library:

  • RBP (row-based permission) Datasets

  • Sample Datasets

  • AAI Connections

  • Partially ingested datasets (datasets that never successfully ingested and can’t be used in Preset Reports or Search).

Note

Dataset files larger than 1 GB are not moved to the Library. Alteryx One upload for file-based data (CSV) does not support files over 1 GB.

For more information, go to Alteryx One Platform Dataset FAQs

View Existing Dataset

To view your datasets, go to Library page.

You can filter the Library view to show Auto Insights assets.

  1. Select the filter (funnel) icon and select Asset Type.

  2. Select Auto Insights to include all Auto Insights assets (Preset Reports, Custom Reports, and Datasets) or select the asset types individually.

  3. Select an asset to open it in Auto Insights.

Manage Dataset

Use the 3-dot menu to perform actions based on your permissions. You can share, add tags, and delete assets, among other options.

Manual Migration of Company-Wide Datasets

Dataset owners can migrate datasets from the Auto Insights Dataset Tab and share them with the appropriate workspace user group.

To migrate your dataset, go to the Dataset tab in Auto Insights and select the Migrate Dataset button next to the dataset you want to migrate.

Orchestrator Plan

Note

This option is available if you've enabled Orchestrator in your workspace.

To view your current plans, go to the Library page.

You can filter the Library to show Orchestrator. You can then select a plan from the list to view it.

  1. Select the filter (funnel) icon and select Asset Type.

  2. Select Orchestrator Plan.

  3. Select an asset to open it in Orchestrator.

To create a new Plan, select New > Plan on the main Library page. For more information, go to Get Started with Orchestrator.

Designer Cloud—Trifacta Classic

Note

This option is available if you've enabled Trifacta Classic in your workspace.

To view a list of your current flows, go to the Library page.

You can filter the Library to show Designer Cloud—Trifacta Classic. You can then select a flow from the list to view it.

To create a new flow, select New. For more information, go to Trifacta Classic Experience.

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