Get Started with Designer

Version:
Current
Last modified: June 05, 2020

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.

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2. Connect to Data

Select the Input Data tool and choose a data source in the Configuration window. See Input Data Tool, Supported Data Sources and File Formats.

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Classic mode: Select the Input Data tool and choose a data source in the Configuration window. See Input Data ToolSupported Data Sources and File Formats. To set classic mode, see User Settings.

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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. See Tool Categories and Build Workflows.

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4. Run the Workflow

Select the Run button at the top of the canvas to process the data.

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5. View the Results

View the output for each tool in the Results window below the workflow. See Results Window.

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Additional Resources for New Users

Tutorials

In Designer, Go to Help > Tutorials to access tutorials that provide step-by-step instructions for building workflows.

Videos

Go to Alteryx Academy to view a variety of training videos that demonstrate how to use Alteryx.

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.
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