The Tool Palette consists of tools organized into tool categories. To build a workflow, click a tool on the Tool Palette and drag it onto the workflow window. You can also add tools to a workflow by right-clicking the workflow window, selecting Insert, and choosing a tool from a list of tool category names.
To choose the tool categories and tools to display in the Tool Palette, click the Add/Remove Tools icon next to the categories. In the Configure Tool Palette window you can:
- Select/Deselect tool categories on the left side of the window to show/hide categories on the tool palette.
- Highlight a tool category on the left and select/deselect tools on the right side of the window to show/hide tools in the tool category.
- Select a preconfigured Preset option.
Displays tools in the In/Out, Preparation, Join, and Transform tool categories.
Displays the Getting Started tools as well as the tools in the Parse, In-Database, Documentation, Data Investigation, Connectors, and Developer tool categories.
Displays the Getting Started tools as well as the tools in the Parse, Reporting, Spatial, Address, Demographic Analysis, Behavior Analysis, and Calgary tool categories.
Displays the Getting Started tools as well as the tools in the Parse, In-Database, Documentation, Interface, Data Investigation, and Developer categories.
Displays all tools in all tool categories.
Displays the categories and tools you select to create a custom preset configuration.
The Overview window provides a smaller representation of the workflow. For larger workflows, use it to pan around in the workflow canvas. It also shows you what tools have finished running.
The rectangle in the Overview window displays the area in view in the workflow canvas, and the gray area indicates what is out of view.
To pan the workflow canvas, click and drag the rectangle in the Overview window from left to right.
Double click anywhere in the Overview window when you are zoomed out to zoom in again.