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Help CenterGetting StartedNavigating the Alteryx Interface

Navigating the Alteryx Interface

Last updated July 23, 2024

The Alteryx Designer interface provides a user-friendly environment for building and executing data workflows. Let's take a tour of the key elements and understand how they work together to streamline your data analysis processes.

Key Interface Elements

  • Workflow Canvas: The central area where you build your workflow by dragging and dropping tools, connecting them with lines to establish data flow, and configuring their settings.
  • Tool Palette: Located on the left, this panel displays various categories of tools categorized by their functions, such as Input, Output, Transformation, Analytics, and more. Drag and drop these tools onto your workflow canvas to build your data processing steps.
  • Tool Configuration Pane: This pane appears at the bottom of the screen when a tool is selected. It provides options to configure the tool's settings, define inputs, and specify outputs. Here, you customize how each tool will operate within your workflow.
  • Data Preview: You can preview the data flowing between tools in your workflow. This is useful for understanding how your tools are transforming the data and identifying potential issues or inconsistencies.
  • Workflow History: This tab keeps track of all workflows you've created, saving them for future access and modification.
  • Run Button: Located at the top, this button executes your workflow, processing the data through the connected tools in your design. You can also use the "Run" button in the Tool Configuration Pane to run a single tool for previewing purposes.
  • Results View: Once the workflow has finished running, the results can be viewed in various formats. You can visualize data with charts and graphs, analyze data visually with tables, or export results to different file formats.

Understanding these core interface components will help you efficiently navigate Alteryx Designer and build powerful data workflows.

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