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Help CenterGetting StartedCreating Your First Workflow

Creating Your First Workflow

Last updated July 23, 2024

Welcome to the world of data visualization and analysis with Alteryx Designer! In this guide, we'll walk you through the process of creating your first workflow.

Building Your First Workflow

1. **Launch Alteryx Designer:** Open Alteryx Designer from your computer's start menu or applications folder.

2. **Start a New Workflow:** Click the "New" button (or press Ctrl+N) to create a blank workflow canvas.

3. **Add an Input Tool:** Drag and drop an "Input Data" tool onto the workflow canvas. This tool will be used to bring your data into Alteryx.

4. **Add a Transformation Tool:** Next, drag and drop a transformation tool that will manipulate your data. Examples include "Select," "Filter," "Sort," "Join," and "Formula."

5. **Connect the Tools:** Use the mouse to draw a line connecting the output of the "Input Data" tool to the input of the transformation tool. This establishes the data flow within your workflow.

6. **Add an Output Tool:** Finally, add an "Output Data" tool to your workflow. This tool will write your processed data to a new file.

7. **Run the Workflow:** Click the "Run" button (or press F5) to execute your workflow. Alteryx will process your data through the connected tools and produce the output file.

8. **Review Results:** After the workflow completes, Alteryx displays the output. You can explore the results visually and analyze the data according to your needs.

Congratulations! You've created your first Alteryx workflow and learned the fundamental steps for data processing and analysis.

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