Sample Workflows

Designer contains a number of sample workflows to demonstrate tool functionality and use cases. Sample workflows can be accessed from the main menu by clicking Help > Sample Workflows. Workflows below are listed alphabetically by directory and list the tools contained in each sample.

ClosedLearn one tool at a time
ClosedAction.yxwz
Action, AlteryxSelect, Browse, Check Box, Comment, DbFileInput, Detour, File Browse, Filter, Formula, Label, Link, List Box, Map, Map Input, Numeric Up Down, Radio Button, Sample, Sort, Tab, Text Box, Text Input, Tool Container, Trade Area
ClosedAppend.yxmd
Append Fields, Comment, DbFileInput
ClosedAuto_Field.yxmd
Auto Field, Comment, DbFileInput
ClosedBase64_Encoder.yxmd
Base64 Encoder, Comment, Text Input
ClosedBlob_Convert.yxmd
AlteryxSelect, Base64 Encoder, Blob Convert, Blob Input, Browse, Comment, Directory, Text Input, Tool Container
ClosedBlob_Input.yxmd
AlteryxSelect, Blob Input, Comment, Directory
ClosedBlob_Output.yxmd
AlteryxSelect, Blob Input, Blob Output, Comment, Directory, Tool Container
ClosedBlock_Until_Done.yxmd
Block Until Done, Comment, Message, Text Input
ClosedBrowse.yxmd
Browse, Comment, DbFileInput
ClosedCheck_Box.yxwz
Action, Browse, Check Box, Comment, Group, Label, Radio Button, Tab, Text Input, Tool Container
ClosedComment.yxmd
Comment
ClosedCondition.yxwz
Action, Browse, Comment, Condition, Formula, Label, Radio Button, Tab, Text Input
ClosedCount_Records.yxmd
Comment, Count Records, DbFileInput
ClosedCross_Tab.yxmd
Comment, Cross Tab, DbFileInput, Text Input, Transpose
ClosedData_Cleansing.yxmd
Comment, Data Cleansing, Text Input
ClosedDate.yxwz
Action, Browse, Comment, Date, Filter, Generate Rows, Tab
ClosedDateTime.yxmd
AlteryxSelect, Comment, DateTime, Text Input
ClosedDirectory.yxmd
Comment, Directory
ClosedDistance.yxmd
Comment, Distance, Text Input, Tool Container
ClosedDrop_Down.yxwz
Action, Browse, Comment, DbFileInput, Drop Down, Dynamic Select, File Browse, Label, Link, Radio Button, Tab, Tool Container
ClosedDynamic_Input.yxmd
Browse, Comment, DbFileInput, Directory, Dynamic Input, Map Input
ClosedDynamic_Rename.yxmd
Comment, Dynamic Rename, Text Input
ClosedDynamic_Replace.yxmd
Comment, Dynamic Replace, Text Input
ClosedDynamic_Select.yxmd
Comment, Dynamic Select, Text Input
ClosedError_Message.yxwz
Browse, Check Box, Comment, Error Message, Tab, Text Input, Tool Container
ClosedExplorer Box.yxmd
Comment, Explorer Box
ClosedField_Info.yxmd
Comment, DbFileInput, Field Info
ClosedField_Summary.yxmd
Browse, Comment, DbFileInput
ClosedFile_Browse.yxwz
Action, Browse, Comment, Condition, DbFileInput, Error Message, File Browse, Label, Link, Output Data, Radio Button, Render, Tab, Table, Tool Container
ClosedFilter.yxmd
Comment, Filter, Formula, Generate Rows, Join Multiple, Text Input, Tool Container
ClosedFind_Replace.yxmd
Comment, Find Replace, Text Input
ClosedFormula.yxmd
Comment, DbFileInput, Formula
ClosedFuzzy_Match.yxmd
Comment, Explorer Box, Find Replace, Fuzzy Match, Make Group, Summarize, Text Input
ClosedGenerate_Rows.yxmd
Comment, Generate Rows, Text Input
ClosedImage.yxmd
Browse, Comment, Directory, Image, Text Input
ClosedImputation.yxmd
Comment, Imputation, Text Input
ClosedInput_Data.yxmd
Comment, DbFileInput
ClosedJSON_Parse.yxmd
Comment, JSON Parse, Text Input
ClosedJoin.yxmd
Comment, Join, Text Input, Union
ClosedJoin_Multiple.yxmd
Comment, Join, Join Multiple, Text Input, Union
ClosedList_Box.yxwz
Action, AlteryxSelect, Browse, Comment, DbFileInput, Dynamic Select, File Browse, Label, Link, List Box, Radio Button, Tab, Tool Container
ClosedMake_Group.yxmd
Comment, Find Replace, Fuzzy Match, Make Group, Summarize, Text Input
ClosedMap.yxwz
Action, Browse, Comment, File Browse, Label, Map, Map Input, Radio Button, Tab, Tool Container
ClosedMap_Input.yxmd
Browse, Comment, Map Input
ClosedMap_Legend_Splitter_Builder.yxmd
Browse, Comment, DbFileInput, Formula, Map Legend Builder, Map Legend Builder, Map Legend Splitter, Map Legend Splitter, Report Map
ClosedMessage.yxmd
Browse, Comment, Message, Summarize, Text Input
ClosedMulti-Field_Binning.yxmd
Comment, Multi-Field Binning, Text Input
ClosedMulti-Field_Formula.yxmd
Comment, DbFileInput, Multi-Field Formula
ClosedMulti-Row_Formula.yxmd
Comment, Cross Tab, Multi-Row Formula, Text Input
ClosedNumeric_Up_Down.yxwz
Browse, Comment, Filter, Generate Rows, Numeric Up Down, Tab
ClosedOutput_Data.yxmd
Comment, Output Data, Text Input
ClosedPearson_Correlation.yxmd
Comment, Formula, Pearson Correlation, Spearman Correlation, Text Input
ClosedRadio_Button.yxwz
Action, Browse, Comment, Label, Radio Button, Tab, Text Input
ClosedRandom % Sample.yxmd
Comment, DbFileInput, Random % Sample, Sample
ClosedRecord_ID.yxmd
Comment, Record ID, Text Input
ClosedRegEx.yxmd
Comment, DbFileInput, RegEx, Tool Container
ClosedRender.yxmd
Comment, DbFileInput, Render, Report Footer, Report Footer, Report Header, Report Header, Report Text
ClosedReport_Footer.yxmd
Browse, Comment, Join Multiple, Layout, Render, Report Footer, Report Text
ClosedReport_Header.yxmd
Browse, Comment, Join Multiple, Layout, Render, Report Header, Report Text
ClosedReport_Map.yxmd
AlteryxSelect, Browse, Comment, DbFileInput, Report Map, Text Input
ClosedReport_Text.yxmd
Browse, Comment, Report Text, Text Input
ClosedRunning_Total.yxmd
Comment, DbFileInput, Running Total
ClosedSample.yxmd
Comment, DbFileInput, Sample
ClosedSelect.yxmd
AlteryxSelect, Comment, DbFileInput
ClosedSelect_Records.yxmd
Comment, DbFileInput, Select Records
ClosedSort.yxmd
Comment, Sort, Text Input
ClosedSpearman_Correlation.yxmd
Comment, Formula, Pearson Correlation, Spearman Correlation, Text Input
ClosedSummarize.yxmd
Comment, DbFileInput, Summarize
ClosedTable.yxmd
Browse, Comment, Cross Tab, DbFileInput, Table
ClosedTest.yxmd
Comment, DbFileInput, Test
ClosedText_Box.yxwz
Action, Browse, Comment, Label, Radio Button, Tab, Text Box, Text Input, Text To Columns, Tool Container
ClosedText_Input.yxmd
Comment, Text Input
ClosedText_To_Columns.yxmd
Comment, DbFileInput, Text To Columns
ClosedThrottle.yxmd
Comment, Text Input, Throttle
ClosedTile.yxmd
Comment, DbFileInput, Tile
ClosedTool Container.yxmd
Browse, Comment, Field Info, Message, Text Input, Tool Container
ClosedTranspose.yxmd
Comment, Cross Tab, Text Input, Transpose
ClosedTree.yxwz
Action, Browse, Comment, Condition, DbFileInput, Error Message, Filter, Join, Radio Button, Tab, Text Input, Text To Columns, Tool Container, Tree
ClosedUnion.yxmd
Comment, Join, Text Input, Union
ClosedUnique.yxmd
Comment, DbFileInput, Unique
ClosedXML_Parse.yxmd
Comment, DbFileInput, Sort, XML Parse
ClosedClean and prepare data
Closed01 Normalize_a_string_field.yxmd
Browse, Comment, DbFileInput, Formula, RegEx, Text To Columns, Tool Container
Closed02 Convert_data_types_with_Auto-Field.yxmd
AlteryxSelect, Auto Field, Browse, Comment, DbFileInput, Field Info, Tool Container
Closed02 Normalize_phone_numbers.yxmd
AlteryxSelect, Browse, Comment, DbFileInput, Filter, Formula, RegEx, Tool Container
Closed03 Measure_the_quality_of_data.yxmd
Append Fields, Browse, Comment, DbFileInput, Formula, Message, Sort, Summarize, Tool Container, Transpose
Closed03 Normalize_an_unstructured_.txt_file.yxmd
AlteryxSelect, Browse, Comment, Cross Tab, DbFileInput, Filter, Formula, Join, Multi-Row Formula, RegEx, Summarize, Text To Columns, Tool Container, Transpose
Closed04 Append_a_leading_character.yxmd
Browse, Comment, DbFileInput, Formula, Tool Container
Closed04 Normalize_an_unstructured_.xml_file.yxmd
AlteryxSelect, Browse, Comment, DbFileInput, Tool Container, XML Parse
Closed05 Infer_ZIP_codes_from_latitude_and_longitude.yxmd
Browse, Comment, DbFileInput, Dynamic Input, Tool Container
Closed07 Smooth_spatial_objects_on_a_map.yxmd
Buffer, Comment, Create Points, DbFileInput, Generalize, Render, Report Map, Report Text, Smooth, Text Input, Tool Container, Trade Area
Closed08 Create_an_.xml_file.yxmd
Browse, Comment, Formula, Join, Output Data, Summarize, Text Input, Tool Container, Union
ClosedDescribe what is happening
Closed01 Create_service_boundaries.yxmd
AlteryxSelect, Browse, Comment, Create Points, DbFileInput, Distance, Formula, Join, Spatial Match, Summarize, Tool Container, Trade Area, Union
Closed01 Join_data_from_two_sources.yxmd
Browse, Comment, DbFileInput, Formula, Join, Summarize, Tool Container
Closed02 Join_data_from_multiple_sources.yxmd
Browse, Comment, DbFileInput, Join Multiple, Tool Container
Closed02 Learn_frequently-used_tools.yxmd
AlteryxSelect, Browse, Comment, DbFileInput, Filter, Formula, Join, Record ID, Sample, Sort, Summarize, Text Input, Tool Container, Union, Unique
Closed03 Group_sales_by_county.yxmd
AlteryxSelect, Browse, Comment, DbFileInput, Formula, Summarize, Tool Container
Closed03 Join_rows_with_Union.yxmd
Browse, Comment, DbFileInput, Record ID, Tool Container, Union
Closed03 Map_trade_areas_1.yxmd
Comment, Create Points, DbFileInput, Filter, Find Nearest, Formula, Join, Poly-Build, Record ID, Render, Report Map, Sort, Summarize, Tile, Tool Container
Closed04 Find_all_customers_within_30_miles_of_a_store.yxmd
AlteryxSelect, Browse, Comment, Create Points, DbFileInput, Distance, Join, Sort, Spatial Match, Summarize, Tool Container, Trade Area
Closed04 Map_trade_areas_2.yxmd
AlteryxSelect, Comment, Create Points, DbFileInput, Render, Report Map, Report Text, Tool Container, Trade Area
Closed05 Download_and_parse_web_data.yxmd
AlteryxSelect, Auto Field, Browse, Comment, Create Points, Date Time Now, DateTime, Download, Dynamic Rename, Formula, Join, Layout, Message, Multi-Field Formula, Render, Report Map, Report Text, Sample, Sort, Table, Text Input, Text To Columns, Tool Container
Closed05 Overlay_a_zip_code_map_1.yxmd
Browse, Comment, DbFileInput, Report Map, Spatial Match, Tool Container
Closed06 Create_a_report_with_a_chart_and_a_table.yxmd
Charting, Comment, DbFileInput, Image, Join Multiple, Layout, Render, Report Text, Sort, Table, Tool Container
Closed06 Overlay_a_zip_code_map_2.yxmd
Browse, Comment, DbFileInput, Formula, Join, Spatial Info, Summarize, Tool Container
Closed07 Create_summary_tables_for_a_report.yxmd
AlteryxSelect, Comment, Cross Tab, DbFileInput, Image, Join Multiple, Layout, Render, Report Text, Summarize, Table, Tool Container
Closed07 Measure_the_overlap_of_ad_coverage.yxmd
AlteryxSelect, Browse, Comment, Create Points, DbFileInput, Formula, Spatial Info, Spatial Match, Spatial Process, Tool Container, Trade Area
Closed08 Make_a_contingency_table.yxmd
AlteryxSelect, Browse, Comment, Cross Tab, DbFileInput, Summarize, Tool Container
Closed09 Read_a_.flat_file.yxmd
Browse, Comment, DbFileInput, Filter, Tool Container
Closed10 Create_tables_from_unicode_data.yxmd
Charting, Comment, Image, Join, Join Multiple, Layout, Render, Report Text, Table, Text Input, Tool Container
Closed11 Create_a_report_layout.yxmd
Charting, Comment, DbFileInput, Image, Join Multiple, Layout, Render, Report Footer, Report Map, Report Text, Summarize, Table, Tool Container
ClosedDiagnose why it is happening
Closed01 Append_a_calculated_field.yxmd
Append Fields, Browse, Comment, DbFileInput, Formula, Summarize, Tool Container, Unique
Closed02 Apply_a_formula_to_multiple_fields.yxmd
AlteryxSelect, Browse, Comment, DbFileInput, Multi-Field Formula, Tool Container
Closed03 Find_the_closest_stores_to_customers.yxmd
AlteryxSelect, Browse, Comment, Create Points, DbFileInput, Find Nearest, Summarize, Tool Container
Closed04 Create_a_report_with_a_thematic_map.yxmd
Append Fields, Comment, Create Points, DbFileInput, Formula, Layout, Map Legend Builder, Map Legend Builder, Map Legend Builder, Map Legend Builder, Map Legend Splitter, Map Legend Splitter, Map Legend Splitter, Map Legend Splitter, Render, Report Footer, Report Footer, Report Footer, Report Footer, Report Header, Report Header, Report Header, Report Header, Report Map, Report Text, Spatial Match, Summarize, Tool Container
Closed06 Calculate_a_trend_and_sort_data.yxmd
AlteryxSelect, Browse, Comment, DbFileInput, Filter, Formula, Sample, Sort, Tool Container
ClosedUse scripting and automation tools
Closed01 StrongADD_FuzzyFL.yxmc
AlteryxSelect, Comment, Filter, Formula, Fuzzy Match, Join, Macro Input, Macro Output, Sort, Tab, Tool Container, Union, Unique
Closed02 Convert_file_formats.yxwz
Action, Comment, DbFileInput, Error Message, File Browse, Output Data, Tab, Tool Container
Closed02 StrongADD_FuzzyLF.yxmc
AlteryxSelect, Comment, Filter, Formula, Fuzzy Match, Join, Macro Input, Macro Output, Sort, Tab, Tool Container, Union, Unique
Closed03 Assign_supply_to_demand.yxmd
AlteryxSelect, Append Fields, Browse, Comment, DbFileInput, Distance, Record ID, Sort, Summarize, Test, Tool Container
Closed03 Clean_and_parse_phone_numbers.yxwz
Action, AlteryxSelect, Comment, Condition, DbFileInput, Error Message, File Browse, Filter, Formula, List Box, Output Data, Radio Button, RegEx, Tab, Tool Container, Union
Closed03 StrongFL_FuzzyADD.yxmc
AlteryxSelect, Comment, Filter, Formula, Fuzzy Match, Join, Macro Input, Macro Output, Sort, Tab, Tool Container, Union, Unique
Closed04 Define_trade_areas.yxwz
Action, Comment, Create Points, DbFileInput, File Browse, Filter, Find Nearest, Formula, Join, Label, Numeric Up Down, Poly-Build, Record ID, Render, Report Map, Sort, Summarize, Tab, Tile, Tool Container
Closed04 Map_customers_by_store.yxmd
Comment, Create Points, DbFileInput, Find Nearest, Join, Pie Wedge Trade Area, Record ID, Render, Report Map, Report Text, Tool Container
Closed04 StrongADD_FuzzyFL_Char.yxmc
AlteryxSelect, Comment, Filter, Formula, Fuzzy Match, Join, Macro Input, Macro Output, Sort, Tab, Tool Container, Union, Unique
Closed05 Create_a_heat_map_for_purchase_data.yxmd
Comment, Create Points, DbFileInput, Heat Map, Render, Report Map, Report Text, Tool Container
Closed05 View_FEMA_housing_data.yxwz
Action, AlteryxSelect, Append Fields, Comment, DbFileInput, Formula, Join, Join Multiple, Layout, Map, Map Input, Overlay, Render, Report Map, Report Text, Sort, Tab, Table, Text Input, Tool Container
Closed06 Calculate_a_mortgage_payment.yxwz
Action, AlteryxSelect, Browse, Comment, Drop Down, Filter, Formula, Group, Join, Layout, Numeric Up Down, Render, Report Text, Tab, Table, Text Input, Tool Container, Transpose
Closed06 Identify_tools_and_macros_used_in_a_workflow.yxmd
Browse, Comment, Directory, Tool Container
Closed07 Find_closest_customers_to_a_store.yxwz
Action, Browse, Comment, Create Points, DbFileInput, Find Nearest, Join, Layout, Map, Map Input, Render, Report Text, Tab, Table, Tool Container
Closed08 Optimize_location_by_minimizing_distance.yxmd
Browse, Comment, DbFileInput, Tool Container
Closed08 Using_a_tree_with_a_custom_file_database.yxwz
Action, Browse, Comment, DbFileInput, Error Message, Filter, Tab, Tool Container, Tree
Closed09 Optimize_location_with_a_gravity_model.yxmd
Browse, Comment, DbFileInput, Tool Container
Closed09 Using_a_tree_file_system.yxwz
Action, Browse, Comment, DbFileInput, Error Message, Tab, Tool Container, Tree
Closed10 Merge_to_a_master_file_with_fuzzy_matching.yxmd
AlteryxSelect, Browse, Comment, DbFileInput, Filter, Formula, Join, Sort, Summarize, Tool Container, Union, Unique
Closed10 Using_a_tree_with_custom_XML.yxwz
Action, Browse, Comment, DbFileInput, Error Message, Filter, Tab, Tool Container, Tree
Closed12 Download_data_from_the_internet.yxwz
Action, AlteryxSelect, Charting, Comment, Date, Download, Drop Down, Error Message, Filter, Formula, Image, Join Multiple, Label, Layout, Link, Record ID, Render, Summarize, Tab, Text Input, Text To Columns, Tool Container
Closed13 Convert_metrics_and_publish_online.yxwz
Action, Browse, Comment, Condition, Detour, Detour End, Drop Down, Dynamic Replace, Filter, Formula, Join, Label, Numeric Up Down, Radio Button, Render, Report Text, Tab, Text Input, Tool Container
Closed14 Find a file in a directory.yxwz
Action, AlteryxSelect, Comment, Condition, Directory, Error Message, File Browse, Filter, Folder Browse, Formula, Image, Join Multiple, Label, Layout, List Box, RegEx, Render, Report Text, Tab, Table, Text Input, Tool Container, Union
ClosedBatchMacro_FileFinder.yxmc
Action, AlteryxSelect, Append Fields, Comment, Control Parameter, DbFileInput, File Browse, Filter, Macro Output, Summarize, Tab, Text Input, Tool Container
ClosedBatchMacro_IndividualToolCount.yxmc
Action, AlteryxSelect, Append Fields, Browse, Comment, Control Parameter, DbFileInput, Filter, Formula, Join, Macro Output, RegEx, Summarize, Tab, Text Input, Tool Container, Union
ClosedIterative_Supply_and_Demand.yxmc
AlteryxSelect, Browse, Comment, Filter, Formula, Join, Label, Macro Input, Macro Output, Sample, Sort, Tab, Tool Container, Union
ClosedLocOpt_GenerateReport.yxmc
Action, AlteryxSelect, Append Fields, Browse, Charting, Check Box, Comment, Condition, Cross Tab, Filter, Formula, Group, Join, Macro Input, Macro Output, Report Map, Report Text, Sort, Summarize, Tab, Table, Text Input, Tool Container, Union, Unique
ClosedLocOpt_GravityCreateDemandSurface.yxmc
Action, AlteryxSelect, Append Fields, Check Box, Comment, Condition, Detour, Detour End, Filter, Formula, Macro Input, Macro Output, Numeric Up Down, Summarize, Tab, Text Input, Tool Container, Union
ClosedLocOpt_GravityModel.yxmc
Action, AlteryxSelect, Check Box, Comment, Formula, Join, Join Multiple, Macro Input, Macro Output, Numeric Up Down, Record ID, Tab, Tool Container, Union
ClosedLocOpt_GravityOptimizer.yxmc
Action, AlteryxSelect, Check Box, Comment, Formula, Join, Macro Input, Macro Output, Numeric Up Down, Summarize, Tab, Tool Container
ClosedLocOpt_MinDistanceOptimizer.yxmc
AlteryxSelect, Comment, Find Nearest, Formula, Join, Macro Input, Macro Output, Tab, Tool Container
ClosedLocOpt_MinimizeDistance.yxmc
Action, AlteryxSelect, Browse, Comment, Drop Down, Find Nearest, Formula, Join, Macro Input, Macro Output, Numeric Up Down, Record ID, Report Text, Tab, Table, Tool Container, Union
ClosedLocOpt_RemoveNullFields.yxmc
Action, AlteryxSelect, Comment, Condition, Detour, Detour End, Dynamic Rename, Dynamic Select, Formula, List Box, Macro Input, Macro Output, Radio Button, Summarize, Tab, Tool Container, Transpose

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