Alteryx Workflow Design Principles

Alteryx as we all know makes it very easy to get work done fast. One thing that can become overwhelming very quickly is a growing workflow. Everyone who’s used Alteryx probably has built a gargantuan web of a workflow – or if not will fall into this trap soon enough. Below are some principles of design that can be applied to building workflows.

The principles of design:

  • Balance – there should be an even dispersion of elements throughout the workspace
  • Proximity – related sections in a workflow should be kept close to each other
  • Alignment – tools and subsections should line up along a common axis (use ctrl + right/left arrow to make fine adjustments)
  • Repetition – elements in the workflow should be designed similarly so as to create a sense of consistency
  • Contrast – highlight key elements using contrast. e.g. heading comments can be shaded a darker colour to contrast from to ensure sub-segments are easy to identify
  • Space – elements should be separated by an appropriate amount of space – clutter should be removed or hidden using containers

To achieve this I tend to use primarily comment tools to section up the workflow into neat liner and parallel sections. You can use the container tools to group a bunch of tools together or hide redundant groups of tools.

Alteryx Design Principles

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