Engine Works

Under the hood of Alteryx: tips, tricks and how-tos.
smugabart
8 - Asteroid
8 - Asteroid

Welcome to the Data Pal team's guide to mastering Alteryx standards!


We're thrilled to introduce you to our specially crafted workflow template, which is more than just a set of tools—it's a gateway to transforming how you work with data. Our template is carefully designed to boost teamwork, streamline processes, and elevate your productivity to new heights.

In this easy-to-follow guide, you'll discover how our Alteryx standards can simplify complex tasks, save valuable time, and foster a more collaborative environment. Whether you're a seasoned data analyst or just starting out, you'll find valuable insights and practical tips to make your data journey smoother and more effective.

Let's dive in and explore how our workflow template can be your ally in navigating the exciting world of Alteryx! We have attached the workflow template to this article.

 

1. Color Code


Our team uses a carefully selected color scheme to visually distinguish different elements, ensuring clarity and ease of understanding.

 

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2. High-Level Information

 

The template includes comprehensive details about the workflow, offering a bird's-eye view of the entire process. This enables quick comprehension and facilitates effective communication.

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3. Agreed Upon Rules


We have compiled a set of rules that we recommend our clients follow. These guidelines promote best practices, allowing your team to work more efficiently.

 

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4. Lessons Learned Document


We understand the importance of learning from past experiences. Therefore, we have included a section dedicated to documenting valuable insights and best practices. This will undoubtedly contribute to making your work smoother and more efficient.

 

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5. Change Log


Keeping track of changes within the workflow is essential for maintaining transparency and accountability. The template provides a designated area to record and monitor all modifications made over time.

 

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6. Example of Good Documentation


Inside the workflow, there is an example of what a well-documented workflow should look like.

 

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We genuinely believe that our workflow template will greatly benefit your projects and encourage seamless teamwork.

Feel free to explore and customize it to suit your specific needs. If you have any questions or need further assistance, please don't hesitate to reach out.

 

If your team is already using the templates like the exemplary folder structure below, we would love to hear from you.

 

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Comments
pmaier1971
Alteryx
Alteryx

Big thumbs up from me. I can see this being very useful. Thanks for posting!

smugabart
8 - Asteroid
8 - Asteroid

@pmaier1971 hearing such kindness from the Global Practice Lead is very encouraging - thanks.

Emil_Kos
17 - Castor
17 - Castor

I hope our template will help users on their Alteryx journey!

 

Especially now when it is so easy in organizations to have standardized templates which are available in the newest Alteryx version!

smugabart
8 - Asteroid
8 - Asteroid

@Emil_Kos that's right, more information about templates in the newest Alteryx version in the below link:
https://help.alteryx.com/current/en/designer/workflows/templates.html#edit-a-template