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Alteryx designer Discussions

Find answers, ask questions, and share expertise about Alteryx Designer.

Alteryx Cheat Sheet


Has anyone created an Alteryx Cheat Sheet? We have new users in our organization and it would be great to have a quick reference of commonly used and perhaps some less well known, but very useful tools.



Hi ! Good question. I suggest checking the 2015 Tips and Tricks booklet we put together for Inspire which covers our latest tips & tricks as well as those we can't do without. A Cheat Sheet for all the tools is in the last pages. Enjoy.

Margarita Wilshire
Manager, Customer Support Engineering
Alteryx Certified Partner
Alteryx Certified Partner

This crib sheet might also help fro people familiar with Excel (which is normally everyone!)




ACE Emeritus
ACE Emeritus

Here's another option I just stumbled across via Google:


Alteryx Alumni (Retired)

Here is another Cheat Sheet you might find useful (created by @AmeliaG) from the Virtual Training that you can watch and following along with from here the Previous Session Training page


So Simple – Basic Blending and Parsing for Excel Users


Has Vlookup been your best friend? Are a master of the fx button? See how to complete the same data lookup and manipulation tasks you've done in Excel in the simpler and faster Alteryx workflow format.

You'll learn how to:

  • Perform lookups quickly using the Join tools
  • Write formulas once using the Formula Tools
  • Parse data quicker using Text to Columns and Regular Expressions

Tool sets/processes covered:

  • Join, Favorites, Parse

Data link


No more Dragging Formulas – Intro to Alteryx for Excel Users


Are you coming to Alteryx from an Excel background? See how Alteryx streamlines the automation process so you can build your workflow once and run as needed and not have to go back and modify your spreadsheet every time you get new data. We'll cover how to easily replicate Excel tasks (ex. Pivot data) in Alteryx.

You'll learn how to:

  • How Alteryx removes the need to modify your process every time you get new data
  • How to do common Excel tasks in Alteryx (Formulas, Pivoting, Filtering, Lookups)

Tool sets/processes covered:

  • Favorites, Parsing, Transform

Data link

Alteryx Partner

This is great information.  Thanks!

Alteryx Alumni (Retired) also has another quick reference for the Excel user, see





This is really helpful and saved lot of time after getting started. Thanks a ton.

This is like a boon for alteryx designer.


Find the below Alteryx links:


1.For excel users- Alteryx & Excel

2.For SQL users -Alteryx & SQL


You can ask them to go through the resources available in this link -


And also taking up the basic level certification which is free of cost would help them to get started with Alteryx.



Thanks @MargaritaW