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How do you structure your Alteryx Projects? Designer license only

lesliefenwick
6 - Meteoroid

Hi Alteryx crew,

 

Does anyone have any ideas/links/suggestions on best practices for building folder structures for Alteryx projects? I have implemented a few different designs myself but thought it would be a great question to ask the community!

 

My current structure:

Projects

      Project name

           Alteryx

                 workflows go here

           Archive

                 outdated workflows here

           Data

                 Inbound

                 Outbound

           Documents

                 Any informational documents about the project

           Scripts

                 I write python sometimes

                 other automating scripts

           Reporting

                 I'm putting tableau here for general use case but I don't actively use this at the moment

 

Let me know what you use and/or suggestions for what I am currently using above.

- Charles

3 REPLIES 3
Claje
14 - Magnetar

Hi,

 

Based on the design you're referencing here, There's only a few small things I would look at:

           Documents

                 --Any informational documents about the project

           Workflow

                 --name this whatever you'd like, concept being that anything other than a document ends up in this folder

                Alteryx

                      --workflows go here

                Archive

                      --outdated workflows here

                Data

                      --Inbound

                      --Outbound

 

                Scripts

                      --I write python sometimes

                      --other automating scripts

                Reporting

                      --I'm putting tableau here for general use case but I don't actively use this at the moment

 

If you're using some kind of source control management software (git, tfs, etc) then the below recommendation is less applicable.

I'd also consider having a "Release" branch of some kind, so that you can do testing for changes/etc and then move stable processes into a separate location.  That way even when testing you will always have an opportunity to run the "Live" version of a workflow if needed.

lesliefenwick
6 - Meteoroid

Awesome! Thanks for the feedback @Claje

Claje
14 - Magnetar

One more thought - if you end up using Alteryx macros at any point, and are using a macro specific to a project, it probably makes sense to have a Macros folder under the Alteryx folder.  That way you can keep these in a specific spot without cluttering up your list of alteryx workflows.

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