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This article will walk you through how to install a macro, so that it can be accessed from the tool palette in the Designer.
Download or save a macro to a directory
Open Alteryx Designer
Click Options > User Settings > Edit User Settings
Click the Macros tab within the User Settings window
Click the + icon and select the directory used to save your macro(s)
Enter a Category Name for the directory to appear as in the Designer
Macro(s) will now show up in the category specified
Things to consider:
- all macros within the folder specified will be installed
- the category specified within the macro Meta Info will take priority over the Category Name specified in step 6:
A macro can be added to a workflow without installing it. Do this by right-clicking on a blank-portion of your wokrflow and selecting Insert > Macro.., then navigate to the location of the macro you'd like to insert.