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Under the hood of Alteryx: tips, tricks and how-tos.
dimkavid
Alteryx
Alteryx

Designing workspaces in Alteryx Analytics Cloud (AAC) is a critical—but often complex—step for organizations moving toward more scalable and governed analytics. There is no one-size-fits-all solution, but with a clear understanding of your organization’s data needs, governance structures, and collaboration priorities, you can set up a workspace strategy that works for you.

 

This post explores three core pillars of AAC workspace strategy and how aligning them can improve user experience, simplify maintenance, and ensure compliance with global standards like GDPR.

 

(Private data handling is a major consideration for workspace deployment but is typically decided earlier in design and architecture based on known data processing and/or product-specific deployment requirements. To learn more about Private Data Handling, view our whitepaper here.)

 

Three Pillars of Workspace Strategy

 

Every AAC workspace design should be evaluated against three main criteria:

  1. 🌍 Data Regulatory Requirements – such as GDPR compliance
  2. 📥 Storage Access Options – understanding trade-offs between user vs. platform storage
  3. 🔄 Development Lifecycle – structuring your Dev → QA → Prod flow

 

Let’s break each one down with real-world examples and practical guidance.

 

Designing with Data Residency In Mind: GDPR

 

For organizations handling EU personal data, GDPR compliance significantly influences how and where workspaces should be hosted. Alteryx currently supports deployment regions in the US, EMEA, and APAC. If your organization is global, you may need separate AAC instances in each region to properly manage compliance.

 

For example, a GDPR-compliant setup may include:

 

Region: EU

Region: US

| → Workspace 1 [EU Marketing]

| → Workspace 1 [US Operations]

| → Workspace 2 [EU Finance]

| → Workspace  2 [US Support]

| → …

| → …

The number of workspaces in each region will depend on other design factors and user experience, which we will touch on later.

 

Each regional instance will operate independently, meaning users, data, and workspace configurations will need to be managed separately. This improves control over data residency and access but increases administrative overhead.

 

In some cases, organizations may try to centralize in a single EU instance and have US/APAC users access that environment. This may reduce management effort but can result in increased data egress costs, latency, and processing inefficiencies.

 

Others may consider leveraging PDH in a US-based environment to process EU data. While this approach keeps compute in your supported cloud region of choice, metadata still passes through the US-based control plane, potentially violating GDPR if not carefully managed.

 

GDPR Strategy Summary:

  • Use regionally hosted environments to control data residency, access, and auditability.
  • Understand the trade-off between administrative simplicity and regulatory risk.

 

Storage Access Mode: Balancing Governance and Collaboration

 

When it comes to storage for your workspace, not only do you have to configure where the data gets stored for each workspace but also how users within the workspace can access their stored data. The storage access mode you choose—User Mode vs. Workspace Mode—will shape how users interact with data and collaborate across teams.

 

User Storage Mode (Default)

Workspace Storage Mode

  • Each user stores workflows in their personal folder.
  • Great for sandboxing, experiments, and tight data controls.
  • Less ideal for cross-team collaboration.
  • Assets live at the workspace level.
  • Encourages collaboration with shared access.
  • Easier to govern at a team or department level but requires tighter role-based access control.

 

When choosing between these modes, ask: Is your priority collaboration or control?

 

User Storage enables stronger data isolation. For example, one workspace could support multiple departments if each user’s content is private. However, this limits peer collaboration, even within the same team.

 

Workspace Storage supports open teamwork. You might have a workspace for Finance, another for HR, and another for R&D—each accessible only to their respective teams but collaborative within those boundaries.

 

Storage Strategy Examples:

  • User Storage Only: Single workspace that is easy to manage; limited end-user collaboration.
  • Workspace Storage split by Function: Finance, HR, and Ops each have their own space where they can collaborate with other team members.
  • Mixed Model: A general sandbox (User Storage) plus functional workspaces (Workspace Storage) as needed.

 

Remember: storage mode is defined at the workspace level, not account level, so you can mix and match to suit your needs.

 

Admin Consideration:

If you’re using Single Sign-On (SSO) with Active Directory (AD) or any other Identity Provider group management, workspace SSO access can be managed through AD or through your Identity Provider’s access process. Industry standard user provisioning features like SCIM can be configured to automate user and group creation in the appropriate workspace(s) for low maintenance user management, or a workspace Admin can invite users directly.

 

Storage Strategy Summary:

  • Use User Storage when control and security matter most.
  • Use Workspace Storage when collaboration and sharing are priorities.
  • Expect increased admin work as the number of workspaces and storage models grow, particularly if there are one-offs of users needing to be added to different workspaces outside of the original mapping.

 

Development Lifecycle Approach

 

Like software, analytics workflows benefit from a structured development lifecycle.

 

Typical SDLC Environment Lifecycle:

  1. Dev: Drafts, experiments, initial builds.
  2. QA: Validated workflows, staging.
  3. Prod: Published, governed workflows.

 

This separation brings order and accountability to development. It enables experimentation without polluting production and supports governance by keeping production environments clean and consistent.

 

You don’t need every stage for every team. In some cases, QA can be a process step rather than a separate workspace. In others, centralized QA or Prod workspaces can serve multiple Dev workspaces across regions.

 

For example, Alteryx internally uses:

  • Dev Workspace: All users can build and test.
  • Prod Workspace: Only IT can deploy; other users are viewers.

 

Workspace Impact

Strategy

Workspace Count Impact

Why

No lifecycle

n/a

One workspace per department or purpose

Only Dev → Prod

+2x workspaces

Each departmental or separate workspace has 2 stages of development

Full Dev → QA → Prod

+2–3x workspaces

Each department or separate workspace has 3 stages of development

Central QA/Prod

+1-2 workspaces

Shared QA/Prod; local Dev per region/department

 

Lifecycle Strategy Summary:

  • Separate Dev from Prod to simplify monitoring and auditing.
  • Add a QA workspace only if Dev and Prod environments differ in configuration. 
  • Match the number of Prod workspace setups to the intended usage of the workflows: Centrally managed and scheduled automation vs Locally accessible and run ad hoc? 

 

Putting It All Together: Strategy in Action

 

Workspace design is foundational to how your organization operates, collaborates, and scales within Alteryx Analytics Cloud. There’s no single “right” approach—but by thinking through these pillars, you’ll land on a model that reflects your priorities and adapts to your teams.

 

Designing your AAC deployment is about trade-offs. Here’s a simplified framework:

 

Org Characteristic

Workspace Strategy

Multi-national, GDPR-bound

Region + Function-based separation

High collaboration

Platform Storage with (optional) team-based workspaces

Strict access needs (e.g., HR, Finance)

Isolated Platform or User Storage workspaces

Centralized data governance

User Storage; limited sharing capabilities

Need version control

Separate Dev → QA → Prod workspaces

High experimentation

Enable user storage in Dev/Sandbox

 

All of these decisions are made within the design and configuration of workspaces within your Admin Console, so make sure you have the right access and/or stakeholders before you start implementing!

 

Whether you’re launching AAC or refining your current setup, use this framework as a guide—and share your own strategies in the comments. Let’s keep the conversation going!

david kim
Customer Success Manager

David is one of our first CSMs supporting our Cloud products at Alteryx. Since starting as a Digital CSM, he is now supporting Auto Insights customers around the globe. Before joining Alteryx, he had experience in tech consulting as well as a few roles in strategy and ops within fintech. David's experience and technical skills are well suited to help customers answer questions and get to more 'aha' moments faster.

David is one of our first CSMs supporting our Cloud products at Alteryx. Since starting as a Digital CSM, he is now supporting Auto Insights customers around the globe. Before joining Alteryx, he had experience in tech consulting as well as a few roles in strategy and ops within fintech. David's experience and technical skills are well suited to help customers answer questions and get to more 'aha' moments faster.