This article is the 3rd chapter of a 3 part series. Part 1 discusses your preparation. Part 2 emphasizes the preparation of the workflow. This part focuses on the final enrichment using visual effects.
For the record we are here to convince Jessica, your manager, that Alteryx is a huge solution in your context. You want to be sure that the value you see is highlighted by the visual of your workflow.
To help Jessica understand the context that is sometimes not obvious for a beginner, put an image in a Comment tool. You know what is behind an Input Data or Output Data tool. Jessica does not. It just looks like a green box.
For instance, you can add an enterprise resource planning (ERP) or application logo, a screen shot of the output or intermediate result, or a graphic… all information that you could tell or show with a simple click, but you want the audience to understand by themselves in case they miss your explanation.
Do not hesitate to use images that explain the logic of the workflow without having to click everywhere.
Here for example we have four main geospatial operations. Visually understanding them is far more easy than looking at the four Browse tools or examining the tools' configurations. Putting a screen shot of the data source can also be a way to help them understand what you are trying to do.
If you remember the advice “Find a way to explain the workflow in almost one sight” this is a good approach to explain quickly the logic of your process.
Tip: To quickly have a good looking PNG picture, use the pre-packaged image effect in PowerPoint.
First, paste your image in PowerPoint:
Next, apply a lovely effect (frames, shadow, bevel...):
Next, save it as an image and it will generate a PNG (transparent background):
Next, import it into a Comment tool without shape:
When you think that some complementary information is needed to highlight your presentation, just do a screen shot and include it directly within the workflow within a Container.
It will make the presentation more smooth (no need to switch to and from one of your 126 applications open in your background) and show some interesting documentation features of Alteryx.
We are so used to having a white background that we do not even realize that there is a huge visual potential using customized backgrounds. Alteryx is not doomed to look like a vintage tool 😉
You can even set an image as a background and build your real workflow on top of it. Very impactful, but of course to be used carefully and sparingly regarding your audience 😊
Snifff… this is the end 😪
I am confident that, thanks to you, Jessica is seeing the value 😃
Last reminder, these articles are not talking about best practices implementation, or maintainability of the workflow. It only focus on making the workflow looks nice, clean, shiny...
Most of all, I am really looking forward to using this article to entice you to share your tips and screenshots of your visually impactful workflow!!
Note: You can find the first two chapters here:
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