Designer Cheat Sheet

[ianwi]

If you are reading this post, odds are that you recognize the value of Alteryx Designer, but you aren’t quite sure you have the knowledge to leverage it for your use. We know it can be challenging to find the right tool when you are just starting out, especially if you only have a 30-day trial. That is why we created this Designer Cheat Sheet  to help you get to your data insights right away.

On the first page, you will find some of the most popular tools used to build Designer workflows. Hover over a tool icon to read a brief description of what it does and select the icon to visit the Help documentation page for that tool. Whether you want to organize your dataset, perform a calculation, or modify an aspect of your dataset, Designer has a tool for you.

The second page lists some common actions you may want to perform and the tool(s) that can perform those actions. You will also find tips for using functions in Designer, including a nifty table that lists function categories and the datatypes those functions work with. Finally, you will find some useful terms and their definitions.

Whether you just downloaded the trial, or you are looking for an additional resource to refer to while learning how to use Designer, this cheat sheet can help you get familiar with the basics and on your way to data discoveries. Download a PDF of the cheat sheet below or bookmark this article. To learn more about Designer, check out our Interactive Lessons and the Tool Mastery Index.  

[CiaranA]

This is great to share with new users in my organisation, thanks. 

[papalow]

@ianwi 

Great post.  Wish I had your designer cheat sheet a year ago when I started using Alteryx.  

[abaron12]

This is good information, thanks.

[TonyaS]

Thanks @ianwi  - this is great! 

[Gopinaath]

Just a suggestion for the cheat sheet. I think the select tool should be connected to both rearrange and datatype. More than rearranging fields and renaming, I use the select tool more often for changing datatypes after bringing a csv file (note that all fields in a csv are string data types). Autofield may not always be the most optimal tool for changing data types.

[EC55]

@IanWi this is AMAZING!! Thank you for sharing your knowledge!!! 

[RBERN]

As a relatively new user to alteryx, I'd like to say thank you! So far I've had a good time learning how to use alteryx and all the benefits it provides, but this cheat sheet is already making the learning process a lot easier! 

[devangibohra]

this is super helpful! Thanks for making this!

[DotDigitals]

Impressive

[sharsha315]

Great Post. Thank You.

[mkbhagat]

Great document to get familiar with tool and its usage.

[Jb_bernard]

Looking forward to use this tool.

[mawunyo]

Thank you, this is very useful. That is thoughtful of you. I appreciate it.

[Shane_t98]

This is a great starting point for users new to Alteryx. Thank you for sharing. :)

[moabdeen]

Awesome and great resources

[Diego_gn]

I recently started a new job where they use alteryx to their processes, I have been learning in my own and this cheat sheet is a great starting point for new alteryx users like me, thanks!🤠

[Vamshi32123]

8-asteroid

[david_s_stewart]

Yes, this is good.

[parveena]

yes this is very useful

[Asim_Sid]

I have recently started learning Alteryx and this cheatsheet would come in so handy. Thanks ianwi.

[chandrika_19]

I have recently started learning and using Alteryx. But it is really easy and makes the work easier.

---

@ianwi wrote:

If you are reading this post, odds are that you recognize the value of Alteryx Designer, but you aren’t quite sure you have the knowledge to leverage it for your use. We know it can be challenging to find the right tool when you are just starting out, especially if you only have a 30-day trial. That is why we created this Designer Cheat Sheet  to help you get to your data insights right away.

On the first page, you will find some of the most popular tools used to build Designer workflows. Hover over a tool icon to read a brief description of what it does and select the icon to visit the Help documentation page for that tool. Whether you want to organize your dataset, perform a calculation, or modify an aspect of your dataset, Designer has a tool for you.

The second page lists some common actions you may want to perform and the tool(s) that can perform those actions. You will also find tips for using functions in Designer, including a nifty table that lists function categories and the datatypes those functions work with. Finally, you will find some useful terms and their definitions.

Whether you just downloaded the trial, or you are looking for an additional resource to refer to while learning how to use Designer, this cheat sheet can help you get familiar with the basics and on your way to data discoveries. Download a PDF of the cheat sheet below or bookmark this article. To learn more about Designer, check out our Interactive Lessons and the Tool Mastery Index.  

---

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[dsi]

Thank for this summary.

[MAkash]

Yes this is very useful 

[MAkash]

akashm@srmist.edu.in

[Esther_Mo]

nice one 

[Sunil9575]

Thank you for sharing ,this is useful post.

[kumpatiprabhuprakash]

10-FIRE BALL

[harshini_2003]

Thanks for sharing very helpful for learning

[Ciec]

Thanks for sharing!

[shaikshoaib23]

5-atom

[shaikshoaib23]

5-Atom

[SYAMALA_YALLA007]

5 ATOM

[celuck]

This is very helpful - thank you! 

[Anugroho]

Thank you , useful - informative - make easy to find path need to do. Much appreciate.

[SakshiShahare]

thank you  for good explanation

[codyzucker]

This is very helpful even just for a reminder. Thanks!

[mahaboob_555]

thank u for good explanation

[KNaguit]

This is a great help!

[mahaboob_555]

this is a great help

[HsetVenky]

Great info. Thanks for covering all the frequently used tools and when to use which tool scenario's. 

[Manjeet2024]

Thank you for including the pdf that can be downloaded! Super helpful😊 

[yerravinay]

super classes.

[yerravinay]

Thank you for including the pdf that can be downloaded! Super helpful

Thank you for including the pdf that can be downloaded! Supe

[Ash20v]

this is perfect. very easy to understand.

[Lakshmi12]

it is easy understand,superb it is helpful

[Jeffar]

Easy to understand

[Afrin2608]

Easy to understand

[Abhii]

スポイラ

スポイラ

Very good lesson,,,also helpful for understanding

[Parmeet3342]

very good lesson

[NehalDixit]

good lesson