Creating Alteryx documentation is an important part of the data analysis process. Not only does it help you understand your own work, but it also makes it easier for others to follow and collaborate on your analysis. Here are some tips for good Alteryx documentation:

  1. Use clear and descriptive names for your workflows and individual tools. This will make it easier to find specific workflows and tools within your Alteryx project.
  2. Use the notes feature to add comments and explanations to your workflows and individual tools. This will help you remember why you did something a certain way, and it will also help others understand your thought process.
  3. Use annotations to highlight important parts of your workflows. This is especially useful when you have a complex workflow with many different tools.
  4. Organize your workflows into folders, and use the workflow dependencies feature to show how your workflows are connected. This will help you keep your project organized and make it easier to understand the overall flow of your analysis.
  5. Consider using coloured containers to group together parts of your workflow to allow users to easily see what is happening. For example, giving all input and output tools a colour, data preparation parts of your workflow a colour, etc.
A Documented Alteryx Workflow

A Documented Alteryx Workflow

Overall, the key to documenting your Alteryx workflows is to make them as clear and organized as possible. By using clear names, adding comments and explanations, and containerizing your processes, you can make your analyses more understandable and easier to collaborate on. This should get you started to now be able to implement easy neat documentation into your own workflows, and allow other users to read and collaborate with you, or present to non-technical users.

If you want to read about how to document tableau workbooks, visit my previous blog post here.

The Data School
Author: The Data School