Hello! I am so excited to share with you this blog: How to Personalize your Alteryx Canvas!

It is getting very close to Christmas Snow buddie, and I am thinking why not giving my Alteryx workflow a festive make-over? Believe it or not there are options in Alteryx to allow you to be as much creative as you like! 

1. USER SETTINGS
By utilizing User Settings, you can do a lot to format and personalize your Canvas. To access User Settings:

Click on Options / User Settings/ Edit User Settings/ Canvas

Here you are able to make changes to the following:
  • Canvas Background: You can change your Canvas background color to any color you like in default canvas settings.
  • Connection Lines: You do not have to stick to the gray connection lines anymore, the Lines option allows you to change to the line color. My favorite are baby pink and lime, but it really depends on the theme you know!
  • Container Default Color: you can set a default background color for your container here as well, if you have a preferred personal style for them.
  • Annotation: fonts, sizes, colors, background, you name it, all can be customized!
2. COMMENT TOOL

The comment tool is not only perfect for documentation, but also fantastic for adding images to your workflows.

To add images, use the last option in the configuration box, background image. Clicking on the folder icon will allow you to upload any image you like. 

Ensure to change Shape to None to remove the borders around your image. 

3. POSITIONS

To arrange and layer your images and containers, right click to see options for Bring to Front and Send to Back.

There you go. By combining User Settings and Comment tool, layer them in a correct order, you will be able to add creativity to your Alteryx workflow.

I hope you enjoy this blog as much as I do. Thanks for reading and I cannot wait to see your beautiful, personalized workflows! 

Snowflake Merry Christmas! I wish you a season filled with happiness and merry making. Snowflake

Thao

 

Thao Phuong Tran
Author: Thao Phuong Tran

Thao is an experienced 3PL Warehouse Administrator and Retail Assistant Manager. Driven by a passion for data analytics and information technology, she takes pride in providing the best analysis to help businesses in making data driven decisions and tackling their issues. As a Data Analyst Consultant at The Data School, her goals include learning from the best people in the data industry and up skilling herself with relevant and powerful tools like Tableau, Alteryx, Power BI, etc. She adores applying process automation to improve her productivity and efficiency at work. When Thao is not keeping busy with data, you can find her enjoying collecting Pandora charms and baking chocolate mint cookies. She also loves dining out and a meal that never fails her is spicy Pad Thai paired with a Vodka Sunrise!