Workflows

A workflow is a sequence of actions Vesta runs inside a workspace. A single action — creating a map, a chart, or running one analysis — executes immediately. A multi-step task is structured as a plan: an ordered sequence of steps, with optional checkpoints along the way so you can inspect intermediate results before continuing.

Running a Step

Each step in a plan can be run two ways:

• Configure — opens the step's own dialog (the same import or analysis wizard used elsewhere in Vesta) so you can tune its parameters interactively before running it.
• Run — executes the step immediately using its default parameters. If a choice is genuinely required, Vesta asks a single clarifying question rather than guessing.

Saving a Plan as a Reusable Workflow

The steps applied during an import or a Preprocess run are recorded as the dataset's own processing history. From the Summary screen at the end of either (see Importing Data and Preprocess), selecting Save as workflow turns that history into a named, portable, parameterized recipe that can be run again later:

• An import workflow replays the steps used to bring in a file; the file path and any join key become prompts, and everything else runs the same way again.
• A preprocessing workflow can be applied to any dataset — the target dataset and its variables are matched by name on replay, and you're asked about anything that doesn't match.

The Advisor and Workflows

The Vesta Advisor uses this same plan structure when it lays out a multi-step task — presenting a numbered plan with checkpoints you can stop at, rather than running everything at once.

Managing Workflows

Saved workflows are accessible from the Workflows panel, alongside the Advisor and Data panels.