Alteryx: Basic & Intermediate - Practical Data Preparation and Automation Training Course

Alteryx Foundations and the Designer Interface

• Understanding the Alteryx Designer layout and workflow canvas.
• Setting up workflows, tool palettes, and workflow properties.
• Best practices for saving, documenting, and distributing workflows.

Core Data Preparation Tools

• Using Input and Output Data tools to connect to CSV, Excel, and databases.
• Applying Select, Filter, Sort, and Browse tools for rapid data inspection and refinement.
• Practical drills: cleansing a sample dataset.

Fundamental Data Transformation

• Leveraging the Formula tool for calculated fields and conditional logic.
• Data cleansing techniques: managing null values, trimming text, and standardizing entries.
• Splitting delimited fields using Text to Columns.

Combining Data Sources

• Using Join and Union tools to merge datasets.
• Aggregating and rolling up data with the Summarize tool.
• Hands-on activity: constructing an end-to-end ETL workflow.

Intermediate Data Blending and Parsing

• Effectively blending multiple data sources and file types.
• Introduction to parsing semi-structured data, including XML and JSON.
• Methods for validating and normalizing combined data.

Basic Analytics and Reporting

• Reshaping data with Find Replace, Cross Tab, and Transpose.
• Generating simple reports and exporting outcomes.
• Case study: producing a summarized operational report.

Macros and Reusability

• Understanding Standard Macros and their appropriate applications.
• Creating, testing, and packaging reusable macros.
• Integrating macros into workflows to streamline processes.

Best Practices for Workflow Automation

• Structuring workflows using containers and annotations.
• Considerations for error handling, logging, and scheduling.
• Practical exercise: automating a recurring data preparation task.

Course Summary and Future Pathways