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

Fundamentals of Alteryx and the Designer Environment

• Review of the Alteryx Designer interface and workflow canvas
• Configuration of workflows, tool palettes, and workflow properties
• Best practices for saving, documenting, and sharing workflows

Core Data Preparation Tools

• Input and Output Data tools: integrating CSV, Excel, and database sources
• Utilizing Select, Filter, Sort, and Browse for rapid data inspection and refinement
• Practical exercise: cleaning a sample dataset

Basic Data Transformation Techniques

• Using the Formula tool for calculated fields and conditional logic
• Data cleansing: managing null values, trimming, and standardizing entries
• Text to Columns tool for parsing delimited fields

Basic Data Integration

• Join and Union tools for merging datasets
• Summarize tool for aggregation and roll-up calculations
• Practical exercise: constructing a complete ETL workflow

Advanced Data Blending and Parsing (Intermediate)

• Effective blending of multiple data sources and various file formats
• Parsing semi-structured data: fundamentals of XML and JSON
• Methods for validating and normalizing blended data

Basic Analytical Tools and Reporting

• Reshaping data using Find Replace, Cross Tab, and Transpose
• Generating simple reports and exporting final results
• Case study: producing a summarized operational report

Introduction to Macros and Reusability

• Macro types: Standard Macros and their optimal use cases
• Development, testing, and packaging of 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

Recap and Future Steps