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

Overview of Alteryx and the Designer Interface

• Exploring 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

• Input Data and Output Data tools: linking to CSV, Excel, and database sources
• Using Select, Filter, Sort, and Browse for rapid data inspection and reduction
• Practical tasks: cleansing a sample dataset

Foundational Data Transformation

• Utilizing the Formula tool for calculated fields and conditional logic
• Data Cleansing: managing nulls, trimming whitespace, and standardizing values
• Text to Columns and parsing delimited fields

Simple Data Integration

• Join and Union tools for merging datasets
• Summarize tool for aggregation and roll-up operations
• Practical session: constructing a complete end-to-end ETL workflow

Advanced Data Blending and Parsing (Intermediate Level)

• Effectively blending multiple data sources and file formats
• Parsing semi-structured data: introduction to XML and JSON
• Methods for validating and normalizing integrated data

Basic Analytical Tools and Reporting

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

Introduction to Macros and Reusability

• Types of macros: Standard Macros and their appropriate use cases
• Building, testing, and packaging a reusable macro
• Integrating macros into workflows to streamline processes

Best Practices for Workflow Automation

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

Summary and Future Steps