Course Outline
Introduction to Alteryx and the Designer Environment
- Overview of the Alteryx Designer interface and workflow canvas
- Configuring workflows, tool palettes, and workflow properties
- Best practices for saving, documenting, and sharing workflows
Essential Data Preparation Tools
- Input Data and Output Data tools: connecting to CSV, Excel, and databases
- Select, Filter, Sort, and Browse tools for quick data inspection and pruning
- Practical exercises: cleansing a sample dataset
Basic Data Transformation
- Formula tool for creating calculated fields and implementing conditional logic
- Data Cleansing: handling nulls, trimming, and standardizing values
- Text to Columns and parsing delimited fields
Simple Data Combination
- Join and Union techniques for combining datasets
- Summarize for aggregation and roll-ups
- Hands-on: building an end-to-end ETL workflow
Advanced Data Blending and Parsing (Intermediate)
- Effectively blending multiple data sources and file formats
- Parsing semi-structured data: understanding XML and JSON basics
- Techniques for validating and normalizing blended data
Basic Analytical Tools and Reporting
- Find Replace, Cross Tab, and Transpose tools for reshaping data
- Creating simple reports and exporting results
- Case study: generating a summarized operational report
Introduction to Macros and Reusability
- Types of macros: Standard Macros and their use cases
- Creating, testing, and packaging a reusable macro
- Deploying macros within workflows to simplify processes
Workflow Automation Best Practices
- Organizing workflows using containers and annotations
- Considerations for error handling, logging, and scheduling
- Practical exercise: automating a recurring data preparation task
Summary and Next Steps
Requirements
- A foundational understanding of basic data concepts and spreadsheet applications
- Familiarity with CSV and Excel file formats
- Basic analytical thinking and problem-solving capabilities
Target Audience
- Data analysts and business analysts
- ETL practitioners and operations staff
- Personnel responsible for automating routine data tasks
Testimonials (3)
Abhi has excellent knowledge of Alteryx and he explained things very clearly. He understood our goals and created bespoke demo datasets that were relevant to our organisation, which was very impressive. The training was well-structured and delivered at a good pace, with time for questions.
Samuel Taylor - Manchester Metropolitan University
Course - Alteryx for Data Analysis
Used good examples, good pace of the training and covered most things
David - McGraw Hill
Course - Data Preparation with Alteryx
Clear explanations with good examples so i could relate to my own line of work.
