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

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 rapid data inspection and refinement.
• Practical exercises: cleansing a sample dataset.

Basic Data Transformation

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

Simple Data Combination

• Join and Union tools for merging datasets.
• Summarize tool for aggregation and roll-ups.
• Hands-on session: building an end-to-end ETL workflow.

Advanced Data Blending and Parsing (Intermediate)

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

Basic Analytical Tools and Reporting

• Find Replace, Cross Tab, and Transpose tools for reshaping data.
• 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 use cases.
• Creating, testing, and packaging a reusable macro.
• Integrating macros into 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