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

Overview of Alteryx and the Designer Interface

• Exploring the Alteryx Designer workspace and workflow canvas
• Setting up workflows, managing tool palettes, and configuring workflow properties
• Best practices for saving, documenting, and distributing workflows

Core Data Preparation Utilities

• Input and Output Data tools: Establishing connections to CSV, Excel, and databases
• Utilizing Select, Filter, Sort, and Browse for rapid data examination and reduction
• Applied exercise: Cleaning a representative dataset

Fundamental Data Transformation

• Using the Formula tool for computed fields and conditional statements
• Data hygiene: Managing null values, trimming whitespace, and standardizing entries
• Employing Text to Columns for parsing delimited fields

Basic Data Integration

• Using Join and Union to merge datasets
• Applying Summarize for aggregation and roll-up calculations
• Practical application: Constructing a complete ETL workflow

Intermediate Data Blending and Parsing

• Effectively integrating multiple data sources and file formats
• Foundations of parsing semi-structured data: XML and JSON
• Methods for validating and normalizing integrated data

Introductory Analytics and Reporting

• Reshaping data with Find Replace, Cross Tab, and Transpose
• Generating basic reports and exporting outcomes
• Case study: Producing a consolidated operational report

Basics of Macros and Reusability

• Understanding macro types: Standard Macros and their use cases
• Creating, testing, and packaging reusable macros
• Implementing macros within 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 routine

Wrap-up and Path Forward