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

Overview of Alteryx and the Designer Interface

• An introduction to the Alteryx Designer interface and the workflow canvas
• Setting up workflows, tool palettes, and workflow properties
• Best practices for saving, documenting, and sharing workflows

Core Data Preparation Tools

• Using Input Data and Output Data tools to connect to CSV, Excel, and databases
• Applying Select, Filter, Sort, and Browse tools for rapid data inspection and reduction
• Practical exercise: Cleaning a sample dataset

Foundational Data Transformation

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

Basic Data Integration

• Using Join and Union tools to merge datasets
• Employing Summarize for aggregation and roll-ups
• Hands-on session: Constructing a complete end-to-end ETL workflow

Intermediate Data Blending and Parsing

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

Introductory Analytical Tools and Reporting

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

Foundations of Macros and Reusability

• Understanding macro types: Standard Macros and their application
• Building, testing, and packaging reusable macros
• Integrating macros into workflows to simplify 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

Course Summary and Further Learning