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

Foundations of Alteryx and the Designer Interface

• An overview of the Alteryx Designer interface and workflow canvas
• Setting up workflows, managing tool palettes, and adjusting workflow properties
• Best practices for storing, documenting, and distributing workflows

Core Data Preparation Utilities

• Input and Output Data tools: establishing connections to CSV, Excel, and databases
• Using Select, Filter, Sort, and Browse for rapid data examination and reduction
• Practical exercise: refining a sample dataset

Foundational Data Transformation

• The Formula tool for generating calculated fields and implementing conditional logic
• Data refinement: managing null values, trimming whitespace, and normalizing entries
• Text to Columns and parsing delimited fields

Simple Data Integration

• Utilizing Join and Union to merge datasets
• Employing Summarize for aggregation and roll-ups
• Practical task: constructing a complete ETL workflow

Intermediate Data Blending and Parsing

• Effectively integrating multiple data sources and file types
• Handling semi-structured data: fundamentals of XML and JSON
• Methods for verifying and standardizing integrated data

Entry-Level Analytics and Reporting

• Find Replace, Cross Tab, and Transpose for data restructuring
• Generating basic reports and exporting outcomes
• Case study: producing a consolidated operational report

Foundations of Macros and Reusability

• Categorizing macros: Standard Macros and appropriate use cases
• Designing, testing, and packaging reusable macros
• Integrating macros into workflows to simplify processes

Best Practices in Workflow Automation

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

Recap and Future Steps