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

Introduction to Alteryx and the Designer Interface

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

Core Data Preparation Tools

• Input Data and Output Data tools: establishing connections to CSV, Excel, and databases
• Using Select, Filter, Sort, and Browse 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: managing nulls, trimming whitespace, and standardizing values
• Applying Text to Columns and parsing delimited fields

Basic Data Integration

• Using Join and Union to merge datasets
• Employing Summarize for aggregation and roll-ups
• Hands-on session: constructing a complete 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
• Methods for validating and normalizing integrated data

Introductory Analytical Tools and Reporting

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

Introduction to Macros and Reusability

• Types of macros: Standard Macros and their application scenarios
• Creating, testing, and packaging reusable macros
• Integrating macros into workflows to simplify processes

Best Practices for Workflow Automation

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

Conclusion and Next Steps