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
• Setting up workflows, tool palettes, and workflow properties
• Best practices for saving, documenting, and sharing workflows

Essential Data Preparation Tools

• Input and Output Data tools: connecting to CSV, Excel, and databases
• Using Select, Filter, Sort, and Browse tools for rapid data inspection and filtering
• Practical exercise: cleaning a sample dataset

Basic Data Transformation

• Using the Formula tool for calculated fields and conditional logic
• Data cleansing: managing null values, trimming spaces, and standardizing entries
• Text to Columns tool for parsing delimited fields

Simple Data Combination

• Using Join and Union tools to merge datasets
• Utilize Summarize tool for aggregation and roll-ups
• Hands-on session: constructing an end-to-end ETL workflow

Advanced Data Blending and Parsing (Intermediate)

• Effectively blending multiple data sources and file formats
• Introduction to parsing semi-structured data: XML and JSON basics
• Methods for validating and normalizing blended data

Basic Analytical Tools and Reporting

• Employing Find Replace, Cross Tab, and Transpose tools to reshape data
• Generating simple reports and exporting results
• Case study: creating a summarized operational report

Introduction to Macros and Reusability

• Understanding macro types, particularly Standard Macros, and their applications
• Developing, testing, and packaging reusable macros
• Implementing macros within workflows to simplify processes

Workflow Automation Best Practices

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

Summary and Next Steps