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: linking to CSV, Excel, and database sources
• Select, Filter, Sort, and Browse tools for rapid data review and refinement
• Practical exercises: cleaning a sample dataset

Foundational Data Transformation

• Formula tool for creating calculated fields and applying conditional logic
• Data Cleansing: managing nulls, trimming whitespace, and standardizing values
• Text to Columns and parsing delimited fields

Basic Data Integration

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

Advanced Data Blending and Parsing (Intermediate)

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

Basic Analytical Tools and Reporting

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

Introduction to Macros and Reusability

• Macro types: Standard Macros and their appropriate use cases
• Creating, testing, and packaging reusable macros
• Integrating macros within workflows to streamline 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 Future Directions