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

Introduction to Alteryx and the Designer Environment

• An overview of the Alteryx Designer interface and workflow canvas.
• Configuring workflows, tool palettes, and workflow properties.
• Best practices for saving, documenting, and sharing workflows.

Essential Data Preparation Tools

• Using Input Data and Output Data tools to connect to CSV, Excel, and databases.
• Utilizing Select, Filter, Sort, and Browse tools for quick data inspection and refinement.
• Practical exercises focused on cleansing a sample dataset.

Basic Data Transformation

• Employing the Formula tool for calculated fields and conditional logic.
• Data cleansing techniques: handling null values, trimming, and standardizing values.
• Applying Text to Columns for parsing delimited fields.

Simple Data Combination

• Using Join and Union tools to combine datasets.
• Applying Summarize for aggregation and roll-ups.
• Hands-on exercise: building an end-to-end ETL workflow.

Advanced Data Blending and Parsing (Intermediate)

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

Basic Analytical Tools and Reporting

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

Introduction to Macros and Reusability

• Types of macros: Standard Macros and their appropriate use cases.
• Creating, testing, and packaging reusable macros.
• Deploying macros within workflows to simplify processes.

Workflow Automation Best Practices

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

Summary and Next Steps