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

Getting Started with Alteryx and the Designer Environment

• Introduction to the Alteryx Designer interface and workflow canvas
• Setting up workflows, tool palettes, and workflow attributes
• Best practices for storing, documenting, and distributing workflows

Core Data Preparation Instruments

• Input Data and Output Data tools: linking to CSV, Excel, and database sources
• Select, Filter, Sort, and Browse for rapid data examination and refinement
• Practical drills: cleaning a sample dataset

Foundational Data Transformation

• Formula tool for derived fields and conditional logic
• Data Cleansing: managing nulls, trimming, and standardizing values
• Text to Columns and parsing of delimited fields

Basic Data Merging

• Join and Union for dataset integration
• Summarize for aggregation and roll-up operations
• Hands-on session: constructing an end-to-end ETL workflow

Intermediate Data Blending and Parsing

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

Elementary Analytical Tools and Reporting

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

Overview of Macros and Reusability

• Macro types: Standard Macros and their applicable scenarios
• Creation, testing, and packaging of reusable macros
• Integration of macros into workflows to simplify processes

Best Practices for Workflow Automation

• Organizing workflows using containers and annotations
• Error management, logging, and scheduling considerations
• Practical exercise: automating a recurring data preparation task

Recap and Future Directions